PLS 0.00% 34.0¢ pilbara minerals limited

Thanks Simon, that’s a pretty comprehensive reply. I hadn’t...

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    Thanks Simon, that’s a pretty comprehensive reply. I hadn’t realised that the recovery rates were so close to the wind with further improvement looking somewhat shakey. I will definitely lookup your previous post.
    The move to 25% ta concentrate (previously 5%) also means that even with Li mining increasing globally the associated secondary ta production increases are not likely to cause PLS to suffer a revenue drop on the sales of ta. Their high concentrate product should still be in strong demand and probably command a premium while other ta may suffer price decline..
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