PLS 2.13% $3.83 pilbara minerals limited

Rumour has it, Mt F is very large and where another 5mtpa...

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    Rumour has it, Mt F is very large and where another 5mtpa operation may operate from. I recall speaking with the Exploration Manager earlier this year, and whilst he was a bit coy about this, he was clearly very bullish. I have heard this now from a number of sources and clearly it is out there, as it has been mentioned on HC. So, put that into the calcs!!!

    Page22 of the Oz today reports that BHP is very bullish on the EV revolution and looking to ramp up its nickel production accordingly. This is interesting! You see, the other battery components such as nickel are easily ramped up. Not so, lithium. The Kohler interview is very telling. KB sees a window of 5 to 10 years. PLS is in a very nice sweet spot, imho.
 
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