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PILBARA MINERALS WKN: A0YGCV ISIN: AU000000PLS0 Forum: Aktien Thema: Hauptdiskussion
2,350
EUR
+0,86 % +0,020
21:59:02 Uhr,
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Kommentare 55.533
Camouuflage,
09.12.2019 10:21 Uhr
0
Kohle weg
Camouuflage,
09.12.2019 10:21 Uhr
0
Tot
Camouuflage,
09.12.2019 10:21 Uhr
0
Das Ding ist fuuuuutsch!!!
Eintracht1,
08.12.2019 21:58 Uhr
0
www.emerging-markets-trader.de/aktionen/?ref=zukunfts-maerkte
C
Coe1,
06.12.2019 18:16 Uhr
0
.. ho.t.copp.er
C
Coe1,
06.12.2019 18:16 Uhr
0
Wer infos von zB *** oder blue ocean sec. ernst nimmt gefährdet sein Geld.
Nur meine Meinung.....
DieVorhand,
06.12.2019 17:40 Uhr
0
https://www.n-tv.de/21439448
Longinvest1234,
06.12.2019 7:28 Uhr
0
Pilbara Minerals Limited
H O T C O P P E R
Good News & Bad News
Wombat2
06/12/19
This is a general information post on PLS and this thread heading is appropriate
I was in Brisbane for the RRS conference yesterday and spoke to a number of ex PLS employees that I know well and quizzed them on some of the issues that PLS have faced. I am glad to say I got confirmation that aligns with PLS announcements that those issues are now very much in the main overcome. There is no point raking over the coals and go into the nitty gritty but it has been at times a journey of discovery for the new teams as they grappled with the challenges of using new plant with which they had little or limited experience.
A couple of points that are worth mentioning and that is some of the plant underperformance related to previously manual operations and have now been largely fully automated and the improvements have been substantial. In addition some of the equipment upgrades involved ordering equipment with extraordinarily long lead times. I amn guessing that this had a material impact on recoveries.
I came away feeling that apart from achieving the final 5 to 7% of lithium recovery (which PLS are confident they will achieve) I am now confident that the vast majority of the plant is finally operating in the manner it was designed to do. Importantly the teams operating the plant are now well established and held responsible for their performance.
As Ken said in his opening remarks yesterday …. the 16 months they took to get to this stage were 4 months too long. My view is that it has cost shareholders dearly in terms of SP.
To my mind the only unresolved matter is how quickly the customers will ramp up their orders in the next 4 quarters. At least we are now ready to operate at or very near to design capacity so our short term fate is in the hands of our customers. In short we need volumes to ramp up as fast as our customers will absorb.
A final point from speaking to these ex PLS people and that was they are adamant that the PLS spodumene quality is truly first class. I was relieved as I had some doubts, but no longer.
Cheers W2
Longinvest1234,
05.12.2019 22:06 Uhr
0
EU to witness fastest growth in indirect demand for battery metals — report
https://www.mining.com/eu-to-witness-fastest-growth-in-indirect-demand-for-battery-metals-report/
Dixatab,
05.12.2019 19:41 Uhr
0
Die nächste Gigafactory, Reuters-Meldung von heute: GM und LG Chem bauen in Ohio ein Elektrofahrzeugbatteriewerk für 2,3 Milliarden US-Dollar
https://uk.reuters.com/article/uk-gm-lg-chem-jv-exclusive-idUKKBN1Y90C8
H
Hao,
05.12.2019 19:36 Uhr
0
Bulish ist bald weg das freut mich sehr
H
Hao,
05.12.2019 19:36 Uhr
0
Ja und ? Der kurs is fakt
M
MisterBj,
05.12.2019 15:49 Uhr
0
https://www.focus.de/auto/elektroauto/neue-daten-zu-batterien-forscher-stellten-e-autos-desastroese-klimabilanz-aus-jetzt-aendern-sie-ihre-meinung_id_11424365.html
T
Taktloss,
05.12.2019 9:10 Uhr
0
Danke für die Info
Longinvest1234,
05.12.2019 8:10 Uhr
0
Ist ein h o t c o p p e r post
A word from the company
bobadah
6,892 Posts.
05/12/19
Quoted is today's (5 December) responce from my recent enquiry to the company. Not very definitive but worthwhile nevertheless. We will definitely have a revenue stream in the December quarter.
"We are currently mining and processing on a campaign basis, with a view to matching site production to the expected demand from customers. That has led to previously stated guidance of 35,000-70,000 tonnes shipped during the Dec Qtr and nothing has changed in respect of that view.
We have been very pleased with the performance of the plant in the most recent production run (ended 23rd Nov.) and there has been a material improvement in product recoveries. Our view is that this will translate to a much lower unit production cost base over the coming quarters. "
https://***.com.au/threads/a-word-from-the-company.5118940/
C
Chaser187,
05.12.2019 8:04 Uhr
0
Doch ist er schon lange. Nur wollt ihr das nicht wahr haben.
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