PILBARA MINERALS WKN: A0YGCV ISIN: AU000000PLS0 Forum: Aktien Thema: Hauptdiskussion

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Das Ding ist fuuuuutsch!!!

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.. ho.t.copp.er

Wer infos von zB *** oder blue ocean sec. ernst nimmt gefährdet sein Geld. Nur meine Meinung.....

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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

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/

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

Bulish ist bald weg das freut mich sehr

Ja und ? Der kurs is fakt