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

06.12.2019 Schrieb Wombat folgendes bei ***: 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

Z.b die Verträge mit Posco ..

Aber wat positives bitte...

Da muss KB jetzt mal was liefern.

Nee keine Infos....

Hast du was gehört @Bullish/Pommes Bude??

@captaindollar danke für die Antwort

Danke dir für die Info

nee dazu hat man nix gehört. Mein letzter Stand war das die Mine immer mal angeworfen wird für "Produktionskampagnen" ;denke, dass die vielleicht nur die Hälfte der Zeit läuft aber ich weiß es nicht wirklich

Weiß jemand eigentlich wie die Situation vor Ort ist? Die Wartungsarbeiten sind abgeschlossen aber in welchem Rahmen läuft die Anlage jetzt???? Weiß das jemand?

Erst kamen die Schmerzen...dann die Party 🎉😉

Der Start in 2020 ist geglückt. Die Aufmerksamkeit für die produzierenden Lithiumfirmen ist nun wieder da. 📈🚀🍾💵💰

Wenn es hoffentlich auch mal operativ läuft dann gibt's nur noch eine Richtung :)

Glückwunsch allen die nicht in Panik oder Frust am Boden verkauft haben :)

Aber RSI ist ÜBERKAUFT HEute Den LIT ETF beobachten, wenn der nochmal explodiert, haben wir auch was davon. Ansonsten gehts erstmal wieder etwas zurück. Wäre aber sehr gut und sehr gesund :) Prost allen Langzeithaltern :)

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