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

Pilbara Minerals: Die Lithium-Projektprämien deuten auf einen großen Aufwärtstrend für die Pilbara-Aktionäre hin. Wie die Credit Suisse mitteilt, liegen die durchgelesenen Bewertungen bei einer Prämie von 44-174% gegenüber dem Marktpreis von Pilbara. https://resourcesrisingstars.com.au/news-article/lithium-project-premiums-point-big-upside-pilbara-shareholders

👏🏻👏🏻👏🏻

👍

The New York Times The Car Industry Is Under Siege https://www.nytimes.com/2019/06/06/business/auto-industry-fiat-renault.html

Eher ATL...

Ja dann mal Prost 🍻 auf das, was da noch kommt. Schönes Pfingstwochenende 😎 GLTAH

Nach VW der größte Hersteller!

Toyota ist wahrlich keine Klitsche, ziehen ihre ursprünglichen Ziele mit zahlreichen Kooperationen teilweise um 5 Jahre vor! Toyota teams with China's CATL and BYD to power electric ambitions. https://asia.nikkei.com/Spotlight/Electric-cars-in-China/Toyota-teams-with-China-s-CATL-and-BYD-to-power-electric-ambitions

Toyota braucht auch eine große Menge von Batterien: Toyota startet Elektroauto-Offensive https://www.spiegel.de/auto/aktuell/toyota-setzt-verstaerkt-auf-elektroautos-mit-batterie-a-1271332-amp.html

Wie ich schon immer gesagt habe..... Wird kommen , und alle Probleme lösen!

https://focus.de/10804929 Toyota macht große Fortschritte beim Feststoffakku

Kann es nicht lesen Sailor😆

Na endlich! Ich habe schon befürchtet, dass die Pu.sher verkauft haben😂

Bald knallt‘s hier ... und bei Hao und Chaser auch 🕺🚀

Merci....

Lithium project premiums point to upside for Pilbara shareholders BARRY FITZGERALD Independent Journalist 7 hours ago Recent lithium acquisitions provide see-through valuations for Pilbara which are well above its share price, fuelling talk about what it may get for its planned sale of a stake in its project. Plus, Sunstone’s chief is upbeat on its current porphyry drilling and PolarX’s $70m Lundin deal validates its strategy. Pilbara Minerals (PLS) was the big lithium presence at this week’s Resources Rising Stars conference, where there was lots of discussion about Tesla *** and whether the electric vehicle revolution was real. After braving unusually cold weather on the Gold Coast at a knees up the night before beneath giant tepees erected on the green at the RACV’s Royal Pines resort, Pilbara CEO Ken Brinsden told the assembled throng that it will only be a “matter of time before we all become Tesla ***”. He was of course joking about the *** element. Brinsden’s assessment is that investors shouldn’t be dismissing the EV thematic on the basis that it is hard to spot a Tesla at the local supermarket, or anywhere else for that matter. His bigger call is that the revolution will get into full disruptive swing once China starts exporting $15,000 EVs. And he reckons that’s just around the corner. Brinsden’s upbeat assessment is a message he is also delivering to potential partners across the battery materials supply chain. Pilbara is offering to sell a stake of up to 49% in its Pilgangoora lithium/tantalum operation, which for the sake of about $500m, could be expanded a couple of times. The “partnering process” is one to watch as the recent sales/takeovers involving others in the WA hard-rock lithium space implies a read-through price for 100% of Pilbara at a big premium to its current market price of 68c for a market cap of $1.25 billion. Credit Suisse crunched the numbers last month on the Wesfarmers’ (WES) bid for Kidman (KDR), and Albemarle’s (US:ALB) deal with Mineral Resources (MIN), and came up with a read-through value for Pilbara (based on reserves) of $1.78b-$2.79b. Pilbara was trading at 65c at the time and as noted by Credit Suisse, the read-through valuations are at a 44-174% premium to Pilbara’s market price. The trick now for Brinsden is to capture some of that implied premium in the partnering process, in which the intention is to sell a 20%-49% stake in Pilgangoora. He didn’t give much away on the subject at the conference. “We are well underway in that process. I really can’t say much more about it other than to say, so far so good. “Happy with the level of interest and looking forward to what unfolds in coming months.” https://www.livewiremarkets.com/wires/lithium-project-premiums-point-to-upside-for-pilbara-shareholders