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

Das sieht ja Grauenhaft aus. Kein kein Cash mehr am Jahresende und man will erst ende nächsten Jahres profitabel sein. Da fehlen also mal locker 200mio bis dahin. Ich sage das Ding geht noch weiter runter auf 0,10 €.

Ken Brinsden, Pilbara Minerals’ Managing Director and CEO, said: “From an operational perspective, the June Quarter saw further consolidation in the growth of spodumene concentrate production at Pilgangoora with high plant utilisation, excellent throughput, and strong product grade shipped to customers. The recovery to product was consistently in the range of 50-60% during the Quarter, with the next round of plant modifications to support further improvements in product recoveries to be undertaken during the September and December Quarters. These improvements are expected to contribute significantly towards lowering our operating costs, which will see them progressively reduce over the course of FY20 as we work towards achieving nameplate capacity.

Werden auf jeden Fall sehr spannend die nächsten Woche :)

Alles im Lot, Pommes —> Partnering process for a potential project-level investment of the Pilgangoora Project, Stage 3 offtake and a possible downstream chemical conversion facility is also well progressed, with the high level of strategic interest received to date considered to be indicative of the strong medium and longer-term demand for spodumene concentrate and its importance to the growth in the electric vehicle and battery industry. • Cash balance as at 30 June 2019 of A$63.6M (31 March 2019: A$103.9M). • Cash operating costs1 of USD$528/dmt CFR China achieved for the June Quarter are representative of the continuing ramp up and optimisation of the Pilgangoora Project’s process plant. Costs are expected to target USD$320-350/dmt CFR China by Q4 FY20, with anticipated improvements in plant recovery, plant stability and site optimisation expected to significantly lower unit costs.

PROJECT DEVELOPMENT • Early works, engineering and progression of long lead items for the Stage 2 development continued during the Quarter. • Consistent with the view that there is still significant exploration potential in the Pilgangoora Project area, further outstanding exploration intercepts have been returned at new drilling locations in the south-end project area, including: ▪ 18m @ 1.62% Li2O and 145ppm Ta2O5 from 89m (PLS1289); ▪ 12m @ 1.80% Li2O and 74ppm Ta2O5 from 90m (PLS1291); and ▪ 13m @ 1.71% Li2O and 53ppm Ta2O5 from 4m (PLS1299). CORPORATE • Due diligence between Pilbara Minerals and South Korean conglomerate, POSCO, for the formation of a downstream joint venture (DJV) to develop a 40ktpa lithium hydroxide and carbonate chemical conversion facility in South Korea has completed, with formal documents for the DJV and technology licensing agreement significantly progressed and expected to be finalised in the coming weeks. • Final investment decision and respective approvals from both boards for the downstream joint venture anticipated during the September Quarter. Top.

Alles andere war schon eingepreist, Pommes.

Na der Cashverlust ist ja normal. Stage 2 kostet Geld :)

Macht es nicht viel besser...

528$/Tonne...

Wie erwartet, keine guten Nachrichten..... Am 31.03 noch 109 Millionen Cash, jetzt nur noch knapp über 60... Und dat nächste Quartal wird noch schlimmer! Produktionskosten von 550$/Tonne auch viel zu hoch..... Meine Glaskugel sagt, Minus 8% diese Nacht....

Die Short-Quote von PLS in Australien steigt weiter, fast 12%. Ein paar Neuigkeiten wirds heute Nacht sicher geben im Bericht

Spannung 🥁

Kann ja nicht gut sein wenn die Mine geschlossen ist.

Falls er ab geschlossen wird richtig

Bestimmt nicht schön...

Heute Nacht kommt der Quartalsbericht