Australian (ASX) Stock Market Forum

PLS - Pilbara Minerals

Good morning

Pilbara Minerals cut to Hold: Morgans Financial

Not holding :)

Kind regards
rcw1
 
Not to worry....Bumper Cash Holding...should be or will be another good div paying this year.
PLS slowly edging up to $5 Rabbito. Offload and when the dip comes back in again.
Same with DLI just need to hit the $1 mark and sell
 
This one is a long term hold for me. Not really a tradable stock in my view. DYOR

Looking good for continued rise from here I'd say
I feel it is a tradeble stock IF bought on the mostly daily low and then flogged for a tidy profit. But definitely going places.
 
out and about, selling the story:



And from the AFR :

... Pilbara’s discussions with its current customer base have been overwhelmingly positive about the potential introduction of a new mid-stream product. But Henderson sees the potential to sell the lithium phosphate to the producers of lithium ferro phosphate batteries, if Pilbara and Calix can meet their quality requirements.
“We’ve got the potential here to actually access a larger customer base, which is pretty neat.”
 
out and about, selling the story:



And from the AFR :

... Pilbara’s discussions with its current customer base have been overwhelmingly positive about the potential introduction of a new mid-stream product. But Henderson sees the potential to sell the lithium phosphate to the producers of lithium ferro phosphate batteries, if Pilbara and Calix can meet their quality requirements.
Have been reading few positive news lately. Also on Fools read today, it is one of 3 stocks to own, meeting potential of becoming big.
 
So this Calix technology ( once Pilbara’s rocks are processed with Calix’s patented electric-kiln technology, the lithium phosphate that is produced in the form of a chemical salt will contain about 38 per cent lithium oxide) is focused on LFP and will likely supply Chinese demand ?

Lithium-ion batteries with nickel, manganese and cobalt were fitted into about 60 per cent of the electric vehicles sold globally in 2022, according to consultancy Rho Motion. Batteries with NMC cathode materials tend to store more energy than rival cathode chemistries. NMC batteries were typically about 25 per cent more expensive last year than the major alternative cathode chemistry for lithium-ion batteries; lithium ferro phosphate.

Cars fitted with LFP batteries tend to have less range than NMC batteries, but the lower cost means they are often selected for small cars aimed at pragmatic, inner-urban motorists who are not looking for a car with elite performance nor wanting to drive long distances. Rho Motion estimated that LFP batteries share of electric vehicle sales rose from 22 per cent in 2021 to 35 per cent in 2022

EDIT, ... add brackets in opening sentence
 
out and about, selling the story:



And from the AFR :

... Pilbara’s discussions with its current customer base have been overwhelmingly positive about the potential introduction of a new mid-stream product. But Henderson sees the potential to sell the lithium phosphate to the producers of lithium ferro phosphate batteries, if Pilbara and Calix can meet their quality requirements.

PLS flew about 60 Analysts/Fund managers to site recently, according to the Money of Mine lads.

We should see in the coming weeks whether they were impressed or not.

This is the only Li company I have that is making a profit, quite a novelty in this space but nice to have in the current financial environment.
 
PLS flew about 60 Analysts/Fund managers to site recently, according to the Money of Mine lads.

We should see in the coming weeks whether they were impressed or not.

This is the only Li company I have that is making a profit, quite a novelty in this space but nice to have in the current financial environment.
I am expecting a nasty monday due to DJ falling on US Friday. All stocks likely in RED so is PLS, but again depending on your own appetite..will you have more or take a breather, sit or start to jump. I know what I like to do but the honey pot is empty.?☹
 
I am expecting a nasty monday due to DJ falling on US Friday. All stocks likely in RED so is PLS, but again depending on your own appetite..will you have more or take a breather, sit or start to jump. I know what I like to do but the honey pot is empty.?☹
Good evening Rabbito
Sitting on PLS holding at the moment and have a buy in just in case thereis a dip.
Previously on some occassions PLS has gone against the grain and held up and stayed in the green.
My wonderfully wise sage, the bloke in the mirror, is not perturbed and is saying keep the sale in and buy on the dip.
How can I go against such buoyant advice????
 
Good evening Rabbito
Sitting on PLS holding at the moment and have a buy in just in case thereis a dip.
Previously on some occassions PLS has gone against the grain and held up and stayed in the green.
My wonderfully wise sage, the bloke in the mirror, is not perturbed and is saying keep the sale in and buy on the dip.
How can I go against such buoyant advice????
rabbito posted a pic of the first new born calf for year under My Bovines no5 for your granddaughter.
 
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