Ann: Restructure of Lithium Offtake Agreements, page-159

Anyone able to mention any key points from that Hartley's Report CarrotGrunt mentioned?

I see Macquarie Bank did reports on PLS and AJM. Some commentary below (from the PLS thread)

I would be interested on a sector/peer comparison with A40 in the mix.

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For peer comparison purposes with Macq Banks 8th Jan report on PLS;
EBIT - PLS 2019, $97.3m - 2020, $201.5m - 2021, $404.7m
EPS - PLS 3.2cps, 6.4cps, 14.3cps.
EBIT - AJM 2019, -$17.4m -2020, $28.9m - 2021, $43.6m
EPS - AJM -1.5cps,-1.2cps, 1.3cps
12 month share price target - PLS $1.20, AJM $0.20

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