PLS 1.59% $2.47 pilbara minerals limited

Ann: Stage 3 Partnering Process Commences, page-7

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  1. 7,151 Posts.
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    I would say POSCO and Ganfeng make sense as front runners who have the most synergies to gain from the buy-in. I wouldn't rule Livent out though as that would diversify their portfolio and give them Stage 3 access.

    This is a smart move. It sorts all funding issues, Stage 2 delayed which helps not oversupply market, helps funding and it helps us develop more data for running stage 1 properly which directly benefits stage 2 and 3.

    It's a good announcement overall. US$375m for 25% would do me right now.
 
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