Pilbara Minerals Ord Shs T.PLS

RE:RE:RE:RE:RE:news for agg investors...fyi

[aggman]

Thanks - I think if some of the the Canadian business prove to be viable in frac sand - they could or would seem like plausible, logical acquistions for the likes of SLCA, HLCP - who have networks up in Wisconcin - so augmentation of positions, networks (particularly if rail served) - would make sense.

Also going back to your original observation on PLS - I agree that they need to move the price needle.  I think we investors want more evidence of pricing being pushed (and lets be honest Q1 was a dissappointment).  

Pricing in LA will be closer to $20/ton - which will slowly lift enterprise ASP, as LA vols grow.

Also - there is an argument to say they have established themselves in the Bay Area, during a difficult time; now that thye have constant, reasonable volume flowing through the Bay area terminals, (and demnad being what it is), they are moving into a realm where they can proactively push the pricing needle.