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Pilbara Minerals Ord Shs T.PLS


Primary Symbol: PILBF

Pilbara Minerals Limited is an Australia-based lithium company. The Company is primarily engaged in the exploration, development, and mining of minerals in Australia. Its 100% owned Pilgangoora hard-rock lithium operation is located approximately 120 kilometers (kms) from Port Hedland in Western Australia’s resource-rich Pilbara region. The operation consists of two processing plants: the Pilgan Plant, located on the northern side of the Pilgangoora area and produces spodumene and tantalite concentrates, and the Ngungaju Plant is located to the south produces spodumene concentrate. It owns 70% of the Mt Francisco project, which is located 50 km south-west of the Pilgangoora Project and hosts the large occurrence of outcropping pegmatites located nearby to Port Hedland. It is also pursuing a proposed downstream joint venture (JV) for the development of an approximately 43,000 tons per annum (tpa) lithium carbonate equivalent (LCE) lithium chemical conversion facility in South Korea.


OTCPK:PILBF - Post by User

Post by aggmanon Jan 31, 2016 7:57pm
325 Views
Post# 24510942

2016, back in action after snowbird season

2016, back in action after snowbird seasonJust packed up the sunbeds, after 7-weeks in my son's van in Sarasota - and back to Mississauga - and just in time for the US aggregate industry to speak softly into the microphone.

Material is moving in Florida - i spoke to producers when i could and whilst not seering hot - the market is good in the US - credit, housng, employment, car lots, peeler bars all indicate so much.

Teach: I keep it brief:

 - about 2 and a half to one year ago, management crowed up the potential prospects of the enterprise - but they have been clipped, blindsided by market externalities, and internal ineptitude, in broadly equal measures.  Like many things in life the answer lies between the respective, well-considered opinions of seattle and amgn68.

- there is nothing more to say - the business is fairly well positioned and it is up to management to deliver.  by deliver i refer to:

1. Sales, good sales into PoLB;
2. resolve their supply-chain issue at redwood city (supply chain? coda for we can't manage the key relationship with CEMEX, but we are telling the market we can).
3. push sales in the Bay; develop their business beyond Cemex, not in spite of cemex;
4. push pricing.

the demand side picture is strong as they have represented, the highway bill only underscore the next 5 year demand-side (commencing in 2017).  Their quality is as good as stated.  Forget Palmdale - but good you mention it as it only reinforces the advantages of Polaris port entrances to markets.

Shareholders have suffered due to managements sleepiness - $2-$3 in share price improvement is all about the sharpness of management - Irwin Michaels thinks and writes so much.


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