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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

Comment by seatleslimon Jul 23, 2017 11:26pm
81 Views
Post# 26500050

RE:RE:why the company is not taken seriously right now

RE:RE:why the company is not taken seriously right nowI have to say that I don't necessarily have an issue with current management.  Fine sand and PoLB seem like a big deal, even if just beginning to be reflected in the numbers.  Maybe Black Bear is even bigger deal (their going to get exactly zero credit for that until core story is validated).  My issue is simply the 2015 air pocket.  Seems like top oprational guy was promoted to in part to deflect the issue. They must understand that this is at least an appearance.  

More likely than not they are straightening things out with Cemex and simply cannot provide a blow by blow account.  Even if Cemex are not desperate for the material at this moment, they will need it.  I do have a major issue with anyone on that board of directors who drives a car that is more valuable than his position in PLS shares.  Clearly there are a couple of hanger-ons for directors fees.  It's not so much a question of whether they are aligned with shareholders - they are an embarrassment to shareholders.  Summons some honor and move on or buy a few hundred thousand dollars worth below replacement cost/2 times stabilized EBITDA.   Shameful, really.


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