Pilbara Minerals Limited (PILBF)

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👀12 March 2024 PILBARA MINERALS SIGNS OFFTAKE
AGREEMENT WITH YAHUA
https://1pls.irmau.com/site/pdf/e3a2c142-436e-4791-a96e-03d2d1cbb8e3/Pilbara-Minerals-Signs-Offtake-Agreement-with-Yahua.pdf

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December Quarter FY24 Activities Presentation 24 January 2024
https://1pls.irmau.com/site/pdf/76b4221a-679c-4755-8144-a8e8ae9f6602/December-2023-Quarterly-Activities-Presentation.pdf

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23/01/2024 December 2023 Quarterly Activities Report
https://www.asx.com.au/markets/company/pls

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14/01/2024 Pilbara Minerals Expands Ganfeng Offtake Agreement
https://1pls.irmau.com/site/pdf/f2c40c32-b63c-4908-a26f-f26fcdf63cc2/Pilbara-Minerals-Expands-Ganfeng-Offtake-Agreement.pdf
https://pilbaraminerals.com.au/
https://www.asx.com.au/markets/company/pls

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01/01/2024 December 2023 Quarterly Report Advisory
https://www.asx.com.au/markets/company/pls

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Pilbara Minerals 2023 Annual General Meeting

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The story of Pilbara Minerals

[db101]

Today trading above 55w average and listed as a BUY…

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07/11/2023 Executive and Company Secretary Transition
https://www.asx.com.au/markets/company/pls

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Pilbara Minerals Limited
42,956 followers
1d •

If you missed our quarterly results call this morning you can listen in here -
https://lnkd.in/dBpVEND6

#pilgangoora #quarterlyresults #investorcall #lithium
https://www.linkedin.com/feed/update/urn:li:activity:7123203036100870146/

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Pilbara Minerals Limited
42,904 followers
1d •

Our 2023 Annual General Meeting will be held on Thursday, 23 November 2023 at 2.00pm (AWST) at The University Club of Western Australia, Hackett Drive, Crawley, Western Australia. You can also join virtually here -https://bit.ly/497fM3J

https://www.linkedin.com/feed/update/urn:li:activity:7122746190147837952/

[db101]

EGR… 44%

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E78: Pilbara Minerals’ Dale Henderson

2,074 views Sep 29, 2023 #Tesla #electricvehicles #lithium
INDEX:
2:55 - Dale's background
6:22 - Discuss presentation
9:52 - Demo plant
13:19 - Use of 3B AUD
14:49 - View on spod market
20:25 - Conversion capacity
23:03 - Miners margin split
24:29 - Short-term forecast
26:29 - Fortescue
28:12 - Potential partners
32:29 - M&A: Where's Pilbara?
35:52 - M&A: Entry strategy
37:18 - South America considerations?
38:42 - Thoughts on Quebec
40:08 - The bond market
40:33 - Market vs. Strategic evaluations
42:03 - Closing

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Update - Dividend/Distribution - PLS
15/09/2023 12:08 am
https://www.asx.com.au/markets/company/pls

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Pilbara Minerals and Calix Limited Announce Investment to Build and Operate Plant for Electric Calcination for High-purity Lithium-rich Chemical Salt
August 31, 2023

https://batteriesnews.com/pilbara-minerals-calix-limited-announce-investment-build-operate-plant-electric-calcination-for-high-purity-lithium-rich-chemical-salt/

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How Will Pilbara Minerals Spend Their $3.3B? With CEO Dale Henderson | Daily Mining Show

[n4807g]

Pilbara is extremely well positioned going forward. The growth in production of hard rock lithium couldn't be better timed. The decision to build the mid-stream conversion plant and the hunt for a partner to build a Lithium Hydroxide production plant puts them on course to be a major player and a very profitable one. I will add to my holdings if the share price drops below $2,80, but I'm not holding my breath. I will nibble if the share price holds above $3 while competitors stall or sell down, As long as the price of 6.0% spodumene doesn't fall much further Pilbara's cash machine will keep producing. Even if the price were to collapse Pilbara has the cash to weather any storm, but many of the newer producers can't say the same.

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Substantial 109Mt Mineral Resource increase to 414Mt - further extends Pilgangoora's position as a world class lithium project

https://1pls.irmau.com/site/pdf/3c3567af-c373-4c3c-ba7a-af0bc2034431/Substantial-Increase-in-Mineral-Resource.pdf

[TradingCharts]

I trimed my position the other day it sold in a bunch of small pieces. Just as you said. Maybe they took some of mine for other orders?

[Harry Wickey]

Can anyone explain the low share purchases when there is a $50 commision for this Austrailian stock. I see 1, 5, 100, share, purchases. I have never purchase less than 2000 shares which turns into .025 per share. Selling causes the same charge, it sure keeps the volume down here in US. They need to list on a major US exchange, which I think will happen when stock goes over $5-$10 US.

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02/07/2023 Mid-stream Demonstration Plant Update

ASX bullish tonight.

https://www2.asx.com.au/markets/company/pls

[n4807g]

Pilbara Minerals starts global hunt for processing JV; MacCap mandated
https://www.afr.com/street-talk/pilbara-minerals-starts-global-hunt-for-processing-jv-maccap-mandated-20230622-p5dipi

More good news......

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Lithium processing is 40pc cheaper in South Korea, says POSCO

https://www.afr.com/companies/mining/lithium-processing-is-40pc-cheaper-in-south-korea-says-posco-20230518-p5d9k8

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2023 Market Holidays:
Holiday Date Status
Easter Monday, April 10, 2023 (past) Closed 2 weeks ago
Anzac Day Tuesday, April 25, 2023 Closed tomorrow
King's Birthday Monday, June 12, 2023 Closed 2 months from now
Christmas Monday, December 25, 2023 Closed 8 months from no

[n4807g]

Looking at Allkem's quarterly report we can make some educated assumptions. Allkem's average sale price during the quarter was:

based on an average sales price of US$5,702 /dmt CIF for SC 5.2%

Assuming Pilbara achieved the same average price and sold their entire nameplate quarterly production of approx. 140,000 /dmt CIF their gross revenue for the quarter would be 5,702 x 140,000 = US$798,280,000 converted to AUD @.67 exchange = AU$1,191,462,686. If the AU$ cost of production an freight charge was the same as their 6 month report (AU$1,136/dmt CIF) the cost of production plus freight is 1,136 x 140,000 = 159,040,000. Gross Margin would be 1,191,462,686 - 159,040,000 = AU$1,032,422,686. If their General, Administrative and Exploration cost remained about the same they would be approx. AU$17,500,000 leaving a gross profit of 1,032,422,686 - 17,500,000 = AU$1,014,922,686. It's not easy to factor in capex expenses which would reduce this gross profit number, so keep that in mind.

AU$1,014,922,686 would be a great outcome. It will be interesting to see their cash balance on hand, given the dividend payout and capex, it should still be impressive. The one downside of the Allkem report was their expectation that the average price of spodumene will drop to US$5,000/dmt CIF SC6.0 (SC 5.2 will be substantially less) in the 4th quarter. But even at lower sales price Pilbara would be profitable. All the Pilbara data was taken from the 6 month report page 13. One other interesting note.....also from page 13:

Average realised selling price of ~US$4,993/dmt (CIF China)...........should be an interesting report this week.

[n4807g]

Chile's decision to Nationalize the Lithium Industry will benefit miners in Canada and Australia. Look what happened to SQM and ALB on Friday. SQM is entirely reliant on Chile, but ALB may have been unfairly lumped in, they have substantial interests outside Chile.

[n4807g]

Correct link to quotation.....
https://www.tradingview.com/news/marketindex:0eb2e9ec6094b:0-ubs-top-five-asx-listed-lithium-stocks/

[TradingCharts]

ASX UP TONIGHT.

https://www2.asx.com.au/markets/company/pls

[n4807g]

UBS’ top five ASX-listed lithium stocks
https://investorshub.advfn.com/secure/post_new.aspx?board_id=32566

In spite of the short-term downturn, UBS has high hopes for lithium and associated producers in the long run because of the wider supply glut.
“Our review of the currently slated supply response suggests higher prices are required and we have increased our long-term prices across the board by ~20%.”
UBS argues this bull case is actually conservative given the following themes:
A lack of new sources of supply
Chinese lepidolite production is slowing (lepidolite is another mineral where lithium can be found, but it’s overlooked in favour of the more conventional spodumene)
Industry participant feedback
Consensus forecasts

The one upgrade

Despite the short-term price downgrades, UBS found room to upgrade Pilbara Minerals (ASX: PLS) to a BUY from neutral. In addition, UBS’ bull case sees the Pilbara price soaring by another 42% to $5.40/share. Analysts argued that the company has the most to gain if its long-term bull case is proven right.

[TradingCharts]

The Stock of the Day is Pilbara Minerals (PLS)

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2,258 views Mar 23, 2023
With its massive cash reserves, Pilbara Minerals is now moving downstream.

In February, the company’s Managing Director and CEO Dale Henderson was interviewed by mining audiences manager Michael McCrae at the BMO Global Metals, Mining & Critical Minerals Conference.

Pilbara Minerals (ASX: PLS) is a remarkable growth story. The company started building production late last decade, and it has ridden the battery metals boom. The market cap of Pilbara sits between $14 to $15 billion. Pilbara Minerals is an ASX 50 company.

Guidance for 2023 is between 600,000-620,000 dmt of spodumene concentrate. With expansion plans, the company has its eyes on 1 million tonnes per year.

[TradingCharts]

Nice post. ASX up tonight.

https://www2.asx.com.au/markets/company/pls

[n4807g]

As we approach the 3rd Quarter report it's interesting to compare Pilbara to two of the recent spodumene miners that have garnered a lot of press concerning acquisition, and rumored acquisition; Liontown and Sigma. If you compare the three based on market cap, cash in the bank, current production, and forward production you get this view. I'm assuming that the annual production for each is sold, and at the same price per DMT.

Pilbara
Annual production 2023 580,000 DMT
Annual production 2024 680,000 DMT capital improvements underway
Annual production 2025 1,000,000 DMT capital procurement underway, improvements coincide with current improvements, completed 20224
JV POSCO Lithium Hydroxide (current) 18% interest option to increase
cash on hand 12/2022 approx. $2B AUD
Market cap USD $7.62B

Sigma
Begins production assuming no issues 270,000 DMT 4/23-4/24
Phase 2 annual production 2024 540,000 DMT
Phase 3 future development existing Brown fields, time-frame TBD
cash on hand 9/2022 $86.4M CAD
Market cap USD $4.14B

Liontown
Projected start production Q2 2024 annual production 500,000 DMT
6 years out plans to increase production.
cash on hand 6/2022 $453M AUD
Market cap $4B USD

I hope that the March report gives us more clarity on offtake agreements in place and being negotiated for production capacity increase. Also looking for confirmation the POSCO JV is on production track.

[TradingCharts]

12/04/2023 Revised March 2023 Quarterly Report Advisory


https://www2.asx.com.au/markets/company/pls

[n4807g]

Hello Harry.....has your Schwab dividend posted? Mine has not, the rep. said could be another week? Strange.......

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TD Ameritrade

[n4807g]

What firm? Fidelity, TD Ameritrade?

[TradingCharts]

Pilbara Minerals Unfazed by Lithium Slump
March 29, 2023

https://www.sharecafe.com.au/2023/03/29/pilbara-minerals-unfazed-by-lithium-slump/

[TradingCharts]

I was so excited about my dividend I had to hit the ask end of day.

Filled Buy 1000 PILBF Limit 2.71 -- -- 15:48:03 03/29/23

I kind of want a pullback

[n4807g]

Banging on all cylinders. PLS is one of the few gold standard miners in the Lithium space. Now that the decision to expand is behind them, I hope they will focus of adding downstream chemical processing to further penetrate the chemical side of battery chemistry.

[TradingCharts]

Ground Breakers: Lithium is back in the spotlight as Pilbara Minerals approves expansion to 1 MILLION TONNES a year

https://stockhead.com.au/resources/ground-breakers-lithium-is-back-in-the-spotlight-as-pilbara-minerals-approves-expansion-to-1-million-tonnes-a-year/

[TradingCharts]

I received my dividends yesterday.
03/28/2023 14:16:07 QUALIFIED DIVIDEND (PILBF)

[n4807g]

P1000 PROJECT FINAL INVESTMENT DECISION
https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02648794-6A1142879?access_token=83ff96335c2d45a094df02a206a39ff4

[n4807g]

Liontown rejects $3.7 billion proposal from Albemarle
https://www.mining.com/web/battery-metals-producer-liontown-rejects-3-7-billion-proposal-from-albemarle/

[n4807g]

KITCO video
https://www.kitco.com/news/video/show/BMO-Conference-2023/4459/2023-03-23/Pilbara-Minerals-moves-downstream#_48_INSTANCE_puYLh9Vd66QY_=https%3A%2F%2Fwww.kitco.com%2Fnews%2Fvideo%2Flatest%3Fshow%3DBMO-Conference-2023

[n4807g]

For reference you can see the daily spodumne spot price in China here https://www.metal.com/Lithium/201906260003
Note the price is quoted in USD and references "galaxy" (now Allkem) and Pilbara as the "brand" which I assume means they are taking thier contract price for that day?

Also note the average price per ton sold in the 1st six months was $4,993USD at 5.4% concentration. you have to adjust the the price to match the spot price quoted @ 6%. note from Pilbara's report see notes page 5:

Equivalent SC6.0 CIF China price for the half-year was US$5,570/dmt. The SC6.0 CIF China price is an industry accepted reference price. The actual concentrate grade delivered to customers is generally less than 6% lithia content ranging between 5.0% to 6.0% lithia, in
which case the actual price received is adjusted pro-rata to the 6% reference price.

https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02635529-6A1137803?access_token=83ff96335c2d45a094df02a206a39ff4

[n4807g]

Thanks for the update

[Harry Wickey]

Hi All,
Recieved dividend in one account still waiting for Schwab but they said its coming.

[TradingCharts]

The only one with a small dividen and contracts.

Can you buy?

[n4807g]

March 2023 Quarterly Report Advisory
https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02647651-6A1142403?access_token=83ff96335c2d45a094df02a206a39ff4