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Hi All,
Recieved dividend in one account still waiting for Schwab but they said its coming.
The only one with a small dividen and contracts.
Can you buy?
March 2023 Quarterly Report Advisory
https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02647651-6A1142403?access_token=83ff96335c2d45a094df02a206a39ff4
Thank you, Harry Wickey, for the dividend update and welcome to the board
I was wondering if we would be eligibel.
Now I just have to find the bottom and add a few more shares.
https://www2.asx.com.au/markets/company/pls
Yep, I think you got it wrong, but not sure.
The brokerage that one buys stock from is the same agent that will recieve the dividend. I did contact Pilbara and I was told that PILBF holders would recieve the dividend. I am expecting about a .07+ dividend posted to my brokerage account a day or two after dividend date. If we have to apply to some third party to recieve dividened that's a problem. The brokerage should apply for dividend they are the agent.
10/03/2023 12:39 am Update - Dividend/Distribution - PLS
https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02642379-6A1140235?access_token=83ff96335c2d45a094df02a206a39ff4
Probably CATL's position sale, plus profit taking, ex-dividend selling, Barring a complete reversion in Lithium prices back to 2021 the future looks very good for Pilbara.
Why's it 25% off its 52 week high?
Pilbara Minerals Limited
30,278 followers
27m • Edited • 27 minutes ago
We are pleased to announce that we have appointed Brett Mcfadgen to the position of General Manager of Operations. Brett is a qualified metallurgist with an extensive career in the resources industry spanning over 20 years. During his career, Brett has led several complex operations across the gold, lithium, and nickel sectors.
Brett’s leadership style, deep care for people and focus on developing front line leaders to deliver safe production, ensures he is the best person to lead our Pilgangoora operations and future expansions that will further cement Pilbara Minerals’ position as an emerging leader in the provision of sustainable battery materials products.
We welcome Brett to Pilbara Minerals.
https://www.linkedin.com/feed/update/urn:li:activity:7036866310504366080/
Pilbara sitting in the proverbial catbird seat.....
Of my many individual Lithium related miner holdings Pilbara has the most upside here are the reasons.
1) High quality spodumene resource with a minimum 26 year mine life at 580,000 tpa offtake per year. Assumes mine resources aren't increased as mine site exploration continues. Undoubtedly more resource will be found.
2) Annual production of 600,000+ tpa sold at price per dmt that exceeds 2022 price.
3) Starting 2024 the JV with POSCO ramps up. Under the agreement Pilbara supplies up to 358,000 tpa spodumene at prevailing price for 20 years. Additionally they own 18% of the JV with option to increase that to 30% (which no doubt they will exercise). So basically, they're guaranteed that 1/2 their production is sold at prevailing market price starting next year, and they will benefit (profit) futher from the JV sales
4) Possible expansion to 1M tpa (which I believe they will do), expanding their sales to $5.0 billion AUD on Spodumene plus sales from POSCO JV. If the profit margins can be maintained the gross profit on spodumene sales would be $4,233,944,000.00 AUD.
5) Sovereign risk is negligible due to their domicile in Australia a mining nation with a long history of supporting miners and free markets. Unlike their competitors that have operations in Africa, Mexico, and Latin America that are subject to less stable political situations and exposed to more state control and excessive taxation. Competitive advantage Pilbara.
It is difficult to see how Pilbara wouldn't be one of the more profitable and stable Lithium miners in the world if demand continues as expected.
Pilbara Minerals Limited
29,799 followers
4d • 4 days ago
Our December 2022 Half Year Financial Report Advisory is scheduled for release on Friday, 24 February 2023. We will host an investor update conference call covering the December Half Year results at 10.00am (WST) / 1.00pm (AEDT) on Friday, 24 February 2023. Shareholders and investors can listen here
https://bit.ly/3lJiB7e
#pilgangoora #halfyearresults #investorupdate
https://www.linkedin.com/feed/update/urn:li:activity:7031911531906809856/
As of today PILBF Earnings Growth Rate is 58%… and it’s Sales Growth is 617%
Feb 8, 2023 Speaker: Dale Henderson (DH), MD & CEO Pilbara Minerals
Melbourne Mining Club (MMC)
Melbourne Town Hall Ballroom
Indeed they have.....hard to see any downside from here
Pilbara has been on fire lately.
https://www2.asx.com.au/markets/company/pls
Big gains tonight on the ASX.
https://www2.asx.com.au/markets/company/pls
December 2022 Quarterly Activities Report
STRONG SALES AND IMPROVED PRICING OUTCOMES SUPPORT $851.1M INCREASE
IN CASH BALANCE TO $2.226B
tikotiko, look at the money Pilbara, made in the Auction.
https://1pls.irmau.com/site/pdf/80db0003-6783-4a54-966f-c4d6743837c6/December-2022-Quarterly-Activities-Report.pdf
21-Dec-2022
Application for quotation of securities - PLS
ASX +security code and description
Total number of
+securities on issue
PLS : ORDINARY FULLY PAID 2,997,969,490
4.2 Unquoted +securities (total number of each +class of +securities issued but not quoted on ASX)
ASX +security code and description
Total number of
+securities on issue
PLSAE : OPTION EXPIRING VARIOUS DATES EX VARIOUS PRICES 0
PLSAI : OPTION EXPIRING 31-DEC-2024 EX $0.2339 7,532,525
PLSAM : PERFORMANCE RIGHTS 203,575
PLSAR : CONVERTIBLE BONDS 79,603,050
PLSAF : PERFORMANCE RIGHTS 4,242,061
PLSAN : PERFORMANCE RIGHTS EXPIRING 31-DEC-2025 1,178,030
PLSAO : OPTION EXPIRING 31-DEC-2025 EX $1.4041 501,450
https://1pls.irmau.com/site/pdf/357b5835-3055-4f9a-913b-6be6f66cc0fa/Application-for-quotation-of-securities-PLS.pdf
Offtake Pricing and Project Expansion Update
CUSTOMER PRICE REVIEWS ACHIEVE IMPROVED PRICING OUTCOMES; P680
EXPANSION PROJECT SCHEDULE ON TRACK WITH REVISED CAPITAL COST
ESTIMATE.
KEY POINTS
• Price reviews completed with major offtake customers, resulting in improved
pricing outcomes, equating to an average SC6.0 equivalent price of approximately
US$6,300/DMT (CIF China) when applying current pricing reference data.
• P680 Expansion Project delivery schedule remains on target with the total capital
cost estimate revised to ~A$404M. The estimated capital cost to deliver an additional
100ktpa of spodumene concentrate by way of a new primary rejection heavy media
separation circuit (Primary Rejection) has been revised to A$150M, whilst the new
integrated crushing and ore sorting (Crushing and Ore Sorting) facility which will
support future expansions is now expected to cost A$254M.
• The Primary Rejection facility remains on track for commissioning in the September
2023 Quarter, with the Company focused on delivering this additional 100ktpa of
production capacity as rapidly as possible to take advantage of favourable market
conditions. The Crushing and Ore Sorting facility also remains on track for
commissioning in the December 2023 Quarter and will support future expansions
at the Pilgan Plant which will ultimately deliver 1Mtpa of spodumene concentrate
from the combined Pilgangoora operations.
• Pre-FID funding of $38M for the P1000 Expansion Project approved by the Board to
procure long-lead items and progress engineering to maintain the overall project
schedule, with the Final Investment Decision for the P1000 Project now scheduled
for the March 2023 Quarter.
https://1pls.irmau.com/site/pdf/b5996f4a-2780-4513-8711-eeb3dbdba59f/Offtake-Pricing-Project-Expansion-Update.pdf
Pilbara Minerals Limited
26,743 followers
47m • 47 minutes ago
As of the opening of the market today Pilbara Minerals joins the ASX list of 50 companies. We are now one of the 50th biggest companies in Australia and this is a result of one of the most exciting years in our company’s history. We have firmly secured our place as one of the leading lithium raw materials suppliers globally and we look forward to pursuing more growth opportunities.
https://www.linkedin.com/feed/update/urn:li:activity:7010434001077235712/
1,737 views Dec 7, 2022
In this instalment of our From the helm series, Bell Direct’s Grady Wulff speaks to Pilbara Mineral's (ASX:PLS) Managing Director & CEO, Dale Henderson.
Pilbara is making waves in the global lithium boom through its Pilgangoora Project, which is one of the largest independently owned hard rock lithium mines in the world.
In this video Dale discusses:
- (0:32) The new partnership with Calix and what it means for PLS
- (1:55) The Pilgangoora project's opportunities for PLS
- (2:41) How PLS plans to expand the market share moving forward
- (3:53) The outlook Pilbara Mineral's has on lithium demand
- (5:19) Why Pilbara over alternate lithium stocks
Note: This interview was filmed on 30 November 2022.
Phil Hodgson on the opportunity of decarbonising Australian lithium with Pilbara Minerals
9 views Nov 29, 2022
Calix and Pilbara Minerals have entered into a joint venture to create an innovative decarbonised lithium refining process. The project will use Calix’s renewably powered calcination technology for the processing of spodumene into a concentrated lithium salt, creating a low carbon, low waste, low cost and high value export product.
Supported by $20m in Australian Government funding, the joint venture promises to be an important project, not only for Pilbara Minerals and Calix, but for the Australian lithium industry as a whole.
Pilbara Minerals Limited
26,054 followers
40m • Edited • 40 minutes ago
Our MD Dale Henderson presented at the Joint Meeting of the Australia-Korea Business Council in Sydney this week. Our partnership with #POSCO places us at the door-step of established battery materials customers and vertically integrates our #lithium raw material into an established international supply chain.
#pilgangoora
https://www.linkedin.com/feed/update/urn:li:activity:7003529802276098049/?origin=SHARED_BY_YOUR_PAGES
Pilbara & Calix enter into Joint Venture Agreement
27/11/2022 4:50 pm
https://www2.asx.com.au/markets/company/pls
CAPITAL MANAGEMENT FRAMEWORK AND DIVIDEND POLICY RELEASED ON THE
BACK OF STRONG OPERATING PERFORMANCE AND CASH FLOW
KEY POINTS
• Favourable market conditions and strong operating margins support the
establishment of a Capital Management Framework, including an inaugural
dividend policy.
• Capital Management Framework designed to establish an appropriate structure
that prudently allocates available capital between investment into the existing
business, sustainability commitments, strategic growth opportunities, as well as the
provision of sustainable returns to shareholders.
• Target dividend payout ratio established at 20-30% of free cash flow1
.
• Inaugural dividend payment to be applied to 2023 Financial Year.
https://1pls.irmau.com/site/pdf/9de1deac-87ff-415c-b8d7-16345badaa6c/Capital-Management-Framework.pdf
.
How Did Pilbara Minerals Become The #1 Lithium Stock?
I added earlier this week, and more today, new highs will be soon.
Yes.....the story just gets better.
Government financing to support Pilgangoora expansion
11-Nov-2022
$250M AUSTRALIAN GOVERNMENT FINANCING
TO SUPPORT EXPANSION AT PILGANGOORA
LONG TERM DEBT FACILITY FROM AUSTRALIAN GOVERNMENT SUPPORTS P680
PROJECT EXPANSION, PROVIDING FLEXIBILTY TO PURSUE FURTHER GROWTH AND
DIVERSIFICATION OPPORTUNITIES
https://1pls.irmau.com/site/pdf/24ef47fe-3920-4a8b-a37a-9d74bd3c81df/Government-financing-to-support-Pilgangoora-expansion.pdf
Pilbara Minerals Limited
25,028 followers
4d • 4 days ago
Big week this week, with our MD Dale Henderson and Chair Tony Kiernan attending the POSCO Green Materials forum in South Korea https://bit.ly/3UhzstG great to be able share our success and journey with our long term partner POSCO #share #lithium #batterymaterials
https://www.linkedin.com/feed/update/urn:li:activity:6993837463588782080/
1-Nov-2022 Corporate Presentation
https://1pls.irmau.com/site/pdf/b1617700-926a-4a2f-b2fa-f4b684b959b3/Corporate-Presentation.pdf
SEPTEMBER 2022 QUARTERLY ACTIVITIES REPORT
https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02587411-6A1117592?access_token=83ff96335c2d45a094df02a206a39ff4
Yes indeed, price escalation continues.
ASX / MEDIA ANNOUNCEMENT Monday 24 October 2022
Additional Cargo Sale ~US$8,000/dmt
FOLLOWING COMPLETION OF RECENT BMX PRE-AUCTION BID SALE PROCESS
Pilbara Minerals Limited (“Pilbara Minerals” or the “Company”: ASX: “PLS”) is pleased to
advise that it has entered into a further contract of sale for an additional 5,000dmt cargo
following completion of the BMX pre-auction sale process undertaken and announced on
Tuesday 18 October.
The Company has entered into a sale contract for 5,000dmt SC5.5 FOB Port Hedland priced
at US$7,255/dmt which is the equivalent of ~US$8,000/dmt on an SC6.0 CIF China basis after
adjusting for lithia content on a pro-rata basis and inclusive of freight costs.
A 5% deposit is required by early this week, with delivery expected from mid-November
2022.
Release authorised by Dale Henderson, Pilbara Minerals Limited’s Managing Director and
CEO.
https://1pls.irmau.com/site/showdownloaddoc.aspx?AnnounceGuid=a7e4c2b5-bd12-4f8e-a244-a432f1cea39e&TE=imtc88@hotmail.com
ASX / MEDIA ANNOUNCEMENT Tuesday 18 October 2022
BMX pre-auction bid ~US$7,830/DMT
PRE-AUCTION SALE REFLECTS STRONG DEMAND CONDITIONS
Pilbara Minerals Limited (“Pilbara Minerals” or the “Company”: ASX: “PLS”) is pleased to
advise that it has accepted a pre-auction bid for a spodumene concentrate cargo ahead of
its tenth scheduled digital auction on the Battery Material Exchange (“BMX”).
A shipment of 5,000dmt on a 5.5% lithia basis was made available for sale to the group of
registered BMX participants prior to the proposed BMX auction scheduled for Tuesday, 18
October 2022.
The Company is pleased with the strong responses received from participants and has
accepted a pre-auction offer of US$7,100/dmt (SC5.5, FOB Port Hedland basis) with a 10%
deposit due shortly.
This offer of US$7,100/dmt equates to an approximate price of US$7,830/dmt on a SC6.0 CIF
China equivalent basis after adjusting for lithia content on a pro rata basis and freight costs.
Shipment is expected from mid-November.
The buyer has entered into a sales contract with the Company requiring an acceptable
irrevocable letter of credit to be presented in late October 2022
https://www.pilbaraminerals.com.au/investors/reports-and-asx-announcements/
ASX / MEDIA ANNOUNCEMENT Tuesday 11 October 2022
September 2022 Quarterly Report Advisory
INVESTOR AND MEDIA CONFERENCE CALL AND WEBCAST
https://1pls.irmau.com/site/showdownloaddoc.aspx?AnnounceGuid=b012553f-7314-4dd0-80ae-6b43dd429468&TE=imtc88@hotmail.com
I did a swing trade and she just kept on going up. I own a small position now.
There are many gaps in the chart.
December, it might come down. Most likely it will go up to $15 end of next year. Watched a video where the CEO said they might buy back shares. So, I have them to compete with if price goes down.
I never found what the off take prices are. NDA is my guess. When the snow flies here in a few weeks I will try again to find it.
GLTY
Wow! Looks like you are also busy posting here. Pilbara deserves it as it is a great company.
GLTAH
Pilbara Minerals: A lithium trailblazer with the world at its feet
https://www.australianresourcesandinvestment.com.au/2022/08/30/pilbara-minerals-a-lithium-trailblazer-with-the-world-at-its-feet/?utm_source=dlvr.it&utm_medium=twitter
E56: Spodumene Software. Pilbara's Dale Henderson
588 views Aug 29, 2022
Monday 22 August 2022
ASX: PLS / BBG: PLS AU
FY2022 Annual Financial
Results and FY2023 Guidance
Presentation
Link: https://webcast1.boardroom.media/watch_broadcast.php?id=62fb4e6478f48
https://1pls.irmau.com/site/pdf/285138d4-8608-440b-ae0e-cecbf21b02fb/FY22-Annual-Financial-Results-and-FY23-Guidance-Presentation.pdf
Pilbara Minerals Limited
21,259 followers
8h • 8 hours ago
Today's article in the The West Australian demonstrates the importance of work with Calix Limited on the mid-stream project and to decarbonise our operation in securing our business for the future and supporting the world's transition to a clean energy future #pilgangoora #lithium #makingadifferenceintheworld
https://lnkd.in/gmyNcPb9
https://www.linkedin.com/feed/update/urn:li:activity:6963729773516775424/
Results of the 8th BMX Auction
IMPLIED PRICE OF US$7,012/DMT (SC6.0, CIF CHINA)
https://1pls.irmau.com/site/PDF/4bad03fd-141d-40ef-b26d-e061c87a33c1/ResultsofBMXAuction
Pilbara Minerals Limited
19,896 followers
4h • Edited • 4 hours ago
Pilbara Minerals Limited is gearing up to produce an additional 100,000 tonnes of spodumene concentrate following the Board FID approval of the P680 Project.
Pilbara Minerals incoming Managing Director and CEO, Dale Henderson, said: “This is an exciting milestone for Pilbara Minerals."
Read more here: https://bit.ly/39WRCzv
https://www.linkedin.com/feed/update/urn:li:activity:6947833617049866241/
PLS announcements 28/06/2022 6:43 pm
FID to Increase Pilgangoora Production Capacity
28/06/2022 6:36 pm
June Quarter Production and Sales Update
https://www2.asx.com.au/markets/company/pls
Pilbara Minerals Limited
19,777 followers
22h • 22 hours ago
The BMX pre-auction bid of over US$7,000/DMT achieved yesterday shows continued strong #lithium demand. Pilbara Minerals' CEO, Dale Henderson, said "This is an exceptional outcome which provides further evidence of the unprecedented demand for battery raw materials being experienced across the global lithium-ion supply chain at this time." https://bit.ly/3OEDPMJ
https://www.linkedin.com/feed/update/urn:li:activity:6945546663352483840/
Lithium is just a small part of the total energy storage solution, says mining company
521 views Apr 29, 2022
Loaded the dip today.
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