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Hi All,
Recieved dividend in one account still waiting for Schwab but they said its coming.
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
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
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/
Feb 8, 2023 Speaker: Dale Henderson (DH), MD & CEO Pilbara Minerals
Melbourne Mining Club (MMC)
Melbourne Town Hall Ballroom
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
2022 Pilbara Minerals
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
I added earlier this week, and more today, new highs will be soon. 
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