Pilbara Minerals Limited (PILBF)

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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