Dove-tailing from MM’s Battery Minerals webinar, we thought it was prudent to look at lithium exposure in the portfolio. Pilbara is sitting on 9-month lows now, trading near 50% below all-time highs. In such a volatile space, we think it’s best to keep it simple, something that Peter O’Connor explained well in the video. Pilbara (PLS) has a resource in the ground, the infrastructure in place to bring that to market, a strong balance sheet with free cash flow and a proven management team. Combine these four calls with a market and regulatory tailwind and the outlook for Pilbara is a positive one.
MM is bullish PLS – our preferred Lithium stock for the Emerging Companies Portfolio
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