11/09/2025 09:28

Pilbara Minerals Ltd (PLS) $1.98

Sector leader PLS plunged over 17% on Wednesday, suggesting there was plenty of hot money in the stock that needed to be washed out.

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12/08/2025 09:06

Pilbara Minerals Ltd (PLS) $2.31

As we touched on last month, PLS is dealing with higher costs, but it’s actively optimising operations to hit long-term guidance of ~$600/t via improved efficiencies. Pilbara isn’t profitable, having posted losses in the 1H25. However, with operational improvements and cost efficiencies are underway, PLS is set to turn the corner if lithium can build on recent gains.

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29/07/2025 09:20

Pilbara Minerals (PLS) $1.70

PLS plunged the most in three years on Monday as the “weak trading longs” abandoned ship. Short term further downside wouldn’t surprise but after its sharp ~15% pullback we can see buyers eyeing value in PLS and starting to buy into further weakness, assuming of course the underlying lithium price doesn’t tank too much further.

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03/06/2025 09:16

Pilbara Minerals (PLS) $1.14

Yesterday saw PLS plunge another 8.1%, plumbing multi-year lows in the process. At the end of 1Q 2025, PLS held a net cash position of approximately $700 million, complemented by around $600 million in undrawn debt facilities, meaning it remains on a solid footing from a balance sheet perspective, especially if/when prices do manage to stabilise/recover.   

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26/05/2025 09:23

Shawn’s Trade Idea: Buy Pilbara Minerals (PLS) at $1.20

The lithium miners have endured an awful few years with local heavyweight Pilbara (PLS) down 37% so far in 2025. The stock/sector is slowly gaining some strength, and we like PLS into fresh recent lows. This may look unlikely, being over 10% lower, but this is  a volatile stock in a clear downtrend so investors/traders should never say never, i.e. “Plan your trade, and trade your plan.”

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10/04/2025 09:42

Pilbara Minerals Ltd (PLS) $1.26

PLS is set to bounce strongly this morning, although it's not out of the woods until Lithium can recover meaningfully—the first stage is simply recovering from its latest panic oversold state, which sounds like much of the market!

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20/03/2025 09:55

Pilbara Minerals (PLS) $2.00

PLS advanced by +1.3% on Monday, following Liontown (LTR), which closed up over 2%. This is an aggressive pure Li play, but we now prefer PLS, which features a classic “DOJI” (candlestick chart) formation on the weekly chart, making it more appealing to technical analysts who follow Candlestick Charts – shown below.

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18/03/2025 09:03

Pilbara Minerals Ltd (PLS) $1.95

PLS jumped +7.1% on Monday, following on the heels of Mineral Resources (MIN). The company's recent December quarterly production and activities report was okay and arguably better than expected for a stock that’s collapsed over recent years.

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10/02/2025 17:25

Pilbara Minerals (PLS) $2.20

PLS  -1.35% dipped after providing a business update today, ahead of their 1H25 results, scheduled for 20th Feb. There were no major surprises, and the stock was down inline with the rest of the sector;

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06/02/2025 09:40

Pilbara Minerals Ltd (PLS) $2.33

Australia’s largest pure Li play PLS is up over 6% so far this year, outperforming the ASX200 which has gained +3.2% helped by a December quarter which showed a solid set of results. While production and sales were down quarter on quarter, the spodumene sale price showed improvement with a realised price of US$700/t (A$1124) spodumene concentrate, up from $US682 in the previous 3-months and 11% above analyst expectations.

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