- 10/28/2021 ER，非常strong tone
- Pilbara拥有澳洲第三或者第四大矿山，全球范围内应该是第5/6大的锂矿公司，它开创的online auction，成为锂矿价格指标。具体的，就不赘述了，只看对pricing有关的
- So yes, a very, very strong quarter, but likely only just the beginning as it relates to this cycle.
- 12 to 15 months前, 收到的报价USD400 a ton. And for this quarter, operating margin for 每吨超过 USD400 a ton.
- 澳洲人的英文词汇好理解，全文11个very, very
- So, it is quite amazing how the market conditions have turned around and how quickly things are moving and as I think everyone is aware that prices continue to improve. The average products achieved for the product shipped during the quarter was between us USD850 and USD900 a ton. 这个季度平均售价是850/900美金每吨, op cost每吨是$445。
- 可以看出，锂矿价格的delay和不同，Pilbara平均售价才850/900，这个是长约价，目前谈的长约价是1650-1800，而最近两次现货拍卖价是1250/2350.
- 对比看了一样，上个Qtr-21Q2，口气强了很多，这次是very, very strong quarter，上次是another strong quarter.
- 估计昨天涨和Pilbara ER有关系，也奇怪，ER中information没有什么特别的，特别是pricing，报道中早有了。看样子资金还是看重management的看法
- 不过，Pilbara在ASX并没有涨很多，不理解
Saturday, October 30, 2021
Pilbara 21Q3 ER, 10/28/2021
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