PLS
Mining companyWikipedia
65
MENTIONS
27
EPISODES
11
PODCASTS
Search complete. 65 mentions across 27 episodes found for "PLS".
Nov 4, 2026
Henry JenningsHOST
We did see lithium stocks under pressure again.
Henry JenningsHOST
Pilbara down 1.1, but Liontown down 2.4 percent.
Henry JenningsHOST
IGO down 2.8 percent.
Henry JenningsHOST
Linus hung in.
Howard KleinHOST
I referred to Ken as a lithium legend because there are very few people in the lithium industry who have successfully moved from early stage exploration and development to finance, construct, and subsequently become a major lithium producer generating significant cash flow and paying dividends.
Howard KleinHOST
Ken joined Pilbara Minerals, now PLS, as CEO in January 2016, when it was just a $200 million Aussie market cap.
Howard KleinHOST
Today, it trades at $9 billion Aussie market cap, nearly 45x market cap growth.
Howard KleinHOST
PLS reported last night its highest quarterly production at Pilgangora, producing 268,000 tons of spodumene concentrate in the September quarter, up 25% on the previous quarter.
Howard KleinHOST
Unit operating costs fell 12% to $539 a ton, with revenue of $563 million.
Howard KleinHOST
Ken gave a great interview with the Money of Mine podcast over the summer in which he talks through some tough choices he had to make as he navigated a much less mature financing environment, the Altura acquisition, and Pilbara's role in creating better price discovery through the BMX auctions.
Howard KleinHOST
A link is in the show notes to that interview, which I'd highly recommend as further background and a bit of a launching point for today's discussion.
Howard KleinHOST
Ken had an extremely short-lived retirement from PLS, joining what was then called Patriot Battery Metals as CEO in January 2024.
Henry JenningsHOST
Indeed.
Henry JenningsHOST
And doing IR and presentations, et cetera, does help to get the message out there because I think you're unfairly being caught in the same trap as the likes of Liontown or Pilbara with that massive sell-down that we've seen in the lithium price in the last six to 12 months.
Henry JenningsHOST
Yeah.
Henry JenningsHOST
It is taking its toll.
Henry JenningsHOST
You're not Robinson Crusoe there, Chris, I
Cris MorenoGUEST
have to say.
Henry JenningsHOST
Pilbara, 16%.
Henry JenningsHOST
It's a familiar story.
Henry JenningsHOST
Nothing very exciting.
Henry JenningsHOST
I have to say in the resource sector, we had Linus down 1.2, Pilbara up 0.8.
Henry JenningsHOST
There was a bit of action, though, in energy in terms of the coal stocks.
Henry JenningsHOST
Whitehaven fell 5.1%.
Henry JenningsHOST
Limetown down another 2.4%.
Henry JenningsHOST
Pilbara down another 1.1%.
Henry JenningsHOST
And we saw some selling in, well, Santos down 1.4%.
Henry JenningsHOST
The coal stocks eased.
Jack McGinnGUEST
We're talking 20 years in the case of Pilbara Minerals.
Jack McGinnGUEST
They're going to be, what, PLS they're called now? Yeah.
Jack McGinnGUEST
They're going to be buying it for 20 years.
Jack McGinnGUEST
So...
Henry JenningsHOST
Mineral Resources down 1.7%.
Henry JenningsHOST
Pilbara down 4%.
Henry JenningsHOST
We had Liontown down 7.5%.
Henry JenningsHOST
So there's certainly no love lost there for the Lion.
Belinda VarischettiHOST
We'll catch up with a few of those shortly here on the Country Hour.
Tara DeLangraftCORRESPONDENT
And Pilbara Lithium Miner, PLS... has become Fortescue's first
Belinda VarischettiHOST
clean energy customer.
Belinda VarischettiHOST
PLS has signed a power purchase agreement with Andrew Forrest Fortescue to supply power to its Pilgangora operation just out of Port Hedland.
Belinda VarischettiHOST
Details on that shortly.
Belinda VarischettiHOST
6 past 12 here on the Country Hour on the ABC WA.
21 MINS LATER
Belinda VarischettiHOST
Department of Foreign Affairs and Trade Deputy Secretary George Mina speaking in Senate estimate hearings yesterday.
Belinda VarischettiHOST
27 past 12.
Laura BesaratiHOST
We have a couple of AGMs as well from Data 3, Vicinity Centres, Fortescue and Dexys.
Laura BesaratiHOST
And a few quarterlies out tomorrow too, including Pilbara Minerals, Boss Energy, Woolworths, Iluka Resources and Vulcan Energy.
Laura BesaratiHOST
So a huge day ahead.
Laura BesaratiHOST
Let's wait and see what happens with this inflation data.
James GerrishHOST
um uh in terms of company uh announcements today we've got a number of agms uh for the smaller company space but we've got fortescue hosting their agm which we've got in the income portfolio uh vicinity centers uh 4dx and a bunch of smaller companies dexus as well and a bunch of smaller companies sales updates quarterlies from Boss Energy, that'll be interesting.
James GerrishHOST
Iluca, Pilbara and Woolies have got a sales update as well.
James GerrishHOST
West African Resources out with their numbers as well.
James GerrishHOST
And again, a bunch of other smaller companies out with their quarterly updates.
17 more episodes mention PLS.
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