Browsing Tag
POSCO
5 posts
PLS Group (ASX:PLS) spends A$175m before P2000 FID as lithium rally faces a valuation test
PLS is spending A$175m before P2000 approval. The lithium rebound supports growth, but its A$16.7bn valuation leaves little room for mistakes.
July 3, 2026
PLS Group (ASX:PLS) has lithium recovery momentum, but Pilgangoora must now defend the valuation
PLS has lithium recovery, debt flexibility and a mid-stream plant. The test is whether Pilgangoora can defend the valuation.
June 12, 2026
JSW Steel (NSE: JSWSTEEL) is near a record high on a 10x profit jump. Almost none of it was real
JSW Steel's profit jumped nearly 10x, but it was an accounting gain, not steel. The real story is a deleveraged balance sheet and a 40x valuation near record highs.
May 26, 2026
Is Black Rock Mining (ASX: BKT) finally turning a corner? Mahenge Graphite Project kicks off construction phase
Black Rock Mining breaks ground at Mahenge, starting early works for one of the world’s top graphite projects. Can this Tanzania-based asset reshape critical minerals sourcing?
October 12, 2025
Glencore to acquire 77% stake in Teck’s steelmaking coal business for $6.9bn
Glencore plc has announced its binding agreement with Teck Resources Limited for the acquisition of a 77% effective…
November 14, 2023