I have had a whole lot of thesis creep with this one, but it's working out ok!

They've just sold some Manganese assets and maintained some exposure to that project.

They went hunting for Gold and found Manganese (oh the irony) in spades and still a bit of Gold.

What I do like about them is they are happy to pivot when they learn new info and actually get out there and do the work, rather than sitting back and languishing in trying to make a decision.

I like this mob and how they approach things.

This is a good podcast/video with the CEO where he does a much better job than me explaining where they're up to.

https://www.youtube.com/watch?v=1Uf37mLI8WI&list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC&index=1

Very experienced Board members - Anthony Leibowitz & Neil Biddle both of early days Pilbara Minerals - who #1 & #3 top shareholders.

PLS is a top 20 shareholder.

Highly leveraged and a bit speccy.

I originally got into them because of their Tambourah assets. My thesis has shifted since owning and I've hung around as I like their style. Doesn't seem like a lifestyle company and have been actively searching for the good stuff in the ground

Disc. held IRL but only a very small amount...