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How Will Pilbara Minerals Spend Their $3.3B? With CEO Dale Henderson | Daily Mining Show - YouTube

Aug 4, 2023: "Money of Mine has delivered another great interview for the Money Miners today with none other than Pilbara Minerals CEO Dale Henderson."

"We visited the Pilgangoora operations and got the chance to sit down with the boss and grill him on how they’ll spending their big pile of cash, building an enduring business and his take on how hard it will be for competitors to bring lithium production online."

"We also ran through Trav’s Top Tweets, with as always, some hilarious content."

"Next week we’ll be at Diggers and Dealers in Kalgoorlie, so if you’re around town, come to De Bernales where we’ll be set up and tell us what you’re hearing on the decline!"


All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.

CHAPTERS

0:00 Preview

0:24 Intro

3:11 Our Thoughts on Pilbara Minerals site Pilgangoora

8:43 Interview with Pilbara Minerals CEO Dale Henderson

21:20 Trav’s Top Tweets

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Disclosure: I found this interview really interesting - however I do not own any PLS shares at this point in time. They are certainly on my watchlist.

By the way, for those interested in lithium and how long it takes between declaring a Maiden Resource Estimate and actual production, which is quite a few years, and is longer for mines outside of Australia it seems, and the money value of time - or the "time value of money" as Trav put it - over these "time to production" periods - especially when production takes years longer to achieve than expected, the MoM podcast boys had an excellent discussion on this in their July 31st podcast (just over a week ago) which started off about the Maiden Resource estimate that had just been declared by Patriot Battery Metals (PMT.asx) but covered a number of other names as well - you could start here for just that discussion, or at the beginning if you want to listen to the whole podcast.

[I don't hold PMT either, but I do hold MIN whose founder and boss Chris Ellison was quoted by the boys in that podcast]