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...