PLS Share Price Performance
AU$0
-2.43 (-100.00%)
Price AU$0
Fair ValueAU$7.10
Share Pricen/a
Narrative Update • Aug 26
PLS Group Limited Stock Price
- 3 Narratives written by author
- 5 Comments on narratives written by author
- 307 Fair Values set on narratives written by author
PLS Community Narratives
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Fair Value
·Fair Value AU$7.1 22.8% undervalued intrinsic discount
Global Electrification And Decarbonization Will Boost Lithium Prospects
2users have liked this narrative
0users have commented on this narrative
39users have followed this narrative
AN
Fair Value
·Fair Value AU$5.2 5.4% overvalued intrinsic discount
PLS: Recent Price Rally Will Limit Further Upside Amid Market Uncertainty
4users have liked this narrative
5users have commented on this narrative
132users have followed this narrative
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Fair Value
·Fair Value AU$2.82 94.6% overvalued intrinsic discount
Global Lithium Oversupply And Recycling Will Erode Valuations
0users have liked this narrative
0users have commented on this narrative
21users have followed this narrative
PLS: Recent Price Rally Will Limit Further Upside Amid Market Uncertainty
Pilbara Minerals is ramping up lithium production and cutting costs just as electric vehicles and battery storage keep spreading, which could boost sales if demand stays strong. But the recent share price run-up and the business’s dependence on a lithium price rebound mean a prolonged slump—or expensive expansion missteps—could quickly hurt results.Read more
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AU$5.2
5.4% overvalued intrinsic discount
Fair Value
Revenue
8.18% p.a.
Profit Margin
35.06%
Future PE
25.19x
Price in 2029
AU$6.68
Global Electrification And Decarbonization Will Boost Lithium Prospects
Pilbara Minerals is a lithium miner betting that rising demand from electric cars and energy storage will tighten the market again, just as it improves how efficiently it turns rock into battery materials. But if lithium stays cheap or battery makers shift away from lithium, its profits could struggle for longer than investors expect.Read more
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AU$7.1
22.8% undervalued intrinsic discount
Fair Value
Profit Margin
31.73%
Future PE
32.12x
Price in 2029
AU$9.12
Global Lithium Oversupply And Recycling Will Erode Valuations
Pilbara Minerals depends on lithium prices staying healthy, but recycling, new battery designs, and a wave of new supply could all reduce the need for freshly mined lithium and keep prices under pressure. See why some think the company’s efficiency and growth projects may not be enough to offset these shifts—and what could still turn things around.Read more
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AU$2.82
94.6% overvalued intrinsic discount
Fair Value
Profit Margin
26.58%
Future PE
24.17x
Price in 2029
AU$3.62
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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PLS: Expansion Plans And Policy Engagement Will Test Moderating Future P/E
Fair Value: AU$5.2 5.4% overvalued intrinsic discount
132 fair values setusers have set this as their fair value
5 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
PLS: P2000 Expansion Will Support Stronger Future Lithium Pricing
Fair Value: AU$7.1 22.8% undervalued intrinsic discount
39 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
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PLS: Index Additions Will Sustain Rich Multiple Despite Higher Discount Rate
Fair Value: AU$2.82 94.6% overvalued intrinsic discount
21 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
PLS Group Limited Key Details
About PLS
- Founded
- 2005
- Employees
- 1175
- CEO
- WebsiteView website
PLS Group Limited engages in the exploration, development, and operation of mineral resources in Australia. The company primarily explores for lithium. Its flagship projects is the 100% owned Pilgangoora project located in the Pilbara region of Western Australia. The company was formerly known as Pilbara Minerals Limited and changed its name to PLS Group Limited in November 2025. The company was incorporated in 2005 and is based in West Perth, Australia.
