Pilbara Minerals Limited

ASX:PLS Stock Report

Market Cap: AU$6.2b

Pilbara Minerals Management

Management criteria checks 2/4

Pilbara Minerals' CEO is Dale Henderson, appointed in Jul 2022, has a tenure of 2.42 years. total yearly compensation is A$4.50M, comprised of 32.7% salary and 67.3% bonuses, including company stock and options. directly owns 0.07% of the company’s shares, worth A$4.34M. The average tenure of the management team and the board of directors is 1.7 years and 6.7 years respectively.

Key information

Dale Henderson

Chief executive officer

AU$4.5m

Total compensation

CEO salary percentage32.7%
CEO tenure2.4yrs
CEO ownership0.07%
Management average tenure1.7yrs
Board average tenure6.7yrs

Recent management updates

Recent updates

Pilbara Minerals Limited (ASX:PLS) Not Doing Enough For Some Investors As Its Shares Slump 25%

Dec 07
Pilbara Minerals Limited (ASX:PLS) Not Doing Enough For Some Investors As Its Shares Slump 25%

Analysts Just Slashed Their Pilbara Minerals Limited (ASX:PLS) EPS Numbers

Oct 31
Analysts Just Slashed Their Pilbara Minerals Limited (ASX:PLS) EPS Numbers

There's No Escaping Pilbara Minerals Limited's (ASX:PLS) Muted Revenues Despite A 27% Share Price Rise

Oct 06
There's No Escaping Pilbara Minerals Limited's (ASX:PLS) Muted Revenues Despite A 27% Share Price Rise

Pilbara Minerals (ASX:PLS) Has A Pretty Healthy Balance Sheet

Sep 16
Pilbara Minerals (ASX:PLS) Has A Pretty Healthy Balance Sheet

Pilbara Minerals Limited (ASX:PLS) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Aug 29
Pilbara Minerals Limited (ASX:PLS) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Lacklustre Performance Is Driving Pilbara Minerals Limited's (ASX:PLS) Low P/E

Jul 19
Lacklustre Performance Is Driving Pilbara Minerals Limited's (ASX:PLS) Low P/E

Why We Like The Returns At Pilbara Minerals (ASX:PLS)

Jun 22
Why We Like The Returns At Pilbara Minerals (ASX:PLS)

Pilbara Minerals Limited (ASX:PLS) Shares Could Be 44% Below Their Intrinsic Value Estimate

May 13
Pilbara Minerals Limited (ASX:PLS) Shares Could Be 44% Below Their Intrinsic Value Estimate

We Think Pilbara Minerals (ASX:PLS) Can Stay On Top Of Its Debt

Apr 07
We Think Pilbara Minerals (ASX:PLS) Can Stay On Top Of Its Debt

Returns on Capital Paint A Bright Future For Pilbara Minerals (ASX:PLS)

Mar 20
Returns on Capital Paint A Bright Future For Pilbara Minerals (ASX:PLS)

Pilbara Minerals Limited (ASX:PLS) Held Back By Insufficient Growth Even After Shares Climb 27%

Mar 02
Pilbara Minerals Limited (ASX:PLS) Held Back By Insufficient Growth Even After Shares Climb 27%

Is Pilbara Minerals Limited (ASX:PLS) Expensive For A Reason? A Look At Its Intrinsic Value

Feb 11
Is Pilbara Minerals Limited (ASX:PLS) Expensive For A Reason? A Look At Its Intrinsic Value

Pilbara Minerals Limited (ASX:PLS) Analysts Just Cut Their EPS Forecasts Substantially

Jan 25
Pilbara Minerals Limited (ASX:PLS) Analysts Just Cut Their EPS Forecasts Substantially

Is Now The Time To Put Pilbara Minerals (ASX:PLS) On Your Watchlist?

Dec 06
Is Now The Time To Put Pilbara Minerals (ASX:PLS) On Your Watchlist?

Pilbara Minerals (ASX:PLS) Seems To Use Debt Rather Sparingly

Nov 04
Pilbara Minerals (ASX:PLS) Seems To Use Debt Rather Sparingly

Analysts Are More Bearish On Pilbara Minerals Limited (ASX:PLS) Than They Used To Be

Oct 20
Analysts Are More Bearish On Pilbara Minerals Limited (ASX:PLS) Than They Used To Be

A Look At The Fair Value Of Pilbara Minerals Limited (ASX:PLS)

Oct 06
A Look At The Fair Value Of Pilbara Minerals Limited (ASX:PLS)

Pilbara Minerals Limited's (ASX:PLS) Share Price Is Matching Sentiment Around Its Earnings

Sep 18
Pilbara Minerals Limited's (ASX:PLS) Share Price Is Matching Sentiment Around Its Earnings

Does Pilbara Minerals (ASX:PLS) Deserve A Spot On Your Watchlist?

Aug 25
Does Pilbara Minerals (ASX:PLS) Deserve A Spot On Your Watchlist?

Calculating The Fair Value Of Pilbara Minerals Limited (ASX:PLS)

May 20
Calculating The Fair Value Of Pilbara Minerals Limited (ASX:PLS)

Pilbara Minerals (ASX:PLS) Could Easily Take On More Debt

Apr 08
Pilbara Minerals (ASX:PLS) Could Easily Take On More Debt

Pilbara Minerals Limited's (ASX:PLS) Intrinsic Value Is Potentially 35% Above Its Share Price

Feb 06
Pilbara Minerals Limited's (ASX:PLS) Intrinsic Value Is Potentially 35% Above Its Share Price

Returns On Capital Are A Standout For Pilbara Minerals (ASX:PLS)

Nov 29
Returns On Capital Are A Standout For Pilbara Minerals (ASX:PLS)

Pilbara Minerals (ASX:PLS) Seems To Use Debt Quite Sensibly

Oct 28
Pilbara Minerals (ASX:PLS) Seems To Use Debt Quite Sensibly

Pilbara Minerals Limited (ASX:PLS) Shares Could Be 48% Below Their Intrinsic Value Estimate

Sep 15
Pilbara Minerals Limited (ASX:PLS) Shares Could Be 48% Below Their Intrinsic Value Estimate

Pilbara Minerals (ASX:PLS) Shareholders Will Want The ROCE Trajectory To Continue

Jul 29
Pilbara Minerals (ASX:PLS) Shareholders Will Want The ROCE Trajectory To Continue

CEO Compensation Analysis

How has Dale Henderson's remuneration changed compared to Pilbara Minerals's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2024AU$4mAU$1m

AU$257m

Mar 31 2024n/an/a

AU$813m

Dec 31 2023n/an/a

AU$1b

Sep 30 2023n/an/a

AU$2b

Jun 30 2023AU$4mAU$1m

AU$2b

Mar 31 2023n/an/a

AU$2b

Dec 31 2022n/an/a

AU$2b

Sep 30 2022n/an/a

AU$1b

Jun 30 2022AU$1mAU$491k

AU$562m

Mar 31 2022n/an/a

AU$323m

Dec 31 2021n/an/a

AU$84m

Sep 30 2021n/an/a

AU$16m

Jun 30 2021AU$1mAU$375k

-AU$51m

Mar 31 2021n/an/a

-AU$54m

Dec 31 2020n/an/a

-AU$57m

Sep 30 2020n/an/a

-AU$78m

Jun 30 2020AU$754kAU$411k

-AU$99m

Mar 31 2020n/an/a

-AU$90m

Dec 31 2019n/an/a

-AU$80m

Sep 30 2019n/an/a

-AU$55m

Jun 30 2019AU$688kAU$429k

-AU$29m

Mar 31 2019n/an/a

-AU$25m

Dec 31 2018n/an/a

-AU$21m

Sep 30 2018n/an/a

-AU$20m

Jun 30 2018AU$788kAU$314k

-AU$19m

Compensation vs Market: Dale's total compensation ($USD2.81M) is above average for companies of similar size in the Australian market ($USD2.14M).

Compensation vs Earnings: Dale's compensation has been consistent with company performance over the past year.

CEO

Dale Henderson

2.4yrs

Tenure

AU$4,497,719

Compensation

Mr. Dale Robert Henderson, B Eng (Civil), GAICD had been Chief Operating Officer at Pilbara Minerals Limited since March 05, 2018 until July 30, 2022 and serves as its Chief Executive Officer and Managing...

Leadership Team

NamePositionTenureCompensationOwnership
Dale Henderson
MD, CEO & Executive Director2.4yrsAU$4.50m0.070%
A$ 4.3m
Luke Bortoli
Chief Financial Officer1.7yrsAU$2.79mno data
Brett McFadgen
Executive General Manager Operationsless than a yearno datano data
David Hann
Investor Relations Specialistno datano datano data
Jen Mintz
Acting Chief Legal Officer1.1yrsno datano data
John Stanning
Chief Development Officer1.9yrsno datano data
Sandra McInnes
Chief Sustainability Officer1.8yrsno datano data
Danielle Webber
Company Secretary1.1yrsno datano data

1.7yrs

Average Tenure

Experienced Management: PLS's management team is not considered experienced ( 1.7 years average tenure), which suggests a new team.

Board Members

NamePositionTenureCompensationOwnership
Dale Henderson
MD, CEO & Executive Directorno dataAU$4.50m0.070%
A$ 4.3m
Kathleen Conlon
Independent Non-Executive Chairmanless than a yearAU$191.25k0.0027%
A$ 169.0k
Nicholas Cernotta
Independent Non-Executive Director7.8yrsAU$216.22k0.010%
A$ 649.8k
Stephen Scudamore
Independent Non-Executive Director8.4yrsAU$223.00k0.0062%
A$ 384.1k
Sally-Anne Layman
Independent Non-Executive Director6.7yrsAU$223.00k0.0057%
A$ 355.4k
Miriam Stanborough
Independent Non-Executive Director3.2yrsAU$202.87k0.0032%
A$ 196.4k

6.7yrs

Average Tenure

61yo

Average Age

Experienced Board: PLS's board of directors are considered experienced (6.7 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/21 03:43
End of Day Share Price 2024/12/20 00:00
Earnings2024/06/30
Annual Earnings2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Pilbara Minerals Limited is covered by 34 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Russell WrightBarclay Pearce Capital Pty Limited
Glyn LawcockBarrenjoey Markets Pty Limited
Josh KannourakisBarrenjoey Markets Pty Limited