OREMAVEN
XMM 7,722.00 -2.63% YTD +5.6% OM ASX 450.55 -2.56% YTD +0.1% OM PRECIOUS 349.20 -2.24% YTD +2.5% OM EX-PREC 418.91 -2.72% YTD -1.1% XAU 4,115.59 +2.31% YTD -4.9% GLD 375.49 +0.81% YTD -5.2% GDX 85.75 +1.37% YTD -0.0% SIL 77.33 -1.00% YTD -7.3% COPX 70.23 -5.81% YTD -1.8% URNM 40.07 -2.79% YTD -27.0%
2026-11-06
◂ Monitor PLS ASX

PLS Group Limited

Producer · Lithium · Australia · Brazil · South Korea · To be determined Rating locked: sign in to view v8 · pls-20261024t165242-full
Last 2026-11-06
A$2.83
1D
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1M
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YTD
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1Y
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Upside
Locked: sign in to view
Mkt cap
A$9.1B
EV
A$7.9B
Cash
A$2.3B
Debt
A$950.8M
6 newer ASX announcements not yet reflected in this valuation

Price, volume & events

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Announcements

Latest 12 of 15All sources ▸
  1. Notification regarding unquoted securities - PLSCorporate Action
  2. Notification regarding unquoted securities - PLSCorporate Action
  3. Application for quotation of securities - PLSCorporate Action
  4. FY26 Full Year ResultsResults
  5. FY26 Full Year Results PresentationPresentation
  6. 2026 Annual Report (incorporating Appendix 4E)Results
  7. June 2026 Quarterly Activities ReportOperations
  8. March Quarter FY26 Activities PresentationPresentation
  9. March 2026 Quarterly Activities ReportOperations
  10. Interim Financial Report (Incorporating Appendix 4D)Results
  11. FY26 Interim ResultsResults
  12. FY26 Interim Results PresentationPresentation

Event calendar · next 12 months

6 events
TimingEventCategoryConfidenceMaterialityInvestor relevance
First four months FY27Ngungaju reaches normal run rateProductionCompany GuidedHighTests the 1.065 Mt production assumption and whether restart costs remain inside current guidance.
December quarter 2026P 2000 feasibility outcomesStudyCompany GuidedHighA credible funded expansion with positive incremental returns could add capacity value to be refined.
27 October 2026September quarter resultsResultsConfirmedHighTests FY 27 restart volumes, realized cash and capital spending after the FY 26 price recovery.
31 July 2027P-PLS at-cost call deadlineEconomic ArrangementConfirmedMediumPLS must weigh new cash investment against actual refinery utilization and expected minority returns.
30 September 2027Ganfeng JV FID deadlineStudyCompany GuidedMediumA development deadline; site, capital, offtake and funding must be established before positive NAV is underwritten.
December quarter 2027Colina feasibility outcomesStudyCompany GuidedMediumCould replace transaction-based option calibration with sourced mine economics and a funding estimate.

Executive roster

As of 2026-10-13Background checks ▸

The FY 26 leadership list and KMP notes identify the current executive team. Alex Willcocks started in May 2026 after the interim CFO ceased in April. No later leadership change was found in the screened package. Personal background diligence is outside this valuation workflow.

ExecutiveTitleNormalized roleAppointedSources
Dale HendersonManaging Director and CEOChief Executive · Executive Director2022-07-302026 Annual Report (incorporating Appendix 4E)
Alex WillcocksChief Financial OfficerFinance2026-05-012026 Annual Report (incorporating Appendix 4E)
Brett McFadgenChief Operating OfficerOperations2025-07-212026 Annual Report (incorporating Appendix 4E)
Sandra McInnesChief People and Sustainability OfficerSenior Management—2026 Annual Report (incorporating Appendix 4E)
John StanningChief Development OfficerCommercial—2026 Annual Report (incorporating Appendix 4E)
Paul LaybourneProject DirectorTechnical—2026 Annual Report (incorporating Appendix 4E)
Danielle WebberCompany SecretaryCompany Secretary2023-11-082026 Annual Report (incorporating Appendix 4E)

devCoverage status: Complete As Disclosed