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
—
1M
—
YTD
—
1Y
—
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

Narrative and provenance

Research & Sources

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Chronological evidenceSource-document inventory34 documents
Notification regarding unquoted securities - PLSCorporate Action · HighPartial

Latest capital register; employee awards and trustee transfers reconciled without double counting already issued shares.

Document ID
pls-capital-oct12
Published UTC
2026-10-12T00:18:18.000Z
Projects
pilgangoora
Commodities
lithium
Open original source ↗
ASX PLS ordinary-share closeMarket Data · HighExtracted

miners.reference_price: AUD3.50 raw and adjusted close on 9 October 2026; four days before cutoff; one ordinary ASX PLS share.

Document ID
pls-market-reference
Published UTC
2026-10-09T06:00:00Z
Projects
—
Commodities
—
Open original source ↗
Notification regarding unquoted securities - PLSCorporate Action · MediumMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-capital-oct7
Published UTC
2026-10-07T03:29:55.000Z
Projects
pilgangoora
Commodities
lithium
Open original source ↗
September 2026 Resources and Energy QuarterlyCommodity Data · HighPartial

Official forecast: nominal and real prices differ; SC6 benchmark is converted to SC5.3 product. Table footnote real label is ambiguous; nominal row is used. Publication date verified; intraday timestamp unavailable and normalized to midnightUTC; not a price-chart event.

Document ID
pls-req
Published UTC
2026-10-02T00:00:00Z
Projects
pilgangoora
Commodities
lithium
Open original source ↗
September 2026 Quarterly Activities Report advisoryOther · MediumPartial

Primary issuer advisory schedules September quarter results for27October2026; no financial results disclosed in the advisory.

Document ID
pls-calendar
Published UTC
2026-09-22T14:00:00+00:00
Projects
pilgangoora
Commodities
lithium
2026 Annual General MeetingOther · LowMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-agm
Published UTC
2026-09-13T14:00:00+00:00
Projects
—
Commodities
lithium
Ceasing to be a substantial holder from MUFGOther · LowMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-inventory-5
Published UTC
2026-09-09T14:00:00+00:00
Projects
—
Commodities
lithium
Ceasing to be a substantial holder from MSOther · LowMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-inventory-6
Published UTC
2026-09-09T14:00:00+00:00
Projects
—
Commodities
lithium
Ceasing to be a substantial holderOther · LowMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-inventory-7
Published UTC
2026-09-08T14:00:00+00:00
Projects
—
Commodities
lithium
Notification regarding unquoted securities - PLSOther · LowMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-inventory-8
Published UTC
2026-09-07T14:00:00+00:00
Projects
—
Commodities
lithium
Becoming a substantial holder from MUFGOther · LowMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-inventory-9
Published UTC
2026-09-06T14:00:00+00:00
Projects
—
Commodities
lithium
Becoming a substantial holder from MSOther · LowMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-inventory-10
Published UTC
2026-09-06T14:00:00+00:00
Projects
—
Commodities
lithium
Becoming a substantial holderOther · LowMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-inventory-11
Published UTC
2026-09-03T14:00:00+00:00
Projects
—
Commodities
lithium
Ceasing to be a substantial holder from MUFGOther · LowMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-inventory-12
Published UTC
2026-09-02T14:00:00+00:00
Projects
—
Commodities
lithium
Application for quotation of securities - PLSCorporate Action · MediumMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-capital-sep3
Published UTC
2026-09-03T03:13:04.000Z
Projects
pilgangoora
Commodities
lithium
Open original source ↗
Ceasing to be a substantial holderOther · LowMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-inventory-14
Published UTC
2026-09-01T14:00:00+00:00
Projects
—
Commodities
lithium
Notification regarding unquoted securities - PLSOther · LowMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-inventory-15
Published UTC
2026-08-30T14:00:00+00:00
Projects
—
Commodities
lithium
Change of Director's Interest NoticeOther · LowMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-inventory-16
Published UTC
2026-08-30T14:00:00+00:00
Projects
—
Commodities
lithium
Application for quotation of securities - PLSOther · LowMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-inventory-17
Published UTC
2026-08-30T14:00:00+00:00
Projects
—
Commodities
lithium
Change in substantial holdingOther · LowMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-inventory-18
Published UTC
2026-08-26T14:00:00+00:00
Projects
—
Commodities
lithium
FY26 Full Year ResultsResults · MediumMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-fy-results
Published UTC
2026-08-23T21:45:44Z
Projects
pilgangoora
Commodities
lithium
Open original source ↗
FY26 Full Year Results PresentationPresentation · HighPartial

FY26 strategy and results; additional bank-guaranteed offtake floor disclosed without counterparty or committed volume.

Document ID
pls-fy-presentation
Published UTC
2026-08-23T21:45:59Z
Projects
pilgangoora
Commodities
lithium
Open original source ↗
2026 Annual Report (incorporating Appendix 4E)Results · HighPartial

Audited FY26 financials, physical operations, resources/reserves, ownership, arrangements and subsequent events; relevant table pages visually checked.

Document ID
pls-annual
Published UTC
2026-08-23T21:45:04Z
Projects
pilgangoora · colina · p-pls · mid-stream-demonstration · ganfeng-downstream · pf-mineracao
Commodities
lithium
Open original source ↗
June 2026 Quarterly Activities ReportOperations · HighPartial

Latest operational quarter at cutoff; FY27 production, cost and capex guidance supersede FY26 forecasts.

Document ID
pls-jun-quarter
Published UTC
2026-07-29T22:00:29Z
Projects
pilgangoora
Commodities
lithium
Open original source ↗
March Quarter FY26 Activities PresentationPresentation · LowMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-mar-presentation
Published UTC
2026-04-23T22:00:40Z
Projects
—
Commodities
lithium
Open original source ↗
March 2026 Quarterly Activities ReportOperations · MediumPartial

Reviewed for updated operating, financial or capital context.

Document ID
pls-mar-quarter
Published UTC
2026-04-23T22:00:30Z
Projects
pilgangoora
Commodities
lithium
Open original source ↗
Interim Financial Report (Incorporating Appendix 4D)Results · MediumMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-half-financial
Published UTC
2026-02-18T21:00:56Z
Projects
pilgangoora
Commodities
lithium
Open original source ↗
FY26 Interim ResultsResults · MediumMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-half-results
Published UTC
2026-02-18T21:01:11Z
Projects
pilgangoora
Commodities
lithium
Open original source ↗
FY26 Interim Results PresentationPresentation · LowMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-half-presentation
Published UTC
2026-02-18T21:02:21Z
Projects
—
Commodities
lithium
Open original source ↗
Canmax-offtake-agent-retrievedEconomic Arrangement · HighPartial

Original primary filing confirms 150ktpa binding supply, US$1,000 SC6 floor, US$100m interest-free prepayment and supply through mid-CY28.

Document ID
pls-canmax
Published UTC
2026-02-09T13:00:00+00:00
Projects
pilgangoora
Commodities
lithium
Open original source ↗
December Quarterly Activities ReportOperations · MediumPartial

Reviewed for updated operating, financial or capital context.

Document ID
pls-dec-quarter
Published UTC
2026-01-29T21:18:53Z
Projects
pilgangoora
Commodities
lithium
Open original source ↗
December Quarterly Activities PresentationPresentation · LowMetadata Only

Locally inventoried release; not relied upon for this fresh valuation. Later complete capital register and FY26 annual report supersede intermediate notices.

Document ID
pls-dec-presentation
Published UTC
2026-01-29T21:19:08Z
Projects
—
Commodities
lithium
Open original source ↗
September Quarterly Activities ReportOperations · MediumPartial

Reviewed for updated operating, financial or capital context.

Document ID
pls-sep-quarter
Published UTC
2025-10-23T21:22:37Z
Projects
pilgangoora
Commodities
lithium
Open original source ↗
P2000 pre-feasibility outcomesStudy · HighPartial

Original PFS bounds capacity, recovery, capital and scenario economics; 2026 study timing supersedes original timetable. Publication date verified; intraday timestamp unavailable and normalized to midnightUTC; not a price-chart event.

Document ID
pls-p2000-pfs
Published UTC
2024-06-21T00:00:00Z
Projects
pilgangoora
Commodities
lithium
Open original source ↗
Evidence facts56
pls-shares-octshares basic

3225946768 shares

2026-10-12
pls-shares-fdshares fully diluted

3244338510 shares

2026-10-12
pls-cash-fycash

2289977000 AUD

2026-06-30
pls-debt-fydebt

950801000 AUD

2026-06-30
pls-leases-fylease liabilities

281408000 AUD

2026-06-30
pls-equity-fybook equity

4077938000 AUD

2026-06-30
pls-revenue-fyrevenue

1934018000 AUD

2026-06-30
pls-ebitda-fyebitda

1136993000 AUD

2026-06-30
pls-npat-fynpat

525761000 AUD

2026-06-30
pls-ocf-fyoperating cash flow

1364686000 AUD

2026-06-30
pls-capex-fycapex

344332000 AUD

2026-06-30
pls-facility-fyundrawn facilities

500000000 AUD

2026-06-30
pls-ownership-pilgangooraownership pct

100 %

2026-06-30
pls-ownership-colinaownership pct

100 %

2026-06-30
pls-ownership-p-plsownership pct

18 %

2026-06-30
pls-ownership-mid-stream-demonstrationownership pct

100 %

2026-06-30
pls-ownership-ganfeng-downstreamownership pct

50 %

2026-06-30
pls-ownership-pf-mineracaoownership pct

70 %

2026-06-30
pls-ownership-listed-equity-portfolioownership pct

100 %

2026-06-30
pls-resource-t-pilgangooraresource tonnes

440000000 t

2026-06-30
pls-resource-grade-pilgangooraresource grade

1.28 % Li2O

2026-06-30
pls-resource-contained-pilgangooraresource contained

5632000 t Li2O

2026-06-30
pls-resource-t-colinaresource tonnes

77700000 t

2026-06-30
pls-resource-grade-colinaresource grade

1.24 % Li2O

2026-06-30
pls-resource-contained-colinaresource contained

948900 t Li2O

2026-06-30
pls-reserve-t-pilgangoorareserve tonnes

202700000 t

2026-06-30
pls-reserve-grade-pilgangoorareserve grade

1.16 % Li2O

2026-06-30
pls-reserve-contained-pilgangoorareserve contained

2351320 t Li2O

2026-06-30
pls-resource-mi-colinaresource mi pct

86.57657657657658 %

2026-06-30
pls-mining-colinamining method

open pit concept text

2026-06-30
pls-cutoff-colinacutoff grade

0.5 % Li2O

2026-06-30
pls-prod-q1production quarter

11912.121 t Li2O

2025-09-30
pls-prod-q2production quarter

10817.144 t Li2O

2025-12-31
pls-prod-q3production quarter

12319.108 t Li2O

2026-03-31
pls-prod-q4production quarter

11359.331 t Li2O

2026-06-30
pls-production-fyproduction fy

46615.779 t Li2O

2026-06-30
pls-head-gradehead grade

1.3 % Li2O

2026-06-30
pls-nameplate_capacity-p-plsnameplate capacity

43000 t lithium hydroxide/year

2026-06-30
pls-nameplate_capacity-mid-stream-demonstrationnameplate capacity

27000 t concentrate/year

2026-06-30
pls-product_spec-p-plsproduct spec

battery-grade lithium hydroxide text

2026-06-30
pls-product_spec-mid-stream-demonstrationproduct spec

lithium phosphate text

2026-06-30
pls-feed_source-p-plsfeed source

Pilgangoora concentrate text

2026-06-30
pls-feed_source-mid-stream-demonstrationfeed source

Pilgangoora concentrate text

2026-06-30
pls-p-pls-utilisationutilisation pct

26.676744186046513 %

2026-06-30
pls-holding-bookbook value

65180000 AUD

2026-06-30
pls-holding-descriptiondescription

Aggregate listed equity investments at reported carrying value text

2026-06-30
pls-cost-q4c1 cost

11622.641509433963 AUD/t Li2O

2026-06-30
pls-recovery-junrecovery pct

76.8 %

2026-06-30
pls-throughput-junthroughput

976579 t ore

2026-06-30
pls-guidance-fy27guidance

1065000 t concentrate

2027-06-30
pls-guidance-delivery-fy26guidance delivery pct

104.08792899408283 %

2026-06-30
pls-sustaining-guidancesustaining capex

92500000 AUD

2027-06-30
pls-cost-q3c1 cost

9811.320754716982 AUD/t Li2O

2026-03-31
pls-cost-q2c1 cost

11250.0 AUD/t Li2O

2025-12-31
pls-cost-q1c1 cost

10188.67924528302 AUD/t Li2O

2025-09-30
pls-ref-priceOrdinary ASX close

3.5 AUD/share

2026-10-09
Conflicts requiring judgment2
  • ordinaryshares

    LatestexactcapitalregistersupersedesroundedJuneordinaryshares;administrativequotationofexistingloansharesisnotnewdilution.

  • operatingcostversusAISC

    FOBexcludesfreight/royaltiesandcapitalizedstripping; CIFincludesfreight/royaltiesbutneitherisAISC. NoAISCmetricinvented.