Assessing PLS Group (ASX:PLS) Valuation After Lithium Price Rally And 52-Week High

Simply Wall St.01-14

PLS Group (ASX:PLS) has hit a 52 week high after lithium prices jumped following China’s move to phase out VAT export rebates on battery products, putting extra focus on short term demand signals. See...

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See...</p>\n\n<a href=\"https://simplywall.st/stocks/au/materials/asx-pls/pls-group-shares/news/assessing-pls-group-asxpls-valuation-after-lithium-price-ral\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Assessing PLS Group (ASX:PLS) Valuation After Lithium Price Rally And 52-Week High</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing PLS Group (ASX:PLS) Valuation After Lithium Price Rally And 52-Week High\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-14 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/au/materials/asx-pls/pls-group-shares/news/assessing-pls-group-asxpls-valuation-after-lithium-price-ral><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PLS Group (ASX:PLS) has hit a 52 week high after lithium prices jumped following China’s move to phase out VAT export rebates on battery products, putting extra focus on short term demand signals. See...</p>\n\n<a href=\"https://simplywall.st/stocks/au/materials/asx-pls/pls-group-shares/news/assessing-pls-group-asxpls-valuation-after-lithium-price-ral\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7095","symbol_name":"多种金属与采矿","start_time":0,"source_url":"https://simplywall.st/stocks/au/materials/asx-pls/pls-group-shares/news/assessing-pls-group-asxpls-valuation-after-lithium-price-ral","article_id":"2603648766","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/222394811-main-header/1585187337938"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/au/materials/asx-pls/pls-group-shares/news/assessing-pls-group-asxpls-valuation-after-lithium-price-ral","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2603648766","pubTimestamp":1768357738,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"PLS Group (ASX:PLS) has hit a 52 week high after lithium prices jumped following China’s move to phase out VAT export rebates on battery products, putting extra focus on short term demand signals.\nSee our latest analysis for PLS Group.\nToday’s A$4.86 share price and the recent 52 week high sit on top of a strong run, with a 30 day share price return of 18.54%, a 90 day share price return of 78.68%, and a 1 year total shareholder return of 120.91%. This points to building momentum as lithium...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7095":"多种金属与采矿","BK7504":"锂钴概念","PLS.AU":"PLS Group Ltd","BK7507":"资源股"},"translate_title":"在锂价上涨和52周高点后评估PLS Group(ASX：PLS)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PLS.AU":1.5},"content_text":"PLS Group (ASX:PLS) has hit a 52 week high after lithium prices jumped following China’s move to phase out VAT export rebates on battery products, putting extra focus on short term demand signals. See our latest analysis for PLS Group. Today’s A$4.86 share price and the recent 52 week high sit on top of a strong run, with a 30 day share price return of 18.54%, a 90 day share price return of 78.68%, and a 1 year total shareholder return of 120.91%. This points to building momentum as lithium headlines out of China keep short term sentiment elevated ahead of the late January quarterly update. If lithium’s rebound has your attention, it could be a good moment to widen your watchlist with high growth tech and AI stocks that are also tied to future facing themes. The question now is whether PLS at A$4.86 and a very strong 1 year return still leaves room for mispricing, or whether recent gains and upbeat lithium sentiment mean the market is already pricing in future growth. AdvertisementMost Popular Narrative: 62.2% Overvalued The most followed narrative puts fair value for PLS Group at A$3.00 per share, which sits well below the current A$4.86 price. The analysts have a consensus price target of A$2.132 for Pilbara Minerals based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of A$2.8, and the most bearish reporting a price target of just A$1.1. Read the complete narrative. Big revenue expansion. A sharp swing from losses to profits. A future earnings multiple that would put PLS Group in rare company. Curious what earnings path and margin profile are being baked into that fair value, how fast the share count is assumed to climb, and what discount rate is used to pull those forecasts back to today. Result: Fair Value of $3.00 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are clear pressure points, including recent revenue and EBITDA weakness linked to lithium prices, along with heavy capital spending that could weigh on future cash generation. Find out about the key risks to this PLS Group narrative.  Build Your Own PLS Group Narrative If you look at the numbers and reach a different conclusion, or prefer to test your own assumptions, you can build a custom view in minutes by starting with Do it your way. A good starting point is our analysis highlighting 1 key reward investors are optimistic about regarding PLS Group. Looking for more investment ideas? If PLS has sharpened your appetite, do not stop here. Use the screener to uncover other angles that could suit your portfolio and risk tolerance.  Target potential mispricings by scanning these 884 undervalued stocks based on cash flows that might be trading below what their cash flows suggest. Tap into long term tech themes by checking out these 25 AI penny stocks that are tied to artificial intelligence growth. Press your advantage in income ideas with these 13 dividend stocks with yields > 3% that already offer yields above 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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