PLS Group Limited (ASX: PLS)
Sector: Materials
Market cap: A$8.5B (as of 2 Nov 2026)
Lithium and tantalum producer and explorer
Data as of 2 Nov 2026.
Recent capital raises
Substantial holders — latest moves
| Date | Holder | Move | Holding | Source |
|---|---|---|---|---|
| 30 Oct 2026 | The Vanguard Group, Inc. (and its controlled entities) | Increase | 5.256% → 6.258% | Filing ↗ |
| 29 Oct 2026 | Mitsubishi UFJ Financial Group, Inc. | Increase | 8.2% → 9.42% | Filing ↗ |
| 29 Oct 2026 | Morgan Stanley International Holdings Inc. and its Subsidiaries listed in Annexure A | Increase | 7.26% → 8.36% | Filing ↗ |
| 28 Oct 2026 | First Sentier Investors Group Limited | Increase | 8.23% → 9.45% | Filing ↗ |
| 22 Oct 2026 | AustralianSuper Pty Ltd | Increase | 11.87% → 13.13% | Filing ↗ |
Director trades — on-market
| Date | Director | Trade | Source |
|---|---|---|---|
| 10 June 2026 | Mr Robert Nicholson | Bought 17,500 Ordinary Shares | Filing ↗ |
| 26 May 2026 | Dale Robert Henderson | Sold 627,500 | Filing ↗ |
| 20 Mar 2026 | Mr Robert Nicholson | Bought 30,000 Ordinary Shares | Filing ↗ |
| 17 Nov 2025 | Stephen John Scudamore | Sold 101,647 | Filing ↗ |
| 17 June 2025 | Dale Robert Henderson | Bought 755,000 Ordinary Shares (ASX:PLS) | Filing ↗ |
Cash and runway
| Metric | Value | As of | Source |
|---|---|---|---|
| Cash | A$2.2B | 30 Sept 2026 | Filing ↗ |
Latest guidance
| Date | Period | Guidance | Source |
|---|---|---|---|
| 28 Oct 2026 | FY27 | FY27 guidance: Production volume 1,030 – 1,100 kt; Unit operating cost (FOB) 575 – 625 A$/t; Capex 1,130 – 1,195 A$M. | Filing ↗ |
Ask about PLS in Claude or ChatGPT
Add the Capital Signal connector at https://capitalsignal.io/api/mcp, then ask:
- Has PLS raised money in the last year, and at what discount?
- What was PLS's latest cash position and runway?
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