PLS GROUP LIMITED

Commented by Jens Castner on June 17th, 2026 | 06:50 CEST

SPACEX SOARS, ALMONTY ADVANCES, PLS REWARDS PATIENCE: THREE LESSONS IN RATIONAL INVESTING

• Mining
• Tungsten
• CriticalMetals
• Space
• aerospace
• Defense

An IPO that is electrifying the world. A mining company the market is currently misjudging. And an Australian commodities giant that rewards patience with share price gains. At first glance, SpaceX, Almonty Industries, and PLS are three completely different stories—yet they follow the same ironclad stock market logic: those who chase the hype pay the price, while those who think countercyclically are rewarded. While Wall Street debates trillion-dollar valuations, the real opportunities lie further down the supply chain—with companies without which neither rockets nor batteries for electric mobility would be possible.