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Pls Group Ltd
Metals and Mining
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About Pls Group Ltd
SOURCE
ACTION
FUND MANAGER
DATE
Argonaut Funds Management initiated lithium sector exposure, including a position in Pilbara Minerals, building this exposure from zero at the start of FY26. The manager used the stabilisation and subsequent recovery in spodumene prices as the signal to buy quality lithium names ahead of the broader sector recovery, favouring established, higher-quality producers such as Pilbara Minerals over more speculative names within the lithium space.
Article
07 Sep 2026
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Argonaut Funds Management
Initiated
Article
Commentary
§ Important Notice
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Frequently asked questions about Pls Group Ltd (ASX:PLS)
Frequently asked questions
Who is investing in Pls Group Ltd (ASX:PLS)?
Fund managers including Monash Investors, Ten Cap, Clime Investment Management, Equity Trustees Asset Management, Pendal Group, Blackwattle Investment Partners, DMX Asset Management, Yarra Capital Management, Ellerston Capital, Tyndall Asset Management, Infinity Asset Management, Australian Eagle Asset Management, Paradice Investment Management, Oracle Advisory Group, Acorn Capital, Sage Capital, Quest Asset Partners, Antares Capital, Argonaut Funds Management, Perennial Partners and Kardinia Capital have invested in Pls Group Ltd (ASX:PLS).
What opportunities or catalysts do fund managers highlight for Pls Group Ltd?
Managers highlight production above guidance, controlled costs, a restored dividend supported by over $1 billion of net cash and rising lithium demand from electrification, with Perennial noting China's dominance of critical minerals supply supports pricing.
What are the key risks to the Pls Group Ltd investment thesis, according to fund managers?
Infinity notes PLS fell 22% in a month when lithium prices weakened, showing high sensitivity to volatile lithium markets.
What is the short interest in Pls Group Ltd (ASX:PLS)?
The short interest in Pls Group Ltd (ASX:PLS) is 8.89% which makes it the 19th most shorted stock on the ASX. Of the 3.2B shares that Pls Group Ltd has on issue, 286.5M have been sold short.
What does Pls Group Ltd (ASX:PLS) do?
PLS Group Ltd., established on January 10, 2005, and headquartered in West Perth, Australia, specializes in the exploration and evaluation of mineral properties. The company operates through two primary geographical segments: China and other foreign countries. Its core focus is the development of lithium and tantalum assets within the Pilgangoora Lithium-Tantalum Project, situated in the Pilbara region of Western Australia.