LTR 3.00% 97.0¢ liontown resources limited

Ann: Liontown appoints new CEO & MD, page-16

  1. vmp
    13,203 Posts.
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    Ok folks, LTR is clearly switching to a turbo charged engine. TO can have a simpler corporate structure to employ his tricks, that is much less restrictive than the red tapes in a behemoth as BHP. Pretty sure this will be rewarding for him in all counts. Also TO’s FAR is almost twice that of DR. TO is on the cards (?) DR can continue to do what he does best. DR’s fortunes will be in his stake in Ltr and future discovery.

    Demerge assets outside of KV - we also mentioned this before in our discussion - was TG standing within earshot? This is the biggest indication KV is being perfectly packaged either as a producer or being staged for sale. Also, this will force the market to attribute value to assets outside KV. My next formula is
    -continue to develop KV or package for eventual sale $5 billion in 2 years.
    - drill buldania and get 100mtwithin one year, by that time the mining licenses will be obtained, and ready to rock like it’s KV sibling
    - moora- koojan - oh I don’t know how big this will be. The first assays were spectacular, outstanding. The tenements have expanded like a mushroom in no time.


    Finally folks, just a conspiracy theory here. Who’s the winner, TG or BHP? Has TG poached a talent? Or Is TO’s appointment sowing the seed for a BHP takeover in 2 years for $5 billion?  Time will tell.
 
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