LTR 1.28% 79.0¢ liontown resources limited

How a demerger and IPO affects existing shareholders, page-40

  1. 2,702 Posts.
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    I'll be honest, been too busy to be able to read all the news. I'm just thinking that selling, or demerging isn't going to add any value. in fact the cost for doing this doesn't make sense.

    Also demerging and selling when you're asset in this case KV hasn't been fully realised is akin to pouring money down the drain. it's like TG sell now and we get maybe $1.5 a share. prove the resource fully and wait for lithium prices rise and we can sell for $5 a share but it means waiting 3 years, but you get a few extra hundred million. it's a no brainer. so this is why I think the argument for demerger or sale is flawed.
 
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