LTR 1.23% 80.0¢ liontown resources limited

Ann: Investor Presentation - Moora and Koojan JV Projects Update, page-321

  1. vmp
    13,264 Posts.
    lightbulb Created with Sketch. 9091
    “PLS is a producer ”

    I get that @Kikker1959 but the table is valid. We can discuss all day the pls and Ltr strengths and weaknesses but imo ltr’s advantages -
    -not producing currently and in the last two years when effectively no money can be made due to converters induced bottle necks plants had to be put on Cand M whilst they continue to bleed interest payments
    -current producers have the wrong process they cannot replicate gb grades, Ltr has wof premium from getgo
    -unencumbered 100%

    Pls has plants but it has debts, ev wise they almost cancel each other out I believe, correct me if wrong

    Now bottom line is that the table I’ve put out there shows being a producer for market valuation is irrelevant PLL and CXO are not producing either. So I won’t consider producers as superior. What I posted are facts adjusted for rounding estimates

    Ltr is the Stephen Bradbury of WA it will take the crown but we don’t know when, whether in 6,13,18 months etc

    About avz, poor souls I saw a recent clip there’s 120 groups fighting
    Last edited by vmp: 06/06/21
 
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