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80.5¢ liontown resources limited

FA & General Banter, page-16965

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Bunn-Wackett

24,446 Posts.

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21/07/21

08:26

Post #: 54646941
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Originally posted by Kikker1959: ↑

When a company has delivered its DFS, funding happens quickly after this, as we will see with LTR. In the past this might have been delayed due to global macro economics, such as oversupply, but for AVZ their DFS , delivered WELL over a year ago would have been moving towards the sweet spot. It is recognised that they have the largest resource, but that does not mean it gets mined in the near future, when other options are available that tick all the boxes not just one. Not having finance after 15 months of DFS delivery would be an answer for investors that it is not as clear as they come. With the small $40m raising they got recently, which appears to be dominated by Chinese interest, will spook even more financiers. This will fall into Chinese hands, which ultimately could mean that the resource is developed faster as I back China over Nigel. The Europeans and USA interests will secure their supplies from Canada and WA and LTR is first cap. Watch this space. AIMO

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“Not having finance after 15 months of DFS delivery would be an answer for investors that it is not as clear as they come.”

Agree

And not reporting NPV when it’s been done in previous presentations opens things up to question too.

LTR Price at posting: 76.0¢ Sentiment: None Disclosure: Not Held
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0 Great analysis

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(20min delay)
Last 80.5¢		Change 0.020(2.55%)		Mkt cap ! $1.952B

Open	High	Low	Value	Volume
77.5¢	82.0¢	74.5¢	$12.97M	16.44M

Buyers (Bids)

No.	Vol.	Price($)
6	101850	80.5¢

Sellers (Offers)

Price($)	Vol.	No.
81.0¢	80175	4

View Market Depth

No.	Vol.	Price($)
6	101850	0.805
15	215152	0.800
6	294366	0.795
10	191186	0.790
3	78273	0.785

Price($)	Vol.	No.
0.810	80175	4
0.815	153453	9
0.820	215182	9
0.825	268605	10
0.830	159369	12

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