LTR 0.60% 82.5¢ liontown resources limited

LTR Vs CXO, page-108

  1. 10,762 Posts.
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    You talk about when they produce but what you should look at too, is 1) the size of LTR resource that is 12X bigger and 2) LOM of LTR is much, much longer. Therefore the MC of LTR to only be $700m higher right now is out of balance. The 18 months delay between production date offset to what I mentioned above does not warrant it. I don't expect the SP of CXO to come down, but LTR to rise fast and quickly to $4b plus in coming months. AIMO
 
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