LTR 0.00% 85.5¢ liontown resources limited

Ann: Investor Presentation - Offtake, Funding & Project Update, page-19

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  1. 76 Posts.
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    Perhaps PLS should get a "D-" for this? Unless 2040 comes before 2034?

    https://hotcopper.com.au/data/attachments/4475/4475735-91c42f0e20e8b68fbf0387407fd1485a.jpg

    For the record; I previously held shares in AVZ and currently a holder in PLS albeit not as big as what currently have in LTR.

    As for AVZ; being in TH and suspension doesn't instil confidence at all to anyone that they will hit their project milestone; the following was what they've announced in their Dec 2021 $75 Mil Cap Raise:

    https://hotcopper.com.au/data/attachments/4475/4475728-80ab0ce44af44abeecfb74ab15d71c01.jpg
    FYI; AVZ's Net Zero Scope 1 & Scope 2 emission target is now 2030; extracted from their Sustainability Report released on the 17th of June 2022 - I would take it with a grain of salt... given their performance to date.

    https://hotcopper.com.au/data/attachments/4475/4475742-47b07ae0ea6e3cdbb6b392f19d8c5ecb.jpg

    Incidentally, have you seen a forecasted emissions profile for PLS's Pilgangoora and AVZ's Manono? I know I haven't (unless you can kindly point me to it).

    LTR published the following in their ESG Report - effectively allowing the market to measure their performance once in production.

    https://hotcopper.com.au/data/attachments/4475/4475752-efd5f6b65ef31cef37e6041deb57f894.jpg

    As@Batman0480 pointed out; majority of the technology just isn't available (or at least not feasible) yet.
 
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