If LTR is worth $2.50 now then it follows: the closer to production the more its worth. They have obviously factored in the carrying cost plus the capex to production. $5.5b plus about $1b. capex. seems to me that's about $500m, p.a. holding costs. So a price tag on LTR of $5 would not be unreasonable, as day by day its getting more valuable.
Just my reading of the tea leaves waiting for the market to open.
Good News & Bad News, page-26505
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Last
$3.10 |
Change
0.040(1.31%) |
Mkt cap ! $9.210B | |||
| Open | High | Low | Value | Volume |
| $3.08 | $3.10 | $3.08 | $9.083M | 2.932M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 21 | 82812 | $3.09 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.10 | 398398 | 58 |
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| Last trade - 10.29am 15/07/2024 (20 minute delay) ? |
| PLS (ASX) Chart |