LTE - Updated NPV valuation
Assumptions:
1. SC6 = US$1030/dmt. Product sold at spot
2. DFS production profile
3. AISC = A$939/dmt
4. NPV perforned at 5%
Results:
1. NPV(5%) = A$1927m
2. NPV(5%) = A$0.79 (Per ordinary share)
Hence LTR's current SP = 1.9 times NPV(5%). Very unusual at this stage of its lifecycle
Very similar to the valuation arising from using a FCF multiplier = 10 times
There is a valuation congruence developing which suggests that A$1.00 is not far away.
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Last
79.0¢ |
Change
-0.020(2.47%) |
Mkt cap ! $1.915B |
Open | High | Low | Value | Volume |
80.0¢ | 80.0¢ | 77.5¢ | $10.13M | 12.82M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
12 | 365849 | 79.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
79.5¢ | 35511 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
8 | 275636 | 0.790 |
3 | 42546 | 0.785 |
13 | 263766 | 0.780 |
15 | 145296 | 0.775 |
34 | 373952 | 0.770 |
Price($) | Vol. | No. |
---|---|---|
0.800 | 92226 | 7 |
0.805 | 15000 | 2 |
0.810 | 47025 | 3 |
0.815 | 70752 | 2 |
0.825 | 11000 | 1 |
Last trade - 16.10pm 23/08/2024 (20 minute delay) ? |
LTR (ASX) Chart |
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