LTR will be nothing like Core
LTR is forecast to be on the same level as PLS in terms of the cost curve by 2026 (Citi estimating $542/tonne in 2026)
Initial costs will be higher, with Citi estimating $963/tonne in 2025.
Thats nowhere near CXO's costs of ~ $1500/tonne
The banks wouldn't even consider the debt facility if LTR was forecast to be a high cost producer. ALB also would not have been interested in buying LTR if that was the case
Market should be forward looking and will start to price in the longer term picture if everything goes as planned. Although there are a lot of start up risks and things that could go wrong
Lithium Related Media Articles, page-21921
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Last
86.5¢ |
Change
-0.010(1.14%) |
Mkt cap ! $2.061B | |||
| Open | High | Low | Value | Volume |
| 85.0¢ | 87.0¢ | 83.5¢ | $7.669M | 9.023M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 46 | 130382 | 86.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 86.5¢ | 94560 | 20 |
View Market Depth
| Last trade - 14.20pm 13/11/2024 (20 minute delay) ? |
| LTR (ASX) Chart |