@Scarpa - the numbers are clear
Gina’s team likely running their ruler on these data closely at the moment. She’s supposedly receiving regular updates from the project. They could be discussing with their t/o partner
There’s huge diff between 55 vs 78 recovery, and 1.1 vs 1.56 ore grade, and 5.3 vs 6 spodumene grade. On top of better Offtake terms, the 3 factors can mean very substantial earnings upside vs peers.
At 625k and 100% owned project, Ltr is truly amongst top producers and suddenly has 175k uncommitted volume instead of 50k based on original dfs.
These have largely been overlooked as people still comparing LTR to cxo and pls. Clearly some couldn’t understand, others refuse to understand or just angry when someone or something like KV gets so far ahead of pack
apart from Ore quality and Distinctive recovery, esg is a standout. It’s not just clean power delivered from day 1, but substantial opex savings. With gas and electric power redundancy, but On a clear day it’s been said kv can run purely on renewable
High recovery that peers can only dream of
+
High Grade that peers can only dream of
= higher volume, higher profit that peers can only dream of
- Forums
- ASX - By Stock
- LTR
- ASX Today
ASX Today, page-39749
-
-
- There are more pages in this discussion • 1,440 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LTR (ASX) to my watchlist
|
|||||
Last
90.5¢ |
Change
-0.020(2.16%) |
Mkt cap ! $2.194B |
Open | High | Low | Value | Volume |
91.0¢ | 93.5¢ | 89.0¢ | $26.09M | 28.68M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
7 | 472933 | 90.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
90.5¢ | 446423 | 6 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 5786 | 0.900 |
4 | 110000 | 0.895 |
34 | 321661 | 0.890 |
8 | 180544 | 0.885 |
17 | 389749 | 0.880 |
Price($) | Vol. | No. |
---|---|---|
0.905 | 22997 | 2 |
0.910 | 105000 | 5 |
0.915 | 95187 | 4 |
0.920 | 25500 | 1 |
0.925 | 44911 | 4 |
Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
Featured News
LTR (ASX) Chart |
The Watchlist
LU7
LITHIUM UNIVERSE LIMITED
Alex Hanly, CEO
Alex Hanly
CEO
SPONSORED BY The Market Online