LTR 5.95% 87.0¢ liontown resources limited

LTR: Short squeeze coming for shorters - 2nd highest likelihood in all ASX, page-3621

  1. vmp
    13,253 Posts.
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    We’re not stupid here we’ve done all sort of scientific, financial, geo- technical and even astrological )) analysis or in-depth reading with regard to Ltr, some also attended in person presentations and we know which players have been struggling to explain their dms struggles for years requiring major tweaks and costing tens of millions that up to now still producing crap grades and crap recovery- clue have a look at peers last quarterlies as the battle ground will not be the same going forward. We know the earnings profile of each tier 1 lithium producer especially the pure play. So we know what to focus on.
    These out of whack valuations will eventually be sorted hence the comparison made. Take it or leave it

    Peers have a different profitability and balance sheet profile and we know what the profile of the project regarded as best lithium mine in the world. At least based on what we’ve been told in the Ann’s
    Last edited by vmp: 18/04/24
 
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