LTR 4.17% 87.5¢ liontown resources limited

Ann: New short-term Offtake Agreement for initial ramp-up volumes, page-89

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  1. vmp
    13,607 Posts.
    lightbulb Created with Sketch. 9373
    Even At subdued sc6 prices:
    Sigma aud6.3b extrapolating capacity
    PLS aud9.2b
    Ltr $2.4b
    we know where we should be even if sc6 is at $1500

    Production status currently separates pls and sigma vs Ltr.

    soon that gap ceases for good imo. And another separation will in fact rise - premium product/premium pricing. I haven’t accounted that in the above. However we know profitability drives value
    Last edited by vmp: 15/07/24
 
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87.5¢
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Mkt cap ! $2.121B
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85.0¢ 89.5¢ 84.5¢ $14.42M 16.61M

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