ASX Today, page-42271

Hi guys,


The naysayers have been here since our share price were 2 cents

They have really no shame. What did they say?
The resource too deep- reality is its humongous and homogenous and low deleterious elements
Underground won’t work for lithium - lol
Ev is dead - well it’s not, ask yourself, have you driven or been in one and noticed it performs like a jet engine and people who bought it love it
Too hard to complete in covid - it was hard but not too hard

Well the trucks have left the station today.

They’re still shorting this company.

Have a look at these stats. The figures speak for themselves.
mt holland with nearly half of tpa capacity was built for 31 months

sigma with less than half KV’s capacity was built for 16 months.

Whilst peers built a cabin that took them the same or much longer than LTR, LTR built a mansion. Pay attention to the magnitude of these projects. I’d be surprised if anyone else can replicate what LTR has done. No one can. No one will build it as quick as there’s no pandemic now.


Mt Holland - 340,000tpa,
Started construction July 2021,
Production March 2024
Construction Duration 31 months


Sigma - 270,000tpa
Started construction Dec 2021
Production April 2023
Construction Duration  16 months
Fill production capacity in 2nd quarter of operation


LTR - 600,000tpa
Started construction Jan 2023
Production July 2024
Duration 18 months



Naysayers will continue to say the grade will not be good, the container ship will sink


Ok



We know sigmas capacity is less than half of Ltr, they reached capacity in the second quarter of operation.

I’d be willing to give Ltr leeway, to reach nameplate by the 3rd quarter given the magnitude or capacity being more than 2x that of sigma.


Over to you Ltr.

Over to you shorters.