LTR

1.82%

81.0¢ liontown resources limited

Ann: Liontown Reaches Agreement to Terminate Royalty, page-48

First 48 Last

Share
Profile

Follow
Lilow

9,194 Posts.

2362

02/08/21

22:00

Post #: 54975782
Share

Originally posted by DaisyA ↑

Hi @GGG77, yes I see it pretty much the same way. There are many risks with mining and a strong BHP offer would have to be considered. Also BHP cannot afford to be left behind here as renewables are clearly the future. As we know and as LTR keeps telling us, LTR has the only large world class hard rock deposit left in the world without commitments, and they are in WA also. How can BHP not be interested? Only the amount that TG and the BOD wants is the stumbling block. The project is de-risked now and the house keeping is almost done. Finally, it makes no sense for LTR to pay half of their working capital just raised to buy out the KV royalty rights. I have gone over this many times and still come up with the same answer. It is not economically smart to do this UNLESS it is to allow for a corporate deal and BHP looks the mostly likely IMO. We shall see I guess but a take over or large JV deal is now my bet but if I am wrong, my sentiment on LTR is still the same as we will just get to the same point via a different route and different timeframe. As far as the value is concerned I suspect that the DFS and Buldania resource upgrade will determine that. I also wish to publicly thank @anatol. He has selflessly provided research, graphs, stats and view points over the years that most of us here, including me, would not have been able to access. He has led many of us here to this point.

Expand

Hey @DaisyA, @anatol, @vmp, if TG was to sell KV, what do you Think TG would look to accept or consider?

LTR Price at posting: 91.5¢ Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

Reply

Top Stories

What each US election outcome would mean for Australian companies & investors

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

The Altcoin Landscape (Part 1): Key alternative cryptocurrencies to watch

Aussie inflation seemingly hit a 3 year low. So why's the ASX200 red?

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Week 44 Wrap: Relatively boring week ahead of US election; HotCopper's most watched; Oz inflation at 3.5%

'We're looking': Nickel-rich Indonesia sounds graphite warning to Aus producers

MIN

Movers and Shakers: Zip Co, MinRes, Kuniko, more – The week's top ASX gainers

Making money: How many microcaps should be in an investor's portfolio?

There are more pages in this discussion • 129 more messages in this thread...

First 48 Last

Add LTR (ASX) to my watchlist

(20min delay)
Last 81.0¢		Change -0.015(1.82%)		Mkt cap ! $1.964B

Open	High	Low	Value	Volume
81.5¢	82.0¢	77.5¢	$15.36M	19.24M

Buyers (Bids)

No.	Vol.	Price($)
3	37388	81.0¢

Sellers (Offers)

Price($)	Vol.	No.
81.5¢	95789	12

View Market Depth

No.	Vol.	Price($)
3	37388	0.810
7	808353	0.805
7	51000	0.800
3	11750	0.795
7	283321	0.790

Price($)	Vol.	No.
0.815	61191	9
0.820	103600	2
0.825	75943	8
0.830	80561	7
0.835	73250	4

Last trade - 16.10pm 01/11/2024 (20 minute delay)

LTR (ASX) Chart

Ann: Liontown Reaches Agreement to Terminate Royalty, page-48

What each US election outcome would mean for Australian companies & investors

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

The Altcoin Landscape (Part 1): Key alternative cryptocurrencies to watch

Aussie inflation seemingly hit a 3 year low. So why's the ASX200 red?

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Week 44 Wrap: Relatively boring week ahead of US election; HotCopper's most watched; Oz inflation at 3.5%

'We're looking': Nickel-rich Indonesia sounds graphite warning to Aus producers

Movers and Shakers: Zip Co, MinRes, Kuniko, more – The week's top ASX gainers

Making money: How many microcaps should be in an investor's portfolio?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Liontown Reaches Agreement to Terminate Royalty, page-48

Top Stories

What each US election outcome would mean for Australian companies & investors

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

The Altcoin Landscape (Part 1): Key alternative cryptocurrencies to watch

Aussie inflation seemingly hit a 3 year low. So why's the ASX200 red?

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Week 44 Wrap: Relatively boring week ahead of US election; HotCopper's most watched; Oz inflation at 3.5%

'We're looking': Nickel-rich Indonesia sounds graphite warning to Aus producers

Movers and Shakers: Zip Co, MinRes, Kuniko, more – The week's top ASX gainers

Making money: How many microcaps should be in an investor's portfolio?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News