For sure; I've given it a little bit of an update; thanks @Goldilocks for picking up errors which iIve now fixed.
The detailed spreadsheet can be found here; LTR's KV 13 Yrs Outlook
Summary (assumption made are if LTR goes as plan per their downstream scoping study at 100%)
I wouldn't look too much beyond 2029; given LTR is still in progress with the downstream PFS which could deviate from my forecast.
With the spreadsheet; you can play around with the cells highlighted in yellow - to see how various pricing level would affect the project and its forecasted free cash flow and ultimate the return one can expect in terms of capital gain and dividend yield.
Project like KV have the potential to deliver outstanding returns (even at $3000/t USD for SC6.0) - we saw what FMG did for Andrew Forrest and Hancock Prospecting did for Gina Rinehart.
Until that happens; I'll have to make do with the dividend PLS will be delivering end of this 2023 FY.
ASX Today, page-26402
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Last
93.3¢ |
Change
-0.013(1.32%) |
Mkt cap ! $2.255B | |||
| Open | High | Low | Value | Volume |
| 92.0¢ | 93.5¢ | 91.0¢ | $3.379M | 3.676M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 54136 | 93.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 93.5¢ | 292511 | 18 |
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| Last trade - 10.50am 10/07/2024 (20 minute delay) ? |
| LTR (ASX) Chart |