Every mining company can be compared as they have value compared to one another. To use an extreme example if LTR went to $10 tomorrow I would not hesitate to sell my holding and buy PLS @ $4 as PLS would be better value.
The recovery if captured in the unit costs, as far as the companies I have run today (CXO, LLL, LTR, PLS and SYA) LTR does have the best unit costs.
I have read the DFS and couldn't find reference to them achieving a premium to the 6% price for their 6% product, is this due to impurities, do you know what % premium is achieved?
The one thing I haven't been able to quantify is the impact of the downstream other then a reference to the fact that the converters make a 29% margin which I tried to incorporate.
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Last
79.0¢ |
Change
-0.020(2.47%) |
Mkt cap ! $1.915B |
Open | High | Low | Value | Volume |
80.0¢ | 80.0¢ | 77.5¢ | $10.13M | 12.82M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
12 | 365849 | 79.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
79.5¢ | 35511 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
8 | 275636 | 0.790 |
3 | 42546 | 0.785 |
13 | 263766 | 0.780 |
15 | 145296 | 0.775 |
34 | 373952 | 0.770 |
Price($) | Vol. | No. |
---|---|---|
0.800 | 92226 | 7 |
0.805 | 15000 | 2 |
0.810 | 47025 | 3 |
0.815 | 70752 | 2 |
0.825 | 11000 | 1 |
Last trade - 16.10pm 23/08/2024 (20 minute delay) ? |
LTR (ASX) Chart |
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David DeTata, Managing Director
David DeTata
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