If LTR is worth $2.50 now then it follows: the closer to production the more its worth. They have obviously factored in the carrying cost plus the capex to production. $5.5b plus about $1b. capex. seems to me that's about $500m, p.a. holding costs. So a price tag on LTR of $5 would not be unreasonable, as day by day its getting more valuable.
Just my reading of the tea leaves waiting for the market to open.
Good News & Bad News, page-26505
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Last
$3.06 |
Change
0.040(1.32%) |
Mkt cap ! $9.210B | |||
| Open | High | Low | Value | Volume |
| $3.04 | $3.12 | $3.02 | $47.88M | 15.58M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 18 | 321604 | $3.06 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.07 | 269930 | 12 |
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| PLS (ASX) Chart |