LTR 8.28% 78.5¢ liontown resources limited

How much do you think of the fair SP for LTR to be acquired, page-79

  1. 6,173 Posts.
    lightbulb Created with Sketch. 2003
    The $5.5b offer equates to an sc6 price of $1600/t, current price = $4150/t so there is room still for an improved offer but Albermarle will want to see some profit if they take it to mine and prices continue to fall. $3 offer values ltr at $6.7b = $2000/t which many are tipping as a longterm price. Calcs are rough and imo.
 
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