LTR liontown resources limited
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Ann: Investor Presentation - BMO Conference, page-37

  1. 8horse
    34,472 Posts.
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    26/02/24
    17:27
    Post #: 72603274
    Latest update Opex after major underground contract awarded: A$651/t

    Here's my exercise:
    Column 1 Column 2
    1 Indicated SC6 price (US$/ton FOB) 890 USD
    2    
    3    
    4 Opex (AUD) 651 AUD
    5 Sustainable capex (AUD) 171 AUD
    6 Sub-total (AUD) 822 AUD
    7 converted to USD (AUD/USD: 0.66) 543 USD
    8 Interest (assumed $600m @10%) 81 USD
    9 Royalties 67 USD
    10 All in sustainable cost (A$/ton FOB) 1,046 AUD
    11 All in sustainable cost (US$/ton FOB)[/B] 690 USD
    Obviously, during the initial commissioning and ramp-up stage, the cost will be higher.

    Cheers.
    All imo.
    Last edited by 8horse: 26/02/24
    LTR Price at posting: $1.17 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch. 2  Great analysis
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