I agree with all of this Scarpa. My comment was really just to correct VMP's statement that higher revenue (through LTR's improved product grade/quality) doesn't automatically equal higher operational margin. PLS's costs with their massive open-cut mine, close to the port, are genuinely Tier 1 (even if their product quality could do with some improving).
Also agree that it's not a competition. I'm hoping both companies can knock it out of the park. I'm a happy holder of both LTR and PLS. I hold more LTR, for the record.
ASX Today, page-38275
-
- There are more pages in this discussion • 2,714 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add LTR (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
93.5¢ |
Change
-0.050(5.08%) |
Mkt cap ! $2.266B | |||
| Open | High | Low | Value | Volume |
| 97.5¢ | 97.5¢ | 93.5¢ | $49.48M | 52.51M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 37 | 2797617 | 93.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 94.0¢ | 341986 | 5 |
View Market Depth
| Last trade - 16.10pm 21/06/2024 (20 minute delay) ? |
| LTR (ASX) Chart |