LTR liontown resources limited
Add to My Watchlist 10.1% ! 92.5¢

Under $0.50 Celebration, page-121

  1. GARETH78
    8,800 Posts.
    lightbulb Created with Sketch. 3107
    clock Created with Sketch.
    17/06/24
    16:38
    Post #: 74355017
    No one thought anyone would sell spod for $350 t in 2019 but they were.

    Even at $1100 T Fob I think here may lose $120m in the first 12 months ramp up.

    Wilsons have them needing $150m so I am not over estimating.

    The trouble is bear markets have this nasty habit of lasting a lot longer than anyone anticipates.

    The priority here should be to protect shareholders invested capital. Currently $955m plus a debt facility of $300m

    They really should have done a raise at the recent $1.50 with their 118m capacity still available at around $1.27 would have pulled in $150m ish.

    A nice pool of funds to sit out the current bear market.

    I am struggling to see anyone wanting to fund the bullet payment in the current price environment, which makes the bridging facility difficult.

    IMO
    Last edited by GARETH78: 17/06/24
    LTR Price at posting: $1.00 Sentiment: Hold Disclosure: Held
    Likes Created with Sketch. 7  Upvote
    lightbulb Created with Sketch. 1  Great analysis
    Stroke 3 Created with Sketch. Comments Created with Sketch. Reply

  2. Top Stories

 

Featured News

NEWS Unemployment expectations correctly called today's 4.3% rate
right-arrow Created with Sketch.
NEWS Agreement to acquire 50% of the Central Tanami Gold Project
right-arrow Created with Sketch.
NEWS Watch Exclusive Interviews with ASX Leaders
right-arrow Created with Sketch.
NEWS Diamantina Advanced Copper-Gold Project Acquisition in Western Queensland
right-arrow Created with Sketch.
NEWS High-Grade Gold Discovery Extends 75m North at 8 Mile Drill Hole
right-arrow Created with Sketch.
NEWS Update on exploration at Fosterville and Glenlogan
right-arrow Created with Sketch.
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
Add to My Watchlist
(20min delay)
Last
92.5¢ 		Change
0.085(10.1%) 		Mkt cap ! $2.247B
Open High Low Value Volume
87.0¢ 93.0¢ 85.5¢ $18.90M 21.09M

Buyers (Bids)

No. Vol. Price($)
1 30000 91.5¢
 

Sellers (Offers)

Price($) Vol. No.
92.5¢ 107432 12
View Market Depth
Last trade - 16.19pm 18/07/2025 (20 minute delay) ?
LTR (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.