LTR 3.90% 74.0¢ liontown resources limited

Ann: New short-term Offtake Agreement for initial ramp-up volumes, page-55

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  1. 7,499 Posts.
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    So um had a look at spod price 1000 x 100,000 = $100 Million usd revenue !

    Not bad !

    https://hotcopper.com.au/data/attachments/6312/6312421-889551a5d54d0cb987e3d9860ea4f932.jpg
    Well China are paying market prices, so below usd 1000 !

    Weather they can make $100 million usd or 70 million usd in the short, doesnt make a lot of difference !

    I think that the cash costs for LTR are around 1000 !

    https://hotcopper.com.au/data/attachments/6312/6312431-4c709f78ad63f0b6790c57c622b09675.jpg
 
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