LTR liontown resources limited

Ann: First production delivered on schedule at Kathleen Valley, page-89

  1. 4,017 Posts.
    lightbulb Created with Sketch. 4104
    I would be interested in other posters' views about the following quote from the announcement... @Scarpa@anatol@Process1 or indeed other contributions are welcome.

    "Full nameplate production of 3Mtpa is expected by theend of Q1 CY2025 with lithium recoveries expected to be optimised over the next 12-to-18-month period."

    My take on it is that through this period the company will continually review the outcomes - of quality versus quantity versus recoveries - so that they can optimise the profitability of the scenarios. It was clearly stated at the last AGM that the intention/aim was to produce 6% concentrate. That is in spite of the possible capability of producing a higher grade at a still robust recovery rate. I may be "gilding the lily" to say this, but I imagine if all goes well, the potential recovery rate for high spec (for deleterious elements) 6% concentrate might be possible at higher recoveries than the forecast 78%-82%...say 85%? If that happens to deliver more bottom line benefit than producing say 6.3% concentrate, or perhaps higher spec output, then that is how they will set up the plant for "steady state" production.

    What I do not think it means is that they have any doubt about achieving their targeted recovery at around 80% for SC6 from the getgo.

    Regards
    DF
 
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.
(20min delay)
Last
92.0¢
Change
0.080(9.52%)
Mkt cap ! $2.186B
Open High Low Value Volume
87.0¢ 93.0¢ 85.5¢ $13.16M 14.82M

Buyers (Bids)

No. Vol. Price($)
5 1082 92.0¢
 

Sellers (Offers)

Price($) Vol. No.
92.5¢ 169181 13
View Market Depth
Last trade - 13.23pm 18/07/2025 (20 minute delay) ?
LTR (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.