LTR 3.26% 71.3¢ liontown resources limited

ASX Today, page-42271

  1. vmp
    13,377 Posts.
    lightbulb Created with Sketch. 9178
    Hi guys,


    The naysayers have been here since our share price were 2 cents

    They have really no shame. What did they say?
    The resource too deep- reality is its humongous and homogenous and low deleterious elements
    Underground won’t work for lithium - lol
    Ev is dead - well it’s not, ask yourself, have you driven or been in one and noticed it performs like a jet engine and people who bought it love it
    Too hard to complete in covid - it was hard but not too hard

    Well the trucks have left the station today.

    They’re still shorting this company.

    Have a look at these stats. The figures speak for themselves.
    mt holland with nearly half of tpa capacity was built for 31 months

    sigma with less than half KV’s capacity was built for 16 months.

    Whilst peers built a cabin that took them the same or much longer than LTR, LTR built a mansion. Pay attention to the magnitude of these projects. I’d be surprised if anyone else can replicate what LTR has done. No one can. No one will build it as quick as there’s no pandemic now.


    Mt Holland - 340,000tpa,
    Started construction July 2021,
    Production March 2024
    Construction Duration 31 months


    Sigma - 270,000tpa
    Started construction Dec 2021
    Production April 2023
    Construction Duration  16 months
    Fill production capacity in 2nd quarter of operation


    LTR - 600,000tpa
    Started construction Jan 2023
    Production July 2024
    Duration 18 months



    Naysayers will continue to say the grade will not be good, the container ship will sink


    Ok



    We know sigmas capacity is less than half of Ltr, they reached capacity in the second quarter of operation.

    I’d be willing to give Ltr leeway, to reach nameplate by the 3rd quarter given the magnitude or capacity being more than 2x that of sigma.


    Over to you Ltr.

    Over to you shorters.
    Last edited by vmp: 06/08/24
 
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