The only thing LTR holders need is patience. The market does not understand the size and quality of this resource. The 20% increase from day one in mine put through is larger than some of the peer mines planned in its totality. Spod prices will remain 2-3 higher than the ones used in the DFS, this alone gives a NPV of $12b+ or 4 times our current SP. Once the $200m shortfall is sorted ( this included the capex for the 20% extension) most likely with DSO that will be announced very shortly. These shipments will commence in Q3 I believe as the mine is completed in Q4 before commissioning starts Q1 2024. Not long to go and bar some massive macro event, you better buckle up to see a quick run up to $3.50+ AIMO.
The only thing LTR holders need is patience. The market does not...
-
- There are more pages in this discussion • 44 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
95.5¢ |
Change
0.065(7.30%) |
Mkt cap ! $2.315B | |||
| Open | High | Low | Value | Volume |
| 92.0¢ | $1.05 | 91.5¢ | $32.20M | 33.02M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 67883 | 95.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 96.5¢ | 78226 | 1 |
View Market Depth
| Last trade - 16.10pm 02/07/2024 (20 minute delay) ? |
| LTR (ASX) Chart |