LTR 2.60% 75.0¢ liontown resources limited

Ann: December 2023 Quarterly Activities and Cashflow Report, page-18

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  1. 1,491 Posts.
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    Let's hope so but it doesn't look as immediate as that

    https://hotcopper.com.au/data/attachments/5923/5923396-32f3cb1c88d7ce4f49aae4e88b5171ad.jpg
    The thing is by the time any due diligence has been sought and exhausted where are we at with recognised value? The hard lifting would have been finished and we're in production shortly. Tony said commissioning is expected to begin in March so by the time any serious offer may be presented, considered and put to a vote we'll have hopefully seen some restocking, refinance sorted and ramping up the plant.

    And as it's been put forward time and time again... AZS hasn't even an MRE! Both assets are worlds apart when it comes to true value
 
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