Ann: Half year results presentation, page-33

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15/03/25

15:45

Post #: 78279789
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Originally posted by gememde: ↑

Podcast summary:

-Strong half year results
-We only had 5 months of operation
-Great lithia recovery for Feb at 64% (9 days had over 70% recoveries)
-Operation cost USD$652 for 6%sc (Adjust cost for 5.2%sc)
-Underground operation started with an exceptional job from the team
-plant is ready for full commissioning by 14/5/2025
-Plant operating well and as expected
-Production tracking ahead of expectation
-Now we are working on improving recoveries
-$15M financial loss
-Most of the loss due to establishing the underground operation
-Most of the major costs are once off cost
-Revenue $100M
-Strong cash flow of $192M at 31/12/2024
-$LTR is resilient in the current market through:
1. continued business optimization
2. improving lithia recovering
3. transition to underground production

Market update:
-Lithium demand profile grew 25% yoy
-Increased lithium demand through:
1. Increased battery storage
2. Growing EV market (30% growth yoy)
3. Robotics

Summary:
TO said "I see low lithium prices curbing new projects"
-Delivering on time
-strong operational performance
-Strong cash flow $192M

Q and A
+Delivering to Tesla and Ford in July 2025
+US tariffs has no impact on our long term contracts with Tesla and Ford
+Now we are achieving better recoveries
+We are in a strong cash position and we have $100M cash facility option available if need be
+Underground ore will through the mill this month and its "bloody good grade 1.4-1.5"
+The KV plant is doing well and as expected but now at a better grade
+We already paid the most mining cost and now expecting a better net profit
+Dividends will be expected once the lithium prices improve
+WE are keeping an open dialog with Gina's management team and they have been positive, cooperative and backing $LTR

I hope I haven't missed mush. I'm very proud of the company and the management team

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Hi @gememde,
Thank you for your great post/comment on LTR. It is brilliant, real, factual. We all lucky to hold LTR and we all will get great benefits soon.

LTR Price at posting: 64.5¢ Sentiment: Buy Disclosure: Held
40 Upvote

0 Great analysis

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(20min delay)
Last 69.0¢		Change 0.000(0.00%)		Mkt cap ! $1.676B

Open	High	Low	Value	Volume
0.0¢	0.0¢	0.0¢	$0	0

Buyers (Bids)

No.	Vol.	Price($)
1	206	75.5¢

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Price($)	Vol.	No.
64.5¢	138	2

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No.	Vol.	Price($)
1	206	0.755
6	7973	0.735
5	1138	0.720
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Price($)	Vol.	No.
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Ann: Half year results presentation, page-33

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