>that does not even account for the better profitably of LTR compared to PLS, which the underground >mine allows. This has been discussed at length in previous posts so I won’t repeat it.
Is this in line with LTR guidance?
Liontown updated the market on FOB and sustaining costs late last year (all AUD):
FOB: 651
Sustaining: 171
Royalties (@ $800/t): 81 (7% I think?)
Freight: 40 (guess)
AISC Total: $943/t
PLS from the last quarterly (adjusted to SC6 and AUD):
FOB: 682
Sustaining: 150
Royalties: 70
Freight: 40
AISC Total $942/t
Excluded corporate overheads from both.
There's no difference, but LTR's numbers are a target, while PLS's have already been achieved. Please correct me if I'm missing something.
Ann: Inaugural shipment of spodumene concentrate sails, page-110
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