LTR liontown resources limited

Ann: Inaugural shipment of spodumene concentrate sails, page-110

  1. 12 Posts.
    lightbulb Created with Sketch. 36
    >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.

 
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