LTR liontown resources limited

Ann: Inaugural shipment of spodumene concentrate sails, page-118

  1. 12 Posts.
    lightbulb Created with Sketch. 36
    If you believe the company's guidance isn't credible, you should contact them. If you believe my freight and royalty numbers aren't credible, please correct the mistake.
    From LTR:
    https://hotcopper.com.au/data/attachments/6500/6500144-2704fd18393f4e170c80d643e9a65b66.jpg
    @rvajna from the slide above "Opex unit rates may be higher than the average in the ramp up period and in the first years".
    I'm not commenting on what costs are now, just comparing Liontown's target AISC with PLS's current AISC.
 
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