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83.5¢ liontown resources limited

Another little Piggy late for Market. FOMO kicked in today....

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Hilux45

335 Posts.

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17/02/20

18:32

Post #: 42980756
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Originally posted by Obe wan: ↑

interesting preso and associated price increase; so had a gander .

anatol, it maybe worth asking the company to provide some calculations out of the geo model and provide some volumes around the overburden ( 95% will be straight rock) and expected ore recovery figures.

Id expect a figure of around $12.5-$14 per cubic for blast, load and hauling up out of the pit (no cost in that figure for dealing with the spoil) ; its a very large volume so cost per m3 are lower, which is a positive i suppose; but just viewing strike length data, bore depths and end of the dig seam thickness, There's alot deeper bores, but taking a depth of say 200m ( the thickness of the down dip spod veins would not provide enough extracted material to feed a plant; LTR would really need to be down at the thicker 20m+ layers (unfortunately deeper) to feed a plant efficiently) ; extraction costs will be circa the $2 billion mark on this project.

The depths of some of these layers are totally uneconomical to extract through open cut; hence their reasoning for the underground mining option which one can see on page 10...the issue with underground mining is that your extraction recovery rate diminishes dramatically and cost per tonne steams ahead for obvious reasons

If i was an investor in this ; I'd seriously be asking for data from the model , run your own figures.

The above is on 200m depth ; I'm sure you guys have done your own volume cals.

Id be nervous with that $186MC tag . Anyway GLTAH

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Another little Piggy late for Market. FOMO kicked in today. Patience is starting to be Rewarded. GLAH.

LTR Price at posting: 12.5¢ Sentiment: Buy Disclosure: Held
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Last 83.5¢		Change 0.000(0.00%)		Mkt cap ! $2.024B

Open	High	Low	Value	Volume
84.0¢	85.0¢	82.0¢	$10.00M	11.98M

Buyers (Bids)

No.	Vol.	Price($)
5	108577	83.0¢

Sellers (Offers)

Price($)	Vol.	No.
83.5¢	53840	6

View Market Depth

No.	Vol.	Price($)
5	108577	0.830
24	652110	0.825
25	398574	0.820
9	433137	0.815
15	272740	0.810

Price($)	Vol.	No.
0.835	53840	6
0.840	96950	4
0.845	168134	5
0.850	288500	9
0.855	119256	6

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Another little Piggy late for Market. FOMO kicked in today....

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Another little Piggy late for Market. FOMO kicked in today....

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