Folks time to change the topic. LTR's been in the spotlight since Tony O took the helm. We need to focus on what makes LTR a compelling investment to assist new ones who are considering an entry. For any newbies, it is suggested that you take time to read the 17 May investor presentation pack.
LTR is in the most discussed, most loved and probably most envied in the past week. It is discussed in AVZ, Day Trading, Twitter, and obviously when we get this much attention, much negatives are said about the stock and this includes comments from ones who have no clue what the near, mid, and long term share price drivers/catalysts.
Here's my take on why the SP will continue to trend up despite the usual pauses. Also that it can no longer be suppressed the way it was in the last 5 months.
-LTR is still 1/3 its intrinsic value compared to peers, both producing and otherwise. Refer to my earlier posts
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-LTR news is reverberating in the sector.
New major investors have started to take position imo. Although the vol is very low relative to SOI. The presence of the likes of Mitsui representatives in the investors meeting last Friday is an unmistakable proof. see @anatol and @ETSOD posts
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-Analysts have briefed their clientele LTR is one of the most undervalued lithium stock with Tier 1 project. Search "LTR is exceptionally inexpensive compared to peers" or "one of our strongest recommendation in the sector". Bridge st conservative valuation is 90 cents.
-LTR will demerge/IPO its Moora-Koojan project
This will mean free and cheap shares to LTR shareholders. Further news on this about pending assays could easily send us to orbit. Refer to the presentation 17 May. This project sits in the hottest exploration region on Julimar and surrounds. CHN leading the way with nearly $4 billion mcap, that's 80 baggers for the not so poisoned chalice.
-LTR has a tight register. T20 hold 44% and 1,400 hold 1 billion shares or 45%, largely unchanged since 2019. The volume of 10 million in recent days is minuscule, to put in perspective, just 1 million traded for every 180 million shares. Although the shares on issue is 1.8 billion, holders are super tightly holding
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-LTR will drill again the Buldania project next quater- refer to 4c report. Well-researched holders bought in due to the monster potential of this project. News flow will sustain SP growth as the open extensions are tested and stepped out. As the new CEO/MD said in the preso - "Kathleen Valley is just the beginning..."
-LTR will expedite offtakes - this is in the 17 May presentation. Don't try to guess when this is sealed as it can be too late. LTR is now more advanced that when KDR was taken over by WES.
-Macro factors - EV is on fire, particularly lithium stocks. too many media releases on this. Including Tesla buying $1 billion worth of lithium yearly from Australia (not africa, not congo)
-LTR Management - will drive further SP improvement, recognition of LTR. Tony has just started his 'sales campaign' within australia. LTR has not presented overseas investors in the last 3 years. Watch this space when investors from americas and europe hear about LTR. Tony has network in this locations being an senior executive at BHP and RIO. This includes institutional investors and high net worth individuals imo.
-LTR DFS well advance, due for completion in Q4. This could be as early as within 4 months from today. Too many good news expected as this exercise reaches its climactic finish.
-Why claims about orphan period is irrelevantfor LTR- see above
All the best folks. We only need one offtake from the Big end of town and we're good. Discussions seem to be in progress now.
"Lock your shares in the safe" - words of TG during the AGM.
(20min delay)