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77.0¢ liontown resources limited

Ann: Investor Presentation, page-38

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carlos18

3,233 Posts.

582

06/07/22

10:22

Post #: 62394318
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Originally posted by Anteviariel: ↑

I've updated both my SC6.0 & Integrated pathway scenarios; majority of the formula based metrics remains unchanged except:

1. Instead of 90% and 60% increments - these are now 250% and 120% respectively... and that is if LTR is selling their SC6.0 now based on 7.5% of LHM price of approx. $65K/t (who knows.. this price could be the long term norm?).
2. It would seem a bit off if I were to also increase the production/transport cost by similar equivalent - these are dialled back just a little to make it more plausible.
3. Under the Integrated scenario; I previously assumed SC6.0 price to offtake partners at 5% of LHM price - this is now updated to 7.5%.
4. Take note the Integrated scenario shown below is if LTR owns 100% of both the SC6.0 and Integrated Project; Tony had advised that they are likely to bring in a partner - hence, we will not receive full benefit from the project; the split (LTR/JV Partner) at this stage is still unknown.

These numbers are very compelling no matter what the increment % may be; even at the price used in LTR's DFS & Downstream SS.

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Hi Anteviariel do you have a PM box I could message you off-line regarding your analysis?

LTR Price at posting: 98.5¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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Last 77.0¢		Change -0.035(4.35%)		Mkt cap ! $1.867B

Open	High	Low	Value	Volume
80.5¢	80.5¢	75.5¢	$10.59M	13.72M

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No.	Vol.	Price($)
4	48744	77.0¢

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Price($)	Vol.	No.
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10	350343	0.765
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11	197049	0.755
55	332528	0.750

Price($)	Vol.	No.
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0.780	40977	3
0.785	60175	5
0.790	94450	4
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