LTR

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74.0¢ liontown resources limited

Ann: Kathleen Valley Funding Package, page-218

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carlos18

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19/10/23

23:13

Post #: 70437951
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Originally posted by Ondie: ↑

As much as I agree that the team have VERY done well to get this funding across the line, and in a rather speedy fashion at that. I can't help but feel a bit hard done by given the CR price of $1.80. I'd have personally liked to see us at least stay around $2.25 or above $2.

Regardless though, the papers are signed and the money is in. We are going to production and the new title of producer is on its way, going to be a pretty big deal to get that status.

I do think that people need to settle with that "dividends" word though, I have no doubt that we will see them eventually but it won't be overnight as I think management will want to focus on paying off the debts and probably building bit of a cash buffer. Not sure how that will play out so it's all IMO of course.

As you said, congratulations to our management for getting this done, they've always done an amazing job and had the faith of most holders here both new and old!

The big job and question now, is are they going to get this thing up and running without any delays and issues. I have faith in them but I also know from my experience with another Li company close to becoming a producer that there is most likely going to be delays and possible issues that will need fixing before we can get everything running as we'd want.

My job working in a alumina refinery in Perth's south has given me some good insights to just how delayed and hard it can get trying to work with engineers and drawings that don't work quite as intended in the real world.

As I said though, I have faith in this team and think we will be fine but it's always good to be somewhat cautious to a degree.

Looking forward to the future, hopefully all goes well!

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There's a clause in the SPP probably worthy of a second look around the average weighted price discount - 2% up to and including 23rd November for eligible shareholders

LTR Price at posting: $2.79 Sentiment: Buy Disclosure: Held
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Ann: Kathleen Valley Funding Package, page-218

Buxton projects new graphite province discovery at WA Narryer play

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

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Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

BCI reaches close of funding facility for salt-first part of Mardie project

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

Neurotech knocked back by FDA as agency declares target condition not rare enough for special status

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Ann: Kathleen Valley Funding Package, page-218

Top Stories

Buxton projects new graphite province discovery at WA Narryer play

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

BCI reaches close of funding facility for salt-first part of Mardie project

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

Neurotech knocked back by FDA as agency declares target condition not rare enough for special status

Featured News

Buyers (Bids)

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