LTR liontown resources limited

2.94%

70.0¢

Ann: New short-term Offtake Agreement for initial ramp-up volumes, page-89

First 89 Last

Share
Profile

Follow
vmp

14,488 Posts.

9649

15/07/24

15:55

Post #: 74760498
Share

Originally posted by Kikker1959 ↑

I am of the same opinion. I prefer to stick to Western customers, but I think this play is purely to show that the over supply narrative is a lot of hot air. Selling to the Chinese this one off short term supply, put that to rest. It also shows that the Chinese still demand quality spod and the race to the bottom will not hold for too long. Africa supplies are riddled with impurities and sovereign risks. Long term supply can never be relied on from there and the Chinese know this. While cheap batteries are a must for the EV revolution so that larger part of the world population can start buying them, but also for home storage. LIT is always the better product than Salt for this, it comes down to price.
If 6% Spod settles close to $2k, which I think will be reached. LTR will be valued nearly twice to what the DFS showed, which was at $1.3k for spod about the NPV of $4.5b, I believe. This should put the SP then somewhere north of $3.
AIMO.

Expand

Even At subdued sc6 prices:
Sigma aud6.3b extrapolating capacity
PLS aud9.2b
Ltr $2.4b
we know where we should be even if sc6 is at $1500

Production status currently separates pls and sigma vs Ltr.

soon that gap ceases for good imo. And another separation will in fact rise - premium product/premium pricing. I haven’t accounted that in the above. However we know profitability drives value

Last edited by vmp: 15/07/24

LTR Price at posting: 96.8¢ Sentiment: Buy Disclosure: Held
47 Upvote

2 Great analysis

Reply

Top Stories

Thursday's HotCopper trends: Paradigm's drug IP buy, MTM placement | June 26

BPH

Australia’s gas crisis is here – and dying coal plants aren’t helping

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

'Not possible' to port renewable gas: ACCC takes AGN to court

ASX Market Close: Index creeps lower as half-year mark approaches | June 26

First 89 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 70.0¢		Change 0.020(2.94%)		Mkt cap ! $1.700B

Open	High	Low	Value	Volume
68.0¢	72.5¢	67.8¢	$8.007M	11.31M

Buyers (Bids)

No.	Vol.	Price($)
2	66973	70.0¢

Sellers (Offers)

Price($)	Vol.	No.
70.5¢	50000	2

View Market Depth

No.	Vol.	Price($)
2	66973	0.700
2	44061	0.695
11	269884	0.690
7	204741	0.685
7	151640	0.680

Price($)	Vol.	No.
0.705	50000	2
0.710	145321	7
0.715	43175	5
0.720	746370	23
0.725	473505	9

Last trade - 16.12pm 26/06/2025 (20 minute delay)

LTR (ASX) Chart

Ann: New short-term Offtake Agreement for initial ramp-up volumes, page-89

Thursday's HotCopper trends: Paradigm's drug IP buy, MTM placement | June 26

Australia’s gas crisis is here – and dying coal plants aren’t helping

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

'Not possible' to port renewable gas: ACCC takes AGN to court

ASX Market Close: Index creeps lower as half-year mark approaches | June 26

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: New short-term Offtake Agreement for initial ramp-up volumes, page-89

Top Stories

Thursday's HotCopper trends: Paradigm's drug IP buy, MTM placement | June 26

Australia’s gas crisis is here – and dying coal plants aren’t helping

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

'Not possible' to port renewable gas: ACCC takes AGN to court

ASX Market Close: Index creeps lower as half-year mark approaches | June 26

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News