LTR 0.60% 84.0¢ liontown resources limited

Ann: Production passes 10,000t spodumene concentrate, page-193

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  1. 6,047 Posts.
    lightbulb Created with Sketch. 22864
    Someone said that the FOB costs on MIN's 2025 guidance slide are in AU$.

    https://hotcopper.com.au/data/attachments/6437/6437111-67e7a52a445eb3fc6d31771a2062d43d.jpg

    If those are above in AU$ then what are these FOB US$ cost are being in AU$?

    These two slides were posted in the same preso.

    Bald Hill FOB US$ 651/t ===> AU$ 1,275/t

    Wodgina FOB US$ 642/t ===> AU$ 960/t

    These are even higher than 2025 Guidance. What's going on then?

    Mt Marion is a mess already. It's shown as US$ 498/t or AU$ 750/t which is still very high.

    And these are C1 cash costs, but not All-in-sustained-cash cost which includes royalties and many other things.

    https://hotcopper.com.au/data/attachments/6437/6437113-366cb293e3a45d3d388e0c7d9e934072.jpg


 
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