A total stab in the dark at what our SP would look like if we generated $32b cash free flow over 23 years of concentrate production...I'm sure i'm missing a few considerations...
Lets assume a 50/50 JV is agreed to;
$16bn free cash flow for LTR holders
1.9b shares on issue
23 years of operation
= 37c dividend each year once processing.
An EPS of 20 is pretty normal, LTR can command more than most with its leading ESG, market timing, teir-1 location ect.
That's an equivalent SP of $7 on Li concentrate processing profits.
Lets not forget Buldania and other rabbits the team will pull out of the hat, i'm sure some of this cash will be spent on new ventures ect but as always it will add value shareholders.
Love it - the Fortescue comment is especially telling.
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Last
78.0¢ |
Change
-0.020(2.50%) |
Mkt cap ! $1.891B | |||
| Open | High | Low | Value | Volume |
| 79.5¢ | 81.5¢ | 77.5¢ | $7.861M | 9.908M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 54923 | 78.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 78.5¢ | 25000 | 2 |
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| Last trade - 16.10pm 15/08/2024 (20 minute delay) ? |
| LTR (ASX) Chart |