LTR 2.73% 94.0¢ liontown resources limited

Hi everyone, haven’t posted for a while and hope all long term...

  1. 134 Posts.
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    Hi everyone, haven’t posted for a while and hope all long term holders are doing well, even today is tough. Looks like quite some negatives floating around, especially about long term lithium price LTR is using. However, I don’t think that is a problem as everyone (instos) is using their own pricing. Indeed, our peer like CXO used a lower price a few months ago, but it is now trading at about 4x of its reported NPV. Why? Because market values it using a higher price. Let’s say LTR used cxo pricing, LTR NPV is 1.6b and now we are trading at 2x without OTs and funding arrangement. When market believes a company will get into production, the valuation will be based on PE rather than NPV.
    Just my two cents. Cheers
 
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Last
94.0¢
Change
0.025(2.73%)
Mkt cap ! $2.218B
Open High Low Value Volume
92.5¢ 95.0¢ 91.0¢ $5.650M 6.068M

Buyers (Bids)

No. Vol. Price($)
11 96606 94.0¢
 

Sellers (Offers)

Price($) Vol. No.
94.5¢ 164373 35
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Last trade - 12.43pm 31/07/2024 (20 minute delay) ?
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