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77.0¢ liontown resources limited

Thanks for the response

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carlos18

3,233 Posts.

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18/05/22

16:27

Post #: 61481978
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Originally posted by Anteviariel: ↑

Hi Carlos,

With reference to my Post #:59678249; under the SC6.0 Scenario at an average price of $2,645/T USD over LOM; we should be able to reasonably expect 30c in annualised dividend annually.. that is after setting aside for 5 years; a minimum of 14c per share per year for the Downstream Refinery and 11c per share per year for working capital/etc.

However the caveat here is that, the Team are currently working on the Downstream PFS which could change the scenario I've estimated in my previous post; taking into consideration that there could be changes to cost (if there's a chance in design, cost inflation, etc) and/or time to market for better or worst as there's also no telling how high SC6.0 price could go (or low $1K/T as some "Professional Analysts" firmly believes ).

In relation to the release timing of the downstream PFS? If LTR does follow history in relation to the release of their previous studies; IMO, we could probably expect it during Q4 2022 (or if not, Q1 2023).

Without a doubt, I will do another estimate/forecast once the Downstream PFS is out.

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Thanks for the response

LTR Price at posting: $1.31 Sentiment: Buy Disclosure: Held
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