LTR 0.77% 65.5¢ liontown resources limited

Hi @Fish007Let's not imagine. Let's have a look at the financial...

  1. 5,993 Posts.
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    Hi @Fish007

    Let's not imagine. Let's have a look at the financial estimation tables we have made here.

    Please refer to my post #:64746296 on Nov.13.

    We have two scenarios for 2026; (All assumption by the actual figures taken by LTR's DFS).

    1) Spod price $4,000/t,
    2) Spod price $8,000/t


    1) Spod price $4,000/t tables;

    Unfortunately wink.png, in the first scenario the dividends couldn't be $1.
    It's 48c (or $48,000 for 100,000 shares held, including franking credits).


    Because LTR will held some cash for financing of lithium hydroxide plant, it will pay less.
    If you can wait, i
    t will be $1.11 in 2032.smile.png

    However the stock price could be $14 in 2026.
    It's up to you if you hold for dividends or sell it out for big cash.


    Dividends;
    https://hotcopper.com.au/data/attachments/4844/4844066-e317422a1808de341e1ba2759eaa4d3a.jpg

    Stock price;
    https://hotcopper.com.au/data/attachments/4844/4844068-41a6cc71ad3d30dd5e2161ce68e4ae8b.jpg

    1) Spod price $8,000/t tables;

    In this case you might be close to $1. It's $0.88 (including franking credits).

    It looks to me that the spod price will be around $8000 in 2026 according to the deficit analysis tables (on my previous post)

    Dividends;
    https://hotcopper.com.au/data/attachments/4844/4844075-c2303c8cb274e97e6cae163a5106467e.jpg

    But the stock price might look to you even more attractive to sell out. It's $30.
    cool.png
    In 2026 the value of 100k shares would be $3m.
    rolleyes.png


    Stock price;
    https://hotcopper.com.au/data/attachments/4844/4844078-38fddf449d151cabb31e44187ce85c43.jpg

 
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