ASX Today, page-26835

I know where you re coming from. Because PLS has announced today that they have done new price reviews with their major offtake customers and their price is now equivalent of $6,300/DMT (CIF China).

PLS is already making and will make more huge cash pile.


Here it is LTR's data you have asked for below. Directly on the tables calculated by real data taken on LTR's DFS. Spod price $6300/t

Total revenue: $3b
Net Profit After Tax: #1.9b
(For 2025)

The shorters are joking aren't they.





The oversupply story is just an illusion.

So, the current stock price of LTR is also an illusion created by shorters.

It is well explained on Rock Stock Channel by Rodney Hooper (this link was given here before by another poster. Thanks to him too). Please watch it. (starting from 5 min.)



This table is below from the preso.



We always said for years; "Not all lithium is equal"
Battery grade lithium has always been in deficit since then.

See my Post #:38651394on May 5 2019;


You can also read my Post #:40256336 on Aug.31 2019 if you want to know more about why it is so hard to produce SC6 and battery grade chemicals. LTR has a very big advantage in making SC6 even higher.