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92.0¢ liontown resources limited

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Brightoil

5,077 Posts.

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18/01/24

15:20

Post #: 71946330
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Originally posted by mmoore1957: ↑

Differences between PLS & LTR.
1. PLS management experienced at constructing and operating profitably SC6 projects. LTR not.
2. PLS JORC Resources = 414 mtns. LTR JORC Resources = 156 mtns. Hence PLS LOM > LTR LOM
3. PLS Cash = about A$3b. Negligible debt. LTR Cash = about A$300m (Before project completion) Debt soon to be A$760m.
4. PLS has negligible interest expense. LTR will have considerable interest expense.
5. PLS production forecast FY26 = 1000mtns. LTR production forecast FY26 = 613mtns.
6. PLS open pit mine. LTR UG mine. Sustaining capital higher for UG mine.
7. PLS involved in a LiOH Factory JV with POSCO. Already developing experience in vertical integration. LTR not at same stage.

Hence the PLS value > than LTR. Unlikely they will have the same valuation metrics at least in short term.

Hence why I think PLS should merge with LTR. PLS's strengths will make LTR a considerably more efficient & profitable company. This will ultimately benefit the shareholders of both companies.

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Cones this year when LTR producing. The difference will move

LTR Price at posting: $1.20 Sentiment: None Disclosure: Not Held
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0 Great analysis

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(20min delay)
Last 92.0¢		Change 0.030(3.37%)		Mkt cap ! $2.231B

Open	High	Low	Value	Volume
89.0¢	92.0¢	87.0¢	$8.589M	9.604M

Buyers (Bids)

No.	Vol.	Price($)
1	11000	91.5¢

Sellers (Offers)

Price($)	Vol.	No.
92.0¢	458346	27

View Market Depth

No.	Vol.	Price($)
1	11000	0.915
5	51200	0.910
2	47000	0.905
3	75046	0.900
3	769612	0.895

Price($)	Vol.	No.
0.920	458346	27
0.925	21700	3
0.930	308967	11
0.935	55529	4
0.940	331922	8

Last trade - 16.10pm 28/10/2024 (20 minute delay)

LTR (ASX) Chart