Speaking of Kemerton....Recent ALB earnings call highlighted Kemertons problems due to inexperienced work force....
LTR will have same problems.....
No Lithium experienced staff......
All iron ore which is DSO or Gold....
Recovery needs to be 79% or costs will spiral.....
No other producer gets any where near 79%, even Greenbushes.....
Latest producers CXO and SYA all have costs higher than current prices....
LTR will be higher cost than them, the same way capex blew out....
LTR needs $3000/t spod to find its sweet spot...
ASX Today, page-38446
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Last
85.8¢ |
Change
0.008(0.88%) |
Mkt cap ! $2.109B | |||
| Open | High | Low | Value | Volume |
| 88.0¢ | 88.5¢ | 85.8¢ | $5.710M | 6.545M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 28 | 197496 | 85.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 86.0¢ | 85436 | 25 |
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| Last trade - 15.00pm 09/08/2024 (20 minute delay) ? |
| LTR (ASX) Chart |