LTR 1.82% 81.0¢ liontown resources limited

Here's my own calculation for implied spodumene concentrate...

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    lightbulb Created with Sketch. 9149
    Here's my own calculation for implied spodumene concentrate (6%),
    8 tons SC6 to 1 ton LCE; conversion cost US$3,500/t; 5% converter profit margin,
    Screenshot 2024-03-04 092527.png

    Today's Chinese lithium futures price, implied spodumene concentrate (6%, FOB) in July 2024, will be selling at around US$1,280 per ton. If recovered to CNY 150,000 per ton, SC6 will be around US$1,662 per ton.

    All imo.
    Last edited by 8horse: 04/03/24
 
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