@Scarpa - the numbers are clear Gina’s team likely running their...

@Scarpa - the numbers are clear


Gina’s team likely running their ruler on these data closely at the moment. She’s supposedly receiving regular updates from the project. They could be discussing with their t/o partner


There’s huge diff between 55 vs 78 recovery, and 1.1 vs 1.56 ore grade, and 5.3 vs 6 spodumene grade. On top of better Offtake terms, the 3 factors can mean very substantial earnings upside vs peers.

At 625k and 100% owned project, Ltr is truly amongst top producers and suddenly has 175k uncommitted volume instead of 50k based on original dfs.


These have largely been overlooked as people still comparing LTR to cxo and pls. Clearly some couldn’t understand, others refuse to understand or just angry when someone or something like KV gets so far ahead of pack


apart from Ore quality and Distinctive recovery, esg is a standout. It’s not just clean power delivered from day 1, but substantial opex savings. With gas and electric power redundancy, but On a clear day it’s been said kv can run purely on renewable


High recovery that peers can only dream of
+
High Grade that peers can only dream of

= higher volume, higher profit that peers can only dream of