LTR

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dynofish

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09/07/24

18:27

Post #: 74677563
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Originally posted by dynofish: ↑

I think most LTHs will see through your ambiguity as designed to sow doubt about the analysis of @anatol and the outlook for LTR share price. Asking questions is generally NOT what anatol does! Unlike you, he provides the analytical response to the FUD that is spread by many. What I found very interesting of late has been the commonality of commentary and views about sourcing African spod and lepdolite by the likes of Ken Brinsden in his recent webinar with that of anatol. If you read the most recent posts from anatol he explains how marginal the economics of particularly the Chinese lepidolite is, bearing in mind its cost of refining and the "published" market prices for refined product.

Furthermore, your comment about the LTR debt carry is nonsense! LTR now has the cheapest debt financing in mining, and effectively issued new equity at double the prevailing market price which makes us virtually free of any debt issues. Check your housing loan rate against the LTR debt finance and see how they compare? The "high OPEX you refer to is also a furphy, as it may be high driven by the initial mining costs to get to the ore and then build the stockpile which is effectively a long term investment. Unfortunately that cost is brought to account as OPEX as it cannot be capitalised. Instead you should be comparing the forecast 10 year average if you are genuinely a LTHer. That compares very well with other spod producers but more than brines.

I will back anatol's commentary as being truthful and insightful over the media stories and scuttlebut on most forums. In terms of opaqueness, I think you said so yourself about the information vacuum, so why rely on it?

regards
DF

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In relation to my post above, I went back to the announcement presentation for capital raising last October to get more detail about the "OPEX" for Kathleen Valley. I think the relevant slide below is largely self explanatory and states that OPEX will be more during ramp up due to the fixed costs etc.

regards
DF

LTR Price at posting: 94.5¢ Sentiment: Buy Disclosure: Held
28 Upvote

1 Great analysis

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Last 92.5¢		Change -0.040(4.15%)		Mkt cap ! $2.243B

Open	High	Low	Value	Volume
94.0¢	95.0¢	92.0¢	$8.521M	9.153M

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No.	Vol.	Price($)
26	369258	92.5¢

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Price($)	Vol.	No.
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No.	Vol.	Price($)
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51	729088	0.920
16	347045	0.915
44	780828	0.910
16	426131	0.905

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0.930	5600	2
0.935	67300	2
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ASX Today, page-41420

Cost blow-out for Rook I uranium project sees share plummet for NexGen

Westgold sets its sights on top five producer status through merger with Karora

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

GreenX picks up prospective copper project in Germany

Venture to sniff out high-grade REE targets at Jupiter project, WA

Is oil undervalued?

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

ASX Today, page-41420

Top Stories

Cost blow-out for Rook I uranium project sees share plummet for NexGen

Westgold sets its sights on top five producer status through merger with Karora

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

GreenX picks up prospective copper project in Germany

Venture to sniff out high-grade REE targets at Jupiter project, WA

Is oil undervalued?

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News