LTR valuation remains lower by between $4-$7billion compared to...

LTR valuation remains lower by between $4-$7billion compared to peers- that’s our biggest advantage in the sector as we commence production. My position doesn’t change that this gap will eventually close in one way or another


However Quarterlies are due Wednesday next week at the latest. I’m expecting the shorters will continue to attack overvalued peers as losses or skimpy profits are reported by peers. euphoria can spill into LTR.


Keeep some dry powder handy, we might have another opportunity to top up. Headache to shorters as we’ve been topping up reducing free float, my last was 50k shares three weeks ago. Kmp’s been doing the same


4-7 range, that’s all the numbers to keep in mind…….for me