LTR 3.90% 74.0¢ liontown resources limited

The grades are super, 6% at USD 1,200 plus! if we can produce 6%...

  1. 10,733 Posts.
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    The grades are super, 6% at USD 1,200 plus! if we can produce 6% plus, we will be close to our DFS if we can keep cost down. On that basis , and as a producer we are valued at $4.5b or $1.80. It will happen. Spod can't fall much lower as most mines will close down. LTR base SP is $1.80 IMO if they can deliver what they said. Its the reason why LG and last years CR had the $1.80 price set AIMO.
 
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