LTR 2.94% 87.5¢ liontown resources limited

@JandJ when Ltr achieved 156m mre, some analysts were giving a...

  1. vmp
    13,260 Posts.
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    @JandJ

    when Ltr achieved 156m mre, some analysts were giving a target of 18c
    Ltr stagnated and never reached a billion mcap on hype if discovery as did many peers
    Ltr been under performer all the time except when the TO came
    Without the TO offer, it’s back to to $2b after spending $1 billion on the concentrator


    The Ltr resource is undervalued (azs $2.8b no mre pure dirt)

    The concentrator is attributed zero value (pls would now spend $1.2-$1.6b to build a similar plant)

    The ESG is undervalued (zero value to the market)


    The 4,000,000 hours spent to build the concentrator is attributed Buckley


    The management team is attributed zero value


    The Quality product potential is zero too


    What the market is valuing is dirt on the ground, 80% M and I new st $2 billion, which is $0.8 billion less than AZS.


    Maybe we’ll blow up the plant and everything and sell the deposit for $3 billion to Gina and SQM which is the same price as azs. But we won’t.

    Why?
    Just as the market valued Ltr at 5 cents after proving up 156m mre then rose to $3, the cream will rise to the top and may exceed your expectations

    as history shows, the lion goes up and down by $1 or $2 dollars. We’re currently down $2 dollar from the last step up

    all imo
    Last edited by vmp: 31/07/24
 
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