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$1.31 liontown resources limited

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Gajet

1,280 Posts.

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30/03/24

00:40

Post #: 73121588
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Originally posted by 1ronnie: ↑

..even the most glass half fulled investors must see that any rise in the stock price needs to be accompanied first by a de-risk of funding aspect and commissioning/production.

..and it would need to update its financial model with latest cost and price inputs to provide a more realistic projection of its Project NPV based on new production plans. Its current DFS has a NPV of $4.2B based on a US$1400/t price, this gives a price of circa $1.75; we will know soon how much this would be downgraded when the new model is completed.

..so we can't get ahead of ourselves expecting a re-rate back to $3 until we can get past the above hurdles. And as we know, the macro landscape for EV market has changed quite significantly (see my earlier posts).

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and once more, clutching.

LTR Price at posting: $1.17 Sentiment: Buy Disclosure: Held
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(20min delay)
Last $1.31		Change -0.020(1.50%)		Mkt cap ! $3.224B

Open	High	Low	Value	Volume
$1.32	$1.33	$1.31	$681.6K	516.2K

Buyers (Bids)

No.	Vol.	Price($)
12	25242	$1.31

Sellers (Offers)

Price($)	Vol.	No.
$1.32	42981	7

View Market Depth

No.	Vol.	Price($)
7	29703	1.315
10	81900	1.310
8	105019	1.305
9	111911	1.300
6	486305	1.295

Price($)	Vol.	No.
1.320	62741	7
1.325	67089	10
1.330	130878	14
1.335	99862	7
1.340	185820	13

Last trade - 10.12am 09/05/2024 (20 minute delay)


Last $1.33			Change -0.020 ( 0.69 %)
Open	High		Low	Volume
$1.32	$1.33		$1.31	281699
Last updated 10.31am 09/05/2024 ?

LTR (ASX) Chart

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