Australia's largest stock trading and investment forum Australia's #1 stock forum

LTR

Click for more information

2.73%

$1.32 liontown resources limited

and once more, clutching.

First 39547 Last

Share
Profile

Follow
Gajet

1,276 Posts.

552

30/03/24

00:40

Post #: 73121588
Share

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).

Expand

and once more, clutching.

LTR Price at posting: $1.17 Sentiment: Buy Disclosure: Held
7 Upvote

0 Great analysis

Reply

There are more pages in this discussion • 588 more messages in this thread...

First 39547 Last

Add LTR (ASX) to my watchlist

(20min delay)
Last $1.32		Change 0.035(2.73%)		Mkt cap ! $3.163B

Open	High	Low	Value	Volume
$1.27	$1.32	$1.27	$5.260M	4.047M

Buyers (Bids)

No.	Vol.	Price($)
16	74174	$1.31

Sellers (Offers)

Price($)	Vol.	No.
$1.32	211689	28

View Market Depth

No.	Vol.	Price($)
37	180405	1.310
37	159644	1.305
27	301758	1.300
19	212847	1.295
11	52213	1.290

Price($)	Vol.	No.
1.315	214776	23
1.320	479319	36
1.325	165129	14
1.330	189701	22
1.335	132199	3

Last trade - 14.14pm 08/05/2024 (20 minute delay)


Last $1.31			Change 0.035 ( 2.96 %)
Open	High		Low	Volume
$1.27	$1.32		$1.27	1196527
Last updated 14.33pm 08/05/2024 ?

LTR (ASX) Chart

SPONSORED BY