$LTR goalposts having to move given market conditions. Now...

$LTR goalposts having to move given market conditions.

Now talking H2/25 AISC of ~A$1,230/t (DFS: A$620/t for ‘25) and FY25 production of ~277kt (DFS: ~425kt for ‘25).

Also noting FY26 will be a ‘transition’, further impacting costs. Tough #lithium market.

Is $LTR.AX worth A$2B?

https://x.com/mondyinvest/status/1855733666909221248