LRV 1.30% 38.0¢ larvotto resources limited

Oh deficit already theee since May and certain people supposedly...

  1. vmp
    13,463 Posts.
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    Oh deficit already theee since May and certain people supposedly expect the price to rise usd30,000/t

    “The latest export restrictions are only expected to widen the antimony market deficit, which was measured at 10,000 tons in May.”


    Revised aud revenue model

    $249m - sb
    $144m -au
    —————-
    $393m pa

    $126m FCF from PFS could double, and a pe of 10 would potentially be a company worth in the billion - not advice

    LRV mcap $70m, lucky owner of biggest sb deposit in Australia, and mine already in place, $73m all that’s needed to re-start in 15 months or so.

    peer with mcap $530m has no mine, will start from scratch easily needs hundreds of millions to build it.
    Last edited by vmp: 21/08/24
 
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