LTR 18.9% 88.0¢ liontown resources limited

FA & General Banter, page-13388

  1. vmp
    13,523 Posts.
    lightbulb Created with Sketch. 9293
    Pls now $1.3b, it puts Ltr legit $1.1b or $70 cents just a matter of time

    Ltr has superior quality resource
    Moora drill program upside
    KV upsides
    Resource conversion/expansion
    • Throughput increase
    • Potential to produce a premium concentrate (>6.5% Li2O)
    • Downstream processing
    drilling could lift the resource $1.7b or another $500m NPV on dfs
    Same upside on high grades extension push the DSS NPV to $8b
    Un-Encumbered
    Has a dollar factory plan downstream
    .....first Offtake or JV deal or outright sale should get it there and beyond

    aimo

    cheers
    Last edited by vmp: 19/11/20
 
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