LTR 1.65% 92.5¢ liontown resources limited

Anyone want to take a guess what FMG is planning to do over...

  1. 75 Posts.
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    Anyone want to take a guess what FMG is planning to do over LTR's existing tenements rolleyes.png

    https://hotcopper.com.au/data/attachments/4538/4538286-4ed55832461a459974dfe379abdabfba.jpg

    And for those who are interested; there's host of info on Minedex that goes beyond ASX announcements
    https://hotcopper.com.au/data/attachments/4538/4538296-7f3ecfc8b505dcb00de5917965e301f6.jpg
    such as this

    https://hotcopper.com.au/data/attachments/4538/4538328-bf35334abbdf6c6fdd99dae00e6c6951.jpg

    I believe this is the key permit we're waiting for:


    https://hotcopper.com.au/data/attachments/4538/4538337-37f47ac87612232aa860f537af7062f3.jpg

    In regards to talk of TO; it's probably only less than 24 months till LTR announce official production at KV and probably 3 years from now to hit optimum production - would you be happy for a $10B TO offer? Put oneself in the shoe of PLS's shareholder (which I am) - It is now at a $7.6B Market Cap; would I be happy with a $10B TO for PLS? certainly not and definitely not for LTR.

    Whatever the outcome; I am waiting patiently and trust the team at LTR will deliver - the best outcome is to go all the way to mining (& beyond) as per LTR's Long Term Strategy - Tony & the BOD knows that additional "rent" can be extracted by going downstream & beyond; reaping both the reward of both higher SP and dividends.

    https://hotcopper.com.au/data/attachments/4538/4538414-c75e40943a2de8b84a00b7fa519ca738.jpg

    After giving some thoughts on LTR's Long Term Strategy and Tony's comments to date - I still believe the pathway from Stage 1 to Stage 2 will look like this (no changes made since I last posted it):

    https://hotcopper.com.au/data/attachments/4538/4538449-8faa7dff7ab666be412a915ff285289c.jpg
 
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