Below is the latest comparison table of Leo Lithium (LLL.ASX) vs Atlantic Lithium (A11.ASX) vs Core Lithium (CXO.ASX) vs Liontown Resources (LTR.ASX) at USD $1359/t long term SC6 price.
SUMMARY - Leo Lithium has the most upside (by far!) compared to its peers. Trading WELL below NPV.
I'm very bullish about this quarter - I see announcements re: potential acceleration of the DSO plan (targeting first DSO mid this year) and resolution of the FFX situation as huge catalysts. We should also see Northeast Domain drilling assays this quarter before the Mineral Resource & Reserve upgrade in Q2. That upgrade is where our resource (already the 7th largest lithium hardrock resource in the world) will grow further and become even more strategic.
If we don't rerate soon - you know one thing; LLL will become a momentum play as we head towards DSO production in mid 2023 and ultimately SC6 production in Q2 2024. Share price can only go up with all that free cashflow.
Twitter post: https://twitter.com/dgdgdm_/status/1623677984359186434?s=20&t=qdHHqvEgZx5otG5LyYLq8A
Below is the latest comparison table of Leo Lithium (LLL.ASX) vs...
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Last
50.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $498.5M | |||
| Open | High | Low | Value | Volume |
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| LLL (ASX) Chart |
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