LTE - Updated NPV valuation
Assumptions:
1. SC6 = US$1030/dmt. Product sold at spot
2. DFS production profile
3. AISC = A$939/dmt
4. NPV perforned at 5%
Results:
1. NPV(5%) = A$1927m
2. NPV(5%) = A$0.79 (Per ordinary share)
Hence LTR's current SP = 1.9 times NPV(5%). Very unusual at this stage of its lifecycle
Very similar to the valuation arising from using a FCF multiplier = 10 times
There is a valuation congruence developing which suggests that A$1.00 is not far away.
Lithium Related Media Articles, page-20030
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Last
80.0¢ |
Change
-0.010(1.23%) |
Mkt cap ! $1.940B | |||
| Open | High | Low | Value | Volume |
| 81.5¢ | 81.5¢ | 78.5¢ | $7.051M | 8.851M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 101030 | 80.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 80.5¢ | 149207 | 7 |
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| Last trade - 16.10pm 04/11/2024 (20 minute delay) ? |
| LTR (ASX) Chart |