Sugeknight
LTR is forecast to be on the same level as PLS in terms of the cost curve by 2026 (Citi estimating $542/tonne in 2026)
LTR can’t possibly be the same cost as PLS.......
For all the reasons I’ve previously outlined.....
Big Loan repayments, WOF, UG, Power, Transport, experience....
The only similarity is they both use FIFO.....
I’ll tell you an UG worker gets paid a lot more than an open pit worker!!!!!
Broker figures use the costs provided by LTR....RUBBERY...
The banks wouldn't even consider the debt facility if LTR was forecast to be a high cost producer.
That’s why they cancelled the finance.....
Even the new package will probably fail for the same reasons.....
The Banks clearly don’t trust LTRs CAPEX & OPEX figures hence the requirements.....
A big placement at 20% discount will fix the finance.....
Borrowing to pay accrued interest has knobs on it by every measure.....
SugeknightLTR is forecast to be on the same level as PLS in...
Add LTR (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$1.21 |
Change
0.090(8.04%) |
Mkt cap ! $2.933B | |||
| Open | High | Low | Value | Volume |
| $1.14 | $1.21 | $1.14 | $15.28M | 12.97M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 10000 | $1.21 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.21 | 59357 | 5 |
View Market Depth
| Last trade - 16.10pm 29/04/2024 (20 minute delay) ? |
|
|||||
|
Last
$1.20 |
Change
0.090 ( 5.97 %) |
||||
| Open | High | Low | Volume | ||
| $1.15 | $1.20 | $1.14 | 2707636 | ||
| Last updated 15.59pm 29/04/2024 ? | |||||
| LTR (ASX) Chart |