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65.3¢ liontown resources limited

Lithium Related Media Articles, page-24536

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TrayonRanger

9,908 Posts.

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17/09/24

10:56

Post #: 75706323
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Originally posted by xxLiONxx: ↑

Out of no fault of ours - Investors always measure the "value" by the "current" spot prices of commodities their mines produce. Whereas the true reflection of value in the long run are:

a) Quality of deposit: KV is one of the best in the world
b) Quality of Engineering, Construction, Ramp up etc: KV is world class engineering and construction. Fully constructed and fully funded to complete the ramp up that is ongoing but so far no issues
c) Position on the cost curve: KV is not as good as Greenbushes but it is still firmly to the left of the cost curve. Once the ramp up is complete management focus will be on optimisation and costs.
d) Long term fundamentals of the commodity: Lithium may be down today but longer term its fundamentals are solid
e) Partners: solid credit worthy partners like Tesla, LG etc here.

If I take a step back from the short term lithium prices and look at all of these other value drivers - I feel we have a real bargain at 67c. I bought more!

Not and advice - DYOR

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One tinney winney point;....

" KV [grade] is not as ~~good~~ [high] as Greenbushes but " is tier one and will be producing long after theirs has petered out.

Otherwise;...

Last edited by TrayonRanger: Today, 10:57

LTR Price at posting: 65.5¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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(20min delay)
Last 65.3¢		Change -0.018(2.61%)		Mkt cap ! $1.594B

Open	High	Low	Value	Volume
67.0¢	67.5¢	65.0¢	$3.168M	4.808M

Buyers (Bids)

No.	Vol.	Price($)
39	293080	65.0¢

Sellers (Offers)

Price($)	Vol.	No.
65.5¢	232503	34

View Market Depth

No.	Vol.	Price($)
41	297018	0.650
32	789054	0.645
28	565416	0.640
11	1089047	0.635
13	204099	0.630

Price($)	Vol.	No.
0.655	205125	33
0.660	571942	31
0.665	485180	17
0.670	636166	14
0.675	393728	9

Last trade - 12.49pm 17/09/2024 (20 minute delay)

LTR (ASX) Chart