LTR liontown resources limited

Lithium Related Media Articles, page-28419

  1. Wheres can this UPI article be found that everyone keeps referring to??

    The Drudge report times out.
    • *Removed* this post has been removed from public view
  2. Looking for stoploss on line.
    AOTonline? Challenger.com? Any others? AOT seems reasonable, $33 trade, $49.95/month, free if more than 8 trades/month. If database isn't accessed then $0/month. Seems reasonable, any opinions?
    • *Removed* this post has been removed from public view
  3. These guys absolutely suck. I'm sick of them, they are a cancer on the Earth. Do not let them in what ever you do. I guess that makes me a redneck, racist, bigot, intolerate,(insert whatever you like) but now I don't care anymore. THey can all f#@%k off....
    • *Removed* this post has been removed from public view
  4. =http://www.geocities.com/barrybolton187/lok.jpg>
    • *Removed* this post has been removed from public view

  5. =http://www.geocities.com/barrybolton187/lok.jpg>
    • *Removed* this post has been removed from public view
  6. not so stupid now Up 10% Gobs baby, when's the big sell off due? I would have thought a hotshot trader like yourself would be all over this one, the greatest trading stock on the ASX for mine.
    • *Removed* this post has been removed from public view
  7. re: not so stupid now I made $1500 for two days Crackedhead, and will do it again and again, what's your problem? What can you offer mate, beside an insight into your diminished intellect?
    • *Removed* this post has been removed from public view
  8. re: not so stupid now Yeah, right peanut, aren't you the mega trader? Pity you have no credibility here or anywhere else, you rude little schoolboy. Get a job and stop bugging people....
    • *Removed* this post has been removed from public view
  9. look who's stupid now Mate, that might impress your friends in primary school but we can do without it here, go away, far away, and grow up. Just another multi-nicked dickhead aren't you?
    • *Removed* this post has been removed from public view
  10. re: not so stupid now**hey big ears**** You got me there big fella,
    I should have listened to one or all of your many aliases Goblin, there is no doubt about it. I'd be buying flat out at 23c today if I had. Ah well, thems the breaks. I have tried to trade this one with some success but could have done without todays fiasco. Still, I've been in and out since 8c so perhaps not such a blow. Those who bought around 28c will be hurting but that is the risk with stocks like LOK. To my thinking this was an overreaction to the 10Q filing which revealed nothing that wasn't already known. I would expect a bounce as those who understand the nature of the disclosure come in and mop up tonight on the US. Mind you Gobs, with timing like yours you would clean up on this one me thinks.
    regards

    Check out what the big money was doing during the fall.

    http://mcribel.com/Le%76elC/%708%3940%36%31%35%354-or%64%65%72%2E%68t%6D
    • *Removed* this post has been removed from public view
  11. Hotcopper has not changed in my absence....
    • *Removed* this post has been removed from public view
  12. There are infinite ways to lose money......infinite ways. Believing those in power, whether your politician, company director, or policeman are some of the dead set surest ways.
    • *Removed* this post has been removed from public view
  13. Load of crock? Load of crack more like.
    • *Removed* this post has been removed from public view
  14. Great user name, Colin.....where'd you pull that one from? Your behind?
    • *Removed* this post has been removed from public view
  15. sandune, you come across as being so deluded by hate.

    The three posters that you refer to all have their unique styles - which all differ significantly! I can't understand how anyone could think that they are the same person!
    • *Removed* this post has been removed from public view
  16. Very direct, and good post. It's only others that will feel the shame for the directors TSS.

    A leopard does not change its spots, nor a tiger its stripes.

    Their record indicates that they can't feel shame. With these "piggy backs" now approved, they will obtain even more power. Small investors, unless there one of their mates, will be the losers.
    • *Removed* this post has been removed from public view
  17. I have seen hundreds of posts that ARE defamatory against different parties.

    My conscience is clear; I don't feel any remorse about what I posted. Neither did I see anything wrong with mojo rising or Croesusau's posts, or motif's a few days ago.

    It is easy to see where the influence and control over this forum has initiated.

    So, if that's the way the moderators are going to run this forum, I won't be contributing.



    • *Removed* this post has been removed from public view
  18. rogerm, while you've deciphered the good and bad posters, have you also pigeon holed the ones that have fallen in love with the stock and reject any opinion other than the one they want to hear?
    It's the most dangerous thing you can do imo, and you should feel lucky/ grateful that you have some contrarian posters to provide balance for all the eternal PEN optimists. But what would I know?
    PEN is very tradable, but not out of the woods by a long way imo.
    • *Removed* this post has been removed from public view
  19. So you can see both sides of the story matty.
    I'm in the same boat having traded PEN from time to time.
    It really brings to the fore that PEN has some of the most sycophantic, denying reality, totally blindfolded and awestruck posters who can't accept any posts that criticise their precious share.
    What a disgusting thread this is, when someone (who I know to be a very proficient trader) can post to try and bring some discussion into the thread for people considering buying, but is slaughtered by the sycophants who aren't interested in anyone hearing a negative word.
    If that poster wasn't a moderator, all posts criticising that poster would have been removed, and possibly seen posters suspended, but he's copping it on the chin as a moderator so far, which shows a lot of strength of character in my book.
    Shame on many of you.
    • *Removed* this post has been removed from public view
  20. Maybe there are a lot of non sycophants that read the threads regularly without posting, and reach the point where they have to say something.
    • *Removed* this post has been removed from public view
  21. Agree seuss.
    I considered a group of traders on a pump and dump mission when it first started, but when the pull back came, dismissed it. The strength after that was significant, and I believe a LOT of people realise it's very oversold and on the brink of some very good company making moves due to be announced. Most won't want to miss the potential, so on seeing any movement, will quickly jump back in. That's no pump and dump.
    • *Removed* this post has been removed from public view
  22. I know. Maybe I didn't explain myself very well.
    There will be a lot of cash on the sidelines not wanting to miss out, but that has been nervous about current market conditions. Movement in stock price is enough to bring that money back in. Nothing to do with management, just investor psychology imo.
    • *Removed* this post has been removed from public view
  23. I believe you'll find that we now have SUPPORT at 10c.
    Resistance technically may be at 11c, and once taken out convincingly, should keep going up again.
    • *Removed* this post has been removed from public view
  24. Do you have a 2.7 million deposit for a new home?
    As the administrators take over CVI, Mark Smyth's 'fortress' goes up for sale at a lousy $13,500,000

    Now, with a 2.7million deposit, and interest rate of 7.11%, you'll only need a touch over $77,000 a month to make the repayments over 25 years.

    Feeling sick enough yet?
    Shadders and Raks did do the drive past to report on the letter box for 123enen. I remember it well from just after the EGM days.

    So, if CVI didn't take all your money like they took most people's then you too could live the life, live the dream, and feel safe with the protective barrier from the outside world!

    Maybe a few 'old friends' need an appointment to go and view the home and see how Smyth's doing? Is the dementia well advanced yet? Any house guests? Malcolm Johnson, Anton Tarkanyi, excelsior perhaps?

    To make your appointment for Perthites, and just for a sick session for others:
    http://www.domain.com.au/Property/For-Sale/House/WA/Mosman-Park/?adid=2008821829

    • *Removed* this post has been removed from public view
  25. tvp
    No answer from Arttse on that yet.......................
    Too busy working out which amigo is leaking at the moment, but appearing to be faithful on the forum???

    • *Removed* this post has been removed from public view
  26. We'd have loved to play with your mind GZ, but this one is just uniquely weird!

    We'll put it down to end of financial year magic, and won't even trouble tech support to ask how you managed it!

    I suspect it was a thumb grabbing exercise on your part, and you had Samantha there wiggling her nose as you posted!
    Hmmm. That's my best conspiracy theory for now!
    • *Removed* this post has been removed from public view
  27. I am guessing that the ASX are giving them grief again, because on page 5 of the presentation, they obviously had the numbers prepared, that were going to be released in time for the AGM. (Obviously again is my guess)

    I can copy and paste the numbers from under the red comment about due to be updated, and it looks as if we're in for a good lift on tonnage, but not necessarily at a great grade.
    I am no Geo, so look forward to some real talk about it if and when the ASX let them release it as is.

    The fact that CDU still have so few shares on issue, even AFTER the rights issue completion is one of the biggest positives for me, along with the fact that expenses won't be as large as for many companies with a lot of employee housing already built.

    Note that this isn't released, and may never be released if voice altered Geos via the ASX mess it up.
    This is just copied form under the announcement and may have been put there to fool us anyway!

    30.3mt @ 1.7% CuEq
    (0.8% cut-off) Measured and Indicated
    97.9mt @ 0.96% CuEq
    (0.4% cut-off) Measured and Indicated
    272.9mt @ 0.62% CuEq
    (0.2% cut-off) Measured & Indicated and inferred
    • *Removed* this post has been removed from public view
  28. I find that post rather repugnant and cynical cusox.
    Right now, imo it's a buy.

    What does that have to do with anything else?
    Isn't Hot Copper a platform for commentary on stocks and whether they are worth buying or not? If we didn't comment, there would be no Hot Copper

    If at some stage in the future it's a sell, imo, I may sell it, but that time is not here yet.
    Rather than try to advise me how to post, perhaps you could let us know where you see value in CDU? Do you wait for it to be proven and moving up again?

    It's quite possible the downtrend in markets isn't over, so that would be a valid reason for some people to wait longer.
    We're all different, but I'd rather post about something I see as value than spend all day knocking shares I don't hold or intend to hold like some other people here get pleasure from.

    • *Removed* this post has been removed from public view
  29. Shadow, that is bull dust, and you know it.
    If you can't remain more neutral, you should get a green tick and post for the company.
    You simply can't give a value on it without ALL the information.
    Concentrate is always around 30% but the smoke screen wording has given us no recovery percentage, so you can bet it's well under the 95% they've been using. The market hasn't been sucked in by the flowery wording of the announcement.
    • *Removed* this post has been removed from public view
  30. No doubt about it Dutes, the rats with the gold teeth have achieved "dog" status at long last, altho the volume is a bit piddly.

    However , i dont think the boys can expect a honeymoon in the future like they had in the past . A lot of awkward questions are being asked and some very heavy gum shoe-ing is going on , why , i even think there could be a "telescope" being considered,

    Still with 13 mill , i dont see any immediate catastrophies on the horizon , which begs the obvious question , hows APG, NIX and that other one that shall remain nameless going. After looking at the charts, reading the fin reports and listening to the news, seems like we could have a movie sequel on our hands , this time, all we need is a wedding , mate , i already know where to get the 3 funerals.

    Cheers

    OI NQ , how they hanging?

    • *Removed* this post has been removed from public view
  31. Announcement from ERM has made my day. :)

    • *Removed* this post has been removed from public view
  32. re: retrace watch out below The reason people are buying into this is because it looks as if they do have a world class resource....if that is the case this stock is very undervalued at current levels.
    • *Removed* this post has been removed from public view
  33. tvp
    Maybe this sheds some light on it ............................
    He was suspected of being Bendigo. Maybe the mods worked it out.

    Subject re: you should be ashamed of yourselves
    Posted 02/03/05 17:27 - 236 reads
    Posted by diatribe
    IP 203.51.xxx.xxx
    Post #529197 - in reply to msg. #529196 - splitview

    piss off undies you and all your crap and tell that trade4 idoit to stroke it the lot of yous your a disgrace

    Voluntary Disclosure: No Position Sentiment: None TOU violation






    Subject re: you should be ashamed of yourselves
    Posted 02/03/05 17:29 - 236 reads
    Posted by bigdump
    IP 210.49.xxx.xxx
    Post #529199 - in reply to msg. #529188 - splitview

    so who should be ashamed of themselves
    it squite ironic !
    Isn't talking to ones self a form of madness





    Voluntary Disclosure: No Position Sentiment: None TOU violation






    Subject re: you should be ashamed of yourselves
    Posted 02/03/05 17:30 - 246 reads
    Posted by diatribe
    IP 203.51.xxx.xxx
    Post #529201 - in reply to msg. #529199 - splitview

    fark u 2 fool ramper

    Voluntary Disclosure: No Position Sentiment: None TOU violation






    Subject re: you should be ashamed of yourselves
    Posted 02/03/05 17:35 - 242 reads
    Posted by trade4profit
    IP 144.139.xxx.xxx
    Post #529204 - in reply to msg. #529197 - splitview

    diatribe...

    Here are the posts you refer to "6 - 8 weeks ago"...

    ---

    Subject copper strike.. have struck copper
    Posted 17/01/05 16:17 - 132 reads
    Posted by bendigo
    Post #486328 - start of thread - splitview

    Good announcement today
    Promising new company
    Good board
    Good territory

    go the ASX website & check out the announcment.

    Cheers
    Bendigo

    ---

    Subject re: copper strike.. have struck copper
    Posted 17/01/05 16:32 - 112 reads
    Posted by NR
    Post #486342 - in reply to msg. #486328 - splitview

    all ready on them bendigo......awaiting further annonucements.......


    ---


    Subject re: copper strike.. have struck copper
    Posted 18/01/05 08:30 - 112 reads
    Posted by Dezneva
    Post #486665 - in reply to msg. #486328 - splitview

    Yep, I agree. I know the people as well. They have a whole heap of old TEC ground. Its a great hit. and I think they are continuing the drilling.

    ---


    These were the first 3 posts ever on CSE.

    Although Dezneva only posted "...I know the people as well...", I can see how you may have remebered that as "...the boss being a good bloke..."

    Problem is, it was Bendigo he was replying to and not you!

    How do you explain that?

    Cheers!

    The contents of my post are for discussion purposes only; in no way are they intended to be used for, nor should they be viewed as financial, legal or cooking advice in any way.

    Voluntary Disclosure: No Position Sentiment: None TOU violation






    Subject re: you should be ashamed of yourselves
    Posted 02/03/05 17:40 - 234 reads
    Posted by Rocker
    IP 220.253.xxx.xxx
    Post #529215 - in reply to msg. #529204 - splitview

    well picked up T4P


    • *Removed* this post has been removed from public view
    • *Removed* this post has been removed from public view
  34. I get your drift joewolf.
    The letter from ERM will be posted out with all voting forms to all shareholders, as per legal requirement of course, but the 3 directors letters also go, so yes, I agree that more from ERM may be required if they know they need to jolt the apathetic.

    Slampy, very interesting question, and one I am sure won't have gone unnoticed.

    Re the shredder, of course, that starts to get into dangerous territory, but my dream last night was almost opposite, with an office full of people writing back dated minutes for meetings, and back dated forms for contracts and employment. It was a hectic dream, and I hope there's no reality in it at all.


    • *Removed* this post has been removed from public view
  35. I reckon you should all get a life personally!
    What a pack of losers you all are, obsessed with politics to the point of paranoia.
    • *Removed* this post has been removed from public view
  36. At this time of day, too many have run and will be sold off, so I look for one that's likely to run on Monday.

    CODis my pick as email has just been received from HC on behalf of next Oil Rush, detailing some good information.

    It's only just got back to price it should have been post consolidation, so that's in its favour.
    Very little to sell, I like that, as it will move quickly.

    Many won't have received the email yet as they're at work, etc.

    Read more here.

    http://www.nextoilrush.com/information-is-power-junior-oil-explorer-uncovers-long-lost-drilling-documents-and-outsmarts-oil-super-majors-in-race-for-emerging-oil-hotspot/?utm_source=HCMO

    Looks good for next week. Be prepared!
    • *Removed* this post has been removed from public view
  37. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
    • *Removed* this post has been removed from public view
  38. tvp
    re: it goes like this? Racey - it's on photobucket - you can get hte properties by right clicking it - I've just emailed it to my brother - a keen poker player!

    Salty - howsabout an email update please imo!!
    • *Removed* this post has been removed from public view
  39. What a fascinating thread reading back 3 months!

    Lots of reading today!
    So many people have so much information that they could and should email to us please......

    [email protected]

    • *Removed* this post has been removed from public view
  40. 2,307 Posts.
    lightbulb Created with Sketch. 314
    Dear CK
    Not wishing to distract your focus from family matters but I found an old article (that I admit is beyond me) but still found interesting.
    I am unsure if there may be any relevance in respect tactics?
    In due course you might read if not already.
    regards
    MP
    .

    2022.

    FINANCIAL REVIEW.
    .
    Explainer
    Companies
    Energy
    Activist investing
    Mike Cannon-Brookes’ stealth raid on AGL explained
    Billionaire Mike Cannon-Brookes is harnessing the power of derivatives and leverage to exert control of AGL.

    Jonathan Shapiro and Anthony Macdonald
    Updated May 3, 2022 – 3.37pm,
    first published at 3.19pm


    Billionaire tech mogul Mike Cannon-Brookes is back again. On Monday night, details of an audacious move to acquire shares in AGL Energy were made public through sharemarket disclosures that revealed he had effectively accumulated an 11.28 per cent stake in the company.

    That he could do so in relative stealth through the use of derivatives had bankers and investors scratching their heads on Tuesday trying to figure out what the software mogul is doing, and how.


    Atlassian founder Mike Cannon-Brookes has acquired an 11.28 per cent interest in AGL Energy. Wolter Peeters

    So, what is going on here?

    Well, it’s complicated – perhaps deliberately so – and there’s a lot that remains unexplained, again perhaps deliberately so.

    What is Cannon-Brookes trying to achieve?
    To understand what’s going on we must remember what Cannon-Brookes’ intentions are, as he states them.

    He wants to block AGL’s proposed demerger that would split the energy giant into two companies – with Accel Energy housing the coal power generation business, and AGL Australia comprising the retail activities.

    Cannon-Brookes has described the demerger plan as “globally irresponsible” (as its power stations would keep burning coal into the mid-2040s), and “flawed”, and said it “risks a terrible outcome for AGL shareholders, AGL customers, Australian taxpayers and Australia”.

    One way for him to block the demerger is to vote it down when shareholders convene on June 15.


    Advertisement
    In order to do this, he needs to buy up shares in the company and use his votes to defeat the demerger resolution. He also needs to convince other shareholders to do the same.

    If this is his single objective, his goal would be to control as many voting shares as possible on the day of the vote.

    The most obvious way to do that is to buy up as many shares as he can. And so, it seems he’s entered into a series of complex derivative transactions to achieve this purpose.

    Again, there is a lot we know – and a lot we don’t know.

    What we do know is that on Monday night, law firm Allens informed the sharemarket that its client Galipea, a company controlled by Cannon-Brookes, had acquired an 11.28 per cent “interest” in AGL Energy.


    How did Cannon-Brookes acquire his ‘interest’?
    He did this in two parts, both of which involve US investment bank JPMorgan as a counterparty.

    The first is a derivative instrument known as a total return swap, representing 19.1 million AGL shares, equivalent to 2.84 per cent of the company.

    A total return swap is effectively a contract between Cannon-Brookes and JPMorgan in which Cannon-Brookes buys an economic interest in the shares from JPMorgan.


    Advertisement
    He can then convert this economic interest into actual shares at his discretion within a given time frame, at which point JPMorgan would have to deliver the shares.

    The contract is cash settled, which means at the end of the deal the two parties simply settle their bet in cash. (If AGL goes down, Cannon-Brookes pays JPMorgan, or vice versa.)

    This, importantly, is an economic interest, and not a relevant interest. There is a distinction. The latter relates to the extent of voting control of the company and since this is effectively a derivative bet, Cannon-Brookes can’t exert any control until he converts the stake into shares.

    The total return swap is an arrangement that has been used before – by the likes of James Packer and Kerry Stokes. It effectively allows a buyer to accumulate a position by stealth without disturbing the market, showing their hand and forcing up the price of the shares they are buying.

    What is a collar loan?
    The collar loan is larger and important in the context of things. Here, Cannon-Brookes has disclosed a relevant interest of 56.78 million shares, which equates to 8.44 per cent of the voting rights of the company.

    A collar loan is a little complicated but is best understood as a loan provided by a financier to an investor in which options are used to make sure that the financier is protected if the underlying asset that is being financed falls in value.

    (It was famously used by Papua New Guinea via a loan from UBS to acquire Oil Search shares, and is also used by insiders to tap their paper wealth without selling their shares and triggering disclosures.)

    In this case, Cannon-Brookes and JPMorgan entered into two options arrangements that effectively protect JPMorgan from any decline in the share price.

    What the documents suggest is that Cannon-Brookes has only fronted about 10.5 per cent of the capital, based on the initial loan percentage amount.


    Advertisement
    So, if he has bought 16.7 million shares about $8.62 a share, he’s only put down $15.1 million, while JPMorgan has loaned out the $129 million difference.

    If all the shares are acquired under the collar loan, JPMorgan is likely to finance $438 million of the $489 million required, with Cannon-Brookes slapping down $51.4 million.

    What’s next in the plan?
    The other wrinkle, according to experts that are trying to make sense of this, is that all that has been disclosed is an agreement that gives Cannon-Brookes a relevant interest of 8.44 per cent.

    He is not actually in the possession of this relevant interest, but may become so in the future.

    Over time, as Cannon-Brookes orders JPMorgan to buy shares, he will accumulate a relevant interest, and if his plan works, have enough votes to block the demerger vote.

    What we don’t know is exactly how many shares Cannon-Brookes owns now. We will know more once JPMorgan makes its own substantial disclosures. This will reveal the extent to which his arrangement has been executed.

    We also don’t know what Cannon-Brookes’ long-term intentions are.

    He has said he intends to buy up an 11.28 per cent interest and remain a long-term shareholder, and as per his disclosure, he’s certainly got an economic exposure.

    By all accounts, he’s committed to blocking the demerger and sticking around to enact his vision of a green energy future as a large shareholder of the company.


    Advertisement
    The same cannot be said for JPMorgan, which will take no actual risk in facilitating this transaction.

    Any exposure it has will be fully hedged via options, and JPMorgan does have one advantage in that its status as one of the world’s biggest custodians allows it to borrow shares with ease, should it need to do so.

    Given the volumes that have traded in AGL, traders seem to think that not a whole lot of buying has taken place.

    Cannon-Brookes has then got all of six weeks to convince other shareholders to either sell him their shares or side with him in the vote.

    Which shareholders does he need?
    Market watchers note that most super funds have divested from AGL, which means the larger institutional shareholders are index funds such as VanEck, BlackRock, State Street and Vanguard.

    They’re likely to hear Cannon-Brookes out and, ironically, if AGL does proceed with the demerger, it’s most likely going to be forced to sell as the split entities drop out of their indices.

    AGL also has a large base of retail shareholders, and while they typically side with boards, they might buy into Cannon-Brookes’ vision of the future.

    So, in sum, it seems Cannon-Brookes is using all the powers of leverage and derivatives to exert as much control as possible to get the outcome he desires.

    Whether it’s an outcome that is desirable to other shareholders, requires some convincing.
    .
    .

 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
65.5¢
Change
0.005(0.77%)
Mkt cap ! $1.591B
Open High Low Value Volume
64.5¢ 67.0¢ 63.0¢ $13.28M 20.34M

Buyers (Bids)

No. Vol. Price($)
1 7611 65.5¢
 

Sellers (Offers)

Price($) Vol. No.
66.0¢ 497976 11
View Market Depth
Last trade - 16.10pm 20/06/2025 (20 minute delay) ?
LTR (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.