Yeap @ETSOD Ltr gonna rise as funds will take position on the only new lithium company to be added in tomorrow’s announcement.
Remember guys, not AVZ, PLS or Greenbushells (these guys have no plans like ours), but it’s Liontown gonna be the 3rd largest Hydroxide producer based on Roskill’s forecast. There’s no other Liontown out there. ALB and Ganfeng are at usd32 billion mcap or aud44 billion and sqm at half that, it puts liontown aud40 billion to rank 3rd. How? Capacity will be 84,000 x usd23k profit / 0.72 at PE ratio of 15 = mcap of $40 billion!!! That’s just for KV! If we prove buldania, we can double the capacity at $80 billion. Now that’s what TG meant to be the next FMG.
bu the way the above is only at PE ratio of 20 super super conservative……whilst ALB is current at 141!!!
All imo.
Yeap @ETSOD Ltr gonna rise as funds will take position on the...
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