Albemarle:
“In fact the company says it now expect “significant growth in full-year 2022 results including net sales of $US7.1 – $US7.5 billion,” or twice the 2021 figure.
Adjusted EBITDA for 2022 is now forecast to be three times the 2021 figure in a range of $US3.2 – $US3.5 billion.”
LIONTOWN: year 1 my projection
511,000 x (usd7,000-usd540AISC) = USD3.3 billion
I’m bullish the selling price could improve further significantly due to structural deficit. And along with huge Tantalum byproduct, Ltr will not sell substandard SC6, all products are battery grade, way above 6%, unlike pls and AKE whose spod is 5.4%, and AKE brine has only 45% of production meeting battery grade, 55% is below battery grade leading to battered selling price.
what’s the message?
Liontown, the next Albemarle. Simples
all imo
Albemarle: “In fact the company says it now expect “significant...
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Last
$1.23 |
Change
0.000(0.00%) |
Mkt cap ! $2.970B | |||
| Open | High | Low | Value | Volume |
| $1.23 | $1.24 | $1.20 | $6.000M | 4.926M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 20000 | $1.23 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.23 | 25711 | 4 |
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| Last trade - 16.10pm 02/05/2024 (20 minute delay) ? |
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Last
$1.22 |
Change
0.000 ( 0.91 %) |
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| Open | High | Low | Volume | ||
| $1.24 | $1.24 | $1.20 | 1572354 | ||
| Last updated 15.59pm 02/05/2024 ? | |||||
| LTR (ASX) Chart |