LTR 0.55% 91.5¢ liontown resources limited

And when ALB first were known to be wanting to buy and share...

  1. 3,044 Posts.
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    And when ALB first were known to be wanting to buy and share price was circa $1.50, could you remind us all:
    • how far from production was LTR
    • what contracts associated with development of the production facilities had not been finalised
    • how long before landing the major components of the build was that
    • how many bids had been made for the underground mining contract
    • how much of the solar farm had been laid out
    • was it one or three of five (or none) of the wind farm pads that had been laid and parts arriving
    • how much of the dragonfly accomodation village had been built
    • what was the size of the overall workforce recruitment compared to now
    • had the contract for transport of spod to port been released
    • to what extent had development of the pit, portal and ROM stockpile progressed
    I think comments about the world being different now compared to earlier are correct … but let’s not also forget how much more advanced and derisked the LTR operation is now compared to earlier. Anyone buying equity now is buying into a much derisked operation compared to what it was in the “pre-ALB declared interest” times.
    Last edited by Acgm: 18/10/23
 
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