LTR 8.28% 78.5¢ liontown resources limited

Shocker results at PLS, Low grade outputs starting to really...

  1. vmp
    13,476 Posts.
    lightbulb Created with Sketch. 9250
    Shocker results at PLS, Low grade outputs starting to really bite hard among others like poor offtakes imo


    Look at the realised prices- Igo nearly 3x PLS in q423, stay tuned for igo’s Q1

    Q423 PLS USD1,113 cash margin $176m Vs IGO USD3,016/t

    Q124 PLS USD804/t. Cash margin -$146m Vs IGO usd??? Stay tuned

    Profit is ace
    Grade is king
    Recovery is Queen


    Ltr has the ace, king and queen like greenbushes imo

    The impact of premium grades distinction will become more pronounced when LTR realeases its maiden report as a producer



    Just 70 sleeps to go
    Last edited by vmp: 19/04/24
 
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