LTR 0.00% 91.5¢ liontown resources limited

The DFS I found is from 2021. The AISC was US$452/dm.Is there...

  1. 24 Posts.
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    The DFS I found is from 2021. The AISC was US$452/dm.
    Is there any update on this (since inflation happened)? What are the costs in 2024/25 ?

    Pilbara is reporting CIF costs of US$519/dm.

    Still cant calculate the intrinsic value of LTR. I need to do deeper research.

    Lots of thing needs to be considered. Pilbara for example doesnt have andy depts.


    Iam just wondering why the SP is quite low compared to PLS. If its not the production costs or depts... could it be only becaue PLS is already producing?
    Last edited by ChaserGER: 12/06/24
 
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