LTR 0.00% 85.5¢ liontown resources limited

And that usd28 billion comparable NPV for Ltr does not take into...

  1. vmp
    13,615 Posts.
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    And that usd28 billion comparable NPV for Ltr does not take into account LTR’s downstream business.

    And Their initial capacity is only 270k or less than half of Ltr. Their resource depletes in 13 years based on their planned capacity upgrade.


    I think Albemarle will next offer $10 billion to be able to tempt a few holders to sell but won’t succeed

    Finally how do we price in premium for Ltr’s superior jurisdiction?
    Last edited by vmp: 17/04/23
 
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