Sigma is not a US $2.7bn market cap.
As @ this morning it is US $1.967bn.
https://au.finance.yahoo.com/quote/SGML?.tsrc=fin-srch
It is also not a reasonable comparison for a variety of reasons including:
- You can't compare at 270ktpa because Sigma is fully funded and under construction for phase 2 which makes them 525ktpa at the back end of FY25. They also have a feasibility out for 700ktpa+.
- Sigma is already at name plate and will produce at a lower C1 and AISC than LTR
- Your assumption assumes LTR is already producing at 600ktpa when it still has ramp up risk and next to zero likelihood of reaching 600ktpa in the next 12 months.
THE COUNT DOWN: Liontown crushes first ore at Kathleen Valley!, page-187
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