LTR 5.18% 91.5¢ liontown resources limited

Under $0.50 Celebration, page-141

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    lightbulb Created with Sketch. 4965
    Good info, mate. Always read your posts with interest - I had not seen that reference to 31 July 2024 as a date for finalization.

    I guess what I was trying to say (awkwardly), is that, this amount of time to run a set of cash flows (and yes produce some other information including the mine plan) seems excessive (although I hear what you're saying that they are still within their self imposed deadline of 31 July).

    There's a lot of unknown variables so nobody can be particularly accurate with forecasting what is going to happen, but overall, these spot prices mixed in with the anecdotal reports of an existing over supply of hydroxide paints a reasonable picture IMO. If KV switches on with an existing over supply, it's hard to imagine anything except one outcome. (but I'll stand to be corrected once we actually see the first quarterly during production).
 
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