LTR 1.06% 93.5¢ liontown resources limited

Hi @ConnexThanks for your work mate. There is one thing which...

  1. 5,933 Posts.
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    Hi @Connex
    Thanks for your work mate.

    There is one thing which does not seem right to me on the table.
    Cost of spod concentrate in AUD can not be $1500/t.

    See the DFS metrics below;
    It is AISC (All In Sustained Cost) which includes even royalties is;
    US452/t or AUD 676/t


    https://hotcopper.com.au/data/attachments/5163/5163734-fd52e8adb9a133a57377fd94f3e49ae0.jpg

 
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