LTR

1.79%

82.5¢ liontown resources limited

What might be the reason for explosive SP increase?, page-87

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knucklehead

595 Posts.

146

16/09/21

19:15

Post #: 56128292

Originally posted by BP2137: ↑
LTR has just been included in the most recent rebalance of the Van Eck REMX Rare Earths EFT. Van Eck has just started buying and currently holds 637,040 shares which it has acquired over the past few days. The rebalance of this EFT takes effect from 17th of September and Van Eck would need to build its holding in LTR to 4.5% to match the MVIS REMX index. As it currently holds 0.06% with its 637,040 shares you can expect some buying pressure on LTR in the days to come.

Relevant links here.

https://www.vaneck.com/us/en/investments/rare-earth-strategic-metals-etf-remx/holdings/https://www.mvis-indices.com/indices/hard-asset/mvis-global-rare-earth-strategic-metals/components

Daily Holdings (%)as of 09/14/21Download All Holdings
Total Holdings: 21
Ticker
Holding Name
Identifier (FIGI)
Shares Asset Class Market Value
(US$) % of Net
Assets
Ticker
Holding Name
Identifier (FIGI)
Shares Asset Class Market Value
(US$) % of Net
Assets
600111 C1
China Northern Rare Earth Group High-Te
BBG00709HF84
16,953,070
Stock 150,379,630 14.10
ORE AU
Orocobre Ltd
BBG000TT96V7
11,261,160
Stock 78,209,945 7.33
600392 C1
Shenghe Resources Holding Co Ltd
BBG00L1KMZR6
18,074,805
Stock 77,836,202 7.30
1772 HK
Ganfeng Lithium Co Ltd
BBG00L9ZZS33
3,708,800
Stock 72,319,523 6.78
603799 C1
Zhejiang Huayou Cobalt Co Ltd
BBG00JCQD422
3,789,763
Stock 67,314,185 6.31
LYC AU
Lynas Rare Earths Ltd
BBG000BSCDH5
11,144,246
Stock 61,609,476 5.78
600549 C1
Xiamen Tungsten Co Ltd
BBG00709HVP0
12,077,268
Stock 58,193,299 5.46
PLS AU
Pilbara Minerals Ltd
BBG000RLN524
30,804,467
Stock 50,470,295 4.73
LAC US
Lithium Americas Corp
BBG000BGM5P8
2,076,705
Stock 48,470,295 4.55
601958 C1
Jinduicheng Molybdenum Co Ltd
BBG00709JG26
32,847,761
Stock 45,909,312 4.31
LTHM US
Livent Corp
BBG00LV3NRG0
1,712,972
Stock 41,830,776 3.92
ILU AU
Iluka Resources Ltd
BBG000C13PJ4
5,363,277
Stock 40,572,557 3.80
SLI CN
Standard Lithium Ltd
BBG000BJ3YN2
6,009,101
Stock 39,389,177 3.69
ERA FP
Eramet Sa
BBG000CBQ8H7
487,222
Stock 39,166,074 3.67
AMG NA
Amg Advanced Metallurgical Group Nv
BBG000RLBF52
1,045,916
Stock 39,068,293 3.66
TROX US
Tronox Holdings Plc
BBG00MRH2W10
1,596,404
Stock 38,185,984 3.58
ASM AU
Australian Strategic Materials Ltd
BBG00BN4ZM13
4,825,440
Stock 37,365,246 3.50
MP US
Mp Materials Corp
BBG00TJGL0F0
950,180
Stock 32,344,127 3.03
5727 JP
Toho Titanium Co Ltd
BBG000BNVMR4
2,100,047
Stock 23,671,480 2.22
AXTI US
Axt Inc
BBG000BHZ0N5
1,730,742
Stock 13,447,865 1.26
LTR AU
Liontown Resources Ltd
BBG000F21113
591,162
Stock 637,040 0.06
--
Other/Cash
--
--
Cash 9,976,826 0.94
These are not recommendations to buy or to sell any security. Securities and holdings may vary.
Expand
Roughly 70 million shares to get to 4.5%.
Is that correct?

LTR Price at posting: $1.57 Sentiment: Buy Disclosure: Held

3 Upvote

0 Great analysis

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(20min delay)
Last 82.5¢		Change -0.015(1.79%)		Mkt cap ! $2.000B

Open	High	Low	Value	Volume
82.0¢	83.0¢	81.3¢	$6.589M	8.025M

Buyers (Bids)

No.	Vol.	Price($)
17	36179	82.5¢

Sellers (Offers)

Price($)	Vol.	No.
83.0¢	506329	40

View Market Depth

No.	Vol.	Price($)
11	43578	0.825
28	515153	0.820
15	485407	0.815
33	613083	0.810
12	172682	0.805

Price($)	Vol.	No.
0.830	510525	41
0.835	172756	19
0.840	138799	14
0.845	259245	10
0.850	219533	9

Last trade - 14.45pm 16/10/2024 (20 minute delay)

LTR (ASX) Chart

What might be the reason for explosive SP increase?, page-87

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	Ticker	Holding Name	Identifier (FIGI)	Shares	Asset Class	Market Value (US$)
600111 C1	China Northern Rare Earth Group High-Te	BBG00709HF84	16,953,070	Stock	150,379,630	14.10
ORE AU	Orocobre Ltd	BBG000TT96V7	11,261,160	Stock	78,209,945	7.33
600392 C1	Shenghe Resources Holding Co Ltd	BBG00L1KMZR6	18,074,805	Stock	77,836,202	7.30
1772 HK	Ganfeng Lithium Co Ltd	BBG00L9ZZS33	3,708,800	Stock	72,319,523	6.78
603799 C1	Zhejiang Huayou Cobalt Co Ltd	BBG00JCQD422	3,789,763	Stock	67,314,185	6.31
LYC AU	Lynas Rare Earths Ltd	BBG000BSCDH5	11,144,246	Stock	61,609,476	5.78
600549 C1	Xiamen Tungsten Co Ltd	BBG00709HVP0	12,077,268	Stock	58,193,299	5.46
PLS AU	Pilbara Minerals Ltd	BBG000RLN524	30,804,467	Stock	50,470,295	4.73
LAC US	Lithium Americas Corp	BBG000BGM5P8	2,076,705	Stock	48,470,295	4.55
601958 C1	Jinduicheng Molybdenum Co Ltd	BBG00709JG26	32,847,761	Stock	45,909,312	4.31
LTHM US	Livent Corp	BBG00LV3NRG0	1,712,972	Stock	41,830,776	3.92
ILU AU	Iluka Resources Ltd	BBG000C13PJ4	5,363,277	Stock	40,572,557	3.80
SLI CN	Standard Lithium Ltd	BBG000BJ3YN2	6,009,101	Stock	39,389,177	3.69
ERA FP	Eramet Sa	BBG000CBQ8H7	487,222	Stock	39,166,074	3.67
AMG NA	Amg Advanced Metallurgical Group Nv	BBG000RLBF52	1,045,916	Stock	39,068,293	3.66
TROX US	Tronox Holdings Plc	BBG00MRH2W10	1,596,404	Stock	38,185,984	3.58
ASM AU	Australian Strategic Materials Ltd	BBG00BN4ZM13	4,825,440	Stock	37,365,246	3.50
MP US	Mp Materials Corp	BBG00TJGL0F0	950,180	Stock	32,344,127	3.03
5727 JP	Toho Titanium Co Ltd	BBG000BNVMR4	2,100,047	Stock	23,671,480	2.22
AXTI US	Axt Inc	BBG000BHZ0N5	1,730,742	Stock	13,447,865	1.26
LTR AU	Liontown Resources Ltd	BBG000F21113	591,162	Stock	637,040	0.06
--	Other/Cash	--	--	Cash	9,976,826	0.94

What might be the reason for explosive SP increase?, page-87

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