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1.60%

$1.38 liontown resources limited

and once more, clutching.

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Gajet

1,325 Posts.

606

30/03/24

00:40

Post #: 73121588
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Originally posted by 1ronnie: ↑

..even the most glass half fulled investors must see that any rise in the stock price needs to be accompanied first by a de-risk of funding aspect and commissioning/production.

..and it would need to update its financial model with latest cost and price inputs to provide a more realistic projection of its Project NPV based on new production plans. Its current DFS has a NPV of $4.2B based on a US$1400/t price, this gives a price of circa $1.75; we will know soon how much this would be downgraded when the new model is completed.

..so we can't get ahead of ourselves expecting a re-rate back to $3 until we can get past the above hurdles. And as we know, the macro landscape for EV market has changed quite significantly (see my earlier posts).

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and once more, clutching.

LTR Price at posting: $1.17 Sentiment: Buy Disclosure: Held
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(20min delay)
Last $1.38		Change -0.023(1.60%)		Mkt cap ! $3.357B

Open	High	Low	Value	Volume
$1.37	$1.39	$1.36	$3.397M	2.470M

Buyers (Bids)

No.	Vol.	Price($)
29	111930	$1.38

Sellers (Offers)

Price($)	Vol.	No.
$1.39	38236	28

View Market Depth

No.	Vol.	Price($)
27	110690	1.380
16	108046	1.375
19	162368	1.370
17	192984	1.365
17	172037	1.360

Price($)	Vol.	No.
1.385	19678	35
1.390	192323	29
1.395	322179	20
1.400	586315	29
1.405	40832	5

Last trade - 12.08pm 24/05/2024 (20 minute delay)


Last $1.38			Change -0.023 ( 2.01 %)
Open	High		Low	Volume
$1.36	$1.39		$1.36	651807
Last updated 12.27pm 24/05/2024 ?

LTR (ASX) Chart