LTR 2.49% $1.37 liontown resources limited

They consistently exceeded 80 in hundreds of tests, I think over...

  1. vmp
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    They consistently exceeded 80 in hundreds of tests, I think over 450 tests across the entire deposit. Management was prudent to use 78, it’s considered conservative. Check that recovery also in conjunction with the sc6 grades achieved and I can understand why some people are skeptical when they see unheard off ie 6.4 is the sweet spot ie recovery is not compromised at 6.4 and 6 is the base ie again conservative, esp if the feedstock in the paddock is at 1.56. No stone unturned with regard to the DD done on this project. by saying these I don’t hesitate to put pressure on the team to perform. After all, I’m drawing these opinions from reading the announcements word for word since 2019. I don’t remember everything but the points that stand out are hard to forget..
    if you’re heavily invested now, it doesn’t hurt to read the entire dfs and how the story progressed to this point - not much, just few select anns that summarise the changes since will do
    Last edited by vmp: 07/04/24
 
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