Liontown Resources ist mit neuem Lithium Projekt wieder im Fokus (Seite 11)

[mohri]

😂 tolle fundierte Aussage, bei pilbara genauso 😂

[dosto]

Kursziel : 1 Aussie Dollar (leider ist der eine Bananenwährung)

[Dirkix]

Liontown awards Underground Mining Services

Tier-1 mining contractor Byrnecut has been awarded the Underground Mining Services for the world-class Kathleen Valley Project
Highlights:
• Liontown issues letter of award to Byrnecut for the Underground Mining Services;
• The fixed and variable contract is valued at approximately A$1 billion over four years;
• The contract is the largest to be awarded by Liontown and provides the full suite of mining services for our underground operations to support initial plant throughput capacity of 3 Mtpa;
• Byrnecut will mobilise to site throughout the September quarter, with first development metres expected to commence in the December quarter; and
• Byrnecut will commit A$125 million dollars to procure new plant and equipment to execute the works.

https://www.ltresources.com.au/wp-content/uploads/2023/08/61…

[hbg55]

Liontown strategy and project update 2023 Diggers & Dealers

moin LTR- lers,

anlässig des jüngsten investoren- meetings bei D&D gibts ne akt.
presi........spez. hinsichtlich verlauf& entwicklung des KV- proj..........

https://stocknessmonster.com/announcements/ltr.asx-6A1162170…

hbg55

[dosto]

https://www.metal.com/Lithium

kommt aber darauf an wieviel über 1 %
und zeigt auch an, die Firma ist geil auf einen cashflow, da dieser auf dem üblichen Weg erst gegen September 2024 erreichbar sein wird.

[hbg55]

Liontown moves forward with DSO opportunity

wie aus nachfolg. auszug der heutigen PR hervorgeht, werden vermarktung& verkauf
von überschüssigem DSO- material, VOR dem eigtl. prod.- start, auf KV voran getrieben,
um vorzeitige erlöse zu erzielen..........

Highlights

• DSO project sanctioned into execution, with contractor and equipment secured.
• Additional material liberated through mine plan optimisation, not previously expected to be processed.
• 70,000 tonnes of DSO material has been stockpiled to the end of July following commencement of
mining operations at the Kathleens Corner and Mt Mann open pits in January 2023.
• Targeting early revenue with an initial sale of 250,000 to 300,000 tonnes of >1% grade DSO prior to first
concentrate production.
• Customer engagement is well advanced, with first shipment targeted by end of calendar year 2023.
In January 2023, Liontown announced that mine plan optimisation work had identified the opportunity to
liberate and potentially monetise additional material liberated from the revised mine plan, which was not a
part of Ore Reserves and would otherwise be stockpiled.

The Company commenced a study to determine the potential for early revenue from the sale of a DSO product........

https://stocknessmonster.com/announcements/ltr.asx-6A1161766…

....wäre begrüßenswert, wenn alsbald von pos.DSO- abschlüssen berichtet werden könnte

hbg55

[hbg55]

Antwort auf Beitrag Nr.: 74.222.136 von Dirkix am 28.07.23 09:54:45

.....sounds NICE..........IMO

hbg55

[Dirkix]

Zukauf:

Liontown Resources
LTR has agreed terms with MilaResources to acquire up to 80% of the #lithium rights under an exploration licence approximately 8km south of Kathleen Valley.

Mila Resources Plc

Option Agreement with Liontown Resources to Explore for Lithium & Amendments to Kathleen Valley Earn-In Agreement

Mila Resources Plc (LSE:MILA), the post-discovery gold exploration accelerator is pleased to announce that,
together with the other owners of the Kathleen Valley licence, it has entered into an option
agreement with LBM (Aust) Pty Limited, a subsidiary of Liontown Resources Limited (ASX: LTR),
granting Liontown the option to explore for lithium on the Kathleen Valley Licence Area in Western
Australia.
Simultaneously it has entered into a deed of amendment with Trans Pacific Energy Group Pty Ltd (“TPE”)
and New Generation Minerals Limited (“NGM”), the other owners of the Licence, making certain
amendments to the Earn-In Agreement between them dated 29 October 2021 (“Earn-In Agreement”) as
part of the re-listing of the Company on the LSE in November 2021.
Overview

• Liontown, the ASX lithium developer with a market capitalisation of ~A$6.0 billion, expects to
bring its proximal Kathleen Valley Lithium Project into production in mid 2024, for which it has
offtake arrangements in place with LG, Ford and Tesla.
• Under the proposed transaction, Liontown will fund all lithium exploration activities, mining
costs and associated Heritage Surveys.
• Mila, TPE and NGM will maintain ownership over the gold and other minerals on the Licence
Area.
• Following initial exploration, Liontown will have the option to acquire the right to extract
lithium from the Licence Area (“Lithium Rights”).
• Liontown has the option to acquire up to 80% of the Lithium Rights from Mila and TPE for a
total consideration of up to A$2,200,000 through a phased investment programme.
• By agreement with TPE and NGM, Mila currently has a 50% interest, in the Lithium Rights,
representing 10% of the Lithium Rights following full exercise by Liontown of its option.
Transaction Rationale
• Liontown has significant experience and expertise in lithium exploration and development
specific to the wider Kathleen Valley area and has established itself as one of the most
successful lithium explorers in Australia.
• All drill and assay analyses from Liontown’s work at the KV Project will be shared with Mila’s
exploration team, potentially enabling a further acceleration of geological assessment across
the full KV Project at limited cost to Mila.
• Liontown will be liable for all costs associated with the Heritage Surveys over the relevant areas
of the KV Licence and will apply its significant expertise in Heritage Survey management
enabling Mila to leverage off the development of these studies for the purposes of its own gold
exploration and development activities.

https://static1.squarespace.com/static/57a212373e00bec21a900…

[Dirkix]

Quarterly Activities Report

The Kathleen Valley Lithium Project remains on target for first production mid-2024.
Significant increase in mining and construction activity during the June quarter, with the first mill feed and
DSO produced and stockpiled, and a step change in progress made on both process plant and power station
infrastructure build.
Highlights
• Ongoing commitment to safety: no Lost-time Injuries (LTI) recorded for the period;
• Total of 326,000 site hours worked, up from 211,000 in the March quarter, reflecting ramp-up of construction and
mining activities;
• Full Open Pit Mining Services Contract awarded to Iron Mine Contracting Pty Ltd, to execute and complete surface
mining operations for next three years;
• Total Material Movement (TMM) for the quarter increased to 1.55M bulk cubic metres (BCM), supporting
stockpiling of ore for production, and waste material for the Run-of-Mine (ROM) pad and Tailings Storage Facility
(TSF) construction;
• Direct Shipping Ore (DSO) material also stockpiled, with additional sampling and sorting test work completed.
Technical and commercial evaluation of DSO strategy progressed as planned, with execution decision anticipated
September quarter;
• Evaluation of competitive bids from tier 1 contractors for the Underground Mining Services package progressed
ahead of anticipated contract award in August as planned;
• Substantive progress made on process plant construction, with more than 50 percent of concrete poured by the
end of June;
• Structural steel erection commenced and substantially progressed on the dry plant, secondary screening and
grinding areas, and concentrate storage facility completed;
• Critical long-lead items, including SAG mill, magnetic separators, pumps, concentrate filters and fine ore bin, all
arrived on site to schedule;
• The Accommodation Village now 85 percent complete with 600 rooms commissioned and ready for use, with
more than 450 currently occupied;
• Significant progress on the Hybrid Power Station: solar farm earthworks completed, 21,000 solar panels delivered
to site for installation, construction of the wind turbine access road commenced, gas generation facility
underground conduits nearing completion and 1,000 tonne crane for the wind turbine erection successfully trialassembled off site in Perth;
• Central 90-metre communications mast safely erected by Dilji Corporation, a Tjiwarl contracting business, to
provide 4GBps aggregate tie-in link to tie into Telstra’s fibre optic network;
• Prospective commercial opportunities advanced, including agreement to farm into Olympio Metals’ Mulline and
Mulwarrie Lithium Projects; and
• Cash at bank as of 30 June was $305.4 million, with $118.8 million drawn down from $300 million Ford finance
facility in the quarter. $181.2 million remains undrawn under Ford Facility as of 30 June.




https://ltresources.com.au/wp-content/uploads/2023/07/611603…

[hbg55]

moin d.,

....so wie ICH die sache sehe, hat sich in den vergangenen jahren ob geringerer
prod.- kosten pendel zu gunsten von spodumene- gewonnenem LI gedreht - darüber
hinaus ist diese option auch aus öko- sicht entschieden pos. bewertet...stichwort
hoher ´h2o- verbrauch´ bei brine- option !!!!

als weiterer aspekt ist mir aufgefallen, daß immmer stärker die transportwege
eine rolle spielen.......und mehrheitlich, ob des GROSS- abnehmers USA, zu gunsten
von CAN- prod. LI umgeschlagen sind.

austr. PLS & LTR nehmen da ne ausnahmestellung ein, wegen ihrer überaus
günstigen prod.-kosten, die die höheren transportkosten ÜBER- kompensieren....IMO

FINALES werden wir dann hofftl. ab mitte 2024 nach inbetriebnahme des KV- proj.
bestätigt bekommen.........wenn nicht ZUVOR noch einer der globalen MAJORS zuschnappt !!!

.......ALLLLLE male bleibts hier spannend und werde meine stücke weiter halten !!!!

SK gestern im übrigen bei 6mio vol..............aud 2,89.....bzw MK von mrd-aud 6,4


hbg55