Liontown Resources ist mit neuem Lithium Projekt wieder im Fokus (Seite 38)
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ISIN: AU000000LTR4 · WKN: A0LFDX · Symbol: LIS
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| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 9,8360 | +17,66 | |
| 1,0950 | +16,00 | |
| 2,4000 | +14,83 | |
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Beitrag zu dieser Diskussion schreiben
FeedbackFurther thick, high-grade mineralisation intersected at KV
moin LTR- lers,auch in 2020 setzt sich erfreuliche entwicklung des vorjahres fort..........wie man
eindrucksvoll nachfolg. PR entnehmen kann...........
The latest results confirm the strike and dip continuity of the Kathleen Valley lithium
system with multiple zones of high-grade mineralisation intersected.
Mineralised pegmatites have now been intersected over a strike length of 1.7km with the
system still open to the north and at depth.
An interim Mineral Resource Estimate (MRE) update is being prepared by Optiro Pty Ltd
and is scheduled for release in mid-February 2020.
Infill drilling is scheduled to continue until the end of February, which will provide the
data to prepare a final MRE which will ultimately underpin a Definitive Feasibility Study.........
https://stocknessmonster.com/announcements/ltr.asx-6A967246/
kurs zum wochenausklang...............aud 0,09
Antwort auf Beitrag Nr.: 62.066.054 von MONSIEURCB am 03.12.19 12:14:28thx MCB............liest sich alles andere als schlecht wie nachfolg. auszug dokumentiert.........
“Kathleen Valley has all the ingredients to underpin a world-call battery metals business that we believe will deliver substantial returns and value for our shareholders for many decades to come,” Mr Richards added.
Liontown has pencilled in first production at Kathleen Valley for 2024, which is when lithium demand is expected to surge again on the back of increased electric vehicle adoption world-wide.
umso erstaunlicher für MICH, daß kursbewegung weiterhin im seitwärts- modus verharrt - hast
DU ne erklärung dafür
SK heute.............aud 0,081
“Kathleen Valley has all the ingredients to underpin a world-call battery metals business that we believe will deliver substantial returns and value for our shareholders for many decades to come,” Mr Richards added.
Liontown has pencilled in first production at Kathleen Valley for 2024, which is when lithium demand is expected to surge again on the back of increased electric vehicle adoption world-wide.
umso erstaunlicher für MICH, daß kursbewegung weiterhin im seitwärts- modus verharrt - hast
DU ne erklärung dafür
SK heute.............aud 0,081
DAS kam gestern in Australien raus ...
https://smallcaps.com.au/liontown-resources-kathleen-valley-…
https://smallcaps.com.au/liontown-resources-kathleen-valley-…
Danke für die tollen Info´s hgb55! Dieser Beitrag bekräftigt einmal mehr wieviel Potential in LTR steckt und ich bin froh vor ca. einem Jahr hier eingestiegen zu sein
Antwort auf Beitrag Nr.: 62.040.242 von hbg55 am 29.11.19 08:24:02....als ergänzung hierzu mal wieder ein HOCH- int. beitrag eines geschätzten HC- users, worin
er darüber reflektiert, welcher player denn das stärkste int. an einer übernahme oder beteiligung
des KV- proj. haben könnte.
SEHR empfehlenswerte lektüre für ein brain- storming übers WE...........IMO..........
I also have a look again what I posted #:40964719 on Oct. 19 2019.
Think about the post again please. Don't accuse me by having a crystal ball and reading everything from there. I am just a simple analyst .
Here it is;
-------------------------------------
I must say here now that Wesfarmers has become my favourite "prospective buyer". Some strategic factors have changed over the time and Wesfarmers is now looking much more close to be the number 1 buyer.
They are as below;
LTR's KV deposit is getting bigger and bigger over the time so is the price tag on it. My estimation for its value is $890m for 125mt @1.3% Li2O. Now this much money has gone over the limits of many prospective buyers IMO. So we can eliminate some of the prospective buyers we thought about before.
First of all Wesfarmers KDR bid showed that it was the highest bidder for 50% of Earl Grey deposit. The others couldn't pay more than Wesfarmers even though we know that they were all looking to buy a good hard rock resource. They are; RIO, FMG, Albemarle, Tianqi, SKI...
RIO and FMG are big companies but they are acting very slow. RIO was the underbidder when Tianqi bought SQM's 24% share for over US$4.3b (AU$6.3b) last year.
IMO, Tianqi's move and paying so much money for SQM was wrong because brine resources are not much valuable anymore, they could have bought KDR's share at much cheaper price. The reason for buying SQM's 24% share that they wanted to strengthen the Chinese monopoly in lithium business. But it didn't work.
The spodumene based resources are more strategic for EV battery making. And Chinese companies don't have that much power in Australian hard rock resources. The main players are in Australia are 1) Albermarle 2) Tianqi 3) Mineral Resources 4) SQM 5) Wesfarmers 6) Pilbara Minerals
Can Tianqi try to buy LTR's KV deposit?
I know they are working on and watching LTR's project (both KV and Buldania) very closely however the WES - KDR deal tells me that Wesfarmers should and will make another move to buy another resource to be the main player in Australia. If they buy LTR they will no.1 ahead of Albemarle.
Albermarle paid too much (overpaid) to Mineral Resources. They paid AU$1.65b for 115mt @1.2% Li2O resource in Pilbara. The deposit has high iron and mica content hence processing cost is high. Also, the important part is making a chemical plant in Pilbara or Port Hedland is no viable. They are now thinking to ship the concentrate to a chemical plant which they may build around Perth. Their concentrate plant is nearly finished but no decision is yet made for the chemical plant. That's why Albemarle can't be one of the prospective buyer IMO.
SK Innovation was also my favorite before but now I think they will have to stick with upstream processing of lithium battery industry. They have strong commitments in battery making industry (gigafactories and other parts battery). It should be better for them to buy the lithium hydroxide from Tianqi Lithium and Wesfrarmers and make their battery cells and cathodes (anodes when lithium metal batteries become popular).
If Wesfarmers buy KV deposit then both of their deposits would be close to Perth area where their chemical plants will be built at.
Because Wesfarmers is now involved in lithium business I don't think they will stop only with Earl Grey deposit. They will go all the way to the bottom of it IMO.
Wesfarmers plans to be integrated upstream processor but does not involve to downstream business side of it. Then they must try to have as much resources as they could have in Australia. LTR"s KV deposit is the only option for them.
Wesfarmers has the money as well. They gave up buying Lynas's REE business which they offered $1.5b. That money might be free to use in lithium business now.
Because Wesfarmers is now involved in lithium business I don't they will stop only with Earl Grey deposit. They will go all the way to the bottom of it IMO.
As we all know Tim Goyder's brother Richard Goyder was the CEO and MD of Wesfarmers from 2005 to 2017. I mean there might be a strong connection with LTR and Wesfarmers already.
Time will tell the truth.
https://hotcopper.com.au/threads/agm.5100852/page-152?get_post=true
er darüber reflektiert, welcher player denn das stärkste int. an einer übernahme oder beteiligung
des KV- proj. haben könnte.
SEHR empfehlenswerte lektüre für ein brain- storming übers WE...........IMO..........
I also have a look again what I posted #:40964719 on Oct. 19 2019.
Think about the post again please. Don't accuse me by having a crystal ball and reading everything from there. I am just a simple analyst .
Here it is;
-------------------------------------
I must say here now that Wesfarmers has become my favourite "prospective buyer". Some strategic factors have changed over the time and Wesfarmers is now looking much more close to be the number 1 buyer.
They are as below;
LTR's KV deposit is getting bigger and bigger over the time so is the price tag on it. My estimation for its value is $890m for 125mt @1.3% Li2O. Now this much money has gone over the limits of many prospective buyers IMO. So we can eliminate some of the prospective buyers we thought about before.
First of all Wesfarmers KDR bid showed that it was the highest bidder for 50% of Earl Grey deposit. The others couldn't pay more than Wesfarmers even though we know that they were all looking to buy a good hard rock resource. They are; RIO, FMG, Albemarle, Tianqi, SKI...
RIO and FMG are big companies but they are acting very slow. RIO was the underbidder when Tianqi bought SQM's 24% share for over US$4.3b (AU$6.3b) last year.
IMO, Tianqi's move and paying so much money for SQM was wrong because brine resources are not much valuable anymore, they could have bought KDR's share at much cheaper price. The reason for buying SQM's 24% share that they wanted to strengthen the Chinese monopoly in lithium business. But it didn't work.
The spodumene based resources are more strategic for EV battery making. And Chinese companies don't have that much power in Australian hard rock resources. The main players are in Australia are 1) Albermarle 2) Tianqi 3) Mineral Resources 4) SQM 5) Wesfarmers 6) Pilbara Minerals
Can Tianqi try to buy LTR's KV deposit?
I know they are working on and watching LTR's project (both KV and Buldania) very closely however the WES - KDR deal tells me that Wesfarmers should and will make another move to buy another resource to be the main player in Australia. If they buy LTR they will no.1 ahead of Albemarle.
Albermarle paid too much (overpaid) to Mineral Resources. They paid AU$1.65b for 115mt @1.2% Li2O resource in Pilbara. The deposit has high iron and mica content hence processing cost is high. Also, the important part is making a chemical plant in Pilbara or Port Hedland is no viable. They are now thinking to ship the concentrate to a chemical plant which they may build around Perth. Their concentrate plant is nearly finished but no decision is yet made for the chemical plant. That's why Albemarle can't be one of the prospective buyer IMO.
SK Innovation was also my favorite before but now I think they will have to stick with upstream processing of lithium battery industry. They have strong commitments in battery making industry (gigafactories and other parts battery). It should be better for them to buy the lithium hydroxide from Tianqi Lithium and Wesfrarmers and make their battery cells and cathodes (anodes when lithium metal batteries become popular).
If Wesfarmers buy KV deposit then both of their deposits would be close to Perth area where their chemical plants will be built at.
Because Wesfarmers is now involved in lithium business I don't think they will stop only with Earl Grey deposit. They will go all the way to the bottom of it IMO.
Wesfarmers plans to be integrated upstream processor but does not involve to downstream business side of it. Then they must try to have as much resources as they could have in Australia. LTR"s KV deposit is the only option for them.
Wesfarmers has the money as well. They gave up buying Lynas's REE business which they offered $1.5b. That money might be free to use in lithium business now.
Because Wesfarmers is now involved in lithium business I don't they will stop only with Earl Grey deposit. They will go all the way to the bottom of it IMO.
As we all know Tim Goyder's brother Richard Goyder was the CEO and MD of Wesfarmers from 2005 to 2017. I mean there might be a strong connection with LTR and Wesfarmers already.
Time will tell the truth.
https://hotcopper.com.au/threads/agm.5100852/page-152?get_post=true
Trading Spotlight
Antwort auf Beitrag Nr.: 61.842.171 von hbg55 am 05.11.19 16:34:03
....mit diesen überzeugenden werten im rücken dürfte ein mehr als harmonisches meeting
stattgefunden haben.........mit sogar weiteren news hinsichtlich der weiterentwicklung dieser
2 TOP- LI- proj..............
https://stocknessmonster.com/announcements/ltr.asx-6A956909/
.....an den börsen konnte jedenfalls erneut aufflammendes int. beobachtet werden, welches
zu nem satten vol. von knapp 15mio führte bzw nem SK von aud 0,094 , was ICH mal als
pos. signal ins WE nehme
presi zur AGM am 27.11.19
....mit diesen überzeugenden werten im rücken dürfte ein mehr als harmonisches meeting
stattgefunden haben.........mit sogar weiteren news hinsichtlich der weiterentwicklung dieser
2 TOP- LI- proj..............
https://stocknessmonster.com/announcements/ltr.asx-6A956909/
.....an den börsen konnte jedenfalls erneut aufflammendes int. beobachtet werden, welches
zu nem satten vol. von knapp 15mio führte bzw nem SK von aud 0,094 , was ICH mal als
pos. signal ins WE nehme
Antwort auf Beitrag Nr.: 61.839.309 von MONSIEURCB am 05.11.19 11:34:20
thx MCB für diese vortreffliche info.......
Liontown Resources pulls up highest-grade lithium intersection at Kathleen Valley
By Lorna Nicholas - November 5, 2019
....schon verwunderlich, daß der markt KEINE besondere reaktion gezeigt hat bzw.
sogar leicht ins rote rutschte. kanns MIR nur so erklären, daß da einige nach dem
motto SELL on GOOD news verfahren sind
thx MCB für diese vortreffliche info.......
Liontown Resources pulls up highest-grade lithium intersection at Kathleen Valley
By Lorna Nicholas - November 5, 2019
....schon verwunderlich, daß der markt KEINE besondere reaktion gezeigt hat bzw.
sogar leicht ins rote rutschte. kanns MIR nur so erklären, daß da einige nach dem
motto SELL on GOOD news verfahren sind
Antwort auf Beitrag Nr.: 61.760.714 von Holter93 am 24.10.19 21:51:26moin h93,
....würde weniger von euphorie sprechen als vielmehr faktischem abgleich derzeitig
zur verfgg. stehender daten, wofür auch nachfolg. beitrag eines beschätzten users
steht...........
Even without any TO premium - hardrock Spod Lithium peers resources are currently valued at a very modest $250 per ton containted Li2O
Just look at Core Lithium (CXO), which only has 10mt is valued at $32mil MC
How does that translate to LTR's current market valuation of only $182 per ton contained Li2O based on the official 75mt @ 1.3% Li2O ?
Based on valuation on par with other hardrock spod Lithium peers of $250 per ton Li2O, LTR should be valued as follows based on following potential tonnage:
75mt @ 1.3% for 975kt contained Li2O = $245mil or 14.5c per share
100mt @ 1.3% for 1300kt contained Li2O = $325mil or 19c per share
125mt @ 1.3% for 1625kt contained Li2O = $406mil or 24c per share
150mt @ 1.3% for 1950kt contained Li2O = $490mil or 30c per share
....angesichts dieser nüchternen auflistung, OHNE evtl. Ü- phantasien, bemißt sich zum akt.
kurs von aud 0,105 noch immer eine denkbare perf. von beachtl. 300% bei angestrebtem
Li2O- vol. von 150mt !!!
....würde weniger von euphorie sprechen als vielmehr faktischem abgleich derzeitig
zur verfgg. stehender daten, wofür auch nachfolg. beitrag eines beschätzten users
steht...........
Even without any TO premium - hardrock Spod Lithium peers resources are currently valued at a very modest $250 per ton containted Li2O
Just look at Core Lithium (CXO), which only has 10mt is valued at $32mil MC
How does that translate to LTR's current market valuation of only $182 per ton contained Li2O based on the official 75mt @ 1.3% Li2O ?
Based on valuation on par with other hardrock spod Lithium peers of $250 per ton Li2O, LTR should be valued as follows based on following potential tonnage:
75mt @ 1.3% for 975kt contained Li2O = $245mil or 14.5c per share
100mt @ 1.3% for 1300kt contained Li2O = $325mil or 19c per share
125mt @ 1.3% for 1625kt contained Li2O = $406mil or 24c per share
150mt @ 1.3% for 1950kt contained Li2O = $490mil or 30c per share
....angesichts dieser nüchternen auflistung, OHNE evtl. Ü- phantasien, bemißt sich zum akt.
kurs von aud 0,105 noch immer eine denkbare perf. von beachtl. 300% bei angestrebtem
Li2O- vol. von 150mt !!!
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