LTR 1.17% 84.5¢ liontown resources limited

KV Scoping study, page-16

  1. 11,447 Posts.
    lightbulb Created with Sketch. 1186
    Well, I expect the detail to be the same as any other scoping study - which is to have some sort of figures as an estimate.

    I think KA may be more in line with CXO with regards to estimated plant costs but I expect it to be around the $70M mark - depending on the final met work. They really need to demonstrate that they can achieve 6% concentrate grade though, to gain maximum interest in the deposit.

    Buldania is the main project that I'm interested in. I think mineralogy here may be closer to Bald Hill which would be great. However, I can see that KA is the flagship project as it's already on a granted mining lease so this will be quicker to develop initially.

    Great position to be in though. 2 lithium deposits not yet secure for supply and a TA chart clearly showing a bottom. Should only go up from here.

    Haplo
 
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