Plant Upgrades And Underground Projects Will Achieve 70% Lithium Recovery

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

26 Apr 25

Updated

10 Dec 25

Views

448

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

176.4%

7D

-1.0%

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1Y

176.4%

7D

-1.0%

You can edit this narrative until Dec 11 12:10 AM. Then, changes will post as Updates.

Author's Valuation

AU$1.0736.7% overvalued

AnalystConsensusTarget Fair Value

Shared on 10 Dec 25

Fair value Increased 13%

LTR: Higher Earnings Multiple Will Increase Future Downside Risk For Shares

Analysts have modestly raised their price target on Liontown to reflect a higher fair value estimate of approximately $1.07 per share, up from about $0.95 per share. They cite slightly stronger long term margin expectations and a willingness to apply a richer future earnings multiple, despite marginally softer growth assumptions and a small increase in the discount rate.

Shared on 25 Nov 25

Fair value Increased 22%

LTR: Rising Earnings Multiples Will Increase Downside Risk For Shares

Analysts have raised their price target for Liontown Resources from $0.78 to $0.95 per share, citing stronger revenue growth expectations and improved profit margins in their updated forecasts. What's in the News Liontown Resources Limited appointed Greg Jason as Chief Financial Officer, effective from 18 December 2025 (Key Developments).

Shared on 10 Nov 25

Fair value Increased 11%

LTR: Rising Discount Rate Will Challenge Future Share Price Performance

Analysts have raised their price target for Liontown Resources from $0.70 to $0.78, citing improved revenue growth expectations and stronger projected profit margins as key factors. What's in the News Liontown Resources announced the appointment of Greg Jason as Chief Financial Officer, effective 18 December 2025.

Shared on 27 Oct 25

Liontown Resources: Analyst Price Target Update Analysts have maintained Liontown Resources' fair value estimate at approximately $0.70 per share, citing only minor adjustments to discount rate and profit margin assumptions in their latest review. What's in the News Greg Jason appointed as Chief Financial Officer, effective 18 December 2025.

Shared on 13 Oct 25

Fair value Increased 7.23%

Narrative Update: Liontown Resources Analyst Price Target Adjusted Analysts have raised their fair value estimate for Liontown Resources from $0.65 to $0.70 per share. This adjustment reflects updated expectations around discount rates, revenue growth, and profit margins.

Shared on 25 Sep 25

Fair value Increased 4.36%

The consensus Analyst Price Target for Liontown Resources has risen to A$0.654, reflecting a significant improvement in net profit margin and a notable contraction in the future P/E multiple. What's in the News Greg Jason appointed as Chief Financial Officer effective 18 December 2025, bringing extensive international experience, particularly in mining and resources.

Shared on 15 Aug 25

Fair value Increased 2.99%

Liontown Resources’ future P/E ratio has dropped notably, reflecting improved earnings expectations, while the analyst price target remained unchanged at A$0.608. What's in the News Liontown Resources completed a follow-on equity offering totaling AUD 316 million, issuing over 432 million ordinary shares at AUD 0.73 per share via a subsequent direct listing.

Shared on 29 Jul 25

Fair value Decreased 0.48%

Liontown Resources’ consensus price target has been revised downward as a result of a significantly higher future P/E ratio and a notable decline in net profit margin, now reflecting a new fair value estimate of A$0.574. What's in the News CFO Jon Latto has decided to step down, effective 14 July 2025, after serving since 2022 and contributing to critical funding and financial milestones.

Shared on 01 May 25

Fair value Increased 8.71%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

AU$1.07

36.7% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

21.90%

Metals and Mining revenue growth rate

18.09%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.10%

Calculation

AU$151.41m

Earnings '28

x

31.45x

PE Ratio '28

=

AU$4.76b

Market Cap '28

AU$4.76b

Market Cap '28

/

3.52b

No. shares '28

=

AU$1.35

Share Price '28

AU$1.35 Share Price '28

Discounted to 2025 @ 8.11% p.a.

=

AU$1.07

Fair Value '25