Loading...
Back to narrative

Plant Upgrades And Underground Projects Will Achieve 70% Lithium Recovery

LTR logo
LTR
AnalystConsensusTarget
Not Invested
Published 26 Apr 2025

Update shared on13 Oct 2025

Fair value Increased 7.23%
Previous
AnalystConsensusTarget's Fair Value
AU$0.70
56.2% overvalued intrinsic discount
13 Oct
AU$1.10
Loading
1Y
32.7%
7D
9.0%

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.

What's in the News

  • Liontown Resources announced the appointment of Greg Jason as Chief Financial Officer, effective December 18, 2025. Greg brings 25 years of international business experience and has previously held executive roles at Pilbara Minerals, TLEA, and Austal Limited (Key Developments).
  • The company completed a Follow-on Equity Offering, raising AUD 56 million from the issuance of 76,764,138 ordinary shares at AUD 0.73 per share (Key Developments).
  • A Special/Extraordinary Shareholders Meeting is scheduled for September 23, 2025, in Perth. Key agenda items include ratification of prior share placements and approval for new conditional placements to Canmax and other participants (Key Developments).
  • Liontown also completed an additional Follow-on Equity Offering totaling AUD 316 million, involving more than 364 million ordinary shares at AUD 0.73 per share, as well as a subsequent direct listing (Key Developments).

Valuation Changes

  • The Fair Value Estimate has increased from A$0.65 to A$0.70 per share.
  • The Discount Rate has risen slightly, moving up from 7.57% to 7.68%.
  • The Revenue Growth projection has decreased from 41.67% to 38.92%.
  • The Net Profit Margin expectation has declined from 16.23% to 13.78%.
  • The forecasted Future P/E Ratio has increased significantly from 11.3x to 28.0x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.