LIONTOWN RESOURCES LIMITED (LTR)
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LTR

LTR - LIONTOWN RESOURCES LIMITED

FNArena Sector : New Battery Elements
Year End: June
GICS Industry Group : Materials
Debt/EBITDA: -7.8
Index: ASX200 | ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$0.515

02 May
2025

0.015

OPEN

$0.50

3.00%

HIGH

$0.52

11,530,759

LOW

$0.49

TARGET
$0.62 20.4% upside
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FNARENA'S MARKET CONSENSUS FORECASTS
LTR: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx - 2.8 - 2.6 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A N/A xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx N/A N/A xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx-2.8
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx0.0 M
Book Value Per Share xxxxxxxxxxxxxxx31.8
Net Operating Cash Flow xxxxxxxxxxxxxxx-47.0 M
Net Profit Margin xxxxxxxxxxxxxxx-

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx-10.64 %
Return on Invested Capital xxxxxxxxxxxxxxx-7.24 %
Return on Assets xxxxxxxxxxxxxxx-6.36 %
Return on Equity xxxxxxxxxxxxxxx-10.64 %
Return on Total Capital xxxxxxxxxxxxxxx-6.72 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-712.7 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx7 M
Long Term Debt xxxxxxxxxxxxxxx454 M
Total Debt xxxxxxxxxxxxxxx461 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx123 M
Price To Book Value xxxxxxxxxxxxxxx2.85

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx665.7 M
Capex % of Sales xxxxxxxxxxxxxxx-
Cost of Goods Sold xxxxxxxxxxxxxxx1 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx59 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx1 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.1

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

1

xxxxxxxxxxx xxx

$xx.xx

xx.xx%

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Macquarie

28/04/2025

3

Neutral

$0.65

26.21%

Macquarie notes Liontown Resources' 3Q25 spodumene production beat consensus by 8% and costs beat by 8%. The company maintained 2H25 production guidance but expects costs to be at the upper end of the $1,170-1,290/t range.

The positive from strong production was offset by cash decline during the quarter (-$20m) as a result of weak lithium pricing environment. On a brighter note, the broker sees upside risk to the company's 70% recoveries target for 3Q26, given the 10% q/q increase seen in 3Q25.

EPS forecast for FY25 upgraded by 6%. Neutral with 65c target.

FORECAST
Macquarie forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -2.30 cents.
Macquarie forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -2.90 cents.

Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

4

xxxxxxxxx xx xxxxxxx xxxx xxxx

$xx.xx

xx.xx%

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EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

5

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Goldman Sachs

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Canaccord Genuity

xx/xx/xxxx

5

xxxxxxxxx xx xxxx xxxx xxxx

$xx.xx

xx.xx%

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Jarden

29/04/2025

3

Neutral

$0.48

-6.80%

Following March quarter reporting, Jarden highlights Liontown Resources continues to demonstrate strong operational execution, achieving first underground production stopes and meeting guidance timelines.

Plant recoveries on development ore for the period exceeded 70%, supporting medium-to long-term plans for higher grades as underground mining ramps-up, suggests the broker. Production is tracking towards the low end of guidance for 2025.

The analysts highlight growing funding risks, forecasting a working capital shortfall despite modelling a $50m government loan, and notes cash burn and debt amortisation obligations could strain liquidity if spodumene prices stay near spot levels.

Jarden lowers short- to medium-term SC6 price assumptions by around -US$100/dmt, while production outlooks were modestly upgraded, supporting improved operating margins from FY27.

The target price falls to 48c from 67c. Neutral rating.

FORECAST
Jarden forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -2.70 cents.
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -2.00 cents.

Wilsons

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Petra Capital

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxx

$xx.xx

xx.xx%

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Access Extra Coverage Research History >

LTR STOCK CHART

FNArena News on LTR

1
In Case You Missed It – BC Extra Upgrades & Downgrades – 02-05-25

May 02 2025 - Weekly Reports
2
Australian Broker Call *Extra* Edition – Apr 30, 2025

Apr 30 2025 - Daily Market Reports
3
Australian Broker Call *Extra* Edition – Apr 20, 2025

Apr 22 2025 - Daily Market Reports
4
Australian Broker Call *Extra* Edition – Apr 14, 2025

Apr 14 2025 - Daily Market Reports
5
Weekly Ratings, Targets, Forecast Changes – 04-04-25

Apr 07 2025 - Weekly Reports

Latest New Battery Elements News

1
Liontown Resources: Going Underground

Mar 20 2025 - Commodities
2
Material Matters: Lithium’s Debate Continues

Jan 17 2025 - Commodities
3
The Lithium Transition – A Recap Of 2024 & Thoughts On 2025

Jan 13 2025 - Commodities
4
In Brief: Lithium, Brazilian Rare Earths & Fineos

Oct 18 2024 - Weekly Reports
5
Patriot Battery Minerals: The Long Game

Jul 22 2024 - Commodities
6
Awaiting The Next Lithium Upswing

Jul 17 2024 - Feature Stories
7
Australian Broker Call *Extra* Edition – Jul 01, 2024

Jul 01 2024 - Daily Market Reports
8
Treasure Chest: A Bottom For Lithium?

Feb 05 2024 - Treasure Chest
9
Tough Times For IGO

Feb 01 2024 - Australia
10
ESG Focus: The Little Big Things – 31-10-2023

Nov 01 2023 - ESG Focus