LIONTOWN RESOURCES LIMITED (LTR)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

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

$0.92

27 Aug
2025

0.080

OPEN

$0.86

9.52%

HIGH

$0.93

26,380,532

LOW

$0.85

TARGET
$0.618 -32.8% downside
OTHER COMPANIES IN THE SAME SECTOR
A11 . A4N . AGY . ASN . AZL . BKT . BSX . CXO . DLI . EMN . GL1 . GLN . GT1 . INR . LEL . LKE . LLL . LPD . MNS . NMT . NVX . PLL . PLS . PSC . RNU . SRL . SYA . SYR . TLG . VR8 . VUL . WC8 . WIN . WR1 .
FNARENA'S MARKET CONSENSUS FORECASTS
LTR: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx - 2.8 - 2.3 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

-0.7

No. Of Recommendations

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

Citi

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Bell Potter

xx/xx/xxxx

1

xxxxxxxxxxx xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Macquarie

xx/xx/xxxx

5

xxxxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgans

30/07/2025

5

Sell

$0.56

-39.13%

Morgans notes Liontown Resources' 4Q25 spodumene production missed its forecast on lower head grades and recoveries, but sales beat expectations. Costs missed the forecasts on lower volumes. 

The company sees FY26 as a transitional year with production and cost cuts to be 2H weighted as the underground mine ramps up, but beyond FY26, units costs are expected to decline 20-25%.

The broker updated forecasts to reflect FY26 guidance, resulting in a cut to its production forecast and increases to cost and capex estimates.

Sell. Target rises to 56c from 50c.

FORECAST
Morgans forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -1.30 cents.
Morgans forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -10.70 cents.

Ord Minnett

xx/xx/xxxx

5

xxxxxxxxx xx xxxx xxxx xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

UBS

xx/xx/xxxx

5

xxxxxxxxx xx xxxx xxxx xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

3

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

Canaccord Genuity

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Petra Capital

07/05/2025

3

Hold

$0.56

-39.13%

Liontown Resources generated $14m in operational cash flow in the March quarter, observes Petra Capital, despite lithium market weakness and the ongoing ramp-up at Kathleen Valley.

The company sold 94kt of spodumene at US$815/t with all-in sustaining costs (AISC) of US$680/t. Production rose 8% to 96kt, with recoveries improving to 64% and March peaking at 68%.

Management reaffirmed 2H FY25 guidance of 170-185kt, indicating to the analyst higher operating costs in June.

Costs are expected to rise further in FY26, explains the broker. due to the transition to fully underground mining, before moderating from FY27.

Petra Capital updated FY26–27 cost assumptions higher, lifting long-term AISC to US$610/t from US$530/t. Total cash flow was -$14m due to $27m in capex, with ~$25m capex remaining.

The broker's updated cost and currency assumptions result in the target price being lowered to 56c from 85c. Petra Capital maintains a Hold rating.

FORECAST
Petra Capital forecasts a full year FY25 dividend of 0.00 cents and EPS of minus -3.10 cents.
Petra Capital forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -3.30 cents.

Jarden

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
Access Extra Coverage Research History >

LTR STOCK CHART

FNArena News on LTR

1
Next Week At A Glance – 18-22 Aug 2025

Aug 15 2025 - Weekly Reports
2
Australian Broker Call *Extra* Edition – Aug 04, 2025

Aug 04 2025 - Daily Market Reports
3
Australian Broker Call *Extra* Edition – Jul 29, 2025

Jul 29 2025 - Daily Market Reports
4
Material Matters: Commodities And Tariffs, Chinese Steel, Critical Minerals

Jul 08 2025 - Commodities
5
Weekly Ratings, Targets, Forecast Changes – 27-06-25

Jun 30 2025 - Weekly Reports

Latest New Battery Elements News

1
Roaring Twenties 2.0: AI & Clean-Energy Transformations Shaping Global Markets

Aug 11 2025 - International
2
Lithium’s Bringing Excitement Back

Jul 24 2025 - Technicals
3
Liontown Resources: Going Underground

Mar 20 2025 - Commodities
4
Material Matters: Lithium’s Debate Continues

Jan 17 2025 - Commodities
5
The Lithium Transition – A Recap Of 2024 & Thoughts On 2025

Jan 13 2025 - Commodities
6
In Brief: Lithium, Brazilian Rare Earths & Fineos

Oct 18 2024 - Weekly Reports
7
Patriot Battery Minerals: The Long Game

Jul 22 2024 - Commodities
8
Awaiting The Next Lithium Upswing

Jul 17 2024 - Feature Stories
9
Australian Broker Call *Extra* Edition – Jul 01, 2024

Jul 01 2024 - Daily Market Reports
10
Treasure Chest: A Bottom For Lithium?

Feb 05 2024 - Treasure Chest