LTR 4.82% $1.09 liontown resources limited

We will be selling above USD7,000 guys. Because: 1) the supply...

  1. vmp
    13,160 Posts.
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    We will be selling above USD7,000 guys.

    Because:

    1) the supply deficit is projected to get bigger in 2024, and

    2) Our product has 6.5-7.3% grades. Not 5.4%. And

    3) Our Offtake contracts were negotiated in a very strong lithium market. Our pricing has a significant UPSIDE exposure via pricing formulas. - you can see why this makes a big difference when you look at PLS and AKE selling price of the same identical low grade 5.4% spodumene but with usd1,001/tonne gap in their prices - such a gap is massive, pls missing out on another aud1 billion profit annually for having a bad contract. Ltr is on the winning side.

    LTR is thought leader and setting new gold standards in all front.




    C3268313-086C-4DD7-B744-FE699150CD26.jpeg
    Last edited by vmp: 11/08/22
 
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