LTR 5.46% 96.5¢ liontown resources limited

Ann: Liontown signs Offtake Term Sheet with LG Energy Solution, page-46

  1. 3,061 Posts.
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    I like the bit about pricing (in terms of current prices) … both for LTR given the expectation that the “perpetual deficit” of Li supply is really only now starting to come into effect and also for my exisiting producer stocks as it is further confirmation of where pricing for spod is at present (higher than the values stated in the DFS which was approx $1300USD/T).

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