LTR liontown resources limited

Ann: Investor Presentation - Offtake, Funding & Project Update, page-5

  1. 1,646 Posts.
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    I give a "C-" for the very first sentence of the presentation, for lack of effort:

    "Liontown is on a net zero trajectory, with a climate strategy roadmap in place targeting net zero emissions by 2034"

    This is not a timeline to be proud of as a lithium miner.

    In the year 2022, I suspect LTR's customer base will be either pushing for more ambitions targets or could look for suppliers who are more in tune with end customer expectations.

    It might not be possible to accelerate the net zero trajectory once equipment orders have been placed and energy and transportation infrastructure is locked in, but it does speak both to management foresight and attitude wth respect to ESG and especially "E" matters.

    imho
 
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