Hmmnn ... well I dont share your views on the main risks to LTR.
a) LTR have done more than any other lithium producer to avoid geopolitic issues and reliance on China.
b) There is plenty of scientific evidence that Li will be the key ingredient of the battery revolution for at least the long term.
If I had to choose my biggest & only threat to LTR success, I'd have to pick 'force de majeure'.
Totally agree with your views on recession & the outlook for ICE though!
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11 | 268647 | 0.740 |
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