LTR 8.28% 78.5¢ liontown resources limited

ASX Today, page-29988

  1. vmp
    13,472 Posts.
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    Even if this baby hits $4, it’s still substantially undervalued. Why? because this is the best Tier 1 project now. So much headroom unlike minnows who have reached enormous valuation with tiny resource.


    TG will be telling his audience tomorrow: We’re the only Tier 1 with 600k tonne at inception all bound to non-chinese.


    if the OEM buys its lithium, it has to be from Ltr otherwise his EV’s will not be competitive in IRA jurisdiction. Since most producers route their sc6 to China mostly, it can’t be sent to IRA markets now sorry pls allkem and greenbushes owners


    the tables have turned in Ltr’s big favour.


    It’s such a nice big surprise. I wasn’t able to pick it up immediately.
    Last edited by vmp: 15/05/23
 
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