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2.41% 74.3¢ liontown resources limited

Keeping it Simple, page-144

  1. DamoWal
    234 Posts.
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    12/10/23
    20:23
    Post #: 70317569

    You’re probably spot on. She seems to be loading up as much lithium assets as she can to offload to India.

    Just spitballing here but is there anything to stop Liontown signing long-term contracts with our off-take customers as a defensive tactic? Gina and ALB would both want it all for their own use, so if they were to lock-in the supply it could dampen their appetite to buy us..
    LTR Price at posting: $2.87 Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch. 1  Great analysis
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