LTR 5.84% 72.5¢ liontown resources limited

Lithium Related Media Articles, page-19585

  1. vmp
    13,460 Posts.
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    Mcap Mcap Mcap soi x sp
    The market is forward looking but hasn’t caught on the value The market doesn’t care much how much cash a company has in a business as usual scenario
    Hence heavy shorting on pls whether rightly or wrongly depending on future lithium price
    Ltr will produce slightly lower volume than pls at capacity but at a much higher grade
    Liontown headlined as the world’s best lithium project in development and expectations are high they will deliver better bottoms than mediocre producers who consistently produce SUB- sc6 and sub-std Offtake quality - look at the price differential now of 5.3 vs 6, penalties and Offtake terms are increasingly important at current price points
    Sleep 8 hours tonight and in the next 8 months with $8 billion and growing valuation gap

    lepidolite is difficult to process, Lpd tech been in development over 15 years still small capacity
    China will struggle with lepidolite and brine imo
    Last edited by vmp: 10/12/23
 
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