One of these days you will realise that every Spodumene producer in Australia wouldn't even exist without China, you can't have it every way, talk about cutting off your nose to spite your face...China by a country mile is the biggest manufacturer and buyer of EV's and batteries, not to mention the uptake of Battery storage systems...if you don't want to deal with China there is no compulsion to do so but good luck with finding other markets.
A lot of chest beating and big talk going on around here with very little thought going into the outcome IMO.
The simple question that shareholders should be asking is, can LTR justify its $1.5b MC given current market prices. Its one thing to have great assets but the market eventually values a Company on its earnings from those assets...future potential is one thing and there is plenty of that, but bringing it to fruition is another and that is largely determined on the price of the product you sell..
Cheers Whisky
LTR Price at posting:
60.5¢ Sentiment: Hold Disclosure: Held
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