LTR 8.28% 78.5¢ liontown resources limited

ASX Today, page-31538

  1. vmp
    13,481 Posts.
    lightbulb Created with Sketch. 9255
    More than 90% of Oz spod already shipping to China. There’s no need to join that market. Other markets Ex-China is the right place and Ltr is the first major to address that market. Dale H had no choice but downplay the significance of ex-China because most of their output are committed to C.


    It won’t be until another 5+ years the Canadian projects can produce meaningful volumes.
    Last edited by vmp: 11/08/23
 
watchlist Created with Sketch. Add LTR (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.