LTR 5.18% 91.5¢ liontown resources limited

ASX Today, page-36834

  1. vmp
    13,219 Posts.
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    A merger would make sense also if pls wants to spread its customer base outside China. But their recent Ann’s seem to indicate they want that to remain.
    Also I’d like to think a merger would achieve a better price outcome for Ltr shareholders and they remain owners of a bigger lithium company with quality assets, but PLS MO is brutally opportunistic as they did with Ajm.
    Hence whilst it’s a possibility, I think it’s unlikely especially with Gina’s ambitions standing in the way

    others may have a different view
 
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