LTR 2.16% 90.5¢ liontown resources limited

No Offer Forthcoming IMO

  1. 23,286 Posts.
    lightbulb Created with Sketch. 1301
    Why would Gina put an offer on the table?
    • I imagine she would lose many key staff from TG all the way to valuable field staff and many middle managers and they're irreplaceable (there's a global shortage of quality personnel so they'd have no trouble finding other work)
    • Isn't it better to let LTR proceed to mining and wear all the risks and associated costs
    • As I've read EV growth is slowing, Recession looming, Supply increasing, Lithium price isn't going to bounce.... there's no hurry

    All in my opinion of course but you have to agree it's logical... sorry
 
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