LTR 1.48% 68.5¢ liontown resources limited

Ann: Change in substantial holding, page-18

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    Apart from having business arrangements already in place, the Chinese have qualified consistent product with PLS (qualification can take years). They have also signed long term contracts at market prices (which again works both ways). There is also a relatively low risk of PLS going belly up and disrupting future supply arrangements…

    DYOR IMO
 
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