LTR 1.50% 98.5¢ liontown resources limited

LTR: Short squeeze coming for shorters - 2nd highest likelihood in all ASX, page-3656

  1. vmp
    13,162 Posts.
    lightbulb Created with Sketch. 8915
    People should look at the entire report for context.
    Prices are improving in q2 so likely better results expected next quarter
    I’m keen to see how that 804 compares to greenbushes again, considering GB realised 3016 Vs pls’s 1,113 in q4 cy23, nearly usd2k/t diff. There seems to be something fundamentally flawed with their offtakes as usd2,000/t differential to me cannot be due merely to pls subsc6 grade
    Last edited by vmp: 19/04/24
 
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