LTR 6.29% 67.0¢ liontown resources limited

Ann: New short-term Offtake Agreement for initial ramp-up volumes, page-46

  1. 171 Posts.
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    As a few have also stated, I have to confess to being a wee bit disappointed to see our beloved LTR deal with “They Who Shall Not Be Named”.

    But…also very excited that all our product is sold out!

    I can’t help but think that we have managed to sell our ramp up scraps of who knows what grade or spec to a customer desperate to buy them (regardless of what grade or spec) which is a win for us despite not necessarily being to our preferred customers.

    Pragmatism has won the day and, in the words of everyone’s favorite Hound “Reality beats Ideology” (although I would phrase it differently)

    Thoroughly looking forward to the second half of 2024 and into 2025 and beyond
 
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