LTR 4.80% 59.5¢ liontown resources limited

Ann: New short-term Offtake Agreement for initial ramp-up volumes, page-92

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    By December when the production runs are settled and we have a better feel for OPEX the market will have woken up, especially when the second half of the year should see also increased spod prices. With Trump coming to power and Musk endorsing him the Western supply line will be even more important to his Government. He is very patriotic and will put China in its box is my opinion. ( Not that I am a Trump voter if I was in USA )
 
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