thanks also WW, a great find. There is also a marked similarity between what Ken Brinsden is saying and what @anatol has been saying about supply and China. I noted that @Kikker1959 has suggested that C&M may come into play if the spod price does not improve. I don't agree, with respect to Kikker who I almost always agree with. LTR will shortly be supplying the best IRA compliant spod in the world to non Chinese customers (Ford, Tesla and LG, remembering also that Tesla has brought the delivery forward by 12 months). They won't let it happen, which is why LG did such a great deal with us. If LTR goes into C&M it will take out of the supply chain hundreds of thousands of tonnes of IRA high quality spod which is not controlled by the Chinese. As I said, it won't happen and a price will be struck to ensure that it doesn't.
LTR Price at posting:
86.3¢ Sentiment: Buy Disclosure: Held
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