ASX Today, page-43315

Well I stand by the outlook being "extremely positive", perhaps this is subjective to my longer term strategy and personal research.

I have consistently averaged down buying, constantly buying the dips and ignoring the fear mongering out there. The fears touted by short sellers and institutional investors are all unsubstantiated, outdated, and irrelevant information - mere noise. They will sing a different tune when forced to change their positions to reflect the changing market fundamentals.

I am a value investor and invest where I see exceptional growth potential. As mentioned previously by @anatol, LTR has much higher grade ore that can be processed more easily than our counterparts, translating to lower production costs. Our partnerships with industry leaders Tesla, Ford, LG, will find good pricing and with the futures consistently increasing the future is looking bright.

Other lithium producers in the space with low-grade product will feel the lower pricing more than LTR which has higher-grade product to work with. IF things fundamentally progressed worse from a softening in commodity pricing (which the evidence does not support), it's the low-grade producers that would go into care & maintenance, not LTR. This would cause a lack in supply that would drive up pricing, and companies like LTR that don't need to go into C&M would stand to benefit the most.

To everyone else, ask yourself this. When LTR produces positive cash-flow in Q4, lithium price is rebounded, management have written to Tesla declaring commercial production, money received from Sinomine, short positioned forced to close and BUY, where do you think the SP will be?

Just my view, DYOR.

Cheers,
CK.