Bit of chat around the nice bounce at LTR of late. 4/5 days of sustained buying. Might be nice to see some shorts get burnt for a change- normally they’re the first to know what’s happening and have the inside goss. Not atm though with Ltr.
Be nice if this rumour was true…
Supply drying up… hmmm, I’d like to see that! Certainly change the dynamics for offtakers moving forward in the U.S.
Worth remembering this slide from our presentation…
With Trumpy keen to build his own supply chain, and the Co very close to working out its Jorc/Dfs, build timelines and finance. I’d say it’s a perfect time to be entering the build and production stage in the U.S.!
(20min delay)