LTR 0.86% $1.44 liontown resources limited

Ann: Albemarle and Liontown not proceeding with proposed scheme, page-412

  1. 834 Posts.
    lightbulb Created with Sketch. 97
    This ignores several facts:*90% of KV production pre 2030 is committed to offtake agreements & wouldnt immediately be available for Kemerton feed


    You must not have read the memo about increasing output and the EXTRA 20% plus the 10% = a EXTRA 30%
    to sell on the Spot market or for another offtake!
    I wonder what other memo's you and your mate's missed?
 
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