LTR 0.61% 83.0¢ liontown resources limited

Ann: Albemarle indicative proposal - due diligence to commence, page-219

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  1. 9,136 Posts.
    lightbulb Created with Sketch. 18355
    Has it crossed your mind - outcome. In terms of Mt Marion deposit that is a JV essentially with Ganfeng/Min. I wonder what actually happened with Wodgina and the actual underlying reasons for the split between Albermale and MIN.

    Both MIn and Hancock essentially supply iron ore to China. I am not so certain around their downstream processing views and I would be highly disappointed if LTR subsequently became another supplier of just spodumene concentrate to China, further entrenching .lithium chemicals production in China or supply of those chemicals to China. Breaking China’s dominance in the lithium chemicals market is a key.

    I would preferLTR remain and Gina and Albermale piss of. Finally to the mods the constant ads over me typing this is getting very very annoying.

    All IMO


 
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