CHINA & USA may have a 90 day pause in all out tariff war but CHINA is ratcheting up pressure on its bans of CRMs to the West with strict export controls.
Demand for CRMs far exceeds supply (current & forecast) in the next 4-5 years & for antimony the shortfall will likely hit 25,000t in 2026 and rise to 36,000t by 2031.
LRV is in a unique position & on basis that project finance is secured then HILLGROVE will have an important role in supplying a minimum of 7% of global production.
IF 100% project finance is achieved then LRVs shareprice should exceed $1.20 & may approach the BO valuation of $1.45 & that would be the right time to consider the need or otherwise to complete a 1:10 renouncable rights issue or by a strategic placement (10%) to underpin LRVs share register, balance sheet & future growth.
AIMHO / DYOR / GLTAH
LRV Price at posting:
70.0¢ Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)