LTR 0.00% $1.23 liontown resources limited

Points:1. Finance is relatively cheap here.2. Finance will...

  1. 9,042 Posts.
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    Points:
    1. Finance is relatively cheap here.
    2. Finance will complete construction and aid the next leg up.
    3. Yes this finance may be re-financed. When - that is pure and utter speculation.
    4. You have to be in the game to win. For those rabbiting defer investments etc, invest in something else as your views are short term. Investment in mining is a risk as we all know, but if you enter production (before the upturn, and then prices turn quickly you are going to make a killing. Ask PLS how much money it made when prices turned and everyone else was left behind playing catch up as demand>supply, because when prices turned those fools who stopped progress on their project then were way way behind in the stakes to getting to production.
    5. A lot of the comments on this board reflect short term and long term views. Long term LTR will do very well if they meet recovery rates and cost structures and they both rely on each other. CXO's costs blew out because in part they failed to meet recovery rates. Grade is a key to costs as well - Post #: 72655910
    6. EV demand is not going anywhere, i.e. that is the only way it is going is up, and too many have been fooled by GS's crap forecasts especially around lepidolite been a viable long term alternative solution to spodumene to underpin supply, as a means to match demand - refer Post #: 71667622 for resource comparisons and supply demand considerations etc.

    I will leave it there.

    All IMO
 
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