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1.23% 80.0¢ liontown resources limited

Ann: New short-term Offtake Agreement for initial ramp-up volumes, page-149

  1. ndp_2010
    1,472 Posts.
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    16/07/24
    18:59
    Post #: 74781123
    My 2c, not concerned that this deal is with a Chinese company as the majority of the material is going to customers outside of China.
    Clear that Chinese still need alot of lithium. Wouldn't be surprised if they are stockpiling now slowly to protect themselves slightly when the price inevitably rises again.
    LTR Price at posting: 95.5¢ Sentiment: Hold Disclosure: Held
    Likes Created with Sketch. 4  Upvote
    lightbulb Created with Sketch.  Great analysis
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