LTR 1.99% 98.5¢ liontown resources limited

Thanks Anatol, also from a macro political/ economic perspective...

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    Thanks Anatol, also from a macro political/ economic perspective energy transition is happening in the long term regardless of if people like it or not.
    • In the short term a Trump win in the USA will smash their EV market and set them back years
    • In the mean time APAC will continue the energy transition journey, all markets diversify, and this one will diversify around quality and ESG.
    • Korea are great innovation and makers of quality products. They want batteries that don’t catch on fire or explode from low quality inputs. They want the best lithium in their batteries
    For Lion the order is perfect, Korea, #1, Ford in the back pocket. USA sovereign risk managed.
 
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