LTR 2.47% 79.0¢ liontown resources limited

Ann: Presentation - Strategic Partnership and Long Term Funding, page-251

  1. 8,224 Posts.
    lightbulb Created with Sketch. 2916
    LTR is going to be shorted to buggary now imo.

    Pretty much all its production locked into index contracts for hydroxide. Its the Betamax of chemicals lol.

    LTR is TIER ONE.

    TIER ONE for level of debt entering production.

    A helluva an award to hold.

    They have given away pretty much all the upside pricing into contracted pricing.




 
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