LTR 0.54% 92.5¢ liontown resources limited

Ann: Revised Proposal from Albemarle, page-747

  1. 1,035 Posts.
    lightbulb Created with Sketch. 385
    Thanks Dyno for your very sensible posts.

    Agree its absolutely fascinating to see so many dynamic factors in play it is hard to see what may eventually transpire :-

    1. The price of Lithium - GS have been predicting the demise of lithium prices towards the end of this year. So far there is no evidence of it?

    Is this what has prompted ALB to make its $3 move?

    2. LTR's inclusion in the ASX 100

    Is this what has prompted ALB to make its $3 move?

    3. Near commissioning of Mt Kathleen infrastructure. Most of it is in place with only 3-4 months to go before commissioning.

    Is this what has prompted ALB to make its $3 move?

    4. ALB's Kemerton Chemical Plant investment. Their break up with Chris Ellison's MIN and the very urgent need for more high grade lithium to feed their plant.

    Is this what has prompted ALB to make its $3 move?

    5. China's economy - many questions remain about China's economy particularly the real estate crisis. There is also the uncertainty of a soft landing for the US economy. Fed forecasting more interest rate rises?

    Is this what has prompted ALB to make its $3 move?

    6. The unusual high percentage of retail shareholders on the LTR register.

    Is this what has prompted ALB to make its $3 move?


    Last edited by jlgread: 06/09/23
 
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