LTR 2.50% 78.0¢ liontown resources limited

I agree with your sentiment but also want to note that we could...

  1. 3,076 Posts.
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    I agree with your sentiment but also want to note that we could yet end up with a take or pay offtake arrangement. There was one on that basis announced from an entity intending to operate in Europe just recently. I think it was VW which signed up on that basis.
    As we move further into the lithium supply perpetual deficit territory don’t be too surprised for some very highly favourable offtake terms to start turning up - signing up early in those circumstances could be an economic undoing (I mean compared to what could have been signed),
 
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