Was lucky enough to jump on a presentation call by AKE. Similarities between how they started up and how LTR have positioned themselves are uncanny. AKE guy spoke about having a foundational partner like Toyota who backed them with offtake and debt facility - just like us with FORD. Spoke about having strung fundamental partners - just like us with LG.
Also said only 40-60% of lithium projects will ever make it to production - although having improved from 30-40% around 2019.
Reaffirmed that EV sales predictions are being corrected for the better and that supply will be major issue for years to come.
ASX Today, page-26291
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91.5¢ |
Change
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Mkt cap ! $2.218B | |||
| Open | High | Low | Value | Volume |
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| Price($) | Vol. | No. |
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