LTR 6.29% 67.0¢ liontown resources limited

Was lucky enough to jump on a presentation call by AKE....

  1. 346 Posts.
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    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.
 
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