ASX Today, page-28538

@DaisyA nice post there as usual. there’s a toss between the ALB offer being behind the shorts and shorts doing it on their own. Inasmuch as they’ve shorted Ltr along with much less compelling lithium stocks, it appears to me it’s the latter - why attack Ltr? They’re expecting Ltr to commit a blunder such as a major delay. But as you said they’ve been outsmarted
-long lead time items ordered 14 months ago now in transit to KV
-schedule is intact
-Capex increase easily covered by DSO, samples now sent to dozens of customers
-Buldania assays the extra dry powder

The BMO presentation along with the alb pathetic offer has brought Liontown a huge stage presence folks.

For those wondering why LTR rejected the offers without engaging with alb, refer to the table below with various scenarios- we won’t give away LTR for 1 years worth of production when the resource support as many if not more than 40 years. Note that only a portion of the resource is included in the 23-year dfs NPV, which is easily worth $7.4 billion at usd2,000, hence $21 billion at current prices.

They’re dreamin!!!