This is a typical pump post I'm talking about.....
The truth in blue......
Colors didn't paste, my reply is easy to see....
Cream likely about to rise to the top
True statement....what does that have to do with a high cost would be producer in a low price environment?????
Ltr has the most juicy weeks ahead in the sector imo
Seriously.....I want to puke......
Whilst peers languish in C&M and small hope of revival
Who is in C&M, CXO has stopped mining in the wet season while it processes its stockpile.....
If anything this should sound warning bells....they are a medium cost producer...LTR hi cost...
Whislt reduced production is in place for greenbushes
True....a lot of extra production elsewhere coming online, PLS flat out, Mt Holland.....
Whislt some african projects are delayed, or in shut down
It has been known for many years AVZ is a long way from production....
LLL on track similar to LTR but low cost....
Zimbabwe expect to triple production...I posted article....
Whilst China lepidolite projects become uneconomical and halted for environmental impacts
We’ll see, environmental studies carried out each year but they come back....
Much lepidolite is vertically integrated eg CATL, they can absorb the cost.....
Whilst South American brine project licenses are suspended for same environmental concerns
Yes, present and planed expansions not affected....
If no change in policy in 5 years it will have an effect......
Whilst ev sales are resilient growign to levels not anticipated just 2 years ago
True but slower this year, unfortunately supply outpaces this demand....
That is why GS predicted the LIT price crash.....
They were right.....
Whisky Ltr is shorted heavily 207 million shares
Yes shorters know how to make money.....
They are professionals against the mums & dads here......
Whislt Ltr is the most compelling target
When they run out of cash I’m sure Gina will pick it up at a bargain price.....
And whilst Ltr sp is 1/4 of mcap of closest peers……………
What are you smoking to think PLS is a peer....
Chalk & Cheese.....
I do like the way you put multiple dots after that line.....
Ltr will have a robust news flow on commissioning, better funding deal and maiden production
So you agree the funding is a dud.....
I too look forward to this high cost outfit trying to get 78% recovery.....
When no other producer comes close to that.....
The production cost per tonne will be so far above mkt price it will not be funny....
Multiply that by 500,0000 and you’ll see how much they’ll burn through....
CXO + SYA both did big cap raises after commencing production....
Just as well they did....
Watch out for the next photos because Ltr now got into the practice of not releasing an Ann for milestones listed in prior Ann’s
what are you on,this makes no sense, I will watch out for the photos.....
(20min delay)