Wonder if it’s because Liontown is emerging as a new major tier #1 producer in the world? It’s unsettling everyone in the lithium sector, upsetting supply chains and creating uncertainty in terms of supply/demand dynamics in the entire sector? If Tim’s video post below is factual and true then maybe it could be why? Remember all of LTR’s supply is completely bypassing China.
IMO and not investment advice. Good luck.
https://x.com/timgoyder/status/1762712403274613039?s=61&t=EZydiPbS1xkaq2McxGlN3A
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Wonder if it’s because Liontown is emerging as a new major tier...
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