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5.08% 93.5¢ liontown resources limited

Actually GS are predicting a spot price below the marginal cost...

  1. Agil
    236 Posts.
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    28/03/24
    18:19
    Post #: 73110394

    Actually GS are predicting a spot price below the marginal cost of production for most operations for years to come, based on increasing supply from Africa, domestic lepidolite, and (as yet not proven) DLE. All three supply sources

    LTR Price at posting: $1.17 Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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