LTR 0.00% 83.5¢ liontown resources limited

Notes from Diggers:Back your stock The Cycle, read the cycle...

  1. 50 Posts.
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    Notes from Diggers:

    Back your stock
    The Cycle, read the cycle (Tony is reading the cycle)
    LTR is first 100% build and production with renewables
    Hold our heads while others are losing theirs
    10 other competitors started at the same time as LTR, only 4 made it through (Supply will be hard to bring on)
    Starting to mine the ORE now
    3 million tonnes name plate early next year
    There are risks in ramp up, but we are learning now what needs to be done (Optimise plant, Costs optimisations, 6% can be adjusted if required, plant already ready for ramp up in some built in hardware)
    LG partnership is solid
    Sinomine contract is exellent start shipping to them this year, help fund ramp up.
    Europe and America markets will rebound (Read the cycle)
    Ramp up is crucial and we have the skills and partnerships to execute

    Tony is the man, I back Tony.
    Last edited by bagzz: 06/08/24
 
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