LTR 3.62% 71.5¢ liontown resources limited

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  1. vmp
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    • Realized Average Pricing of $17,200 / Product Metric Ton for Lithium Hydroxide and Carbonate in the Second Quarter


    Arcadium reported the above in USD in their quarterly yesterday. their price is way above what we’re seeing elsewhere.


    they’re now considering to halt production at MtCattlin

    and they’ve decided to pause the development of James Bay, another 40,000 LCE taken out from the supply chain


    More existing volume and pipeline being remove or delayed.  They need a partner to fund it. As expected projects in development will struggle to obtain funding for now

    they’re also desperate to conserve whatever  cash they have



    Company Valuations are really a dog’s breakfast in the sector
    Last edited by vmp: 08/08/24
 
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