LTR 5.84% 72.5¢ liontown resources limited

Wrong (once again).I just REMINDED what Liontown Resources...

  1. 371 Posts.
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    Wrong (once again).

    I just REMINDED what Liontown Resources HIGHLIGHTED about their offtake agreements: there is no floor price, and there is no ceiling price.

    I didn't say that suspension IS THE OPTION if costs are higher than prices. I just indicated it (suspension) as ONE POSSIBILITY. You systematically try to convince the audience by proposing your conclusions as the only possible ones: if prices are lower than costs, then suspension is the only way. FALSE. For example, PLS have renegotiated their offtakes some weeks ago:
    https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02830662-6A1216955&v=fc9bdb61fe50ea61f8225e24ce041a0e155a9400
    "Pilbara Minerals completed price reviews with two major offtake customers,resulting in improved pricing outcomes relative to the current pricing formula which are expected to be realised in the September Quarter"
    Hummm, renegotiated... what a wonderful idea... nobody thought about it before.... Brilliant people those at PLS, otherwise they will be losing money!!!!! Hey Tony O., take notice!!! I don't know why we are paying so much money to TO if the only solutions to LTR are those stated by JRS:::ge.

    "The Convertible notes issued to LG are a hybrid capital raise that dilutes current holders when converted" is FALSE: The Convertible notes issued to LG are a hybrid capital raise that dilutes current holders IF converted. Should I remind you that LTR may pay the debt with interests but without issuing new shares? AGAIN, deliberately spreading fear, but with too simple, false ideas and no real arguments.


    Last edited by Lurra: 23/08/24
 
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