LTR 4.14% 75.5¢ liontown resources limited

Mines closing.Mines being put into C&MExpansions being deferred...

  1. 2,355 Posts.
    lightbulb Created with Sketch. 339
    Mines closing.
    Mines being put into C&M
    Expansions being deferred or cancelled.
    China moderating Lepidolite production (if true)
    Albermarle announcing 4% redundancies (July)
    Axe now falling at Min Res (LTR next?)

    Demand is there but there's still far too much (latent) supply.

    Market needs to moderate further at a time when there are also huge global recessionary headwinds and the biggest market (China) has begun reaching EV market saturation levels.

    Cheers

    DYOR IMO


 
watchlist Created with Sketch. Add LTR (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.