LTR 0.69% $1.45 liontown resources limited

As far as I can see the team have not put a foot wrong in KV...

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    As far as I can see the team have not put a foot wrong in KV development. They have done what they said they would when they said they would. Long lead items ordered and delivered as required. As I recall they spent much of the pandemic checking processing techniques to be ready for the next couple of months.
    Finance issues are just global issues that are outside their control. Yet they seem to have managed these well.

    The next few months will show whether the team have got it right - my feeling is that it everything will continue to go as planned.

    Of course global issues can still bite but every few days I read of a new battery plant planned/financed or under construction. Cars are pouring out of China. Europe is moving to electric buses. Energy storage is becoming a key part of distributed green electricity supply.

    Downturn in China does not seem to be slowing EV adoption and production. Perhaps they see it as a way of working out of a possible recession.

 
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