There's an excellent post on LTR (by Anatol) which I've been following like a hawk for years. It relates to the issues Albermarle in particular have with acquiring feedstock, but applies to all other big producers too.
These 2 comments caught my eye:
"Btw, I must remind that it's not only ALB has the problem, Tianqi and IGO also have feedstock problem with their Kwinana lithium hydroxide plant plant, but they are hiding their problem from their shareholders. Where they are going to find to find the spod feedstock to feed their Kwinana plant is unknown. Their no other LTR KV project to buy !!!"
Now who do we know with IGO connections? Hmmm ...
And the latter comment ...
I'm not saying ALB may look elsewhere other than at LTR (i.e. to us), but it highlights the issues these big players have.
We will be coming on stream at precisely the right time (hopefully producing a year or so before of course.
The stage is perfectly set. We just need to orchestrate the play.
AZS Price at posting:
$2.63 Sentiment: Buy Disclosure: Held
