EV/Lithium, page-736

  1. 22,258 Posts.
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    Citi on Liontown $LTR
    Upgrade to NEUTRAL vs SELL; PT $1
    "We no longer see catalysts to underperform here. While we still think reaching the 3-4Mtpa UG run rate will be tough, CY25 is an open cut story. On spot pricing, we model a cash-low of ~$120m"

    https://x.com/CarlCapolingua/status/1808335058836808155
 
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