Goldman Sachs on Liontown $LTR
"Our NAV is down 13% to $1.13/sh on increased operating costs/expansion capex & inclusion of the convertible dilution"
"We lower our M&A ranking from 1 to 2 (on ease of acquisition)"
"Perceived funding risks are now largely alleviated"
Retain NEUTRAL, PT $1.15 vs $1.35
https://x.com/CarlCapolingua/status/1808651224436375953
