LTR 5.15% 78.3¢ liontown resources limited

FA & General Banter, page-12741

  1. 5,001 Posts.
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    Very correct, but I suspect that it will come to a sheet fight in 2022 as auto makers digest, what they’re already been discussing.

    They are the ones that require the down stream supply, but as of yet have provided bugger all upstream investment to ensure that much needed supply will end up fulfilling their needs.

    This is one of my largest concerns as a holder of multiple lithium stocks. I’ll be pissed if the lithium sector gets strangled come 2023-25 due to the weak upstream investment. Chris Berry was amongst many commentators screaming for this investment nearly 18 months ago to the tune of US$14 billion, this is yet to eventuate.

    Those who have the most to lose need to pull finger and put their hands in their pockets if they want to remain in this race in energy transition.

    Good luck to all holders of all lithium stocks, this should not be a competition, but a calculated business venture to ensure we all produce as much as we can to keep the wheels on this transition.

    Best wishes to all at LTR, your on a roll.
 
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