LTR 2.11% 93.0¢ liontown resources limited

do you think it is reasonable speculation? As per slide, 3 North...

  1. 134 Posts.
    lightbulb Created with Sketch. 39
    do you think it is reasonable speculation? As per slide, 3 North American OEMs are engaged. What are they? Tesla, ford, GM? I don’t think new companies rivian, lucid need so much feeds because relative low quantities.

    cybertruck and semi need high energy density NCM battery and LIOH only. That’s why Tesla built its own hydroxide plant next to Texas plant where cybertruck and semi are coming from. I haven’t found out the capacity of the plant yet and seems SC6 supply only comes from Piedmont only.
 
watchlist Created with Sketch. Add LTR (ASX) to my watchlist
(20min delay)
Last
93.0¢
Change
-0.020(2.11%)
Mkt cap ! $2.303B
Open High Low Value Volume
93.5¢ 95.5¢ 93.0¢ $1.458M 1.548M

Buyers (Bids)

No. Vol. Price($)
17 187292 93.0¢
 

Sellers (Offers)

Price($) Vol. No.
93.5¢ 38112 11
View Market Depth
Last trade - 10.30am 30/07/2024 (20 minute delay) ?
LTR (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.