LTR 4.35% 77.0¢ liontown resources limited

Following iron ore cycle, Big recovery ahead, page-24

  1. 1,070 Posts.
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    There is too much contradiction in the lithium market so very difficult to make sense and get a feel of what the future holds.

    Reports of EV sales slowing, Chinese restocking is not a thing, Lepidolite supply numbers are opaque so could be years worth available etc.

    Then you have the bulls who have been wrong for two years, GS has been 100% in predicting lithium price drop. Shorters still strong on companies like PLS.
 
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