LTR 5.08% 93.5¢ liontown resources limited

Azs on TH, looks like battle for control already won and locked...

  1. vmp
    13,162 Posts.
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    Azs on TH, looks like battle for control already won and locked in. my view is that SQM, Gina and CE will likely do a JV as SQM has zilch chance for full control
    What that implies is that the other majors are willing to take a slice of a big pie, unlike weakling alb which withdrew on first sign of storm
    Meanwhile Mcaps update
    Pls $11.78
    Ltr $3.55b
    Days away from commissioning and 8 months from production fora $8.2 billion upside.


    Don’t get me started with azs prij valuation of $3b, no mre, no dfs, no funding, 6 years away from production.

    all imo
    Last edited by vmp: 18/12/23
 
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