LTR 2.98% 81.5¢ liontown resources limited

EV sales havent slowed Boris, apparently there is an oversupply...

  1. 3,918 Posts.
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    EV sales havent slowed Boris, apparently there is an oversupply of spod for the next 5 years with a ridiculously low spod price which is bs IMO.. If that's the case LTR is cooked, no banks will provide a debt facility with that long forecast
    Ford is going to ask for its $$ sooner rather than later. If LTR can't pay up there are scenarios which include CRs at dirt cheap prices, Gina debt package or VA. Pick your poison as the saying goes. Glta
 
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