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2.16% 90.5¢ liontown resources limited

..worsening macro cannot be offset by plant nor management...

  1. 1ronnie
    22,183 Posts.
    lightbulb Created with Sketch. 2042
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    20/05/24
    14:21
    Post #: 73915017
    ..worsening macro cannot be offset by plant nor management superiority.

    News Flash from the #SMM:

    From January to April, #China's cumulative export volume of #lithium carbonate reached 1,305 tons, a 68% y-o-y decrease. If this trend continues, Japan & South Korea will be forced to increase their Li2CO3 & LiOH refining capacity both at home & abroad

    https://x.com/jczuleta/status/1792405017023992034
    LTR Price at posting: $1.48 Sentiment: None Disclosure: Not Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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