Hi guys all lithium miners and producers are Ltr’s competitors....

Hi guys

all lithium miners and producers are Ltr’s competitors.
As they fall out one by one at no fault of Ltr, Ltr will be a bigger winner. So whilst we don’t celebrate other’s misfortunes, it leaves Ltr in pole position.


Would Gina buy a 19.99% stake without any intent in buying the company?


Interesting to see what’s ahead in this sector


More and more mines will shut down- either due to crappy spod grade/price and/or cost issues. Peers that boasted massive cash piles just a year ago have these already or about to be fully blown up - Yeap watch their spending like DRUNKEN SAILORS.



Ltr in contrast is well positioned.

-premium product quality and disciplined delivery means profitability

- capex already done for 4Mtpa and hence no major capex in the next 3 years

-the flexibility to convert note to equity at 100% premium further lessens financial risk



YEAP WATCH THIS SPACE



LTR IS TIER Buy is BEING VALUED $4 to $7 billion LESS THAN PEERS


Do the math