LTR 8.28% 78.5¢ liontown resources limited

Thanks for that reference @TRrI have taken the liberty of...

  1. 3,717 Posts.
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    Thanks for that reference @TRr

    I have taken the liberty of reproducing the key market related slides from the presentation (see below). It's always good to get really up to date market information and this presentation was only published a couple of days ago. There's no guarantees here but according to Sigma, they are forecasting a market pickup during the last quarter of calendar 2024 just as LTR commences deliveries of product. It may not be earth shatteringly big, but an improving trend is what we are looking for as new projects are being shelved.

    Regards
    DF


    https://hotcopper.com.au/data/attachments/6389/6389946-074011f85bd34adce292e7297d4b75fe.jpg




    https://hotcopper.com.au/data/attachments/6389/6389943-1b6334f6c67266381d9c0ef23f2f0474.jpgI

    https://hotcopper.com.au/data/attachments/6389/6389949-0963d79f7fbdc874eeeca3182c351b25.jpg
 
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