The bottom is in for the lithium equity bear market:
1. Commodity equities bottom before commodity prices anticipating a cyclical turn (even ignoring C19 impacts).
2. Rational industry players will respond with supply cuts as another leg down in prices will cut deep into the middle of the cost curve.
3. Rising Lithium M&A + high short interest = pain trade.
4. The interest rate cycle is turning & the sector is highly sensitive to rates.
Higher rates have impacted IRRs on renewable energy projects - power gen, resi solar, storage and auto loans. Lower auto loans equals higher EV sales.
The bottom is in for the lithium equity bear market:1. Commodity...
-
- There are more pages in this discussion • 678 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add LTR (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
78.5¢ |
Change
-0.020(2.48%) |
Mkt cap ! $1.903B | |||
| Open | High | Low | Value | Volume |
| 80.5¢ | 81.0¢ | 78.0¢ | $6.762M | 8.561M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 31 | 576119 | 78.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 79.0¢ | 196098 | 7 |
View Market Depth
| Last trade - 16.10pm 01/10/2024 (20 minute delay) ? |
| LTR (ASX) Chart |