LTR 2.94% 87.5¢ liontown resources limited

Yes the ESG component will be huge. I expect a significant deal...

  1. 10,661 Posts.
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    Yes the ESG component will be huge. I expect a significant deal coming up for LTR with one or two European industry players. CAPEX will be sunk into a number of conversion plants in WA. Its the only thing that makes sense. LTR is quality spod, No sovereign risk, geared to the West, best ESG credentials and reliable qualified personnel.
    Governments will carry much of the financial burden as this will become a security issue and will outweigh and dismiss any commercial realities. IMO
 
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