LTR 0.60% 82.5¢ liontown resources limited

New TA/Charting, page-10663

  1. 1,492 Posts.
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    You're thinking we may get the volume tomorrow that you previously anticipated for Monday Choppa?

    If you're seeing predictable data from knowledge and experience then my view is others will too. Shall I get the popcorn ready or wait till Monday? Will we get a FOMO Friday?

    14 months till commissioning

    20 months till production

    No, we're not producing yet but this won't go from $2 to $7/$10/$15 overnight. There'll be times for a re-rate. Now is one of those times. We're due. The major pre-construction hurdles are all behind us and we're funded. Anyone that can't see that we're easily at $3 per share value now can't see the reality of this disruption.

    The more the others fail with offtakes, native land titles, new experiments, thermal extraction, low grade, brine that can't meet the needs, clay extraction etc. the bigger the impact to the OEMs that are already desperate. They'd be having crisis meetings.

    Hard rock at high grade is king and there is simply not enough to go around to supply the needs of EV grade batteries. And if they haven't realised yet they're gonna find out really soon.

    AIMO
 
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