LTR 1.52% $1.01 liontown resources limited

Next Lithium Bull run, page-176

  1. 9,100 Posts.
    lightbulb Created with Sketch. 17717
    If this was a bank loan, would you expect security???? Think about that. Of course you would.

    Why has LG opted for security - it has a self interest for LTR to succeed and supply spodumene to it (let alone any moves to a JV for downstream processing between the two). That is the difference here. LG is reliant on LTR spodumene - that is the relationship here and why they have opted for security.

    Now that the finance box has been ticked, I am sure you will find a new angle to be negative.

    All IMO and have a nice day
    Last edited by Scarpa: 02/07/24
 
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