LTR 4.66% $1.01 liontown resources limited

Smell of Desperation, page-121

  1. 3,053 Posts.
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    So by this statement I guess you’re assuming that LG, Ford and Tesla will be happy to let their access to the lithium in KV just go away …. See IF we assume your scenario plays out for HP to take out LTR and we expect that there are close connections between HP and Indian interests, wouldn’t take even half a brain cell to recognise that offtakes would be “lost” and lithium from KV directed to Indian opportunities … and you think that Tesla, Ford and LG would be happy to allow that to happen?

    I’m less confident that would eventuate here … but hey, it’s your story isn’t it.

    “LTR is like AJM” - really, I didn’t realise that our offtakes were similar let alone the nature of the spod to be produced and certainly not the nature of the plant design and equipment. I was around to see AJM and was very happy to see PLS take them out to help produce what PLS is today …. But to suggest/agree that LTR is like AJM - wow, seen it all now folks.
 
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