LTR 5.39% 79.0¢ liontown resources limited

I have also been reading more bullish articles and think they...

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    I have also been reading more bullish articles and think they are right. Demand for EV's is sky high. Investment banks tried hard to build the notion that demand was waning , but got caught out. Demand is accelerating and tipping points have been broken. The 2023 decline in prices has resulted that a number of junior explorers have parked their developments. This will result in supply to come on line much slower than the models predict. Mines that were to come on line from Africa are now not happening. Canadian mines are stuck also due to regulatory issues and bad management, in my opinion. DSO to China is not happening now given the low prices, resulting in the Chinese having less clout to manipulate prices. DLE is a pipe dream and a decade away from reality. South America is getting more and more opposition from the locals and the greens by polluting and extracting water for their brine developments. The Chinese realise now that with their expensive domestic extractions they lose money with every dig they do. ALB and PLS continue to test to market with auctions to side line the Chinese and their manipulation. So all by all, I think that LTR that comes on line shortly, will be selling into a rising spod price market, which will allow the share price to move north rapidly AIMO.
 
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