Liontown Resources Limited (ASX:LTR) stock forum
Kicking off early works on the Kathleen Valley expansion while spodumene is this weak is a real statement,…
@sparkplug · · 2 upvotes · 2 replies
Kicking off early works on the Kathleen Valley expansion while spodumene is this weak is a real statement, theyre building for the next cycle not this one. The whole debate is funding it without a raise, the offtakes help but dont fully cover the expansion, so the next quarterly cash position is the number that actually matters more than the lithium price headline.
Replies
@mp_07 · 2026-06-03
Balance sheet vs build pace is the entire question now
@earlybird77 · 2026-06-03
Low cost producers are who survive to the upcycle
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