Investor discussion of Liontown Resources Limited (ASX:LTR): reactions to drill results, financings and press releases, sentiment and price targets from the OreStocks mining-stock community.
@sparkplug · · 0 replies
Lithium inventory scare or not, every quarter Kathleen Valley ships is a quarter closer to the expansion paying for itself.
@earlybird77 · · 1 replies
@brisbane_88 · · 1 replies
Expansion FID pencilled for end of Q1 FY27 with long lead items alredy ordered. committed before the price recovers big call
@brisbane_88 · · 0 replies
@sparkplug · · 2 replies
Earn-in to 100% of the Centenario brine project. A hard rock producer buying a brine option while spodumene sits on the floor, that is a bet on a long trough not a short one.
@earlybird77 · · 0 replies
@mp_07 · · 0 replies
@earlybird77 · · 0 replies
@brisbane_88 · · 0 replies
With procurement underway the underground ramp and shipping cadence are what to track now. KV being a genuine tier one asset is why they can commit through a downcycle that has weaker names cutting.
@sparkplug · · 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…
@mp_07 · · 0 replies
@earlybird77 · · 0 replies
1.50 if spodumene holds, though honestly the CGT changes for long-term holders are the part i keep coming back to.
@mp_07 · · 0 replies