Liontown MD Tony Ottaviano came in hot for a chat on LEVRD. Big turn around for both Lithium and Liontown at the start of this year, and Tony O says the company is "flying".
(0:00) INTRO
(1:13) Is Liontown out of the sin bin?
(2:35) Leading indicators to price spike
(7:30) Is $2,400/t sitting too high?
(8:20) Is the customer changing with different battery applications?
(12:55) Different tone with buy and sell side
(15:20) Did the slowdown affect the current U/G operation?
(18:20) Narrative of "mining lithium underground"
(20:14) Funding and strategy for 4mtpa
(24:04) Potential risks of fuel supply
(25:50) Are they going to hit mid 70s recovery?
(27:45) Are they going to buy a brine or spodumene project?
(32:45) Buldania spin out?
(33:30) Do they speak to Gina?
(34:13) What has the market got wrong about Liontown?
(35:07) Should I buy Liontown or PLS?
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