Should I Buy Liontown instead of PLS? - Tony Ottaviano

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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