Will Gina Kill the Liontown Bid? + The “Value Trap” With NEGATIVE $100m EV?

We get the ball rolling today with news that Albemarle (ALB) have an additional 7 days to work on their Liontown (LTR) bid whilst we received confirmation Gina now holds 19.9%. We then took a peek at Delta Lithium (DLI) handy little gold deposit before launching into our opinion of St Barbara’s strategy and incentives, given they bank accounts holds a lousy $240m. Black Rock Mining (BKT), Lithium Power (LPI) and Wildcat (WC8) all get a mention too with funding, transaction, and drilling updat...