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?

LEVRD Socials

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A different style of production update from Northern Star. Delta Lithium in trading halt and the market reacting positively to a possible end to the war.

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This channel and all the video content is prepared by Lifeof Mine Podcast Pty Ltd (trading as Levrd). Levrd is an AuthorisedRepresentative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303),AFSL 548573.

Any views are general in nature, or the opinion are ofLevrd. The video content are not personal financial or tax advice, this meansthey do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposesonly. CFDs are high risk; you can lose all capital rapidly. My past performanceisn’t reliable. I may be long/short in CFDs mentioned in the videos.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendationto acquire or dispose of any financial product including CFDs or to adopt anystrategy.

While believed reliable, the information may be incompleteor change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded,no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62Consulting, Levrd or their related parties.

Justin Huhn from Uranium Insider came on LEVRD for a Uranium and Nuclear market update. Plenty of implications with the Iran War, we chatted about what might be impacted the most and what might be left in the Uranium trade.

(0:00) INTRO

(1:32) Is Uranium now a consensus trade?

(4:30) Iran War impacting Uranium

(8:29) Hard Rock vs ISR in this market

(10:24) The Lotus saga

(14:03) Where is the bottleneck in the fuel cycle?

(16:48) Cameco priming for vertical integration

(21:50) Risks to Uranium market (other than a meltdown)

(24:09) American tailwinds for local projects

(25:40) Why punt Uranium complexities vs simpler gold punts

(28:00) Stock disappointments

LEVRD Socials

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Facebook ►https://www.facebook.com/levrdtrading

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This channel and all the video content is prepared by Lifeof Mine Podcast Pty Ltd (trading as Levrd). Levrd is an AuthorisedRepresentative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303),AFSL 548573.

Any views are general in nature, or the opinion are ofLevrd. The video content are not personal financial or tax advice, this meansthey do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposesonly. CFDs are high risk; you can lose all capital rapidly. My past performanceisn’t reliable. I may be long/short in CFDs mentioned in the videos.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendationto acquire or dispose of any financial product including CFDs or to adopt anystrategy.

While believed reliable, the information may be incompleteor change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded,no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62Consulting, Levrd or their related parties.