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Views on LTR vs PLS/IGO

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Views on LTR vs PLS/IGO

Can you please give your views on LTR compared to PLS and IGO Thanks


Hi Jim,

These are three prominent ESG names who’ve struggled over recent times, with any purchase being a contrarian investment, against the trend:

  • IGO Ltd (IG) $7.165 – not our preferred ESG play as the recent weakness in nickel prices looks like a structural shift as opposed to a normal cyclical change in supply & demand dynamics.
  • Liontown Resources (LTR) $1.0775 – An interesting “situation lithium play” with potential corporate action after Albemarle’s abandoned bid. We like as a higher risk punt.
  • Pilbara Minerals (PLS) $3.655 – Our preferred lithium play with PLS residing in our Active Growth portfolio. This week’s result from PLS was on the soft side but it’s all about what comes next with the result showing no major concerns for MM, the lithium price just needs to bounce!


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