LTR
Liontown Ltd
Metals and Mining
·
Materials
7
comments
5
fund managers
5
past 90 days
About Liontown Ltd
Liontown Ltd. is an Australian mineral exploration and evaluation company headquartered in West Perth. Founded on February 2, 2006, the company focuses on the development of several key projects, including the Kathleen Valley lithium-tantalum project, the Buldania project, and the Moora Gold-PGE-Ni-Cu project. Additionally, Liontown holds interest in the Toolebuc project. The company specializes in identifying and advancing high-quality mineral assets to support future production.
Commentary Volume
7
Comments
5
Fund managers
5
Past 90 days
SOURCE
ACTION
COMMENT PREVIEW
FUND MANAGER
DATE
The fund manager continues to hold their position in Liontown Resources, noting the company announced its first spot lithium spodumene auction, selling 10,000 tonnes at US$1,254 per tonne — at least US$150/t higher than top benchmark pricing — demonstrating current strong demand for uncontracted spodumene volumes amid a recent supply squeeze driven by higher energy storage production.
Source: Pendal Group Newsletter · Published: 24 Nov 2025 · Price: ~$1.38
24 Nov 2025
PG
Pendal Group
No Change
Newsletter
The fund manager continues to hold Liontown Resources, which rose 22.1%, as lithium stocks continued to outperform with the spodumene price moving from US$977/t to US$1,237/t before finishing at US$1,150/t. They note sell-side analysts have become more positive on the lithium market outlook, driven by strong demand for Energy Storage Systems running ahead of installations as the market grows, supported by AI electricity demand, more renewables and policy changes in China. The manager notes the expected oversupply in 2026 is now looking more like a deficit, which has improved profitability for major spodumene producers.
Source: Ellerston Capital Monthly Report · Published: 30 Nov 2025 · Price: ~$1.38
30 Nov 2025
EC
Ellerston Capital
The fund manager continues to hold Liont…
No Change
Monthly Report
§ Important Notice
The entries below are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.
Commentary
Sector
Materials
Market cap
$7B
Fund managers
5 managers
First covered
24 Nov 2025
Last updated
30 Apr 2026
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§ Reminder
The entries above are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.
Frequently asked questions about Liontown Ltd (ASX:LTR)
Frequently asked questions
Who is investing in Liontown Ltd (ASX:LTR)?
Fund managers including Pendal Group and Ellerston Capital have invested in Liontown Ltd (ASX:LTR).
What is the short interest in Liontown Ltd (ASX:LTR)?
The short interest in Liontown Ltd (ASX:LTR) is 3.08% which makes it the 79th most shorted stock on the ASX. Of the 2.9B shares that Liontown Ltd has on issue, 90.5M have been sold short.
What does Liontown Ltd (ASX:LTR) do?
Liontown Ltd. is an Australian mineral exploration and evaluation company headquartered in West Perth. Founded on February 2, 2006, the company focuses on the development of several key projects, including the Kathleen Valley lithium-tantalum project, the Buldania project, and the Moora Gold-PGE-Ni-Cu project. Additionally, Liontown holds interest in the Toolebuc project. The company specializes in identifying and advancing high-quality mineral assets to support future production.
The fund manager continues to hold their…