Latest LIONTOWN (ASX:LTR) News

Small caps did the heavy lifting this week, led by two big discovery stories in resources. Funding raises and takeover moves kept attention on who can pay for the next step, not just promise it.

Speculative money piled into new discoveries and tight-supply metals, while a handful of small caps were sold hard on thin liquidity. The week’s biggest moves came from PGMs and tungsten on the way up, and micro-cap gas on the way down.

Liontown Limited has successfully transitioned to 100% underground mining at Kathleen Valley, delivering a 37% increase in underground production and a 91% jump in quarterly revenue. The company is on track to reduce costs and boost recoveries as it targets a steady-state underground run-rate.

Liontown Limited has successfully transitioned to fully underground lithium mining at Kathleen Valley, boosting production and revenue while cutting costs. The company also secured a significant new offtake agreement and validated strong market demand through its inaugural spodumene auction.

LG Energy Solution has converted its entire US$250 million convertible note into equity in Liontown, acquiring an 8% stake and simplifying the lithium miner’s capital structure.

Liontown Limited has inked a binding two-year offtake agreement with Canmax Technologies for 150,000 wet metric tonnes of spodumene concentrate annually in 2027 and 2028, reinforcing its foothold in the lithium supply chain.

Liontown Resources reported a robust September quarter, doubling underground ore output and strengthening its balance sheet to $420 million. The company’s FY26 guidance confirms a strategic shift to underground mining with anticipated cost improvements.

Liontown Resources delivered a robust September quarter with a significant ramp-up in underground mining at Kathleen Valley, alongside a fortified cash position and strategic contract amendments.

Liontown Resources has secured a one-year deferral on debt repayments to Ford and halved its spodumene concentrate commitments, unlocking new sales opportunities amid evolving lithium markets.

Liontown Resources reported a solid FY25 with A$298 million in revenue and positive EBITDA, setting the stage for a strategic underground transition in FY26 backed by a strengthened balance sheet and sustainability commitments.

Liontown Resources reports a strong first operational year at Kathleen Valley with $298 million revenue and $55 million underlying EBITDA despite lithium price pressures. The company is now gearing up for a strategic transition to underground mining backed by a robust $528 million cash position.

Liontown Resources has raised approximately A$316 million through a combination of institutional and conditional placements, alongside a share purchase plan, to strengthen its balance sheet and support growth at its Kathleen Valley lithium operation.