Liontown Resources on Track But Overvalued -- Market Talk

Dow Jones

2025/10/29

0217 GMT - Operationally, Liontown Resources is on track, according to UBS analysts. But the lithium miner is "still burning cash and equity has run ahead," the analysts say in a client note. UBS reiterates its sell rating and an A$0.80 target on the stock. With the miner's open pit scheduled to run out by the end of December, "the investment thesis now centers around the underground ramp up," say the analysts. They note that lithium prices are improving, but say there remains uncertainty over the extent of supply disruptions in China, which have been fueling price gains. UBS does "agree with LTR's view of the world that BESS demand represents a key upside demand risk," they add, referring to battery energy storage systems. The stock is down 1.4% at A$1.04. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

October 28, 2025 22:17 ET (02:17 GMT)

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(rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 28, 2025 22:17 ET (02:17 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Liontown Resources on Track But Overvalued -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLiontown Resources on Track But Overvalued -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-29 10:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0217 GMT - Operationally, Liontown Resources is on track, according to UBS analysts. But the lithium miner is \"still burning cash and equity has run ahead,\" the analysts say in a client note. UBS reiterates its sell rating and an A$0.80 target on the stock. With the miner's open pit scheduled to run out by the end of December, \"the investment thesis now centers around the underground ramp up,\" say the analysts. They note that lithium prices are improving, but say there remains uncertainty over the extent of supply disruptions in China, which have been fueling price gains. UBS does \"agree with LTR's view of the world that BESS demand represents a key upside demand risk,\" they add, referring to battery energy storage systems. The stock is down 1.4% at A$1.04. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 28, 2025 22:17 ET (02:17 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7095","symbol_name":"多种金属与采矿","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2579458509","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2579458509","pubTimestamp":1761704220,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0217 GMT - Operationally, Liontown Resources is on track, according to UBS analysts. But the lithium miner is \"still burning cash and equity has run ahead,\" the analysts say in a client note. UBS reiterates its sell rating and an A$0.80 target on the stock. With the miner's open pit scheduled to run out by the end of December, \"the investment thesis now centers around the underground ramp up,\" say the analysts. They note that lithium prices are improving, but say there remains uncertainty over the extent of supply disruptions in China, which have been fueling price gains. UBS does \"agree with LTR's view of the world that BESS demand represents a key upside demand risk,\" they add, referring to battery energy storage systems. The stock is down 1.4% at A$1.04. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7095":"多种金属与采矿","LTR.AU":"LIONTOWN RESOURCES LTD","BK7504":"锂钴概念"},"translate_title":"Liontown Resources步入正轨但估值过高——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LTR.AU":0.9},"content_text":"0217 GMT - Operationally, Liontown Resources is on track, according to UBS analysts. But the lithium miner is \"still burning cash and equity has run ahead,\" the analysts say in a client note. UBS reiterates its sell rating and an A$0.80 target on the stock. With the miner's open pit scheduled to run out by the end of December, \"the investment thesis now centers around the underground ramp up,\" say the analysts. They note that lithium prices are improving, but say there remains uncertainty over the extent of supply disruptions in China, which have been fueling price gains. 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