ORE will do well in the near and mid term because of the shortage. Most of the Hot Copper crowd seems to care only about the short term which is fine and their choice. ORE is a case of it is better to be lucky than good. Enjoy.
The fact that they can charge a premium for off-spec is great. They have time to correct the situation - I just don't like the BS about what is actually happening on the ground. Believe what you want. Any company producing lithium chemicals even if they can't meet standard specs will succeed for the next few years. The cult mentality of HC is similar to Seeking Alpha in the US - remember to take profits ladies and gentlemen because pigs get slaughtered.........
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