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lithium shortage, page-22

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Sjlasx

3,582 Posts.

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09/06/19

19:28

Post #: 38982125
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Originally posted by Koi-7: ↑

Pricing on lithium is convoluted and means little to share price in the real world but sadly punters are too simplistic and see a falling price must equate to a falling share price for all. So many opportuinites out there now. ORE the best in my opinion. Another thing factored into falling prices is that SQM, and Albemarle are only allowed to expand production on condition that they sell a quarter of their output at the lowest market price to companies that will develop the materials within the country. SQM, which already carries out some processing in Chile, is expanding its domestic capacity and the cheap 'lowest market price' can be reflected in general Li pricing. The truth is you don't know, nor do I, nor do the stock houses ok. So be honest and shrug. haha
As for batteries, yes, there is no question that the switch from hydrocarbons to lithium is presenting unchartered waters that analysts can't agree on. And that fact spells opportunity.

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IMHO Orocobre is fundamentally the strongest option of the asx lithium plays. The market consistently underestimates how difficult it is to successfully process Li brine and what a barrier to entry this entails. ORE just gets very little attention.

ORE Price at posting: $3.18 Sentiment: Buy Disclosure: Held
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0 Great analysis

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