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AFR - Albermarle Flags M&A's, page-2

  1. 1,210 Posts.
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    Thanks Dakota for the post.

    But this is exactly what orocobre should be doing right now "no holds barred" rather than pissing around with this zero dilution bull crap. We all know that spodumene is a more expensive production method. We all know that the only reason that Hardrock is stealing the show is because it's quicker and easier.

    But albermarle is capitising on these higher prices and ore has their thumb up their bum.

    Orocobres only saving grace is the margin.

    Ethically it's a paradox . The very purpose of the energy revolution is to be energy efficient and sustainable.(hence producing carbonate in an energy intensive/ cost intensive way ) is a self defeating conundrum . Somewhere along the Line everyone got all their digits mixed up and it became about the bottom line again....


    As far as I can see the price of carbonate has to come down. And orecobre has to expand faster, steal market share and out price the market.



    Improbable maybe . Impossible no

    Awaiting change
 
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