From what I understand things are picking up for ORE and they are expanding their production.
I don't think however that people exiting a stock like Pilbara will move into Orocobre.
They will look for a stock with a lesser price so they can pick up more shares, that's the strategy I would be looking at.
Ann: Final Offtake Signed Prepayment Received,GMM-GXY.AX, page-253
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