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Ann: Orocobre Limited - 2019 AGM Presentation, page-114

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Stephan90

4,097 Posts.

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05/01/20

08:03

Post #: 42229303
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Originally posted by Sjlasx: ↑

Germany is now the leading pure electric EV nation by sales volume nudging out Norway.
The number of new European EV models hitting the market in next couple of years is astounding.
European growth rate will be phenomenal in my opinion. Meanwhile Orocobre's investment with Toyota Tsusho for Lithium Hydroxide refinement with the Naraha JV at the Fukushima battery park is looking more attractive by the day.
ORE is certainly positioning itself to take full advantage of the global growth potential.I expect the completion of S2 at Sales de Jujuy will change investors perception of Orocobre.
Investors who have done their research would understand Orocobre's attention to sustainability and low carbon footprint.
In my opinion Olaroz and the Atacama are like chalk and cheese.
While much of the global lithium raw material supply chain holds of on expansion or reduces output, ORE continues to grow thanks to its position as one of the worlds lowest cost and cleanest Li Chemical producers and its potential for high end product through Naraha.

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Do you think the recent Chilean court ruling will have any negative effect on expansion plans of SQM or Albermarle e.g. delay or cancelation?

ORE Price at posting: $2.82 Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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