AKE 0.00% $9.83 allkem limited

Ann: Orocobre Limited - September 2018 Quarterly Report, page-42

  1. 58 Posts.
    lightbulb Created with Sketch. 29
    I was only having a joke about your Bull market comment saying i want in some of the action that you are getting because everywhere i see its a sea of red. Not just ORE. Lithium stocks have plummeted after Morgan Stanley's report released earlier this year.


    I do 100% agree that there is wasted opportunity in not achieving nameplate, however it was probably perceived as being easier said than done. There is a lot of chemist involved in a low cost brine operation, it is not as simple as just digging it out of the ground like the hard rock miners. (GXY last report was woeful in comparison.


    It is still very early days in the lithium market and the troubles ORE is having with production just shows the complexity of creating new supply and squashes any arguments of an oversupply in the near future as stated by Morgan Stanley. 


    Yes they are lagging behind nameplate but they are moving in the right direction.



 
watchlist Created with Sketch. Add AKE (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.