AKE 0.00% $9.83 allkem limited

Calling all shorters, page-19

  1. 4,200 Posts.
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    Yep I reckon ORE are quaking in their boots
    Even the unfunded Stage 2 plan is only around 10% of ORE's current production, let alone ORE's nameplate or planned capacity doubling. And they still have to design the plant to process the brine, which the ORE experience shows is not a trivial task.

    Still it's great to have another Australian company in the brine space - if the lithium market tanks, it is the brine processors that will still be in business.
    Last edited by dyeman: 17/08/17
 
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