AKE 0.00% $9.83 allkem limited

How about you take the two latest quarterlies from both...

  1. 3,019 Posts.
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    How about you take the two latest quarterlies from both companies and compare income.
    Then decide which company has the more value at that point in time.
    Once you have done this then look at the MC. (it might surprise you)
    Work out which on based on this info alone you would buy.

    Once you have considered this then consider the potential of both.
    Then consider the risks. Do a checklist it is a bit of piece of mind.
    ORE has risks which are similar to Galaxy due to their brine aspirations in Argentina.
    ORE is already in production but expansion has its risks.
    Galaxy in production in Aus but a startup in Argentina is hard.
    (buy the way i think you will pay us a royalty on any production 1% from memory)

    Then you can make you decision.

    No one on these threads while the SP was in the pits due to shorts.
    It was $3 a month ago and that was buy in time.
    I think everyone on here who holds would dearly love this Sp to be $10 but i believe $6 is achievable in the near term. Especially if the shorting needs to be bought back and expansion progresses.

    I average now in the low 3s and i am hoping NOT to see a 3 in the front of our price again but i guess it is possible. I was also in GMM what a lovely ride that was.

    Best of luck with your decision and just remember IMO the lowest cost producers will win out here and we are aiming for $2.5k/t and sell for greater than $10k/t. If the product gets a squeeze in the future(which it will) we have a lot of room to move to stay alive.
 
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