Joe Lowry: Orocobre Matters, page-5

He works very hard at trying to create an aura of "independence" but he is very much a player.

He tweets about buying and selling product - @KenBPilbara - this #lithium pricing is not confined to 中国. We are selling LIOH FCLs outside 中国 at >$27/kg CIF
Presumably not from Olaroz.

He consults - most recently popping up on Energi/ADY Rincon's DFS. Funny how this perpetual non starter never gets a mention -good or bad (though they probably deserve a little of the latter for 10 years stuck in the starting blocks). Back in the (Iggy Tan) day he even did a bit with GXY. He still waxes lyrical about the Simbol failure. Winners, all.

He promotes - hard to miss his involvement with Nanoone - but of course, all in the cathode space still speak freely with him. He was always dismissive of Nemaska but appeared to do an about face after being invited on the plane for a visit there.

My assessment of his tweets are that they are largely about selling himself. A piece such as this is probably just about resetting the image lest the relentless ORE bashing be seen to undermine his "independence". Next week back to business as usual..?

I do find it ironic that he singles out ORE as doing a disservice to other juniors seeking funding. If we widen the field beyond brine, then we really ought to talk about
GXY mark 1 and the Jiangsu failure (apparently still not at nameplate) and Mt Cattlin that couldn't foot it with Greenbushes (GXY rejigged Jiangsu to run on Talison feedstock)
or maybe we should talk about the failure at RB lithium

And those are the ones that actually did something. What about the ones that continued to burn investors funds year after year with nothing to show for it.
Energi/ADY Rincon for one.
Western Lithium/LAC for another (two for the price of one in fact)
This could be a very long list but not much point going on...

The simple facts are that
* ORE got a project up and have survived.
* They are selling lithium carbonate and making money.
* Month by month they are making progress.
And all of that makes them pretty much unique in the world of the juniors. So yes, Orocobre matters...