AKE allkem limited
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Many thanks niu, think I get it. Talison is not producing the...

  1. Upmarket
    3,876 Posts.
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    24/01/16
    13:35
    Post #: 16858901
    Many thanks niu, think I get it.

    Talison is not producing the same processed lithium as ORE and therefore not nearly as profitable on a per tonne basis - wasn't easy for me to find Talison details as incorporated with ROC etc. So who processes their stuff, Tianqi?

    And all going well during the course of the year, $1B market cap doesn't seem overly aggressive, with upside depending on the pricing?
    ORE Price at posting: $2.45 Sentiment: None Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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