Seville acknowledged disappointing production shortfall a month...

Seville acknowledged disappointing production shortfall a month or so ago:

“There’s no doubt we’ve got a black mark against us. I reckon there’s a six-month process of rebuilding confidence through delivery of outcomes and we will do that,” Mr Seville told The Australian.

But tend to agree with his longer term view:

“The resource is fundamentally world class and this project will grow in scale and stature. It is upsetting but if we look back in a few years, this will just be a blip.”

20% shorting certainly helping new investors buy-in if confident of story, but personally a little wary of potential for CR's. A history of surprises in that area may have lead to this reassurance:

"Despite the production issues, Mr Seville said there was no need for Orocobre to consider an equity raising to strengthen its balance sheet."

EV growth story looks solid over next 5 yrs so maybe a case of buying on the dips caused by short-term production niggles?