Hi
@trentwilliam that's an interesting analysis and I guess all we are really weighing here is profitability in the near term.
Adding in things like 2018 contract pricing, announcement for Sal De Vida, expanded resource for Mt Cattlin along with that of James Bay prior to the DFS in my view certainly stack the odds in Galaxy's favour. But then there is also the sentiment towards renewables investment and that of lithium / energy storage which is great for both stocks.
The ownership factor also adding into the equation has always been a reason for steering me to maintain my holdings with Galaxy and is something that should be considered when making a comparison as to where the shareprice might go. Though of course this would be tied to potential earnings also wouldn't it?
I think ORE has been through a rough patch not dissimilar to the one we are moving out of and a quarterly earn the same as Orocobre's annual is likely to propel us along nicely.
Hopefully our friends at Orocobre can maintain their shareprice to help us along, though I am often reminded that we need to place any company in its own box when it comes to a final analysis. But it's really the only comparison point on the ASX other than Neometals.
Thanks for sharing.
