I have put a lot of money into Orocobre a long time ago. Not sure if this was posted already, but I found this slide from last HY presentation very interesting. Improving quality going forward is a big selling point. Orocobre is already guiding for an ASP of 7,400 USD per ton for this quarter. Production is fully contracted with variable pricing.
In case you haven't seen it yet, I have compiled a lot of data on EV sales / forecasts, battery and lithium demand as well as a list of almost all upcoming BEV models from 2021 and beyond in a Google spreadsheet. Things are looking good for the whole industry. I hope this merger brings a lot of synergies.
