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This is a great merger not only because it will become the third largest lithium producer with great diversification of resources and products, but also because it is a natural full of synergies. They have brine resources next to each other in Argentina, the same in Quebec (just a bit farther), similar goals of vertical integration, and they can share expertise (LTHM in hydroxide and DLE; OROCF in spodumene, and both in carbonate). I think that the 54% OROCF 46% LTHM deal perhaps should have been 60%-40% or even a bit more favorable to OROCF, but LTHM provides great intangibles like entry to the NYSE, access to the Biden’s credits, better international commercialization and excellent expertise in hydroxide and DLE. The one thing they must do is to keep growing quickly while managing funds wisely. They need to execute efficiently in Canada, Argentina and even Australia, where they should purchase new resources for the future since Mt. Catlin may not last more than a few years.
I am invested in several lithium companies, I am frankly surprised that OROCF does not get much attention in USA and Canada. I think this will change soon.
NI 43-101 Technical Report
Feasibility Study
James Bay Lithium Project
Québec, Canada
https://www.datocms-assets.com/53992/1645516154-cagm-43-101-technical-report-merged-sections_01-04-revision-00-final.pdf
The trifecta is here! Great pair of updates today about accelerated expansion and upgraded resources in Argentina, plus another nice announcement last week regarding increasing prices. The stock is finally reacting and there could be another big jump tomorrow or soon if the Strategy Meeting to be held this afternoon goes well.
https://yourir.info/resources/f93690ed400d26d6/announcements/ake.asx/2A1366879/AKE_Sal_de_Vida_capacity_increased_to_45ktpa_in_2_stages.pdf
https://yourir.info/resources/f93690ed400d26d6/announcements/ake.asx/2A1366878/AKE_Olaroz_interim_resource_update_and_Stage_2_economics.pdf
https://yourir.info/resources/f93690ed400d26d6/announcements/ake.asx/2A1366201/AKE_Lithium_carbonate_and_spodumene_concentrate_pricing_update.pdf
My other lithium stocks may have potential for more growth multiples, but Alkem is the best one in terms of resources and being fully derisked. In my opinion, it is the best Junior producer along with PLS in terms of being top 5. I think that its MC will be similar to those of bigger fish like ALB, SQM and Gangfeng in a few years ($20B, $30B or even more). Sayona and LAC should also get there and probably have even more growth potential, but Alkem has a head start at present with over $0.5B in cash, which could be increasing by over $1B/yr at the current prices. This is enough money to pay for their new projects in Argentina, Canada, Japan and Australia.
LONG OROCF! 
First big jump in SP since the merger. First of many….
Perhaps the only lithium stock doing well right now ?.....
Correction - Orocobre has also been doing well.
Funny.....Why, they're the only lithium stock that I own !
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=163623368
There will be turbulence ahead for sure, but I love the deal with close to $0.5B in cash to avoid dilution, and projects in Australia, Canada, Argentina and Japan. In addition, they are profitable again thanks to the recent jump in lithium prices, which now favors producers over explorers. The key will still be execution, but both CEOs are much better than their predecessors. I feel more confident with this than in the company we shared ( or shared. 
).
Good night buddy!
Awesome eh - good to see - So what're they in again ? Spodumene ? Hope so.
https://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=&insttype=Stock&symb=orocf&x=0&y=0&time=100&startdate=9%2F21%2F2007&enddate=10%2F30%2F2021&freq=1&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=0&maval=9&uf=0&lf=1&lf2=0&lf3=0&type=2&style=320&size=3&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=9
Hope so because currently my only horse in the race is https://www.sigmalithiumresources.com/pilot-plant-photos/
https://www.sigmalithiumresources.com/pilot-plant-photos/
Galaxy's certainly a beauty as well - Unavailable to canadians unfort. however
Odds appear excellent there
LAC on the other hand, what's THAT all about ?
USA
Oh, I see....Couple days ago
This DLE play today got somewhat hammered
https://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=&insttype=&symb=ca%3Aetmc&x=51&y=9&time=100&startdate=9%2F21%2F2019&enddate=7%2F30%2F2021&freq=1&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=0&maval=9&uf=0&lf=1&lf2=0&lf3=0&type=2&style=320&size=3&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=9
Just thought to check in here and ha - lo and behold....
Nice to here that you've been hanging tough - Wish you'd've made me do the same
January 2020 - Pre-Covid 19
So that WAREN'T a Triple Bottom !.......Covid-19 was the low !
Tokyo - November 8th 2019 - 5 months Pre-Pandemic
April 24th 2020......And SEE where the Pandemic struck ?.....Precisely were I forecast
Orocobre 10 months following the March Covid low.....
So $1.00 was the Covid Low.......and BOY was it chart-based !
Still have my shares and happy...
Man - How did I miss this ?
Well, that's quite easy to do (using MY antiquated methods)
Not-to-mention how my low-tolerance for risk can inhibit action.
I trust though that you did succeed in $$$ cost-averaging !
Thank you so much ! I may look into that CR....
Last I/we looked at OROCF was back on Jan 15th
Update
Would appear as tho a pullback is still in progress so yer OROCF targets would appear to be well-founded !
Good eye and,
Thanks again for the heads up !
How'd yer Liberty Health there do today ?.....Wo - Not too shabby eh ?.....Man what a play !
You are all OVER that !
I am waiting for this to get to the $2.2 or $2.3 before I rebuy the shares I sold at a profit. My hope is to buy one batch at those levels. I would then hope to buy a second one at $2 or below as a result of what I expect to be a so-so quarterly report. This second part may be trickier because even though revenues will probably suck, the good progress in Stage 2 and Japan’s converter may help the SP. Based on my luck, it will probably be Opposite Day of whatever I do. However, I feel good that I took some profits recently, while I kept a good amount of shares.
Agree.
I think that you may be right that it may not go much lower than $2.3 or $2.2, and I would be quite happy I could buy back at those levels. Heck, I could buy back now and it would be ok based on my move yesterday. I am going o keep a close eye on it.
The other factor is the quarterly report, which should come in 1-2 weeks. My gut tells me that it will be negative due to the lower sale prices, but the major progress in Stage 2 and in a Japan may turn it positive. I was going to wait until then to buy my next batch. However, my decision to sell some yesterday for a nice profit (over 40%) puts me in a bit of a dilema on how to buy my shares again. My hope and probably safer bet may be to buy in the next few days if it drops to say $2.3 and buy more after the quarterly announcement.
Please feel free to pop your head here occasionally and so is 909....
Did ya' ?.....That's awesome - LoL
Wow that LAC HASN'T joined in on the "party" (sell off)
Makes me think that you're right (that they're insulated from spot-swings)....
Am just assuming that this is all spot-price-related
ALB is up as well today ?
You've probably got a much better sector watch-list than I
So this rally has gotten them up to 3.50 and now they're at 3.24 ?
Yeah I suspect that you're probably on the right track with your thinking.....altho not quite as deep as you're thinkin'
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