Allkem Ltd (fka OROCF)

[Renee]

OROCF: Pursuant to scheme of arrangement Allkem Ltd & Livent Corp merged. The Transaction established a new holding company, Arcadium Lithium PLC, which acquired all Allkem Ltd Shares. Allkem Ltd shareholders receive either 1 ordinary share of Arcadium Lithium Plc or CHESS Depositary interest share of Arcadium Lithium PLC for every share held. Ineligible Overseas Shareholders of Allkem will not receive any Arcadium Shares or Arcadium CDIs but rather the proceeds from the sale of the shares.

FINRA deleted symbol:

https://otce.finra.org/otce/dailyList?viewType=Deletions

[tikotiko]

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.

[n4807g]

up 15% on the ASX yesterday
https://www2.asx.com.au/markets/company/ake

[n4807g]

Allkem and Livent to Create a Leading Global Integrated Lithium Chemicals Producer
https://www.prnewswire.com/news-releases/allkem-and-livent-to-create-a-leading-global-integrated-lithium-chemicals-producer-301820685.html

Congrats to Allkem investors. This is a great combination.....

[TradingCharts]

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

[tikotiko]

All good choices. There is always risk, which are mainly geopolitical, but there is lots of momentum and I think the sector will remain very strong for 3-5 years and possibly much longer. Thank you and best of luck with your investments

[n4807g]

CXOXF looks well positioned for growth. Also, CMP, it's ongoing profitable Salt products division will support it;s new DE Li project; the best of both world, product diversity and a new Li project in the USA. I own both in addition to PILBF, OROCF, LAC, GSCCF.

An interesting product/industry with a lot of potential but also a lot of potential risk, as most commodities have substantial risk/reward. Research and understanding your personal risk tolerance are imperative.

[tikotiko]

Yes TC. I have lots of OROCF and SYAXF, and good positions in LAC, LTHM and SQM. I also have a bit of ELBM and hydrogen in the green sectors and I have been thinking about NNOMF and perhaps a smallish lithium miner in Australia. I wish I had Pilbara, which I believe you have. I redistribute occasionally. Please let me know if you have other companies you like.
Thanks

[TradingCharts]

tikotiko, are you still in this one?

I came accross this ticker today. I thought it was familiar.

But I do not remember much.

A friend told me there is news.

06/10/2022 5:21 pm
US$200m IFC Project Finance Proposal for Sal de Vida
215KB
04/10/2022 6:01 pm
Mt Cattlin Resource Drilling Update

https://www2.asx.com.au/markets/company/ake

[nowwhat2]

Yea I was just looking at them (at my warchlist goin' HuH ? How did ithis AKE end up onj my list)

Then I pulled up their chart and went : Holy smokes
Then I returned to IHUB and there was your post on them


https://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=&insttype=&symb=ca%3Aake&x=45&y=11&time=100&startdate=2%2F4%2F2000&enddate=7%2F21%2F2022&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

Still OROCF down south / AKE up here

Had fallen completely off my radar - Always sensed they they'd be a good buy tho

Now it's up at 12 ?
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=153666863

[tikotiko]

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!

[tikotiko]

Yes, luck and much patience, thanks!

[Renee]

Nice presentation. Best o' luck with Allkem Ltd., OROCF!!

[tikotiko]

Presentation regarding James Bay.

https://yourir.info/resources/f93690ed400d26d6/announcements/ake.asx/2A1347606/AKE_James_Bay_Feasibility_Study_Presentation.pdf

[tikotiko]

Nice update regarding James Bay in Canada.

https://yourir.info/resources/f93690ed400d26d6/announcements/ake.asx/2A1347605/AKE_James_Bay_Feasibility_Study_Results.pdf

[Renee]

Orocobre Ltd. changed to Allkem Ltd.:

https://otce.finra.org/otce/dailyList?viewType=Symbol%2FName%20Changes

[TradingCharts]

I was going to buy into EnergyX last January, on this site Netcapital but it was a pain in the butt to fund. Orocobre Limited, has been using his tech for about a year.

https://netcapital.com/?utm_source=Offerings&utm_campaign=607400c069-transfer-agent-notice&utm_medium=email&utm_term=0_188f587f3f-607400c069-336030890

https://energyx.com/

[tikotiko]

First big jump in SP since the merger. First of many….

[tikotiko]

Yes, your SGMA, and my OROCF and GALXF.

[nowwhat2]

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

[tikotiko]

I think I removed your email by mistake as I was cleaning my computer. Please send me a test email one of these days. Thanks

[nowwhat2]

Oh I see where this is going......wo


Look at the difference tho.......That's kinda weird




Can
https://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=&insttype=Stock&symb=ca%3Aorl&x=47&y=15&time=100&startdate=1%2F1%2F2015&enddate=8%2F20%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


USA
https://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=&insttype=&symb=orocf&x=59&y=17&time=100&startdate=1%2F1%2F2015&enddate=8%2F20%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

[tikotiko]

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!

[nowwhat2]

Wow.....Wonder when that was announced....

Canada looks like the clearest indicator
https://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=&insttype=&symb=ca%3Aorl&x=53&y=20&time=100&startdate=9%2F1%2F2019&enddate=5%2F23%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

Australia tonight
https://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=&insttype=&symb=au%3Aore&x=57&y=21&time=100&startdate=9%2F1%2F2019&enddate=5%2F23%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

[tikotiko]

Well, OROCF and GALXF plan to merge and become the 5th largest lithium company. Oh yes, I own both!
Uplifting in US coming soon.....?

https://www.orocobre.com/wp/?mdocs-file=7805

[tikotiko]

Orocobre is brine only. It is expanding to a phase 2 similar in size to LAC’s. It will also have a converter to high purity in Japan, which should be in operation later this year. These plus the backing of Toyota makes it a safe bet.

Galaxy produces spodumene in Australia, will produce brine in Argentina. Its aquifer has better chemical quality than LAC’s and OROCF’s, which are already good. The plan for development was released yesterday. I think it is excellent and it is worth a read (no need for major funding or partners at least in first stage, and it will produce battery grade at low cost thanks to the superior chemist Rudy and tech. Innovation). Finally, Galaxy has a huge spodumene mine in James Bay, Canada. It sound like your Sigma, because the spodumene is right at the surface with no overburden for cheap costs since it is shallow. This project will come in a few years after Argentina, but it could work well with North American lithium needs by the automotive industry. My hunch is that Galaxy will build a high purity converter for it or may buy one (e.g., NAL or NMKEF).

Your Sigma in Brazil looks interesting.

I sense that the higher lithium prices are going to favor existing producers, but having explorers is never a bad idea.

Cheers!

PS Did you sell all your LAC shares?

[nowwhat2]

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

[tikotiko]

Looks like my lithium producers (OROCF and GALXF) are catching up with our non-producer(s). It may be due to improving prices, but we are still a long ways from prices 2-3 years ago.

[tikotiko]

I am happy that I added a few shares yesterday below $4!

[tikotiko]

The stock is a bit sideways today, but has been excellent recently. I only regret that I did not buy more shares a few months ago. I keep waiting for a dip to add. Quarterly report in coming in a few days.
Good luck!

[eom7]

Nice move today

[tikotiko]

OROCF is one of many lithium companies doing well. The $4s are within sight!

[tikotiko]

Hey buddy! Yes, I remain loyal to Orocobre, LAC and GALXF in the lithium sector. I think that these 3 juniors will do well and are in more solid ground than others. They are my 3 horses in lithium.

Orocobre’s stage 2 brine project has suffered delays due to COVID19, but it will eventually more than double current capacity. They are in a similar schedule as LAC. I am also excited about its Japan processing plant to refine material to higher carbonate and hydroxide quality, and its recent buying of Advantage Lithium provides an additional resource for many years in Argentina next to LAC/Ganfeng. Finally, the company has benefitted from the new CEO and from Toyota.

Galaxy has Mt. Catlin producing spodumene in Australia, a brine project in Argentina at pilot stage with better quality than LAC or OROCF (less impurities and better composition), and a large rock project in Canada. It has also benefitted from a change in CEO, who is more focused than the one before.

You know plenty about LAC....

I think all 3 will be winners, but I remain cautious due to the typical risks (Argentina’s situation, lithium prices, poor management decisions, etc.).

BTW I am still in hydrogen (PLUG), small pharma (CYDY, RLFTF and SGMO) and MJ (APHA, TCNNF and LHSIF). Most are doing very well, but they are risky....

Happy holidays!

[nowwhat2]

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 !

[tikotiko]

Still have my shares and happy...

[tikotiko]

I bought a batch at $1.7. It was a larger batch than my previous one, so my average of the 2 buys is in the $1.8s. I will buy an even larger parcel if the share price gets around the $1.5s.

PS watching LAC closely...