Monday, November 11, 2019 5:04:08 PM
Ha,ha, yes it is possibly a fly thing... 
I think that since Orocobre is a producer, it is more affected by ongoing news on lithium prices and related political stuff. The recent news have obviously helped its SP over the last 3 weeks to the tune of a 20%+ increase. On the other hand, the fact that LAC is not yet a producer acts as a buffer and protects it more against the negative swings from news. However, this also means that LAC may not benefit as much from positive sector/global news. This is what may be happening now and with the market being more concerned about LAC’s project execution. The priority for LAC should be to complete construction pronto and efficiently to avoid burning extra cash, and to start getting some earnings. In my opinion, LAC should forget about NV mud for now (sorry bj) unless they get the deal of the century from say Tesla. My understanding is that Orocobre’s project is a bit ahead than LAC’s, but hopefully less than 6-12 months. I also think that they are ahead of LAC in terms of brine experience and expertise, but LAC has put together a good brine team and also has Ganfeng.
Regardless of comparisons, I like to own both companies simply because they are brine producers, which should provide some protection during tough times due to the lower costs. My other two companies are a spodumene (ALTAF, riskier but I still have hope while investing less in it) and GALXF, which is a hybrid producer of spodumene at present and of brine in the future with additional assets in Australia and Canada. I am losing in all of them and I have become an extra long term investor. I am hoping to see some very positive charts from you next year, but I will borrow more patience if necessary...
I think that since Orocobre is a producer, it is more affected by ongoing news on lithium prices and related political stuff. The recent news have obviously helped its SP over the last 3 weeks to the tune of a 20%+ increase. On the other hand, the fact that LAC is not yet a producer acts as a buffer and protects it more against the negative swings from news. However, this also means that LAC may not benefit as much from positive sector/global news. This is what may be happening now and with the market being more concerned about LAC’s project execution. The priority for LAC should be to complete construction pronto and efficiently to avoid burning extra cash, and to start getting some earnings. In my opinion, LAC should forget about NV mud for now (sorry bj) unless they get the deal of the century from say Tesla. My understanding is that Orocobre’s project is a bit ahead than LAC’s, but hopefully less than 6-12 months. I also think that they are ahead of LAC in terms of brine experience and expertise, but LAC has put together a good brine team and also has Ganfeng.
Regardless of comparisons, I like to own both companies simply because they are brine producers, which should provide some protection during tough times due to the lower costs. My other two companies are a spodumene (ALTAF, riskier but I still have hope while investing less in it) and GALXF, which is a hybrid producer of spodumene at present and of brine in the future with additional assets in Australia and Canada. I am losing in all of them and I have become an extra long term investor. I am hoping to see some very positive charts from you next year, but I will borrow more patience if necessary...
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