RE:RE:RE:RE:RE:RE:RE:WTFsimc1 wrote: orocobre is not a pure lithium play,they are spread out in different sectors and have debt. LAC is fully financed and can easily be valued according to lithium and future lithium prices. Its SP is also currently discounted according to the risk of production delays. On this exact day next year if lithium prices are the same and production is on time, it will be be worth at least 90% more. Now there is also the Nevada property that is currently not valued in and could be worth several billions as well once derisked and financed.
You just got to read analysts calculations and do the math, its all out there. Also lithium futures are 25% higher for the June 2018 contracts , this is more than most analysts expected as well.
So in short LAC is pure lithium, Orocobre is not, read analysts valuations, adjust with future lithium prices, consider risk. In very short, DYODD
Could you please point me to where I can trade Lithium futures? Can't seem to find the data on you provided on June contracts, or any other lithium futures?!?