RE: RE: RE: Confirmed: TLH was one of two added toGood Analysis Yasch22. In addition, ppl must like to speculate on CLQ since its more affordable on a per share basis, it was a penny stock not too long ago! If that lack of awareness and exposure speaks a lot for the lack of volume for TLH, then ORL.TO is something also worth looking at for its stagnant price these days!
I also like that stock as well as TLH. I have more confidence in TLH, but my one concern is knowing today's Lithium market is still largely dominated by the big 4 (TLH, SQM, Chemetll, FMC) I have a feeling the big 4 will push up production in the near future and flood the market with more lithium supply, pushing new entrants to a difficult level to enter the market (harder than they first anticipated). I mean it wasnt long ago when TLH admitted a sense of urgency to push up production on the salaars and i'm sure they're trying to develop the resource asap to get as much business now and in the future from their competitiors (incl. the new entrants). CLQ maybe one of the few that can likely become a player to survive along with ORL.TO based on their production dates...but something tells me it jut won't be as easy as they believe it 'll be for them to get up and running.......(not that i have a crystal ball). I may buy a coupe of these 2 jrs at a small position, but i personally like to specialize with Strong players in the industry that already have sales/clients/stuff already mined out of ground/distribution.