Allkem ( AU0000193666 ) aus der Fusion von Galaxy Resources und Orocobre ensstanden (Seite 189)

[urpferdchen]

schönes plus heute in Australien - könnte so laufen wie seit Februar 2016 - danach über 100 % plus
Ob die Kurslücke von heute morgen noch vor den Zahlen geschlossen wird ?

[Plaste]

Barings: Wer hat Angst vor den Lithium-Bären?

http://www.finanzen.net/nachricht/fonds/Barings-Wer-hat-Angs…


LG Plaste

[alwb]

Interview with Orocobre CEO Richard Seville:

http://www.mining.com/web/lithium-producers-cant-expand-fast…

[coolrunning]

Orocobre: Der Lithium-Explorer überzeugt mit steigenden Produktionszahlen!
03.12.2016 08:42

Lithium wird von vielen Kommentatoren als das neue Gold bezeichnet, denn die Absatzmengen sind durch die Zunahme der Elektromobilität gesichert und die Preise werden wahrscheinlich weiter steigen. Gerade konnte der australische Lithium-Explorer mit guten Zahlen überzeugen. Beim Olaroz Lithium Projekt wurde im letzten Quartal ein Lithium-Preis pro Tonne von 9.334 USD erzielt und die Produktionskosten liegen bei 3.579 USD pro Tonne. Im letzten Quartal produzierte man 3.013 Tonnen mit einer monatlichen Rekord-Tonnage von 1.125 Tonnen Lithium. Für das vierte Quartal wird eine Fördermenge von 3.500 bis 4.000 Tonnen geplant. Es ist eine Erweiterung vorgesehen, die eine Zusatzmenge von jährlich 17.500 bis 25.000 Tonnen ermöglichen soll.

Das Borax-Projekt in Argentinien konnte mit 11.940 Tonnen produzieren, das waren 29% mehr als im letzten Quartal und ein Plus von 47% zum Vorjahreszeitraum. Mit diesen Produktionsergebnissen hat man den Breakeven erreicht. Die Aktie hatte im ersten Halbjahr einen steilen Kursanstieg gezeigt und im Juli konnte das Hoch mit 3,399 Euro markiert werden. Danach gab es Kursabschläge bis auf 2,15 Euro am 27. Oktober und durch die Kursexplosion am 31.10. wurde der Abwärtskanal nach oben durchbrochen. Gleichzeitig schaffte es die Aktie über die 200-Tage-Linie und die könnte jetzt zur Unterstützung werden. Die Aktie ist hoch spekulativ – aber vielleicht deswegen erfolgreich…?

http://www.rumas.de/finanzen/news/rumas-redaktion/news-detai…


running

[coolrunning]

Die Produktion soll also 2017 mehr als verdoppelt werden.
Bei stabilem oder sogar höheren Preis weiß wohl jeder was dann hier abgeht....


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[coolrunning]

Brisbane, Nov 23, 2016 AEST (ABN Newswire) - Orocobre Limited (ASX:ORE) (TSE:ORL) (OTCMKTS:OROCF) is pleased to provide the company's Annual General Meeting Presentation held on 23 November 2016.

SUMMARY

- Olaroz operating revenue of US$33.5M for September quarter 2016

- Gross cash margin of US$5,755/tonne

- Operating cash cost US$3,579/tonne

- Sales de Jujuy S.A. self funded a US$12.8M principal and interest payment for the Mizuho project loan during the September quarter

- Production forecast for FY2017 is >15,000 tonnes

- Expansion studies on track for target of 35,000 - 42,500 tonnes total production

- Borax Argentina September quarter production up 29% quarter on quarter

ARGENTINA - REFORMS

- THIRD LARGEST ECONOMY IN LATIN AMERICA, MEMBER OF G20

-- Pro-business Macri Administration is delivering changes that will allow the Argentinian economy to grow

- FLOAT OF CURRENCY

-- Ends the artificially high exchange rate, Argentinian peso (ARS) has devalued by ~50% against the USD since 18 December 2015

- CAPITAL TRANSFER RESTRICTIONS REMOVED

-- Allows free flow of capital in and out of the country

- REMOVAL OF EXPORT DUTY

-- On most agricultural and industrial products including lithium carbonate, refined and mineral boron products

- REMOVAL OF IMPORT CONTROLS

-- Allows easier and quicker international sourcing of materials and equipment

OPERATIONAL PERFORMANCE

OLAROZ PRODUCTION AND GUIDANCE KEY INDICATORS (100% basis)

- 2016 FY production of 6,903 tonnes

- September quarter production of 3,013 tonnes, with 1,125 tonnes in month of September

- Low operating cash cost in September quarter of US$3,579/t

- September quarter sales revenue of US$33.5M, gross cash margin of US$5,755/t

- December quarter production is forecast to be 3,500 - 4,000 tonnes, FY2017 forecast of >15,000 tonnes

- Forecast operating cash cost (FY18) < US$2,500/t

- Q4 2016 FOB anticipated pricing net of logistics and commissions ~US$10,000

OLAROZ OPERATIONAL IMPROVEMENTS

PROCESS IMPROVEMENT PROJECTS COMPLETED

- Boiler capacity increase

- Centrifuges and polishing filters

- Heat exchangers

- Acid wash circuit/parallel pipes

- Flocculant dosing and settling ponds

- Cooling in purification circuit

- CO2 injection points and diffusor design

- Cyclone bank and thickener throughput (currently underway)

OPERATIONAL OPTIMISATION

- Operational practice

- Logistics

- Reagent usage

- Recovery

BORAX OPERATIONAL PERFORMANCE IMPROVING

- Cash flow positive despite difficult market conditions

- The key Brazilian market is showing signs of improvement in volume and price

- Tincalayu plant upgrade completed on time and materially on budget in April 2016

- Full production rate now achieved after relocation of the borax decahydrate plant to Tincalayu

- Scoping Study underway to expand production from 30,000 tpa to 100-120,000 tpa borax decahydrate equivalent at Tincalayu and 40,000tpa of boric acid. Early indications demonstrate a high level of capital efficiency.

SUMMARY

- Olaroz is a profitable, low cost, high margin producer

- Significant cash to be returned to Orocobre from loans/SBLC

- Production volume growth continues

- Lithium chemical market to remain in deficit

- Olaroz expansion study lifts total production to 35,000 - 42,500 tonnes

- Tincalayu expansion study to realize the potential of Borax Argentina SA

To view the presentation, please visit:
http://abnnewswire.net/lnk/QYUI4Y88

[coolrunning]

Hier mal wieder einige Informationen:


Brisbane, Nov 23, 2016 AEST (ABN Newswire) - Orocobre Limited (ASX:ORE) (TSE:ORL) (OTCMKTS:OROCF) is pleased to provide the Chairman's Address to Shareholders at Annual General Meeting 2016.

Our focus in recent years has been to build successful projects. We are now embarking on the journey to build a world leading lithium and chemicals company.

To get there, your board and the senior management team is maintaining a radar like focus on the following key success factors:

- Ensuring that we deliver on the promise and potential of Olaroz.

- Developing our borax resources to become a meaningful and reliable contributor.

- Living by the principals of shared value, through the pillars of education, health, sustainability and employment so that we are respected as a vital member of the Jujuy, Salta and Argentine communities.

- Continuing to invest in our people and their culture of integrity, transparency, problem solving, commitment and sustainability.

These are the foundation stones by which we will continue to build our Company.

I am pleased to report that we finished FY16 in a strong position with many significant achievements.

Through sheer hard work and innovation, our team at Olaroz led by Cristian Saavedra has brought to market the first new lithium brine production facility in approximately 20 years. Many of you here today have shared that journey with us and know the many challenges that we have faced and overcome. With the knowledge and experience accumulated along the way, we are confident we can expand Olaroz to a possible 42,500 tonnes per annum, with potential commissioning as early as late 2018.

Much has been written about the growing demand for lithium and the supply response, some informed, much not. We developed our view of the market some time ago and remain confident that the fundamentals for lithium remain strong, underpinned by growing demand for electric vehicles, power storage and mobile devices. We estimate that supply will not be so readily available and that the supply response will be slower and more expensive than anticipated. Experienced observers of commodity markets recognise these characteristics and we do not believe lithium will be different. Incumbent producers are clearly advantaged and this augurs well for Orocobre.

Whilst Olaroz had made significant progress and enjoyed buoyant market conditions, our borax business continued to face tough market conditions in South America, particularly in Brazil, with intense competition from the world's two major producers of borax products. Collectively this has kept prices at cyclical lows. As shareholders would expect the Borax management team led by Ivan Gomez, responded by implementing significant operating and structural improvements, restoring margin in the second half, but more importantly developing a pathway to grow and expand our operations and realise the undeniable value of our resources. We are seeing some indications that pricing for borax products may be recovering from the low point in the cycle. With our production expansion plans, cost reduction targets and competitive advantages in local markets we are well positioned when economic conditions and market prices recover.

In the year, we raised additional equity capital twice. Now with our current funding and Olaroz performance, we intend to fund any further expansion from the combination of operating cash flow and the potential divestment of low priority assets. In particular, over the next few years we should see Olaroz repay loans and bank guarantees to Orocobre. These funds will support Orocobre in achieving our growth aspirations and the ability to pursue the opportunities that buoyant markets always provide. In the absence of any other opportunities we have no plans or need to raise further capital. I would like to thank the shareholders who have supported us through the capital raising processes that allowed us to debottleneck our Olaroz operations and continue to ramp up production. We will work hard over the next few years to repay the confidence you have placed in us.

We are planning the next stages of growth for our company with confidence and the experience of already operating in Argentina. The Macri Administratio n has laid the groundwork for the economic revival of Argentina through several reforms including floating the Peso, reduction of export duties and import restrictions, and the removal of capital transfer restrictions. For Orocobre, this has made our operations more competitive and should expedite the delivery and lower the cost of our planned expansion.

I mentioned earlier that part of our philosophy is to live by the principals of shared value. We are proud of the contribution we make to the communities in which we operate, and we take our responsibilities seriously. Our businesses in Argentina employ over 500 people directly and we further support our communities by purchasing locally and employing local contractors and services. We are confident that we create sustainable operations through our actions in the areas of health, safety, environmental management and social inclusiveness. However, we recognise we can improve our communication of these activities. To rectify this, we have commenced a project to overhaul our reporting on these areas over the next 12 months. I look forward to keeping you updated on this.

Most AGM addresses consider the issue of executive remuneration. There has been much written this year about soft targets, short term incentive rewards for average performance and the disconnect between shareholder and executive return. The boards' expectations of Orocobre executives are demanding with extensive periods required away from home and family and many anti-social hours. Our remuneration structure must respond to these demands. That said we apply a simple philosophy at Orocobre. In disappointing, below par or low growth years': bonuses will be hard to find. However, in years of achievement, pleasing shareholder returns and growing profits and cash flows we will be generous in the rewards earned by our executives. In this way, we seek to retain absolute alignment between shareholder and executive returns.

James Calaway retired as Chairman of Orocobre in July. He made an enormous contribution to Orocobre through his vision, passion and leadership. There is no doubt that following James as Chairman means there are big shoes to fill. In paying tribute to James, I would also like to welcome Leanne Heywood to your board. Leanne joined Orocobre only recently after a career with Rio Tinto characterised by real "hands on" experience of mine site operations and major commodity markets.


About Orocobre Limited

Orocobre Limited (ASX:ORE)Orocobre Limited is listed on the Australian Securities Exchange and Toronto Stock Exchange (ASX:ORE) (TSE:ORL) (OTCMKTS:OROCF), and is building a substantial Argentinian-based industrial minerals company through the construction and operation of its portfolio of lithium, potash and boron projects and facilities in the Puna region of northern Argentina.

The Company has built, in partnership with Toyota Tsusho Corporation and JEMSE, the first large-scale, greenfield brine based lithium project in 20 years at the Salar de Olaroz with planned production of 17,500 tonnes per annum of low-cost battery grade lithium carbonate.

Contact
Andrew Barber
Investor Relations Manager
Orocobre Limited
T: [phone]
M: [phone]
E: [e-mail]


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[simkus66]

ORE price history ASX
Date Last % Change High Low Volume *
16/11/2016 4.000 !!!! Schlußkurs Australien
15/11/2016 3.730 3.039% 3.820 3.650 1,141,206
14/11/2016 3.620 2.26% 3.740 3.515 1,515,410
11/11/2016 3.540 0.568% 3.620 3.495 1,770,934
10/11/2016 3.520 6.991% 3.640 3.420 1,435,373
09/11/2016 3.290 -8.101% 3.650 3.260 1,156,065

Sieht doch gut aus.

[larsuwe]

Die Bodenbildung bei 2,50 Euro scheint beendet zu sein !.Mit den zu erwarteten guten Q-Zahlen im Dez scheinen die 3,- Euro als kurzfristiges Zwischensziel kein Problem zu sein !.

[korngizmo]

Antwort auf Beitrag Nr.: 53.597.928 von castafiore am 01.11.16 17:29:30

10/10/2016 BlackRock: Becoming a substantial holder

http://www.asx.com.au/asx/statistics/announcements.do?by=asx…