Allkem ( AU0000193666 ) aus der Fusion von Galaxy Resources und Orocobre ensstanden (Seite 190)

[Trebor73]

Orocobre überzeugt mit steigenden Produktionszahlen

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

[castafiore]

Antwort auf Beitrag Nr.: 53.462.346 von Crove am 12.10.16 15:50:01

Zitat von Crove: Meldung vom Montag den 10.10 von FN: Black Rock kauft sich bei Orocobre ein!

Quelle?

[rolleg]

Mein Limit letzte Woche war ok, wollte aber keiner was verkaufen...

Orocobre: $10,000 Lithium And Increasing Production Makes It A Buy
http://seekingalpha.com/article/4017278-orocobre-10000-lithi…

[goebfal]

Und das anheben auf Buy von der Deutschen Bank und Macquarie.

"It certainly has been a great start to the week for shareholders of lithium miner Orocobre Limited (ASX: ORE). Its shares have gone gangbusters today and are up by as much as 20% to $3.81 in early afternoon trade.

Today’s gain is likely to be attributable to the company being upgraded by not one, but two leading brokers. Research notes out of Deutsche Bank and Macquarie this morning reveal that their respective analysts have upgraded Orocobre to buy ratings.

Despite Orocobre posting a reasonably weak first quarter of FY 2017 with production growing slightly and costs increasing quarter on quarter, this was largely disregarded by analysts due to a surge in lithium carbonate prices.

During the quarter the average price received was US$9,334 per tonne, up 24% on the previous quarter average price of US$7,535 per tonne."


http://www.fool.com.au/2016/10/31/heres-why-orocobre-limited…" target="_blank" rel="nofollow ugc noopener">http://www.fool.com.au/2016/10/31/heres-why-orocobre-limited…

[Aktiengeier_1]

Sehr schön erwischt..............der Quarterly Activities Report vom Freitag dürfte der Ausschlag gewesen sein.

http://www.fscwire.com/newsrelease/orocobre-limited-asxore-t…

[Nuggeteer]

Antwort auf Beitrag Nr.: 53.470.848 von IllePille am 13.10.16 15:32:09

Herr Saville hat im jüngsten Interview in der für ihn und Orocobre typischen, euphemistischen Art bekundet, man habe ein "Projekt" laufen, das den purification circuit auf Nenndurchsatz bringen soll. Im Klartext bedeutet das: Seit der Eröffnung der Anlage im Jahr 2014 hat man es bis heute nicht geschafft, den purification circuit in den Griff zu bekommen. Die wievielte Umkonstruktion dieses wichten Anlagenteils ist das inzwischen? Wer ist für die diversen Fehlkonstruktionen verantwortlich? Wieviel Geld haben die bisherigen Fehlversuche verschlungen? Welche Tatsachen könnten einen Beobachter optimistisch stimmen, dass der aktuelle Versuch von mehr Erfolg gekrönt sein wird als die vorangegangenen, die allesamt gescheitert sind?

Savilles Äußerung bestätigt zu 100% die negativen Bemerkungen von Joe Lowry, die ich hier zitiert hatte.

[IllePille]

Antwort auf Beitrag Nr.: 53.469.624 von Aktiengeier_1 am 13.10.16 13:18:00

auffällig ist die - übrigens nicht begründete - erhebliche Differenz zwischen Produktion (6.903 t lithium Carbonate) und Absatz (2.040 t lithium carbonate)

[Aktiengeier_1]

Antwort auf Beitrag Nr.: 53.462.346 von Crove am 12.10.16 15:50:01

Heute der erste Kauf wieder seit einiger Zeit..........habe mir hier schon mal die Finger verbrannt.
Heute kam der Annual Report 2016.......... der erster Eindruck nicht so schlecht.....charttechnisch
ist MACD und Slow Stochastic unten........viel Glück allen Investierten!

http://www.orocobre.com.au/

[Crove]

Black Rock Inc. kauft 5% Orocobre!

Meldung vom Montag den 10.10 von FN: Black Rock kauft sich bei Orocobre ein!

[coolrunning]

Orocobre pleased with Olaroz project results

2016-09-28 03:24 ET - News Release

Mr. Richard Seville reports

OROCOBRE LIMITED (OROCF) INTERVIEW WITH RICHARD SEVILLE

Orocobre Ltd. has provided shareholders with an update on the company and its projects, future direction and goals, the lithium market, and current and future pricing.

Transcript for the update with Orocobre managing director and chief executive officer, Richard Seville

Orocobre MD and CEO, Mr. Seville, discusses the company's latest results and provides an update on its Olaroz lithium facility in Argentina.

"Orocobre is an Australian Securities Exchange- and Toronto Stock Exchange-listed company. We've just entered the ASX 200 index, which is a very proud moment for us. Since we floated in December, 2007, we've been absolutely focused on exploring and developing the Olaroz lithium project in northern Argentina. We started production early last year, and now we're coming to the end of our ramp-up process.

"The highlight is that we achieved profitability, so now we've established ourselves as a producer. The EBITDAX for the Olaroz project was $7.8-million in the last two months of the year, those two months since we established commercial production. We did 6,900 tonnes of production, and our ramp-up continues, and we're in a good position to start FY17. The company's very proud of achieving a number of things. We've taken this project from exploration, through development and into production, and into profitability now, that's taken a lot of effort, a big team approach. Financing a challenge, working in Argentina a challenge, 4,000 metres a challenge. Now we're established as a profitable low-cost producer, and that's a great opportunity for the future.

"The Stage 2 expansion is under scoping study process at the moment. It would be very simple just to look at doubling capacity, go from 17,500 tonnes design capacity to 35,000 tonnes, but there's the opportunity there to do things a little bit different. The lithium hydroxide market is a market that's growing strongly. So as part of the scoping studies, we're contemplating whether we should be including that in our product mix, or whether we should just be sticking with lithium carbonate. The end result of that study, or the end of that process, is the end of September, and then we can make a decision, how we should advance into the feasibility studies, and all being well, we could be looking at commissioning an expanded project at the back end of 2018, with meaningful production in 2019.

"The priority from an operational point of view is to optimize our production processes. So we have now a plant that we can operate and produce at a low cost. So it's all about developing optimum operating practises, improved recovery, reduced operating costs and achieving design throughput. There is a project that we have to achieve to get the design throughput in the purification circuit. That's adding a cyclone bank. That should be done in November, and that allows us full capacity through the thickener, but that's the only mechanical thing that needs to be done; otherwise, it's all about developing a well-versed practice at operating levels.

"We've had a strong lithium price over the last year, year and a half. It's grown from around long-term average of about $5,000/$5,500 a tonne, currently more than double that, and we're seeing peak pricing in China on the so-called spot market, of closer to $20,000 a tonne, back in the first half of this year. That strong price is driven by strong demand, and if we look back over recent years, we're seeing a strong demand for batteries and consumer electronics, computers, mobile phones, iPads, and then into portable power tools and the like. More recently, we're seeing strong demand through the EV sector, and that's going to drive demand going forward, as well as the use of batteries in renewables and power grid storage.

"Now that's one side of the equation. The second side of the equation is the supply side, and the supply side has been muted. So in the past, people expecting SQM and Rockwood Holdings Inc., now Albemarle Corp., to provide the lithium for the future. Their supply response has been muted, it's created a squeeze in supply and hence we've seen the high prices, but we see that supply squeeze continuing. The ramp-up from other projects, the project pipeline -- it always takes longer. So we see an undersupply situation in coming years and firm pricing in years to come.

"In a year's time, I expect Orocobre to be in a very strong position. We have a low-cost business, we're producing increasing amounts of product and we'll have strong cash flows through this year. So our balance sheet will improve. There's about $100-million worth of shareholders funds that have been put in, in terms of short-term funding to the subsidiary company. That money will all flow back to our Orocobre in the next two years, and at the back end of next year, we should be in a position whereby we'll be building our expanded projects, with the aim of having production kicking off at the back end of 2018, and ramping up into 2019. So in the past years, we've had our trials and tribulations, we're in a strong position now, and we'll have a good year I'm sure."

http://www.stockwatch.com/News/Item.aspx?bid=Z-C:ORL-2409510


running