Ann: Orocobre Limited - September 2018 Quarterly Report, page-32

A terrible report. And particularly annoying with ORE now saying the price of lithium is going to be lower by the end of the December quarter. They've spent all year telling us how there are many different types of lithium, and how the price of different lithiums is at different places, but overall the price is actually going up.

I will be selling my substantial holding in ORE as soon as a break-even opportunity presents itself. I feel the lithium industry is overdone - i.e. there is so much production coming down the pipeline that the analysts are right. Lithium prices are and will continue to fall.