Ann: Orocobre Limited - December 2018 Quarterly Report, page-22

“The demand for lithium isn’t really in question, it’s just a matter of when that demand really kicks in,” BMI’s Miller said. “You just have to look at the number of battery factories that are being built around lithium-ion technology.”
He said price reaction to the slight oversupply in the lithium market this year was overdone and says the long-term prospects for the industry remain intact."

https://www.reuters.com/article/us-...lithium-as-price-slides-in-2018-idUSKCN1LX1PF

With 13% shorts to burn as well, it may be well worth watching this stock closely.