If there is one thing that is becoming abundantly clear, it is that lithium is a specialty chemicals industry rather than a simple dig-crush-ship resources industry. Unless the sky truly does fall, I see no need to lump lithium chemical producers with "resources".
I note you sentiment is "hold" in spite of certainty around the market heading lower...?
Ann: Orocobre Limited - Issue of shares to Toyota Tsusho, page-10
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