ORE 5.11% $6.13 orocobre limited

SQM update overnight....

  1. 1,160 Posts.
    lightbulb Created with Sketch. 131
    SQM update overnight.

    http://s1.q4cdn.com/793210788/files/doc_news/2019/March/PR_Interview-CEO_11mar2019_ing.pdf

    Every update they seem to push out the expansion plans which is consistent with the view that the 180kt limit is not a feasible to assume will happen or in the initial aggressive timelines posited. Updates has 120kt running by 2021 now (installed by end of 2020) and the 180kt target is now a "play by ear basis" to 2025 with the expectation they'd only get saleable quantities of 150kt or utilisation of low 80% range.
 
watchlist Created with Sketch. Add ORE (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.