OROCOBRE Forum: Community User: derpate531

ja viel besser und die aussichten sind auch gut

Production for the December quarter was third highest achieved by Olaroz at 3,727 tonnes up 4% from 3,586 tonnes in the PCP. Brine concentration remains at higher levels than in recent years resulting in high daily production rates, higher plant recovery and further decreases in costs, even when COVID-19 related costs are included. Production of battery grade lithium carbonate was 34% of total production, up from 22% in the September quarter.

Production of 3,727 tonnes was up 58% quarter on quarter (QoQ), responding to increased demand and reflecting on- going plant stability and improved operating practices • Sales volume was up 28% QoQ to a new record of 4,345 tonnes, while sales revenue was up 57% QoQ to US$16.5 million. The realised average price achieved was US$3,797/tonne on a free on board basis (FOB)3, up 22% QoQ. Sales volumes were 34% battery grade lithium carbonate and the remainder primary grade lithium carbonate • Cash costs (on a cost of goods sold basis)4 were US$3,623/tonne, down 9% QoQ excluding the export tax of US$85/tonne. All additional costs incurred as a result of COVID-19 restrictions and US$360,000 of non-recurring COVID-19 related wage subsidies from the Argentina government are included. Excluding the subsidies, the cost of sales remains the lowest level for more than three years • Gross cash margin was positive at US$174/t, an improvement of US$1,046/t on the September quarter with better pricing and lower costs • Following the signature of an MOU in September, discussions with Prime Planet Energy and Solutions (PPES), an automotive battery cell manufacturing joint venture between Toyota (51%) and Panasonic (49%) are continuing for the supply of 30,000 tonne per annum (ktpa) of lithium carbonate equivalent (LCE) by CY25 • Lithium prices and volumes continue to recover and realised H2 FY21 prices are expected to increase >50% to approximately US$5,500/tonne (FOB)

Overall sales volume for the December quarter was 10,573 tonnes, up 18% QoQ and up 23% on the previous corresponding period (PCP) • Sales revenue was up 14% QoQ due to increased volume, however the average price received was down 3% QoQ due to the sales mix

Die Zahlen schauen nicht so schlecht aus

Der Referenzpreis für Kobalt an der Londoner Metallbörse stieg auf ein seit Anfang 2019 nicht mehr gesehenes Niveau und stieg aufgrund der starken Nachfrage aus dem Elektrofahrzeugsektor über 40.000 USD pro Tonne. Kobalt, ein Schlüsselelement in Lithium-Ionen-Batterien, wird angesichts der beeindruckenden Nachfrage nach Elektrofahrzeugen von einem starken Wachstum bei wiederaufladbaren Batterien und Energiespeichern profitieren. Morgan Stanley geht davon aus, dass der weltweite Absatz von Elektrofahrzeugen im Jahr 2021 um 50% oder mehr steigen wird, während der Absatz von Fahrzeugen mit Verbrennungsmotor voraussichtlich um 2% bis 5% steigen wird. das selbe gilt auch für lithium

Durch verkaufen mit 100% Profit ist noch keiner arm geworden

Tztz hatte meine orocobre seit advantage Anfänger

anfänger

Dann bin ich wieder dabei

Hoffe auf so ne kleine 99% Korrektur

Echt schlimm😉

Sieht schlecht aus

Und hohe Erwartungen

Btw Anlage stand still wegen Corona

Hab verkauft vor ein paar Tagen bereue es jetzt schon