Lithium – ORE or PLS?

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Question asked 04/09/2021

Lithium – ORE or PLS?

Hey James and Team. Thanks for your ongoing commentary throughout Reporting Season. I am looking to increase my exposure to the lithium space . In your opinion which is the better quality and risk/reward between ORE and PLS . I hold some existing exposure through MIN and ACDC . General advice only. Cheers , David

Answer

Hi David,

It’s a very rare situation but I literally like both ORE and PLS equally, both similar size companies, both very volatile and both very exposed to the ebbs and flows in the Lithium space – very hard to separate them. We currently hold IGO which incorporates Nickel and Lithium and is slightly larger. We like their direction & management.

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Orocobre Ltd (ORE)

LAST UPDATED 04/09/2021 07:07

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