The Investment Doctor
Long/short equity, value, debt, base metals

Orocobre - 60% Upside Potential As The Company Enters The Production Phase

Introduction

In this article, I'll have a closer look at Orocobre Ltd (OTCPK:OROCF), a mining company which is currently constructing its Olaroz lithium project in the Jujuy province of Argentina. The company has also acquired the boron activities in Argentina from Rio Tinto (NYSE:RIO) which consists of three mines and two concentrating plants.

I will start with a brief introduction to the company's two main projects, after which I will make some calculations regarding the expected cash flow for Orocobre's activities and what the upside potential is for investors. I will also discuss the main risks associated with an investment in Orocobre and the current opportunity for investors. This will result in my investment thesis at...

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