Professional
Added to YB: 2024-09-18
Pitch date: 2024-09-05
ALTM [bullish]
Arcadium Lithium plc
+137.34%
current return
Author Info
No bio for this author
Company Info
Arcadium Lithium plc engages in the production of lithium chemicals products in the Asia Pacific, North America, Europe, the Middle East, Africa, and Latin America.
Market Cap
$5.9B
Pitch Price
$2.33
Price Target
10.00 (+81%)
Dividend
N/A
Sector
Chemicals
Category
growth
Arcadium Lithium plc: Mount Cattlin Spodumene Operation Will Move to Care and Maintenance in 2025
ALTM: $10 FV, narrow moat. Mt Cattlin to maintenance by mid-2025. Bullish long-term lithium outlook. Low-cost Argentina production. Expanding capacity from 40k to 100k mt by 2036. Double-digit demand growth expected. Risks: price volatility, project execution, Argentina taxes. 20% CAGR to 2.5M mt by 2030. Very High uncertainty rating.
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