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Added to YB: 2024-09-20

Pitch date: 2024-09-11

ALB [bullish]

Albemarle Corporation

+53.03%

current return

Author Info

No bio for this author

Company Info

Albemarle Corporation provides energy storage solutions worldwide. It operates through three segments: Energy Storage, Specialties, and Ketjen.

Market Cap

$15.3B

Pitch Price

$86.74

Price Target

225.00 (+70%)

Dividend

1.25%

EV/EBITDA

19.18

P/E

-81.37

EV/Sales

3.97

Sector

Chemicals

Category

value

Show full summary:
Albemarle Corporation: Lithium: Producer Shares Rally on High-Cost Supply Cut

ALB: Lithium producer at 40% of $225 FV. Low-cost assets in Chile & Australia. Demand growth to 2.5M tons by 2030. Prices volatile, avg $20k/ton long-term. Risks: EV demand, new tech, Chile politics. Standard capital allocation. New pricing strategy. Masters CEO since 2020.