Professional
Added to YB: 2024-03-01
Pitch date: 2024-02-29
SQM [bullish]
Sociedad Química y Minera de Chile S.A.
+30%
current return
Author Info
No bio for this author
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Company Info
Sociedad Química y Minera de Chile S.A. produces and sells specialty plant nutrients, and iodine and its derivatives worldwide.
Market Cap
$18.4B
Pitch Price
$50.64
Price Target
95.00 (+44%)
Dividend
3.29%
EV/EBITDA
15.73
P/E
35.03
EV/Sales
4.80
Sector
Chemicals
Category
value
Show full summary:
Sociedad Química y Minera de Chile S.A.: Supply Discipline Will Support Lithium Price Recovery
$SQM: Narrow-moat Li, I, fert. producer w/ cost edge from unique deposits. Disciplined supply to aid Li price recovery; $95 FV est, now ~50% discount. Expanding in Chile, Aus JVs for EV, dietary trends. Risks: politics, Li price, tech shifts. Global leader w/ strategic capital allocation.
Read full article (11 min)