Professional
Added to YB: 2024-03-01
Pitch date: 2024-02-29
SQM [bullish]
Sociedad Química y Minera de Chile S.A.
+57.74%
current return
Author Info
No bio for this author
Company Info
Sociedad Química y Minera de Chile S.A. produces and sells specialty plant nutrients, and iodine and its derivatives in Chile, Latin America, the Caribbean, Europe, North America, Asia, and internationally.
Market Cap
N/A
Pitch Price
$50.27
Price Target
95.00 (+20%)
Dividend
N/A
EV/EBITDA
18.21
P/E
N/A
EV/Sales
5.98
Sector
Chemicals
Category
value
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)