Arcadium Lithium (NYSE: ALTM)

Last close As at 24/04/2024

USD3.87

−0.07 (−1.78%)

Market capitalisation

USD4,158m

Arcadium Lithium is a leading global lithium chemicals producer committed to safely and responsibly harnessing the power of lithium to improve people’s lives and accelerate the transition to a clean energy future.

Latest Insights

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Arcadium Lithium — When one plus one equals three

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Allkem — Moving up the value chain

Equity Analyst

Andrey Litvin

Energy and Resources Analyst

Share Price Performance

Price Performance
% 1M 3M 12M
Actual (12.2) (29.0) N/A
Relative (9.4) (31.8) N/A
52 week high/low US$7.1/US$3.8

Financials

Alongside Albemarle and SQM, Arcadium Lithium is the third largest producer of downstream lithium chemicals outside China, capturing the full value chain from lithium resource to battery-grade lithium chemicals. The company has strong exposure to high value-add lithium products and boasts a pipeline of advanced development projects that could potentially more than triple its lithium capacity by 2030. Thanks to its established low-cost asset base and cash flow-generative business, Arcadium should be one of the main beneficiaries of the current cyclical lithium market downturn. Coupled with its strong growth profile, the company is well-positioned to capitalise on the inevitable recovery in lithium demand, driven by the secular decarbonisation trends.

Research

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IPO apocalypse

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ESG, moving beyond the box tick

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The PGM markets – Outlook and price forecasts

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Piedmont Lithium increases its mineral resource estimate by 21%

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Gold stars and black holes

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Mining sector report: Gold: The value of gold and other metals

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ASX Spotlight Conference – London, 6 March 2014

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Making a case for uranium: Life after Fukushima

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Indaba special, 2014

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ASX Small to Mid Caps Conference – London, 7 March 2013

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Asia-Pacific resources quarterly: February 2013 edition

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Indaba special, 2013

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Edison mining quarterly: October 2012

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Mining catalyst: China’s new stimulus

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Asia-Pacific resources quarterly: August edition

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Asia-Pacific resources quarterly

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Edison mining quarterly: April 2012

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Macro Outlook – Price weakness on the cards

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Indium and gallium overview

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Switzerland: Global Resources Investing Conference