LTM 4.83% $4.93 arcadium lithium plc

General Discussion, page-1432

  1. 966 Posts.
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    Love him or hate him, you do need to agree that he can talk, and at the very least he appears to really understand the business. The level of depth and understanding in his answers is rather good. The complete opposite of our last guy, who couldn't sell ice to an Eskimo.

    For me, the most interesting was:
    - the good feedback about the new government in Argentina. That risk factor has always played into our share price. If the government can provide more evidence that it is business friendly and doesn't not plan to nationalise or do something crazy to the lithium market, and the monetary reforms start to work to reduce inflation etc. the impact of risk should start to go down.
    - it was interesting to hear him say that they are also looking into bmx styled auctions for mt c.
    - however, most of what he said was pretty much a repeat of his last long interview he did on the rock stock channel, but good to hear the same messages regardless.

    The tide is slowly turning. We are at the bottom of the cycle and making huge profit margins. The price will go up, and our profit margins will only be nicer.

    For now, everything rests on those EV sales and storage sales. May they continue to grow.
 
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