Hi SeeTheWorld,
Your calculations look correct to me, but I was thinking that Livent's EBITDA will increase over the next couple of years, as on the conference call Paul talked about how they have fixed price contracts that will roll off, so they are under earning until these finish, at that point EBITDA will increase significantly. It really depends on when the US market starts to factor that into the calculation, we could be well north of $30 then.
DYOR
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- Ann: Allkem and Livent to merge - presentation
Ann: Allkem and Livent to merge - presentation, page-178
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