LTM 2.07% $8.05 arcadium lithium plc

General Discussion, page-1424

  1. 490 Posts.
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    I am skeptical about the lithium price tripling by the end of the year.
    Although the production figures for EVs have increased, many of them are simply being dumped (Tesla - Fiat etc.).
    So you can always find pictures where hundreds of EVs are just standing in a meadow.
    There are reports from Germany about this.

    Many car buyers are currently being lured by discounts on combustion engines, but are forgetting that the cost of fuel will continue to rise (CO2 certificates - OPEC will probably announce another cut in production this year?). On the other hand, electricity prices are falling because the share of renewable energies is increasing and their cost profile is significantly better than that of fossil energies or nuclear power.

    As far as Arcadium is concerned, especially the result, my forecasts have been significantly exceeded.A margin of over 40% at such low prices is very impressive.The projection for the entire year of over 50% is also more than impressive.If the price of white gold also rises - grin - well then the money printing machine should get going again.

    If you look at the stock purchases on the NYSE and if you invest everything in Arcadium, you simply can't avoid the fact that some people are clearly betting on this horse.Yesterday alone shares were reported by 20 different investors.
    Among others from KBC Group NV (1,099,862 shares).The Swiss National Bank also ordered around 2,120,721 shares the day before.

 
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$8.05
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