LTM 2.21% $4.87 arcadium lithium plc

General Discussion, page-1768

  1. 778 Posts.
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    If only I had a dollar for every time I heard a lithium company say its all on time and budget.
    Not here to argue but if you are really interested in a constructive discussion go back and review the individual company targets vs what has actually been achieved. Have been around since 2015 in this space and following various iterations of this company. To make things easier pick any one expansion that has been built, ramped up on time and budget.

    One thing that has been consistent is underperformance vs target. Based on that alone and absent a fundamental change, how anyone could actually believe they will deliver on track and budget is beyond my comprehension. As I said set expectations lower and you avoid disappointment with this co. The market has done that. Achieving 100% growth in current market is a good outcome, anything beyond that is a bonus.

    Aimo
 
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