LTM 3.36% $5.23 arcadium lithium plc

General Discussion, page-1813

  1. 373 Posts.
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    Prospect / Speculation of take over, (if any) from RIO or others should be viewed as opportunistic grab at current rock bottom lithium metal cycle and should be rejected by SHs if the offer only 30% to 40% premium to the current SP.
    If TO did eventuate (very unlikely), the valuation should be based on the earning of long term spods (US$1,200 to $1,500 per ton) carbonate/hydroxide price (US $15,000 to $20,000 per ton) not just 30% to 40% premium of current share price.
 
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