AKE 0.00% $9.83 allkem limited

Ann: Allkem confirms material growth profile underpinned by 40 Mt, page-21

  1. 62 Posts.
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    $30 BILLION AUD NPV with a modest really cost (although costs increasing as expected).

    This Livent deal is just hard to understand on a pure project kind of basis. Livent also getting smashed in the US for some reason which is throwing off the claimed relative percentages (56/44). Livent could go up to keep them similar but AKE could also go down for arbitrage as this gets closer.

 
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Currently unlisted public company.

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