LTM 3.36% $5.23 arcadium lithium plc

The difference between leadership...

  1. 4,338 Posts.
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    The difference between leadership ...

    https://www.mining-technology.com/news/minres-wa-nickel-plant/

    ... and incompetence ... "Arcadium Lithium, the result of a $10.6 billion merger of Allkem and Livent, says it is slowing its expansion plans amid weak market ..."

    Chris Ellison continues to assemble his network of lithium assets in southern WA, part of the dominant lithium producing province of the world, despite being in the guts of a severe downturn in lithium prices. Meanwhile Pall the Plod takes fright and dials back major projects in Argentina and Canada and turns his back on the dominant lithium producing province. The difference between a ball watcher and an actual player... There's good reason why Arcadium is trading at such a sizeable discount.
 
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