We'll have to wait and see what Arcadium will do in WA post-Mt Cattlin. I do know they have tenements near the Bald Hill area, and further tenements up north of WA near Port Hedland. I suspect there will be some activity late in this CY or next year .. but I think the know-how from Mt Cattlin will be sent to James Bay for now.
With regards to Asia, Arcadium / legacy Livent does have lithium refining facilities in China, so it's not as if they are not generating revenue in China.
I don't like name calling someone I don't personally know. You never really know someone until you get to know them.
With that in mind, what other lithium chemical company do we know have 5 OEMs as customers ( Maybe ALB, SQM, and Ganfeng ) .. 4 of which all of them were signed during Livent's time / pre-Arcadium ?
If we were just legacy Allkem back then, and signed the 4 OEMs as customers, everyone would be dancing and partying.
LTM Price at posting:
$7.00 Sentiment: Buy Disclosure: Held
(20min delay)