LTM 3.20% $5.16 arcadium lithium plc

General Discussion, page-1304

  1. 51 Posts.
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    But what is Mt C making now?

    GXY alone would be going from lithium producer back to lithium developer. That is not an attractive proposition for company valuation. Good luck with a significant capital raise at the lows and no meaningful experience in brine operations. Even if James Bay permitting was 6-months ahead of where it ended up there would still be a transition period.

    The merger was the right move. Pretty much the worse case here is some projects get delayed or sold. The company is still in a strong financial position with conservative management that is unlikely to put the company at risk of going broke. That’s the most important point.
 
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