LTM 2.70% $4.18 arcadium lithium plc

I think MS are probably right about a potential oversupply for a...

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    I think MS are probably right about a potential oversupply for a while, but not all the projects will get up and some high costs supply may still come off, so I am expecting subdued pricing to mid 25 around these current levels, +- 15%, and then a slow rise towards $20K/t.

    On the takeover front , would prefer script over cash offer, but at a decent premium, so as to remain exposed to their assets and also take advantage of long term growth within a large miner.

    Christopher
 
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