LTM 1.95% $7.03 arcadium lithium plc

Livent's contract pricing is going to be much higher then any...

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    Livent's contract pricing is going to be much higher then any other lithium producer. Allkems brine assets are also incredibly low on the cost cruve. Ironically Argentina may be the assets that make LTM valuable. Mt Cat may actually end up being a bit of a write off, has provided good cash to fund the rest of the business though. James Bay value is farily immaterial in todays market too. Ake holders may end up getting more value from this transaction after all.

    Will be a while before we see the quaterly but LTM's may be the best of the bunch.
 
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$7.03
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