These slides from Arcadium's earnings presentation ought to act as a reality check for anyone still anticipating AGY to swiftly rake in hundreds of millions in profits. Despite Arcadium's position as a leading lithium producer, selling more lithium products in a quarter than AGY could manage in a year from its 12 ktpa operation, it only recorded net quarterly income of US$15.6m. This comes despite Arcadium securing an average sales price of over US$20k per tonne.
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