Every quarterly I have listened too so far for Lithium companies has the same underlying message of continued strong demand for Lithium, although not ideal SP at the moment long-term fundamentals are still good.
Do believe a revised offer will be required from Livent though, AKE has the standout producing assets in this merger and needs to be valued accordingly, 60% AKE and 40% Livent should be the new adjusted offer, not attractive otherwise.
AKE Price at posting:
$9.54 Sentiment: Buy Disclosure: Held
