AKE 0.00% $9.83 allkem limited

News: AKE Livent quarterly profit up 13%, cuts forecast on flat lithium sales, page-2

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    Miss in all metrics. Costs coming down a positive.

    guidance been lowered materially. QandA will be interesting at the end of the call.

    Going to be harder to make the case the current merger ratio is fair for AKE. Livent will continue to cycle off a super profits event that is unlikely to ever repeat.
 
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