Whenever a company I'm looking into or hold is involved in a potential deal, these are the questions I ask myself:
Questions to ask when analysing mining M&A
You Want Mineral Reserves but You’re Better Off Investing in Resources and Here’s Why 📝
Of course, it all ends up coming down to how much risk you're willing to take. I get it. It's not for everybody. But it's doable.
Lithium giants Albemarle, SQM gearing up for growth in EVs and the battery supply chain
Albemarle & SQM are 'top dogs' in lithium production. Combined market value is just under $47B. Their 2023-2030 outlook gives clear insights into what's ahead for investors, EVs and the battery supply chain. Here's your summary: Before we dive in, note both: produce lithium carbonate/hydroxide, and more. grew revenue exponentially in 2022, due to higher … Continue reading Lithium giants Albemarle, SQM gearing up for growth in EVs and the battery supply chain
Albemarle wants more Australian lithium but the price tag will be hefty
Record-breaking. Well, almost. Last week the #lithium space woke up to $ALB Albemarle’s massive $3.7 billion bid for $LTR Liontown being rejected. Let's dissect: While it may not move the needle on a sector-wide scale, it would have been the largest lithium #acquisition on record, as per S&P Global’s data. But management decided the offer … Continue reading Albemarle wants more Australian lithium but the price tag will be hefty
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