ENTITY
Ganfeng Lithium

Ganfeng Lithium (1772 HK)

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Analysis
MaterialsChina
Ganfeng Lithium Co Ltd researches and produces lithium products. The Company produces and sells lithium metal, lithium aluminum hydride, lithium fluoride, lithium chloride, and other chemical products of lithium. Jiangxi Ganfeng Lithium also exports lithium products.
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21 Nov 2024 21:34

Arcadium Lithium (ALTM US/LTM AU): Scheme Vote on 23 December as Risks Mount

A tempting wide gross spread comes with a health warning due to a long-dated offer with potential regulatory and shareholder approvals risks.

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17 Oct 2024 13:42Syndicated

CX Daily: The Power Grid’s Solar and Wind Problem

Energy / Caixin Explains: The power grid’s solar and wind problem As of August, China’s wind and solar farms had a combined installed capacity of...

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10 Oct 2024 02:47

Arcadium Lithium (ALTM US/LTM AU): Rio’s Binding Proposal

The offer is not a knockout bid but the shareholder structure requires an activist to disrupt the vote. The long-dated offer provides optionality...

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08 Oct 2024 01:04

Arcadium Lithium (ALTM US/LTM AU): Rio Tinto’s Rumoured Bid Is Light

The rumoured valuation range is unattractive and arguably a bear case valuation assuming no significant recovery in lithium prices.

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04 Oct 2024 22:50Podcast

Is Ganfeng Bearish Pilbara Minerals?

The company is preparing to start mining operations to generate revenue through contracts or joint ventures, with pressure mounting to start...

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