ENTITY
Allkem Ltd

Allkem Ltd (AKE AU)

155
Analysis
MaterialsAustralia
Allkem Limited operates as a specialty lithium chemicals company. The Company's portfolio includes lithium brine and borax operations in Argentina, a hard-rock lithium operation in Australia and a lithium hydroxide conversion facility in Japan.
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bullishAllkem Ltd
15 Dec 2023 01:32

Allkem/Livent (AKE AU | LTHM US) Merger Update:  MUCH More Than Meets The Eye

The Allkem/Livent Shareholder Meetings take place 19 Dec. If agreed, this deal gets done quickly. Then we have index fun. The price of lithium...

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bullishAllkem Ltd
18 Dec 2023 13:26

Allkem/Livent Merger Vote Tomorrow: Will Vote Get Past?

Allkem/Livent shareholder meetings are tomorrow. Sentiment is mixed but this likely gets done. And if not, Allkem is likely the one to own. Once...

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bullishLivent
02 Jan 2024 23:26

Allkem + Livent = Arcadium : Updated Expected Index Flows

Flows for Livent-become-Arcadium Lithium over the next 3 days are relatively prodigious. This comes from upweights in US indices not matched by...

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22 Nov 2024 09:40

Rio Tinto/Arcadium: Trading Wide Ahead Of 23rd Dec Vote

This looks done. Trading at a 11.9%/20.5% gross/annualised return, assuming mid 2025 completion. That looks attractive. The key risk is one of...

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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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