ENTITY
Allkem Ltd

Allkem Ltd (AKE AU)

153
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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10 Oct 2024 07:07

Rio Tinto Goes All-In for Arcadium Lithium

Rio Tinto and Arcadium Lithium have announced a definitive agreement where Rio will acquire Arcadium for US$5.85/share in cash. There were a lot of...

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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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07 Oct 2024 10:28

Rio Tinto Taps Arcadium As Lithium Prices Sag

Arcadium IS in play. And the share price has recently rebounded from a multi-year low. I'd be getting involved around here, and on any weakness.

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bullishAzure Minerals
08 Apr 2024 15:27

Azure Minerals (AZS AU): FIRB Approval Concerns Are Overdone

FIRB approval should be forthcoming due to Tianqi's small indirect interest in Andover, Lithium Power precedent, and SQM and Tianqi’s strained...

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bullishAzure Minerals
06 Mar 2024 16:16

Azure Minerals (AZS AU): Scheme Vote on 8 April

The scheme vote will get up due to irrevocables and retail support. At the last close and for the 18 April payment, the gross/annualised spread was...

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