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ENTITY
Arcadium Lithium (LTM AU)
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Australia
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bullish
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Rio Tinto Ltd
•
11 Oct 2024 08:45
•
Podcast
What does Rio’s brine bet mean for spod?
Rio Tinto agrees to acquire Arcadium for $6.7 billion in a cash deal, with a focus on long-term value and securing a position in the cost curve.
Money of Mine
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966 Views
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bullish
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Arcadium Lithium
•
09 Oct 2024 22:40
Rio to Fully Pay for Arcadium Lithium
Rio Tinto to acquire Arcadium Lithium for $5.85/share at a 90% premium, taking advantage of low lithium prices for high-quality assets.
Jesus Rodriguez Aguilar
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368 Views
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bullish
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Yancoal Australia
•
20 Sep 2024 01:08
S&P/ASX Index Rebalance (Sep 2024): Two Big Surprises; Positioning Is Mixed
The index rebalances at the close today. Stocks have moved a lot over the last couple of weeks since announcements and some positioning will be...
Brian Freitas
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993 Views
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bullish
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Pro Medicus Ltd
•
15 Sep 2024 21:00
MV Australia Equal Weight Index Rebalance: One Add, Two Deletes, Capping to Drive Flow
PME is an add. NHF and IGO are deletes. Constituent changes, float changes and capping changes result in a one-way turnover of 6.9% leading to a...
Brian Freitas
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603 Views
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bullish
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Thematic (Sector/Industry)
•
12 Sep 2024 18:23
TMT Daily - EVs, CATL, AMD V NVDA, Samsung V TSM Tokyo Electron, ASML, Telco, Shopify, Match, Bumble
CATL cuts as lithium falls below cash cost as EVs slump. AMD traction in inference v Nvidia. Samsung woes at both 4nm and 2nm, TSM widens lead....
Neil Campling
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770 Views
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