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.
522 Views
MV Global Rare Earth/Strategic Metals Index Rebalance: Two Deletions & Other Changes
Core Lithium and Piedmont Lithium will be deleted from the index in June. Estimated 1-way turnover is 6.4% resulting in a 1-way trade of US$28m....
324 Views
2023 4th Qtr Letter to Investors: A Deep Dive into Lithium
2023 was a challenging year, there was a lot of volatility in both long and short books. We reserve the bulk of the letter for an extended...
281 Views
MVIS Global Rare Earth/Strategic Metals Index Rebalance: Albermarle (ALB US) Finally Added
Albemarle will replace ioneer in the index. Constituent changes, float changes and capping changes result in an estimated one-way turnover is 13.4%...
642 Views
MVIS Global Rare Earth/Strategic Metals Index Rebalance: One Add, Two Deletes & Big Turnover
One add, two deletes, float and capping changes will result in one-way turnover estimated at 11.1% resulting in a one-way trade of US$58m. There...
724 Views