The Allkem/Livent merger progressing as planned, with all approvals received already or expected to be received by close. Scheme Docs next month. The deal has REALLY INTERESTING DYNAMICS with index.
Travis has highlighted this Insight as a Top Pick
Boomeranged on Fri, 15 Dec 2023 01:32
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 carbonate in China has plummeted again recently, going below RMB 100k/tonne as the marginal demand has slowed down after an explosive demand year.
Allkem vs its Peer Basket has moved sharply higher the last two weeks, just shy of where I wrote this.
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