Arcadium Lithium Stock Analysis: Best Lithium Stock to Buy? Finally, Time to Buy Lithium? $ALTM

Arcadium Lithium Stock Analysis: The Best Lithium Stock to Buy? Finally, Time to Buy Lithium? $ALTM

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Arcadium Lithium (ALTM) has to be one of the most interesting lithium companies out there.

They had quite a productive half of the year and they now expect to reach the high end of the synergies guidance, plus a 25% increase in volume this year and the next. And that’s after Arcadium expected a 40% ramp up half a year ago, so they are very efficient despite the current market.

ALTM plans to invest about half a billion in growth this year, and that’s even with a new target of reducing capital spending by around half a billion until next year. In comparison, SQM, the number one producer that’s valued at like $10 billion, plans to spend a bit more than $600 million per year, so you can see that they aren’t playing. And we haven’t seen SQM’s Q2 report yet, so maybe they cut the spending as well.

Now, what makes Arcadium Lithium very interesting is that they plan to triple or even more than quadruple the production in a few years. When they reach that, this will likely be the number 3 lithium producer on the planet, and they would produce a bit more than what the current number 1 makes today. That’s by the way a $10 billion company in the current market, after a huge drop. Arcadium is worth less than $3 billion now, so assuming that the market values them based on production, that’s an easy 3, maybe even 4x by the end of the decade. Even by 2027, Arcadium should easily more than double the production, but it’s all about the price of lithium.

Even in this market, they can make about $4-500 million in net income per year, which is a lot of money for a less than $3 billion market cap during a huge investment cycle. That’s by the way what SQM made in the past 12 months and Albemarle, the number 2, had a negative net income. So, this has real potential to be a very competitive company.

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0:22 Arcadium Lithium (ALTM) Financial Analysis, Risk-Reward, ALTM Stock Valuation, etc.

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