Arcadium Lithium plc

Informe acción NYSE:ALTM

Capitalización de mercado: US$6.3b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Arcadium Lithium Dividendos y recompras

Dividendo controles de criterios 0/6

Arcadium Lithium no tiene historial de pago de dividendo.

Información clave

n/a

Rentabilidad por dividendo

-0.03%

Rendimiento de la recompra

Rendimiento total para el accionista-0.03%
Rendimiento futuro de los dividendos0%
Crecimiento de los dividendosn/a
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pagon/a

Últimas actualizaciones de dividendos y recompras

No hay actualizaciones

Recent updates

Seeking Alpha Nov 27

Bidding Goodbye To Arcadium Lithium On A Sore Note

Summary Arcadium Lithium stock surged after Rio Tinto's $6.7 billion acquisition bid, prompting me to divest ALTM stock despite initially planning to stay for the long haul. Arcadium possibly accepted Rio Tinto's offer due to immediate cash certainty, access to development capabilities, and potential efficiency gains. Lithium demand is projected to outpace supply by 2030, reinforcing my original investment thesis on Arcadium's future profitability and market leadership. I believe Rio Tinto benefits more from the deal, and I am considering investing in RIO stock to gain exposure to these potential gains. Read the full article on Seeking Alpha
Seeking Alpha Oct 17

Lithium News: Arcadium Lithium, Q2 Metals

Summary Green Growth Giants launches Lithium News amid significant M&A activity, with a fifth of tracked lithium stocks seeing double-digit increases last week. Rio Tinto's USD 6.7 billion acquisition bid for Arcadium Lithium now makes it the third-largest global lithium miner, and ALTM's stock holders got a nice upside too. Canadian junior miner Q2 Metals saw a 45% weekly rise, doubling in a month, driven by positive assay results at its Cisco Project. Other notable movers: Piedmont Lithium up 30% on Ghana project approval, Albemarle's management restructuring, and Ioneer sees pullback, likely on profit taking. Read the full article on Seeking Alpha
Seeking Alpha Sep 16

Arcadium Lithium Stock: Don't Be Excited But Stay For The Long Haul

Summary Arcadium Lithium stock has dropped 45% since my previous article due to macroeconomic headwinds, but recent production cuts by CATL may temporarily boost lithium prices. Despite the potential for short-term price increases, high inventory levels and oversupply suggest lithium prices won't sustain gains in the next 6–12 months. Arcadium is strategically expanding production capacity and delaying some projects to align with the expected long-term lithium market recovery. With a forward P/E of 12.5 and an intrinsic value estimate of $7.43 per share, ALTM offers significant long-term upside potential. Read the full article on Seeking Alpha
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Nueva narrativa Sep 09

Critical Moves And Savvy Partnerships Propel Robust Growth In The Lithium Sector

Arcadium Lithium's strategic partnerships and operational efficiencies ensure revenue stability and high EBITDA margins through market volatility.
Seeking Alpha Aug 21

Arcadium Lithium: It's Time To Go Long

Summary Arcadium Lithium is undervalued due to temporary oversupply issues in the lithium market and slow EV demand growth. Despite being overshadowed by negative market factors, Arcadium has significant potential for growth and profitability in the future. With a potential rebound in lithium prices and increasing demand, Arcadium's stock could appreciate significantly in the next few years. Read the full article on Seeking Alpha
Seeking Alpha Aug 07

Arcadium Lithium: The Cure To Low Prices Is Low Prices

Summary The cure to low lithium prices is low lithium prices. Albemarle and other lithium companies are slowing down development due to low lithium prices. The Long-term implications for the lithium industry reducing capex should result in higher lithium prices. Lithium demand continues to grow. Long-term investors may find value plays in lithium stocks if they are willing to buy and hold. Arcadium Lithium plc had a GAAP net income of $85.7 million. If they can do well in a poor market, they should be able to produce good results in a healthy market. Read the full article on Seeking Alpha
Seeking Alpha Jul 01

Arcadium Lithium: A Ridiculous Value Play

Summary Arcadium Lithium (formerly Livent) is a revenue-generating company trading at $3.36. It offers a ridiculous amount of value. Lithium stocks are currently unpopular due to sector-wide destruction, slow government loans, and economic uncertainties. However, future demand is expected to increase significantly. Major companies like Honda, Volkswagen, Panasonic, Asahi Kasei, Rivian, and Toyota are investing billions in EV and lithium technologies. Lithium investors are currently despondent and lithium stocks are trading at extreme value levels. A buy and hold strategy could work. Read the full article on Seeking Alpha
Seeking Alpha May 29

Arcadium Lithium Stock: Patient Investors Will Be Rewarded

Summary There is little doubt about the key role lithium manufacturers will play in global decarbonization efforts, but due to unfavorable macroeconomic conditions, lithium has been in oversupply recently. Long story short, almost all the factors that boosted lithium prices to record highs in 2022 have turned the other way around. At the current rate of supply additions, the market will enter a supply deficit by 2030, but the level of supply shortage is something experts do not agree on. Arcadium Lithium, as a low-cost producer, will see a major acceleration in earnings growth even if lithium prices move a few basis points higher. Arcadium's cheap valuation, cost synergies resulting from the merger, and diversified production facilities make it an attractive bet on the expected recovery of lithium prices. Read the full article on Seeking Alpha
Seeking Alpha May 08

Arcadium Lithium: A Middling Quarter, But A Buy Nonetheless

Summary Arcadium Lithium, Inc. (ALTM) published its Q1 results on the 7th of May, post market hours. ALTM's low exposure to the spot market, enabled it to deliver decent EBITDA margins in Q1, but the benefits of this will fade through the year. ALTM looks set to deliver $60-$80m of cost savings this year. ALTM's low-cost prowess and diversified product portfolio will put it in a better position to withstand current industry pressures. The stock offers good value on an EV/EBITDA basis, and the downtrend on the daily charts looks to have abated. Read the full article on Seeking Alpha
Seeking Alpha Mar 20

Arcadium Lithium: Lithium Prices Will Rise Again

Summary Livent Corporation and Allkem Limited have merged to form Arcadium Lithium plc, providing an opportunity to invest in a forgotten stock. The merger is expected to result in cost-saving synergies and a boost in lithium production by 40% annually in 2024. The stock valuation is currently low, making it an attractive investment considering the forecasted production growth and potential for lithium prices to spike again. Read the full article on Seeking Alpha
Seeking Alpha Feb 28

Arcadium Lithium plc: A Good Value Pick With A Strong Upside

Summary Arcadium Lithium plc is a pure-play lithium producer with high growth potential in the lithium industry. The company has attractive assets, strong demand, and favorable market conditions supporting its growth. Arcadium has competitive advantages such as low-cost and high-quality production, global presence, and industry-leading capabilities. Read the full article on Seeking Alpha

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: No hay datos suficientes para determinar si los dividendos por acción de ALTM han sido estables en el pasado.

Dividendo creciente: Datos insuficientes para determinar si los pagos de dividendos de ALTM han aumentado.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Arcadium Lithium vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de ALTM con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (ALTM)n/a
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.2%
Media de la industria (Chemicals)1.7%
Analista de previsiones (ALTM) (hasta 3 años)0%

Dividendo destacado: No es posible evaluar la rentabilidad por dividendo de ALTM en comparación con el 25% inferior de los pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.

Alto dividendo: No es posible evaluar la rentabilidad por dividendo de ALTM en comparación con el 25% de los principales pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.


Pago de beneficios a los accionistas

Cobertura de los beneficios: No hay datos suficientes para calcular el ratio de pago de ALTM para determinar si sus pagos de dividendos están cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: No es posible calcular la sostenibilidad de los dividendos, ya que ALTM no ha comunicado ningún pago.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2025/03/05 04:33
Precio de las acciones al final del día2025/03/05 00:00
Beneficios2024/12/31
Ingresos anuales2024/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Arcadium Lithium plc está cubierta por 12 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
John EadeArgus Research Company
William SeleskyArgus Research Company
Stephen V. ByrneBofA Global Research