Arcadium Lithium plc

Report azionario NYSE:ALTM

Capitalizzazione di mercato: 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 Gestione

Criteri Gestione verificati 2/4

Arcadium Lithium Il CEO è Paul Graves, nominato in Jan2024, e ha un mandato di 1.17 anni. la retribuzione annua totale è $ 5.07M, composta da 16.8% di stipendio e 83.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.23% delle azioni della società, per un valore di $ 14.21M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.2 anni e 1.2 anni.

Informazioni chiave

Paul Graves

Amministratore delegato

US$5.1m

Compenso totale

Percentuale dello stipendio del CEO16.85%
Mandato del CEO1.2yrs
Proprietà del CEO0.2%
Durata media del management4.2yrs
Durata media del Consiglio di amministrazione1.2yrs

Aggiornamenti recenti sulla gestione

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
User avatar
Nuova narrazione • 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

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Paul Graves rispetto agli utili di Arcadium Lithium?
DataCompenso totaleStipendioUtili della società
Dec 31 2024n/an/a

US$103m

Sep 30 2024n/an/a

US$155m

Jun 30 2024n/an/a

US$226m

Mar 31 2024n/an/a

US$231m

Dec 31 2023US$5mUS$854k

US$330m

Sep 30 2023n/an/a

US$375m

Jun 30 2023n/an/a

US$365m

Mar 31 2023n/an/a

US$335m

Dec 31 2022US$4mUS$821k

US$274m

Sep 30 2022n/an/a

US$198m

Jun 30 2022n/an/a

US$108m

Mar 31 2022n/an/a

US$55m

Dec 31 2021US$5mUS$800k

US$600k

Sep 30 2021n/an/a

-US$11m

Jun 30 2021n/an/a

-US$8m

Mar 31 2021n/an/a

-US$15m

Dec 31 2020US$2mUS$800k

-US$16m

Sep 30 2020n/an/a

-US$13m

Jun 30 2020n/an/a

US$16m

Mar 31 2020n/an/a

US$31m

Dec 31 2019US$1mUS$800k

US$50m

Sep 30 2019n/an/a

US$77m

Jun 30 2019n/an/a

US$89m

Mar 31 2019n/an/a

US$111m

Dec 31 2018US$6mUS$724k

US$127m

Compensazione vs Mercato: La retribuzione totale di Paul ($USD 5.07M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.38M ).

Compensazione vs guadagni: La retribuzione di Paul è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.

AMMINISTRATORE DELEGATO

Paul Graves (52 yo)

1.2yrs
Mandato
US$5,070,012
Compensazione

Mr. Paul W. Graves, ACA is the President, Chief Executive Officer & Director of Arcadium Lithium plc since January 04, 2024. He serves as CEO and President at Allkem Limited and serves as its Director sinc...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Paul Graves
President1.2yrsUS$5.07m0.23%
$ 14.2m
Gilberto Antoniazzi
VP, CFO & Treasurer6.8yrsUS$1.85m0.039%
$ 2.5m
Sara Ponessa
VP, General Counsel & Secretary6.8yrsUS$1.42m0.030%
$ 1.9m
Barbara Fochtman
Chief Operations Officerless than a yearNessun dato0.000030%
$ 1.9k
Ronald Stark
Corporate Controller & Chief Accounting Officer6.6yrsNessun dato0.0081%
$ 510.7k
Daniel Rosen
Investor Relations Managerno dataNessun datoNessun dato
Karen Vizental
Chief Sustainability & Global Communications Officerno dataNessun datoNessun dato
Alicia Markmann
Chief Human Resources Officer4.2yrsNessun datoNessun dato
Walter Czarnecki
Chief Commercial Officerno dataNessun datoNessun dato
Sarah Maryssael
Chief Strategy Officer & GM of Canada3.2yrsNessun datoNessun dato
Christian Cortes
Chief Integration & Transformation Officerno dataNessun datoNessun dato
Denis Couture
Managing Director of Galaxy Mineno dataNessun datoNessun dato
4.2yrs
Durata media
52yo
Età media

Gestione esperta: Il team dirigenziale di ALTM è considerato esperto (durata media dell'incarico 4.2 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Paul Graves
President1.2yrsUS$5.07m0.23%
$ 14.2m
Michael Barry
Independent Director1.2yrsUS$196.43k0.016%
$ 1.0m
Robert Pallash
Independent Director1.2yrsUS$162.99k0.0079%
$ 496.8k
Pablo Marcet
Independent Director1.2yrsUS$157.93k0.010%
$ 647.8k
Fernando Oris de Roa
Independent Director1.2yrsNessun dato0.018%
$ 1.1m
John Turner
Independent Director1.2yrsNessun dato0.018%
$ 1.1m
Christina Lampe-Onnerud
Independent Director1.2yrsUS$183.54k0.00085%
$ 53.5k
Alan Fitzpatrick
Independent Director1.2yrsNessun dato0.0022%
$ 139.0k
Peter Coleman
Independent Chairman1.2yrsNessun dato0.0091%
$ 572.9k
Steven Merkt
Independent Director1.2yrsUS$191.46k0.0011%
$ 67.3k
Leanne Heywood
Independent Director1.2yrsNessun dato0.0055%
$ 345.3k
Florencia Heredia
Independent Director1.2yrsNessun dato0.0028%
$ 177.3k
1.2yrs
Durata media
61.5yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di ALTM non è considerato esperto (durata media del mandato 1.2 anni), il che suggerisce un nuovo consiglio.

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2025/03/05 19:48
Prezzo dell'azione a fine giornata2025/03/05 00:00
Utili2024/12/31
Utili annuali2024/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Arcadium Lithium plc è coperta da 12 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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