This company has been acquired
Arcadium Lithium Beheer
Beheer criteriumcontroles 2/4
De CEO Arcadium Lithium is Paul Graves, benoemd in Jan2024, heeft een ambtstermijn van 1.17 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 5.07M, bestaande uit 16.8% salaris en 83.2% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.23% van de aandelen van het bedrijf, ter waarde $ 14.21M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 4.2 jaar en 1.2 jaar.
Belangrijke informatie
Paul Graves
Algemeen directeur
US$5.1m
Totale compensatie
| Percentage CEO-salaris | 16.85% |
| Dienstverband CEO | 1.2yrs |
| Eigendom CEO | 0.2% |
| Management gemiddelde ambtstermijn | 4.2yrs |
| Gemiddelde ambtstermijn bestuur | 1.2yrs |
Recente managementupdates
Recent updates
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 AlphaLithium 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 AlphaArcadium 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
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.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 AlphaArcadium 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 AlphaArcadium 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 AlphaArcadium 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 AlphaArcadium 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 AlphaArcadium 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 AlphaArcadium 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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Dec 31 2024 | n/a | n/a | US$103m |
| Sep 30 2024 | n/a | n/a | US$155m |
| Jun 30 2024 | n/a | n/a | US$226m |
| Mar 31 2024 | n/a | n/a | US$231m |
| Dec 31 2023 | US$5m | US$854k | US$330m |
| Sep 30 2023 | n/a | n/a | US$375m |
| Jun 30 2023 | n/a | n/a | US$365m |
| Mar 31 2023 | n/a | n/a | US$335m |
| Dec 31 2022 | US$4m | US$821k | US$274m |
| Sep 30 2022 | n/a | n/a | US$198m |
| Jun 30 2022 | n/a | n/a | US$108m |
| Mar 31 2022 | n/a | n/a | US$55m |
| Dec 31 2021 | US$5m | US$800k | US$600k |
| Sep 30 2021 | n/a | n/a | -US$11m |
| Jun 30 2021 | n/a | n/a | -US$8m |
| Mar 31 2021 | n/a | n/a | -US$15m |
| Dec 31 2020 | US$2m | US$800k | -US$16m |
| Sep 30 2020 | n/a | n/a | -US$13m |
| Jun 30 2020 | n/a | n/a | US$16m |
| Mar 31 2020 | n/a | n/a | US$31m |
| Dec 31 2019 | US$1m | US$800k | US$50m |
| Sep 30 2019 | n/a | n/a | US$77m |
| Jun 30 2019 | n/a | n/a | US$89m |
| Mar 31 2019 | n/a | n/a | US$111m |
| Dec 31 2018 | US$6m | US$724k | US$127m |
Compensatie versus markt: De totale vergoeding ($USD 5.07M ) Paul } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.38M ).
Compensatie versus inkomsten: De beloning van Paul is het afgelopen jaar met meer dan 20% gestegen, terwijl de winst van het bedrijf met meer dan 20% is gedaald.
CEO
Paul Graves (52 yo)
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 1.2yrs | US$5.07m | 0.23% $ 14.2m | |
| VP, CFO & Treasurer | 6.8yrs | US$1.85m | 0.039% $ 2.5m | |
| VP, General Counsel & Secretary | 6.8yrs | US$1.42m | 0.030% $ 1.9m | |
| Chief Operations Officer | less than a year | geen gegevens | 0.000030% $ 1.9k | |
| Corporate Controller & Chief Accounting Officer | 6.6yrs | geen gegevens | 0.0081% $ 510.7k | |
| Investor Relations Manager | no data | geen gegevens | geen gegevens | |
| Chief Sustainability & Global Communications Officer | no data | geen gegevens | geen gegevens | |
| Chief Human Resources Officer | 4.2yrs | geen gegevens | geen gegevens | |
| Chief Commercial Officer | no data | geen gegevens | geen gegevens | |
| Chief Strategy Officer & GM of Canada | 3.2yrs | geen gegevens | geen gegevens | |
| Chief Integration & Transformation Officer | no data | geen gegevens | geen gegevens | |
| Managing Director of Galaxy Mine | no data | geen gegevens | geen gegevens |
Ervaren management: Het managementteam van ALTM wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.2 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 1.2yrs | US$5.07m | 0.23% $ 14.2m | |
| Independent Director | 1.2yrs | US$196.43k | 0.016% $ 1.0m | |
| Independent Director | 1.2yrs | US$162.99k | 0.0079% $ 496.8k | |
| Independent Director | 1.2yrs | US$157.93k | 0.010% $ 647.8k | |
| Independent Director | 1.2yrs | geen gegevens | 0.018% $ 1.1m | |
| Independent Director | 1.2yrs | geen gegevens | 0.018% $ 1.1m | |
| Independent Director | 1.2yrs | US$183.54k | 0.00085% $ 53.5k | |
| Independent Director | 1.2yrs | geen gegevens | 0.0022% $ 139.0k | |
| Independent Chairman | 1.2yrs | geen gegevens | 0.0091% $ 572.9k | |
| Independent Director | 1.2yrs | US$191.46k | 0.0011% $ 67.3k | |
| Independent Director | 1.2yrs | geen gegevens | 0.0055% $ 345.3k | |
| Independent Director | 1.2yrs | geen gegevens | 0.0028% $ 177.3k |
Ervaren bestuur: De raad van bestuur van ALTM wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.2 jaar), wat duidt op een nieuw bestuur.
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2025/03/05 20:35 |
| Aandelenkoers aan het einde van de dag | 2025/03/05 00:00 |
| Inkomsten | 2024/12/31 |
| Jaarlijkse inkomsten | 2024/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Arcadium Lithium plc wordt gevolgd door 12 analisten. 16 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| John Eade | Argus Research Company |
| William Selesky | Argus Research Company |
| Stephen V. Byrne | BofA Global Research |