Arcadium Lithium plc

NYSE:ALTM Stock Report

Market Cap: 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 Management

Management criteria checks 2/4

Arcadium Lithium's CEO is Paul Graves, appointed in Jan 2024, has a tenure of 1.17 years. total yearly compensation is $5.07M, comprised of 16.8% salary and 83.2% bonuses, including company stock and options. directly owns 0.23% of the company’s shares, worth $14.21M. The average tenure of the management team and the board of directors is 4.2 years and 1.2 years respectively.

Key information

Paul Graves

Chief executive officer

US$5.1m

Total compensation

CEO salary percentage16.85%
CEO tenure1.2yrs
CEO ownership0.2%
Management average tenure4.2yrs
Board average tenure1.2yrs

Recent management updates

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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New Narrative • 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

CEO Compensation Analysis

How has Paul Graves's remuneration changed compared to Arcadium Lithium's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Compensation vs Market: Paul's total compensation ($USD5.07M) is below average for companies of similar size in the US market ($USD7.94M).

Compensation vs Earnings: Paul's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.

CEO

Paul Graves (52 yo)

1.2yrs
Tenure
US$5,070,012
Compensation

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...

Leadership Team

NamePositionTenureCompensationOwnership
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 yearno data0.000030%
$ 1.9k
Ronald Stark
Corporate Controller & Chief Accounting Officer6.6yrsno data0.0081%
$ 510.7k
Daniel Rosen
Investor Relations Managerno datano datano data
Karen Vizental
Chief Sustainability & Global Communications Officerno datano datano data
Alicia Markmann
Chief Human Resources Officer4.2yrsno datano data
Walter Czarnecki
Chief Commercial Officerno datano datano data
Sarah Maryssael
Chief Strategy Officer & GM of Canada3.2yrsno datano data
Christian Cortes
Chief Integration & Transformation Officerno datano datano data
Denis Couture
Managing Director of Galaxy Mineno datano datano data
4.2yrs
Average Tenure
52yo
Average Age

Experienced Management: ALTM's management team is considered experienced (4.2 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
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 Director1.2yrsno data0.018%
$ 1.1m
John Turner
Independent Director1.2yrsno data0.018%
$ 1.1m
Christina Lampe-Onnerud
Independent Director1.2yrsUS$183.54k0.00085%
$ 53.5k
Alan Fitzpatrick
Independent Director1.2yrsno data0.0022%
$ 139.0k
Peter Coleman
Independent Chairman1.2yrsno data0.0091%
$ 572.9k
Steven Merkt
Independent Director1.2yrsUS$191.46k0.0011%
$ 67.3k
Leanne Heywood
Independent Director1.2yrsno data0.0055%
$ 345.3k
Florencia Heredia
Independent Director1.2yrsno data0.0028%
$ 177.3k
1.2yrs
Average Tenure
61.5yo
Average Age

Experienced Board: ALTM's board of directors are not considered experienced ( 1.2 years average tenure), which suggests a new board.

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/03/05 02:09
End of Day Share Price 2025/03/05 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Arcadium Lithium plc is covered by 12 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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