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 Förvaltning
Förvaltning kriterier kontrolleras 2/4
Arcadium Lithium VD är Paul Graves, utsedd i Jan 2024, har en mandatperiod på 1.17 år. totala årliga ersättningen är $ 5.07M, bestående av 16.8% lön 83.2% bonusar, inklusive företagsaktier och optioner. äger direkt 0.23% av företagets aktier, värda $ 14.21M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 4.2 år respektive 1.2 år.
Viktig information
Paul Graves
Verkställande direktör
US$5.1m
Total ersättning
| VD-lön i procent | 16.85% |
| Anställning som VD | 1.2yrs |
| Ägande av VD | 0.2% |
| Ledningens genomsnittliga anställningstid | 4.2yrs |
| Styrelsens genomsnittliga mandatperiod | 1.2yrs |
Senaste uppdateringar av ledningen
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 AlphaSeeking 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 AlphaSeeking 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
Ny berättelse • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaAnalys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| 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$127m |
Ersättning vs marknad: Paul s total kompensation ($USD 5.07M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 8.38M ).
Ersättning vs inkomst: Ersättningen för Paul har ökat med mer än 20 % medan företagets intäkter har minskat med mer än 20 % det senaste året.
VD OCH KONCERNCHEF
Paul Graves (52 yo)
1.2yrs
Anställning
US$5,070,012
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| 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 | inga uppgifter | 0.000030% $ 1.9k | |
| Corporate Controller & Chief Accounting Officer | 6.6yrs | inga uppgifter | 0.0081% $ 510.7k | |
| Investor Relations Manager | no data | inga uppgifter | inga uppgifter | |
| Chief Sustainability & Global Communications Officer | no data | inga uppgifter | inga uppgifter | |
| Chief Human Resources Officer | 4.2yrs | inga uppgifter | inga uppgifter | |
| Chief Commercial Officer | no data | inga uppgifter | inga uppgifter | |
| Chief Strategy Officer & GM of Canada | 3.2yrs | inga uppgifter | inga uppgifter | |
| Chief Integration & Transformation Officer | no data | inga uppgifter | inga uppgifter | |
| Managing Director of Galaxy Mine | no data | inga uppgifter | inga uppgifter |
4.2yrs
Genomsnittlig anställningstid
52yo
Genomsnittlig ålder
Erfaren ledning: ALTM s ledningsgrupp anses vara erfaren ( 4.2 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| 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 | inga uppgifter | 0.018% $ 1.1m | |
| Independent Director | 1.2yrs | inga uppgifter | 0.018% $ 1.1m | |
| Independent Director | 1.2yrs | US$183.54k | 0.00085% $ 53.5k | |
| Independent Director | 1.2yrs | inga uppgifter | 0.0022% $ 139.0k | |
| Independent Chairman | 1.2yrs | inga uppgifter | 0.0091% $ 572.9k | |
| Independent Director | 1.2yrs | US$191.46k | 0.0011% $ 67.3k | |
| Independent Director | 1.2yrs | inga uppgifter | 0.0055% $ 345.3k | |
| Independent Director | 1.2yrs | inga uppgifter | 0.0028% $ 177.3k |
1.2yrs
Genomsnittlig anställningstid
61.5yo
Genomsnittlig ålder
Erfaren styrelse: ALTM s styrelse anses inte vara erfaren ( 1.2 års genomsnittlig mandatperiod), vilket föreslår en ny styrelse.
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2025/03/05 18:23 |
| Aktiekurs vid dagens slut | 2025/03/05 00:00 |
| Intäkter | 2024/12/31 |
| Årlig intjäning | 2024/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Arcadium Lithium plc bevakas av 12 analytiker. 16 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| John Eade | Argus Research Company |
| William Selesky | Argus Research Company |
| Stephen V. Byrne | BofA Global Research |