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Albemarle: Ride The Lithium Surge

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  • Albemarle is rebounding as lithium prices rise and demand remains strong, supporting a bullish investment thesis.
  • The lithium miner has achieved positive cash flow even at low lithium prices, demonstrating operational sustainability and financial discipline.
  • ESS demand is contributing to a boost in lithium prices, with soaring demand for stationary storage boosting an already strong EV market.
  • The stock remains undervalued at the potential of trading at only 6x adj. EBITDA targets in 2026.

Albemarle Corporation (ALB) continues to rally back from the dead due to higher lithium prices and market realization that demand remains strong. A big key to the investment story is the lithium miner becoming cash flow positive even with low lithium prices while now set to thrive due to soaring prices. My investment thesis remains ultra Bullish on the stock, even at yearly highs.

Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 

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