Posts

Showing posts with the label Livent

IB Net Payout Yields Model

Livent: Lithium Upside

  Livent Corporation has sold off due to falling lithium prices, but offers upside potential from the demand for EVs and new mining assets. The stock is already cheap, with a market cap of $3.7 billion, and trades at only 6x EBITDA targets. The merger with Allkem Limited provides cost synergies to further boost profits. Even as lithium prices fall,  Livent Corporation  ( NYSE: LTHM ) has become exceptionally cheap. The stock has fallen from a recent high of nearly $30 to below $18, but the opportunity is to ride potential future lithium shortages  higher. My investment thesis is Bullish on the lithium miner, while the merger with  Allkem Limited  ( OTCPK:OROCF ) provides more upside from a boost to profits. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details.