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Sector
Chemicals - Specialty
P/S (TTM)
6.2
Arcadium Lithium plc is a global manufacturer of diverse lithium chemical products, with operations spanning the Asia Pacific, North America, Europe, the Middle East, Africa, and Latin America. The company provides essential materials such as battery-grade lithium hydroxide, lithium carbonate, butyllithium, and high-purity lithium metal. These chemicals are crucial for various applications, including electric vehicles, greases, polymers, pharmaceuticals, batteries, and the aerospace sector. The firm holds significant stakes in numerous properties worldwide. It boasts full ownership of the Sal de Vida, Cauchari, and Salar Del Hombre Muerto properties in Argentina, alongside the James Bay property in northwestern Quebec, Canada, and the Mt Cattlin property located in Western Australia. Additionally, Arcadium Lithium maintains a 66.5% interest in Argentina's Salar de Olaroz property, situated in Jujuy Province, and a 50% stake in Canada's Whabouchi Mine property. Established in 1944, the company's headquarters are located in Shannon, Ireland.
www.riotinto.comNo one on the platform currently holds ALTM.
No tracked institution reports a position in ALTM as of their last filing.
| Execution date | Ratio |
|---|---|
| 2020-07-01 | 1-for-20reverse |
No one on the platform has traded ALTM yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 1.2% | — | — | — | ||
| Rev. Growth % | 14.2% | 21.0% | ||||
| Profit Margin % | 10.2% | 15.2% | ||||
| Free Cash Flow Margin % | -121.0% | -31.7% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +11.4% on the P/E track.
At today's price, your expected annual return is +30.1% on the P/E track.
At today's price, your expected annual return is +60.3% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.3B | +17.3% | $0.20 | $0.13–$0.28 | 29.5× | 6 |
| 2027 | $2.0B | +48.9% | $0.37 | $0.23–$0.75 | 15.9× | 2 |
| 2028 | $2.3B | +18.8% | $0.60 | $0.37–$1.22 | 9.8× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 2 of the last 5 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2025-02-27 | $0.04 | $0.01 | -75.0% |
| 2024-11-07 | $0.04 | $0.01 | -74.4% |
| 2024-08-06 | $0.05 | $0.05 | +0.0% |
| 2024-05-07 | $0.04 | $0.06 | +37.0% |
| 2024-02-22 | $0.36 | $0.34 | -5.6% |
| $10.4B |
| — |
| JSCPFJSR Corporation | $26.42 | -6.21% | $5.5B | — |
| KDSKFKoninklijke DSM N.V. | $25.30 | -66.27% | $4.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
@YoloAlfred Not completely sure but they cannot issue new shares under $6 for the first six months and there are pretty long lock-up periods. With that being said, I remember what happened with the ALTM merger a few years back. Arcadium Lithium was eventually acquired by Rio Tinto and I was able to sell for a 53% profit, but I had to DCA the heck out of it during the 11 months between the first merger and the Rio Tinto purchase of $ALTM. The new company cannot issue new shares under $6 for the first 6 months. I will be swinging this to the $6 to $8 level and hopping on out.
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$ABAT I just asked Claude to help me understand if there is a connection with space exploration, etc. and this is remarkable: $LI $ALTM $LIXT — Lithium recycling isn't hype, it's structural. IEA 2025: demand grows 5x by 2040. Recycling cuts mining need 20–35% by 2050, drops CO₂ 80% vs. virgin material. Deficit is already here — S&P forecasts supply goes negative in 2026. EVs consumed ~70% of 2025 output. US launched a $12B strategic Li reserve (Project Vault, Feb 2026). Space side: NASA/JAXA ISS test showed solid-state Li battery lost only 2% capacity after 434 days in open space. Perseverance runs dual 140Wh Li packs on Mars right now. Deep space missions targeting Jupiter's moons require Li systems rated 20+ years in radiation. At $10K/kg launch cost, resupply isn't viable — recycling is load-bearing infrastructure. Li salts confirmed on Mars, making closed-loop recycling physically possible on-site. This isn't ESG. It's survival on two planets. #lithium #minerals #space
View on StockTwits ↗$ABAT I just asked Claude to help me understand if there is a connection with space exploration, etc. and this is remarkable: $LI $ALTM $LIXT — Lithium recycling isn't hype, it's structural. IEA 2025: demand grows 5x by 2040. Recycling cuts mining need 20–35% by 2050, drops CO₂ 80% vs. virgin material. Deficit is already here — S&P forecasts supply goes negative in 2026. EVs consumed ~70% of 2025 output. US launched a $12B strategic Li reserve (Project Vault, Feb 2026). Space side: NASA/JAXA ISS test showed solid-state Li battery lost only 2% capacity after 434 days in open space. Perseverance runs dual 140Wh Li packs on Mars right now. Deep space missions targeting Jupiter's moons require Li systems rated 20+ years in radiation. At $10K/kg launch cost, resupply isn't viable — recycling is load-bearing infrastructure. Li salts confirmed on Mars, making closed-loop recycling physically possible on-site. This isn't ESG. It's survival on two planets. #lithium #criticalmineral #EVs #space
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BLUE SKY BREAKOUT : $ELEK The Company is currently engaging... https://investorshub.advfn.com/boards/read_msg.aspx?message_id=177205932 via @Investors_Hub $UUUU $LRS.X $ALTM
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$IBATF "43 million tons: One of world’s largest lithium deposits found, could reshape EV future The discovery has the potential to transform Europe’s role in the global EV and battery supply chain. " Neptune Energy, has rights to this massive goose laying golden eggs NEW site, second only to the South American Triangle of Lithium with 53 Million tons, this has 43 Million tons and plan to use DLE to extract it. And currently trying out the loser tech from Lilac, we all know how that story went with LXRX . Total failure, which means they'll eventually come to $IBATF. "Strategic licensing moves In August 2025, Neptune Energy completed its second pilot project using DLE technology from its partner Lilac. It successfully extracting battery-grade lithium carbonate from Altmark’s geothermal brine. A third pilot test, focused on an adsorption-based process, began is currently underway." https://interestingengineering.com/energy/lithium-deposit-found-in-germany $LIT $RIO $XOM $ALTM
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Scotiabank has updated their rating for Arcadium Lithium ( $ALTM ) to Sector Perform with a price target of 5.85.
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$SGML $ALTM $LTHM $PILBF Tihs was just posted on a nother chanel. Take a look at a company called Ion Energy $IONGF, trading at ridiculously cheap 3 mil market cap. Company just announced a 13.5M deal with a proven DLE producer based out in Hong Kong and deploying their units into Tibet/China. Ion have a 20% free carry interest into commercialisation, circa 3 years, with ShureFQ footing the bill. Opex for that DLE is 2500-3500$/t, which is on the low end of operational costs, and brine body 22.7 billion cubic meters for slightly over 10 mil tons LCE, is only 30 m from surface! https://www.ionenergy.ca/ion-energy-announces13-5m-jv-on-urgakh-naran/ It's a multi bagger. Will purpose funds to their White Wolf prospect in Mongolia, right at the doorstep of the largest LiB manufacturers in China, and to their Bliss Project near LiFT's expansion. https://www.youtube.com/watch?v=yxavp-sLQqc. LiFT will post something close to Wabouchi's 950M NPV on 1800 hectares, Ion's is 5800 hectares, https://www.accessnewswire.com/newsroom/en/metals-and-mining/lift-announces-initial-mineral-resource-of-504-million-tonnes-at-100-li2o-at-the-y-926040. hppy hunting!
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$ALTM Lithium play looking strong. Merger with Allkem gives global scale. EV market growth makes this a compelling long-term investment. Watching closely for Rio Tinto transaction details. Might add to position on next dip. superb article: https://beyondspx.com/article/arcadium-lithium-powering-the-clean-energy-transition-with-its-diverse-portfolio
View on StockTwits ↗$RIO $ALTM $ALB $SQM $LIT Buy the Rio Tinto dip! RIO 📈
View on StockTwits ↗If you got cashed out of $ALTM transfer your investment money over to Rio Tinto $RIO 📈 who purchased Arcadium Lithium!
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$ALTM Can somebody please share how do shareholders get funds following the merger? It does not show anymore on the brokerage site.
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$ENTG $ALTM $RIO Entegris to replace Arcadium Lithium in the S&P 400 at open on 3/6 Entegris (ENTG) will replace Arcadium Lithium (ALTM) in the S&P MidCap 400 effective prior to the opening of trading on Thursday, March 6. Rio Tinto (RIO) is acquiring Arcadium Lithium in a deal expected to be completed soon, pending final closing conditions.
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S&P400 Index Change today on market close. Addition - $ENTG Deletion - $ALTM (Pending Acq., $RIO)
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.