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Rio Tinto-Arcadium deal signals bottom for lithium stocks
Rio Tinto seems ready to capitalise on the long-term new energy thematic and the incremental value it can generate.
In episode two of our 'Value Added Insights' series, I delve into Rio Tinto’s (ASX: RIO) acquisition of Arcadium Lithium (ASX: LTM) and what it means for the future of lithium markets. With the deal spotlighting Rio’s strategic expansion into lithium, I explain why this move positions the company to capitalise on the long-term new energy thematic and the incremental value it can generate. I also break down the team’s portfolio positioning, and our take on lithium versus other commodities like uranium.
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Tom has over 8 years’ of relevant experience in equity analysis of the resources sector. Previously, Tom held roles at BHP, predominantly within the Chief Development Officer’s corporate development team, where he was responsible for long-term price forecasting of commodities, business development, mergers & acquisitions, as well as BHP’s in-house venture investments vehicle.
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Tom has over 8 years’ of relevant experience in equity analysis of the resources sector. Previously, Tom held roles at BHP, predominantly within the Chief Development Officer’s corporate development team, where he was responsible for long-term...
Expertise
Tom has over 8 years’ of relevant experience in equity analysis of the resources sector. Previously, Tom held roles at BHP, predominantly within the Chief Development Officer’s corporate development team, where he was responsible for long-term...
Expertise
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