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.
Managed Fund
Tyndall Australian Share Wholesale Fund
Australian Shares
View
Managed Fund
Tyndall Australian Share Income Fund
Australian Shares
View
Managed Fund
Tyndall Australian Small Companies Fund
Australian Shares
View
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
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.
2 topics
2 stocks mentioned
3 funds mentioned
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
Comments
Comments
Sign In or Join Free to comment
most popular
Equities
Why "buy and manage" is the better way to invest in stocks
Livewire Markets
