Arcadium Lithium PLC

ALTM: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$29.00	Hskjp	Nnpfxtlxg

Arcadium Lithium Earnings: Slower Capacity Expansion Pace Should Support Market Recovery

Seth Goldstein

Feb 23, 2024

Arcadium Lithium reported its first earnings following the company's creation in early 2024 as a result of the Livent-Allkem merger. Management's outlook for 2024 is in line with our view for the company. With our forecast largely unchanged, we're maintaining our $14 fair value estimate and narrow moat rating.

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