February 28, 2018 Below you will find our transcript of Albemarle Corporation's Q4 2017 earnings call. These are our personal notes posted directly after the call. As such, please excuse any incomplete sentences/questions, or missed words. It is not to be taken as a verbatim transcript. CFO: Scott Tozier CEO: Luther Kissam Highlights 2017 Adj… Continue reading Albemarle Q4 2017 Earnings Call Transcript
Published on February, 26 2018. Updated on March 5th, 2018 Summary: Up until 2017, the lithium marketplace was an oligopoly, controlled by the big 4 companies. Even now, Albemarle (ALB), Sociedad Quimica y Minera de Chile (SQM) , FMC Corp (FMC), Tianqi and Ganfeng have produced 3/4 of the world’s lithium supply. Furthermore, over… Continue reading All Encompassing Junior Miners Spot
February 22, 2018 With FMC having announced earnings last week, we are now turning our attentions to SQM and Albemarle, who are set to report over the next week. Here, we take you through what we are keeping an eye out for in their calls. First up is Albemarle (ALB), who reports on February 27,… Continue reading Albemarle and SQM Q4 earnings preview
Over the past week, the Lithium and EV related sector had many sensational announcements. Here are few of the ones that really caught our attention and our key takeaways on what occurred. Pilbara minerals came out with their stage 2 PFS which “paved the way” for a major expansion of the 100% owned Pilgangoora… Continue reading All The Lithium News That’s Fit To Print
February 15, 2018 Given that most of our readers follow FMC primarily for their lithium business, we decided to recap the earnings for this segment. In this post we look at their financial performance and review a few soundbites provided by the company in their discussion of competitors, "high cost spodumene" producers, and their outlook… Continue reading FMC’s 2017 earnings analysis and sound-bites
February 12, 2018 Last week was a bloodbath across the markets, with the Dow having two days of being down more than 1,000 points in the same week! Lithium stocks were not excluded in this sell off as they continued on in correction mode. Given this turmoil, it's more important than ever for market participants… Continue reading Project capital, mainstream coverage, and… the end of gas stations?
February 8, 2018 The SQM deal, combined with the overall market volatility, has dramatically affected the Lithium financing market. Only a month ago, it seemed any Lithium junior with a decent grade project could easily and quickly secure funding. We believe this has now changed. Many advanced stage companies secured their funding and are through… Continue reading The Fight For Financing In Today’s Market
February 5, 2018 Panasonic was one of the first Lithium related companies to announce earnings in 2018. It should be of great interest to Lithium investors since the company is a major customer of Albemarle (ALB). Thus, it should make ALB and overall Lithium investors feel excited that the company increased its “outlook after third-quarter… Continue reading Panasonic, EV Announcements, Oil & Beyond.