Livent Corporation (LTHM) 銘柄情報

I think so as well

I didn’t see your post until today, sorry. I still think that Arcadium will do well long term and is at least not at risk like many other juinior explorers and producers of lithium. I just posted in the Arcadium board (Altm). Good luck!

Well 1st day of trading after the merger, 127 million shares traded. Hope you right about the future of ALTM. Just recently purchased a few shares (150 sh) of Livent Corp (LTHM). Janet Yellen made a trip to Livent recently, so I hope for some news coming from there. We shall see. Although the price of lithium tumbled lately, it should do fine overtime.

KeyBanc Adjusts Livent's Price Target to $35 From $32, Keeps Overweight Rating
MT NEWSWIRES

09:30 AM EDT, 07/11/2023 (MT Newswires) -- Livent (LTHM.NaE) has an average rating of outperform and price targets ranging from $25 to $45, according to analysts polled by Capital IQ.

I love the merger of LTHM with OROCF not only because it will become the third largest lithium producer with great diversification of resources and products, but also because it is a natural full of synergies. They have brine resources next to each other in Argentina, the same in Quebec (just a bit farther), similar goals of vertical integration, and they can share expertise (LTHM in hydroxide and DLE; OROCF in spodumene, and both in carbonate). I think that the 54% OROCF 46% LTHM deal perhaps should have been 60%-40% or even a bit more favorable to OROCF, but LTHM provides great intangibles like entry to the NYSE, access to the Biden’s credits, better international commercialization and excellent expertise in hydroxide and DLE. The one thing they must do is to keep growing quickly while managing funds wisely. They need to execute efficiently in Canada, Argentina and even Australia, where they should purchase new resources for the future since Mt. Catlin may not last more than a few years. LTHM will also benefit from being less linked to China thanks to OROCF’s connection with Japan and their mutual interest to supply North America..

PS I added a similar post in the OROCF site and I own both stocks

"Chile Plans To Nationalize Lithium Extraction Industry"

https://oilprice.com/Latest-Energy-News/World-News/Chile-Plans-To-Nationalize-Lithium-Extraction-Industry.html

02/14/2023 04:30 PM ET
Livent Q4 2022 Earnings Webcast Conference Call
https://ir.livent.com/financials-and-filings/calendar-of-events/default.aspx

Livent Announces Date of 2023 Annual Meeting of Stockholders
12/20/2022
PHILADELPHIA, Dec. 20, 2022 /PRNewswire/ -- Livent Corporation (NYSE: LTHM) today announced that its 2023 Annual Meeting of Stockholders will be held via live webcast on Tuesday, April 25, 2023 at 2:00 p.m. E.T.

https://ir.livent.com/news/news-details/2022/Livent-Announces-Date-of-2023-Annual-Meeting-of-Stockholders/default.aspx

Livent and NTU Singapore Announce Research Partnership to Accelerate Innovation in Sustainable Lithium Battery Technologies

https://www.prnewswire.com/news-releases/livent-and-ntu-singapore-announce-research-partnership-to-accelerate-innovation-in-sustainable-lithium-battery-technologies-301689488.html

Interesting that GM just rolled out the cheapest EV to hit the market.

I would assume this trend would go hand in hand, the lithium is so expensive, it doesn’t make sense to put it in a cheaper vehicle. Your gonna want your money back for those raw material cost. Jack up the price or target the higher end market, which is easier. Then your base model doesn’t look like it’s “trying” to rip off the consumers.

Livent warns of lithium roadblock to rollout of electric cars.
NOVEMBER 19 2022

Livent warns of lithium roadblock to rollout of electric cars
CEO says supply crunch will hit cheaper models hardest as manufacturers prioritise more profitable vehicles

“If you take those forecasts of demand or conversion of sales, then we can never expand lithium supply quickly enough to catch up,” he told the Financial Times. “We see no situation where there will be enough lithium to supply all the corners of demand.”

Graves, whose company is a supplier to Tesla, General Motors and BMW, warned that the problem meant it would take longer than policymakers expect to phase out internal combustion engine cars, and that “low-cost vehicles will be the challenge”.


https://www.ft.com/content/511e45e0-fd87-4197-b690-a03597d62768

Livent Bessemer City Expansion - Nov 14, 2022 Ribbon Cutting Ceremony

Capacity Expansion

As planned, the Company's 5,000 metric ton expansion of lithium hydroxide in Bessemer City was mechanically completed in the third quarter and is in the early stages of producing and qualifying product with customers. Livent continues to champion U.S. based lithium production and its leading domestic footprint positions the company to take advantage of incremental long-term growth opportunities available under the recently enacted Inflation Reduction Act (IRA), which amongst other features, provides incentives to invest in localized supply chains for energy storage.

The Company remains on schedule to deliver on all its announced capacity expansions. The first 10,000 metric tons expansion of lithium carbonate in Argentina is expected to be mechanically complete by year-end 2022 and in production by the first quarter of 2023. Livent is also on track to add the next 10,000 metric tons of lithium carbonate capacity in Argentina by the end of 2023. Together, this will nearly double Livent's total available LCEs (1) from 2021 levels.

https://www.prnewswire.com/news-releases/livent-releases-third-quarter-2022-results-301665303.html

RIGHT OF RETURN Page 44

We warrant to our customers that our products conform
to mutually agreed product specifications. This offering is
accounted for as a right of return and the transaction price is
adjusted for an estimate of expected returns.

https://www.annualreports.com/HostedData/AnnualReports/PDF/NYSE_LTHM_2021.pdf

NOTE 6: INVESTMENTS Page 60

In the fourth quarter of 2020, Livent entered into an agreement
with The Pallinghurst Group relating to Québec Lithium Partners
(“QLP”), a joint venture owned equally by The Pallinghurst Group
and Livent, and the conduct of certain business operations and
oversight, previously conducted solely by Nemaska Lithium
Inc. for the development of a fully integrated lithium chemical
asset located in Québec, Canada that is not yet in commercial
production. QLP owns a 50% equity interest in the Nemaska
Project. The Company accounts for the investment in QLP as
an equity method investment on a one-quarter lag basis and is
included in Investments in our condensed consolidated balance
sheets. For the year ended December 31, 2021 we recorded a
$5.5 million loss related to our 50% equity interest in QLP to
Equity in net loss of unconsolidated affiliates in our consolidated
statement of operations. The carrying amount of our 50%
equity interest in QLP was $23.8 million and $21.2 million as
of December 31, 2021 and December 31, 2020, respectively.

https://www.annualreports.com/HostedData/AnnualReports/PDF/NYSE_LTHM_2021.pdf

NET INCOME/(LOSS) Page 41

Net income of $0.6 million for 2021 compared to net loss of
$16.3 million for 2020 was primarily due to higher sales volumes,
higher pricing and lower Restructuring and other charges, offset by
an increase in income tax expense, COVID-19 costs to implement
safety protocols, higher logistics, raw material and other operating
costs and $5.5 million Equity in net loss of unconsolidated affiliate.

LIQUIDITY AND CAPITAL RESOURCES

Our prospective success in funding our cash needs will depend
on the strength of the lithium market and our continued ability
to generate cash from operations and raise capital from
other sources. Our primary sources of cash are currently
generated from operations and borrowings under our revolving
credit facility.
Cash and cash equivalents as of December 31, 2021 and
2020, were $113.0 million and $11.6 million, respectively. Of
the cash and cash equivalents balance as of December 31, 2021
and 2020, $26.9 million and $10.6 million was held by our
foreign subsidiaries, respectively

https://www.annualreports.com/HostedData/AnnualReports/PDF/NYSE_LTHM_2021.pdf

ARGENTINE LAW AND REGULATION Pages 13 and 14

The Argentine Mining Code establishes two basic means of
granting title to mining property: the exploration permit and
the mining concession, both of which convey valid mining title
in Argentina.
Exploration permits grant their holders the right to freely explore
for minerals within the boundaries of the territory covered by
that permit as well as to request the mining concession for any
discoveries within the covered territory.

https://www.annualreports.com/HostedData/AnnualReports/PDF/NYSE_LTHM_2021.pdf

Page 13 SEASONALITY

Our operations in Argentina are seasonally impacted by
weather, including varying evaporation rates and amounts of
rainfall during different seasons, which can be heavy at times.
These changes impact the concentration in large evaporation
ponds and can have an impact on the downstream processes
to produce lithium carbonate and lithium chloride. Heavy rainfall
can damage pond liners, lead to loss of product, and make
the ponds generally difficult to maintain. Our operations team
continuously measures pond concentrations and models how
they will change based on operating decisions. Our processes
use proprietary and traditional technologies to minimize the
variation of concentrations at the inlet to our plants. There was
an abnormally large rain event in both the first quarter of 2019
and during the last quarter of 2021. These resulted in reductions
in lithium carbonate production of approximately 1,000 MT in
2019, and approximately 500 MT in 2021.

https://www.annualreports.com/HostedData/AnnualReports/PDF/NYSE_LTHM_2021.pdf

WATER
Our Argentine operations require fresh water. We have water
rights for the supply of fresh water from the Trapiche aquifer,
from which water is pumped through a battery of wells to our
facilities. We and the Catamarca province regularly monitor the
water and salinity levels of the aquifer.
We only had to temporarily suspend water extraction once, in
January 2015, due to a dispute with the Catamarca province,
and our access to our water source was quickly restored. We
also regularly evaluate supplemental supplies of fresh water.
The grant of water concessions and other water rights is subject
to local governmental approvals, the timing and availability of
which are uncertain and may be subject to delay or denial.
In October 2015, MdA entered into a water trust agreement
with the Catamarca province that was amended in 2018. Under
the amended trust agreement, MdA is obligated to pay into the
trust an amount equal to 1.2% of its annual sales (calculated
using the methodology used to determine the monthly royalty
payments described above in the “Mineral Concession Rights”
subsection to this Item 1), in lieu of any water use fees. These
payments are fully reflected in our financial statements

https://www.annualreports.com/HostedData/AnnualReports/PDF/NYSE_LTHM_2021.pdf

Livent Announces Agreement to Double its Ownership Stake in Nemaska Lithium to 50 Percent

PHILADELPHIA, May 2, 2022 /PRNewswire/ -- Livent Corporation (NYSE: LTHM) today announced that it has agreed to double its ownership interest to 50% in Nemaska Lithium Inc. ("Nemaska"), a fully integrated lithium hydroxide development project located in Québec, Canada. Livent will issue 17,500,000 shares of its common stock to The Pallinghurst Group ("Pallinghurst") and its investors to acquire their half of Québec Lithium Partners ("QLP"). Livent already owns the other half of QLP. Following the close of the transaction, QLP will become a wholly owned subsidiary of Livent, and Livent will in turn own 50% of Nemaska through QLP. Investissement Québec ("IQ") will remain the owner of the remaining 50% interest in Nemaska

https://www.prnewswire.com/news-releases/livent-announces-agreement-to-double-its-ownership-stake-in-nemaska-lithium-to-50-percent-301537692.html

December 7th, one to put on the radar to hear what he has to say about future outlook and “potential” partnerships.

https://www.prnewswire.com/news-releases/livents-gilberto-antoniazzi-to-speak-at-deutsche-banks-7th-annual-lithium-and-battery-supply-chain-conference-301682200.html

Livent will be looking to display strength as it nears its next earnings release, which is expected to be February 17, 2022. On that day, Livent is projected to report earnings of $0.06 per share, which would represent year-over-year growth of 400%. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $106.05 million, up 29.01% from the year-ago period.

https://finance.yahoo.com/news/livent-lthm-stock-sinks-market-231011502.html

$LTHM https://www.globenewswire.com/news-release/2021/12/28/2358456/0/en/Kandi-Subsidiary-Announces-Successful-Mass-Production-of-Leading-LFP-Battery.html

This technology WOW. https://www.reddit.com/r/greeninvestor/comments/mbqm48/alyis_battery_tech_thin_solid_state_with_hemp/ $LTHM

I have several lithium stocks, not just that one. If you pick the right time to buy and sell you can make some money on lithium stocks but it's always fraught with risk. If you make the wrong guesses as to when to buy or sell you can get burned with not only LTHM, but also with such stocks as OROCF, PILBF, NTTHF, and ALB.
It's the same way with investing in electric vehicle manufacturing companies. The right guesses might triple your money or better but it's also possible to get burned when you guess wrong about timing or it turns out to be the wrong company to invest in.

An incredibly volatile company that swings in both directions in a big way. According to Vector Vest $LTHM is worth $4 a share.

This $24+ balloon will eventually pop big time.

Probably leave carcasses all over the street.

This is heavily fueled by the Lithium craze.

Livent Q2 2021 Earnings Preview

Aug. 04, 2021 1:28 PM
ETLivent Corporation (LTHM)
By: Meghavi Singh, SA News Editor

Livent (NYSE:LTHM) is scheduled to announce Q2 earnings results on Thursday, August 5th, after market close.

The consensus EPS Estimate is $0.02 and the consensus Revenue Estimate is $87.79M (+35.3% Y/Y).

Over the last 2 years, LTHM has beaten EPS estimates 13% of the time and has beaten revenue estimates 50% of the time.

Over the last 3 months, EPS estimates have seen 4 upward revisions and 1 downward. Revenue estimates have seen 6 upward revisions and 1 downward.

The stock have gained 2.03% following Q1 earnings release on May.03.

For the year to date the company's shares have gained more than 5.6% in value year to date.

One more day according to this post by roger wilco

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=165275105

PHILADELPHIA, July 12, 2021 /PRNewswire/ -- Livent Corporation (NYSE: LTHM) today announced it will release its second quarter 2021 earnings on Thursday, August 5, 2021, after stock market close via PR Newswire and the company's website at: http://www.livent.com.

Livent Corporation (PRNewsfoto/Livent Corporation)

The company will subsequently host a webcast conference call on Thursday, August 5, 2021, at 5:00 p.m. ET that is open to the public via Internet broadcast and conference call.

Internet broadcast: http://www.livent.com.

Dial-in telephone numbers:
U.S. / Canada: (833) 714-0873
International: (778) 560-2630
Conference ID # 1289521

LTHM has been benefiting for all the buzz on lithium and EV. Now we just nd to see financial results.

Livent Publishes 2020 Sustainability Report

https://www.prnewswire.com/news-releases/livent-publishes-2020-sustainability-report-301323681.html

LTHM : Livent Corp.
SEC CIK 0001742924
Ticker: LTHM

Form 424B5 Livent Corp.
Prospectus [Rule 424(b)(5)]

Published: 2021-06-14 16:26:27
Submitted: 2021-06-14

https://sec.report/Document/0001140361-21-020806/

PHILADELPHIA, June 9, 2021 /PRNewswire/ -- Livent Corporation (NYSE: LTHM) ("Livent" or the "Company"), today announced that it has commenced an underwritten public offering of 12,500,000 shares of its common stock, $0.001 par value ("Common Stock"). In addition, Livent expects to grant the underwriters a 30-day option to purchase up to an additional 1,875,000 shares of Common Stock.

Livent intends to use the net proceeds from the offering, including any net proceeds from the underwriters' exercise of their option to purchase additional shares of Common Stock, primarily for growth capital expenditures, including lithium capacity expansion, and for general corporate purposes and to repay amounts outstanding under its revolving credit facility.

https://www.prnewswire.com/news-releases/livent-announces-commencement-of-public-offering-of-common-stock-301309485.html

Amtrak Joe will make $LTHM investors rich!

Now that the funding is complete to finalize expansion LTHM looks ready for some nice runs! Support came in strong and 13mil shares is just a small % of the float. LTHM is a great long term investment, especially considering Biden is soon to be throwing money at the concept in his infrastructure bill. Car manufacturers are just getting into electric vehicles and there is only a handful of lithium mines out there. LTHM is poised to be a leader considering the long standing good relationship with the Argentina Government. The quality of Lithium LTHM produces and the head start on expansion to the facility. How are other Mines going to sign deals when they have not even broke ground yet? LTHM is nearing completion to ramp up production!

Livent announces lithium supply agreement with BMW, expects revenue growth in 2021

https://www.kitco.com/news/2021-02-19/Livent-announces-lithium-supply-agreement-with-BMW-expects-revenue-growth-in-2021.html

Livent Releases First Quarter 2021 Results
05/03/2021

https://ir.livent.com/news/news-details/2021/Livent-Releases-First-Quarter-2021-Results/

Livent to resume lithium expansions
US chemicals company Livent says it will resume lithium expansions, paused amid the onset of the COVID-19 pandemic last year, and triple output in Argentina longer-term due to confidence in demand growth and EV sales.

https://www.mining-journal.com/profit-amp-loss/news/1409459/livent-to-resume-lithium-expansions

All About Lithium Technolog

Livent: Powering Lives With Lithium Technology

I would say yes, without really knowing. They are in a good industry.

Not sure, 3-10 years.

How long is long for you?

Is this a good long-term play?

OUR PURPOSE
We harness lithium technology to power people's lives for a cleaner, healthier and more sustainable world.

https://livent.com/company-overview/

Chris Woltermann
Global Process Development Manager at Livent

https://www.linkedin.com/in/chris-woltermann-45b1028/

Davien Bailey
Global Technical Engineer at Livent
Charlotte Metro Contact info

https://www.linkedin.com/in/davienbailey/

"Livent obtains lithium from a brine resource in northern Argentina, using a proprietary method that is particularly sustainable. To minimise the impact on the surrounding ecosystem, most of the brine used is returned directly to the surrounding habitat and not evaporated. This largely preserves the balance between the brine layers and groundwater layers. Solvents and other chemicals do not come into contact with the environment during this process. It also takes up much less space, since evaporation basins are barely used. The company is also involved in local educational programmes and infrastructure measures." - BMW Group


https://www.linkedin.com/feed/update/urn:li:activity:6803474084186472448/