awiekupo/iStock via Getty Images Strapped for cash, what now? I have been bullish on Albemarle (NYSE:ALB) at these prices even though it continues to go through a cycle of weakness. I am downgrading this to hold and have reduced my share count while I wait to see if the company can pivot to positive free…
simonkr Separate The Secular Growth From The Cyclical Supply-Demand Balance Albemarle (NYSE:ALB) has been a challenging stock to rate since I started covering it on Seeking Alpha in 2019. The secular growth of electric vehicle usage creating long-term demand growth for lithium is well-accepted. In the shorter term, small fluctuations in the supply-demand balance can…
Just_Super As the S&P500 is at its all-time high, I’ve started to look at commodity stocks that are at depressed price levels. Enter: Albemarle Corporation (NYSE:ALB). This leading American lithium mining company has been pummeled in the past year as lithium prices have fallen mostly due to subdued EV battery demand in a harsh macro…
KanawatTH Albemarle Corporation (NYSE:ALB) exhibited a notable performance in Q3 2023, marked by an increase in net sales due to the growth in the energy storage sector. However, the company has faced challenges in maintaining its profitability, with a decline in net income and adjusted EBITDA, primarily due to the fluctuating prices in the lithium…
lersan8910 Listen below or on the go on Apple Podcasts and Spotify Albemarle (ALB), lithium names plunge as supply storm merges with weakening demand. (00:25) SolarWinds (SWI), chief information security officer charged with fraud by SEC. (01:52) Jabil (JBL) to produce, sell Intel’s (INTC) silicon photonics components. (02:48) This is an abridged transcript of the…
choness This article was co-produced with Kody Kester of Kody’s Dividends. ———————————————————————————- Successful investing centers on the principles of quality first, valuation second, and smart risk management invariably. Albemarle Corporation (NYSE:ALB) is a best-of-breed specialty chemicals company mostly focused on the white gold of the 21st century, lithium. Eli Lilly and Company (NYSE:LLY) is a…
tifonimages Investment Rundown The share price for Albemarle Corporation (NYSE:ALB) has been steady downwards in the last 12 months. However, this has not stopped the company from expanding and reaching new markets. Quite recently the company announced a non-binding agreement to acquire Liontown for A$6.6 billion in total. This adds further exposure for the mobility…
shootthebreeze/iStock via Getty Images Albemarle (NYSE:ALB) has had quite a journey over the last decade. The firm has gone from a boring old miner and dividend to aristocrat to one of the hottest tangential plays on the market’s Electric Vehicle (“EV”) technological revolution. Lithium was historically much less central to the business than it is…
malerapaso/E+ via Getty Images The Lithium Investment Thesis Remains Robust We previously covered Albemarle Corporation (NYSE:NYSE:ALB) and Sociedad Quimica y Minera de Chile S.A. (NYSE:NYSE:SQM) in April 2023, discussing their stocks’ over sold cadence at that time. This was attributed to Chile’s potential nationalization of the lithium industry. While both had moderately recovered afterwards, the…
simonkr Investment Summary Founded in 1887 Albemarle Corporation (NYSE:ALB) has grown into a giant in the materials sector. With a market cap of $26 billion, the company is heavily benefiting from the EV revolution as the lithium they mine is a major part of this EV transition. For investors seeking exposure in other ways than…