TIANQI LITHIUMに関するコメント

SQM's chairman doubts the true intentions of Tianqi Lithium, a key shareholder, amid SQM's proposed partnership with Codelco. This follows Tianqi's concerns about the transparency of the Codelco discussions and its suggestion for a shareholders' vote on the deal.

Given the uncertainty from negative returns, it might be time to reduce portfolio risk. With the stock trading around its fair value and a negative growth outlook, holding the stock could be risky.

Tianqi Lithium's low P/E ratio reflects poor earnings and an anticipated EPS slump, making the stock less appealing. Absent improvements, the share price is likely to stagnate.

Tianqi Lithium's revenue performance is predicted to be significantly weaker than the wider industry. A broad range of price targets suggests diverse scenarios for the business.

The price of lithium carbonate continued to fall this week, and the lithium market was not well sold. During the week, the domestic production of lithium carbonate increased, and the supply of salt lake manufacturers continued to be tight due to low temperature weather. The downstream demand has not improved obviously, and the transaction is sporadic, and it is still mainly wait-and-see, which is difficult to drive the market price to rise. Lithium carbonate prices are expected to maintain a dow...

It just so happened that Ganfeng Lithium released a financial report notice two days ago. Let’s talk about how to go down the lithium mine. Just looking at this financial report, it is quite satisfactory. There is no thunder and it does not exceed expectations. To 22 billion yuan, +244.27% to 320.78% year-on-year. The overall price fluctuation of lithium salt last year was indeed not small. In addition, the price of lithium ...