Arcadium Lithium PLC

ALTM: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$14.00	Tbfvrw	Drqwmkgyq

Arcadium Lithium: Mount Cattlin Spodumene Operation Will Move to Care and Maintenance in 2025

Seth Goldstein

Sep 5, 2024

Arcadium Lithium announced that it will transition its Mount Cattlin lithium concentrate (spodumene) operation from production to care and maintenance by mid-2025 in response to low lithium prices. We expected this, as management signaled during the second-quarter earnings call in August that it was considering the move. Accordingly, our forecast already assumed the Mount Cattlin operation would stop production in 2025. With no changes to our outlook, we're maintaining our $10 fair value estimate and narrow moat rating.

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