Lithium miner Ciaj (LTHM) bolted siab dua rau hnub Wednesday tom qab edging yav dhau los Q4 kwv yees thiab muab kev muag khoom muag rau 2023 uas poob luv luv ntawm cov kws tshuaj ntsuam kwv yees. LTHM Tshuag tau tshem tawm qhov pib pib hnub Wednesday tom qab hloov kho nws cov phiaj xwm nthuav dav.
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Albemarle (ALB) topped Q4 cov nyiaj khwv tau los kwv yees tom qab kaw, thaum rov hais dua qhov kev xav tau qhia lub hli dhau los. ALB cov khoom lag luam tau nce siab tom qab cov sijhawm ua haujlwm.
Albemarle Cov Nyiaj Tau Los
tau: Albemarle cov nyiaj tau los ntawm ib feem tau nce 754% rau $ 8.62, saum toj kawg nkaus tsis ntev los no tau nce kwv yees los ntawm 36 xees. Cov nyiaj tau los loj hlob 193% rau $ 2.62 billion, cov plaub hau qis dua qee qhov kev kwv yees. Nws yog lub quarter thib plaub ntawm kev loj hlob sai rau ob qho tib si.
Outlook: Lub tuam txhab rov hais dua cov lus qhia thawj zaug tau muab rau Lub Ib Hlis 24 rau 2023 muag ntawm $ 11.3 billion rau $ 12.9 billion, sib npaug rau kev loj hlob ntawm 55%-75%. Kho EPS yuav tsum nyob ntawm $26 txog $33. Qhov ntawd suav nrog 30% -40% kev loj hlob hauv lithium ntim hauv 2023 thiab xav tias tus nqi lithium tiaj tus nqi piv rau Q4.
Livent Nyiaj tau los
tau: Livent cov nyiaj tau los ntawm ib feem tau nce 400% ntawm ib xyoo dhau los mus rau 40 xees, piv rau kwv yees li ntawm 38 xees. Cov nyiaj tau los tau nce 79% los ntawm ib xyoos dhau los mus rau $ 219.4 lab, zoo dua li kwv yees li $ 239.8 lab.
Outlook: Livent tau muab 2023 cov lus qhia txog nyiaj tau los ntawm $ 1 billion txog $ 1.1 billion, nce 29% piv rau 2022 ntawm qhov nruab nrab. Cov kws tshuaj ntsuam tau xaum $ 1.12 nphom hauv 2023 muag. Kho EBITDA yuav tsum nyob ntawm $ 510 lab rau $ 580 lab, nce 49% ntawm qhov nruab nrab.
Lub tuam txhab tau hais tias nws lub peev xwm nthuav dav yog nyob rau hauv txoj kev, nrog kev xa khoom pib hauv ib nrab xyoo 2023 los ntawm 10,000 metric ton expansion ntawm lithium carbonate hauv Argentina. Kev tsim tawm los ntawm qhov thib ob 10,000 tuj nthuav dav hauv Argentina yuav tsum pib thaum ntxov 2024.
Livent tseem muaj 5,000-tuj lithium hydroxide kab hauv Bessemer City, NC, uas yuav tsum pib xa khoom lag luam tom qab xyoo no. Lub chaw tshiab hauv Zhejiang, Tuam Tshoj, yuav tsum ua thawj zaug xa khoom hauv 2024.
Livent kuj tau muab qhov hloov tshiab ntawm Nemaska Lithium, ib qho kev sib koom ua ke ntawm lithium hydroxide hauv Quebec, Canada, uas Livent muaj 50%. Thawj cov neeg siv khoom cog lus yuav raug tshaj tawm hauv thawj ib nrab ntawm lub xyoo no, suav nrog txhua qhov kev pab nyiaj los ntawm cov neeg siv khoom.
Lub sijhawm ncua sij hawm rau Nemaska tsim cov nyiaj tau los tshwm sim mus txog rau thaum xaus 2024, thaum nws yuav pib muag spodumene mloog zoo los ntawm cov pob zeb nyuaj lithium dep, kom txog rau thaum lub chaw ua tiav.
Tus kws tshuaj ntsuam BMO Capital Markets Joel Jackson tau sau tseg tias Livent yog "thaum kawg hloov mus rau kev loj hlob hauv 2023." Nws hais txog Nemaska cov neeg siv khoom tshaj tawm raws li ntawm cov peev xwm catalysts rau LTHM Tshuag.
Lithium Stocks: LTHM, ALB
LTHM Tshuag tau nce 9.1% Hnub Wednesday, tom qab nce 1.8% rau hnub Tuesday ua ntej cov nyiaj tau los. Qhov kev txav mus rau LTHM cov khoom lag luam siab dua nws qhov 200-hnub txav nruab nrab - ib theem kev lag luam uas cov Tshuag yuav tsum tau tshem tawm kom tau rov qab rau cov tub ua lag luam radar. Qhov kev txav siab tshaj nws 200-hnub tuaj raws li LTHM Tshuag tseem crested nws qhov siab tsis ntev los no ntawm 26.91, muab qhov kev nkag siab nkag siab.
ALB cov khoom lag luam tau nce 1.2% rau 276 tom qab nws daim ntawv tshaj tawm cov nyiaj tau los lig. Thaum lub sijhawm sib tham tas li, ALB Tshuag tau ntxiv 1.78% Hnub Wednesday, tom qab nce 0.3% rau hnub Tuesday. ALB Tshuag tuaj yeem ua tau yog tias nws tshem tawm 292.08, khob-nrog-kuav tes taw tes.
Lithium Nqe
Spot lithium cov nqi hauv Suav teb tau nqis qis qis los ntawm lawv lub Kaum Ib Hlis Ntuj, txo mus rau thaj tsam $ 69,000 ib tuj ntawm lithium carbonate los ntawm saum toj no $ 80,000, tab sis lawv tseem tau nce ntau dua ob npaug txij li thaum pib xyoo 2022. Qhov kawg rau EV cov nyiaj pab hauv Suav teb tau txhawb nqa. qeeb lithium muag hauv Lub Ib Hlis.
Shares ntawm lub khw lag luam ob peb lithium plays tuaj yeem txav tau yooj yim nrog cov nqi muag khoom, tab sis cov nqi cog lus yog qhov tseem ceeb rau lithium cov nyiaj tau los. Lithium cov khoom lag luam, tshwj xeeb tshaj yog ALB, tau nce xyoo tas los raws li lub tuam txhab tau hloov kho cov nqi sib cog lus kom muaj kev cuam tshuam zoo rau cov nqi lag luam. Tam sim no qhov kev hloov pauv tau ua tiav tag nrho, yog li ALB Tshuag tau nthuav tawm ntau dua rau lithium cov nqi lag luam ntawm ob qho tib si upside thiab downside.
Livent tau hloov qeeb qeeb. Lub tuam txhab tau hais tias nws tau xa ib feem ntau ntawm cov ntim hauv Q4 rau cov neeg siv khoom "nyob rau hauv cov ntawv cog lus qub nrog cov nqi teeb tsa ntawm tus nqi qis dua." Qhov ntawd tau ua rau muaj kev poob qis hauv kev muag khoom. Xyoo 2023, Livent hais tias 70% ntawm cov khoom ntim tau them tus nqi tas li, nrog kev sib xyaw ntawm cov ntawv cog lus qub txeeg qub teg ntawm tus nqi qis thiab cov ntawv cog lus tshiab ntxiv rau kev lag luam tam sim no.
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Tau qhov twg los: https://www.investors.com/news/lithium-stocks-livent-slips-on-2023-outlook-albemarle-on-deck/?src=A00220&yptr=yahoo