Letter
8 Oct 2024Our Mid Cap team has written to the management and board of Arcadium Lithium, imploring them to walk away from any opportunistic offers. Mining giant Rio Tinto has since confirmed to the ASX it has made a non-binding approach to Arcadium Lithium.
Our Blackwattle CEO Jarred Rubin speaks with Australian Broadcasting Corporation (ABC) The Business, about why we believe Arcadium Lithium is deeply undervalued, and what an appropriate sale price could look like.
Following Rio Tinto offer for the acquisition of Arcadium Lithium, Blackwattle Mid Cap Quality Portfolio Managers Michael Teran and…
Blackwattle Investment Partners Portfolio Manager Tim Riordan expresses concern about Rio Tinto’s (ASX: RIO) approach to Arcadium Lithium (ASX:…
Blackwattle Mid Cap Portfolio Managers Tim Riordan and Michael Teran recently engaged with Arcadium Lithium (LTM) regarding their views…
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