Blackwattle Sees Rio’s Lithium Bid As Opportunistic

Blackwattle Investment Partners Portfolio Manager Tim Riordan expresses concern about Rio Tinto’s (ASX: RIO) approach to Arcadium Lithium (ASX: LTM), viewing it as opportunistic and undervaluing the company.

Tim highlights Arcadium’s (ASX: LTM) unique assets in Argentina and Canada are difficult to replicate and provide strategic value beyond immediate earnings. He suggests a potential value greater than the $4-6 billion range reported, noting that Arcadium has opportunities for significant growth.

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