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.
Michael Teran, Portfolio Manager and Partner, recently shared his insights with The Australian Financial Review, discussing his stock picks…
Markets never stand still. As we start 2025, we’ve seen a strong rebound in many financial markets, but key…
Watch our recent webinar featuring our senior investment team providing insights into key trends shaping our portfolios and financial…
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