ARCADIUM LITHIUM PLC (LTM)
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LTM - ARCADIUM LITHIUM PLC

FNArena Sector : New Battery Elements
Year End: December
GICS Industry Group : Materials
Debt/EBITDA: 0.6
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$7.07

14 May
2024

0.120

OPEN

$7.04

1.73%

HIGH

$7.14

1,725,630

LOW

$7.04

TARGET
$9.433

-0.20 change from previous day

 33.4% upside
Franking for last dividend paid out: 0%
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FNARENA'S MARKET CONSENSUS FORECASTS
LTM: 1
Title FY22
Actual		 FY23
Actual		 FY24
Forecast		 FY25
Forecast
EPS (cps) xxx N/A 27.6 xxx
DPS (cps) xxx N/A 0.0 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 26.6 xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx N/A N/A xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 20222023
EPS Basic xxx46.3
DPS All xxx0.0
Sales/Revenue xxx1,329.5 M
Book Value Per Share xxx243.4
Net Operating Cash Flow xxx447.9 M
Net Profit Margin xxx37.41 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 20222023
Return on Capital Employed xxx20.97 %
Return on Invested Capital xxx17.91 %
Return on Assets xxx12.76 %
Return on Equity xxx20.97 %
Return on Total Capital xxx22.57 %
Free Cash Flow ex dividends xxx-44.9 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 20222023
Short-Term Debt xxx5 M
Long Term Debt xxx447 M
Total Debt xxx453 M
Goodwill - Gross xxx-
Cash & Equivalents - Generic xxx348 M
Price To Book Value xxx4.61

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 20222023
Capex xxx492.8 M
Capex % of Sales xxx37.07 %
Cost of Goods Sold xxx516 M
Selling, General & Admin. Exp & Other xxx104 M
Research & Development xxx9 M
Investments - Total xxx51 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

3
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Bell Potter

10/05/2024

1

Buy

$9.50

34.37%

The 1Q24 trading update from Arcadium Lithium came in line with consensus estimates, according to Bell Potter.

Management maintained FY24 guidance with revenue between US$1.15-$1.9bn and adjusted EBITDA of US$420m-$1bn) on expected pricing of US$15,000-$25,000/t lithium carbonate equivalent.

Management remains upbeat on lithium markets with prices expected to rise from the "cycle bottom", but Mt Cattlin is currently not viable at existing lithium prices beyond the current mine plane to 2026.

The broker updates forecasts with FY24 EPS -9% and FY25 EPS -25%. Accordingly, the target price reduces to $9.50 from $10.40.

Buy rating unchanged.

FORECAST
Bell Potter forecasts a full year FY24 dividend of 0.00 cents and EPS of 22.50 cents.
Bell Potter forecasts a full year FY25 dividend of 0.00 cents and EPS of 49.90 cents.

Morgan Stanley

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

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Login above or Get a Free Trial
Access Stockbroker Research History >

LTM STOCK CHART

FNArena News on LTM

1
Rudi’s View: Arcadium Lithium, Goodman Group, Paladin, Pexa & Treasury Wine

May 09 2024 - Rudi's View
2
FNArena Corporate Results Monitor – 26-02-2024

Feb 26 2024 - Australia
3
January In Review: Large Caps Back In The Lead

Feb 06 2024 - Australia
4
In Case You Missed It – BC Extra Upgrades & Downgrades – 21-12-23

Dec 21 2023 - Weekly Reports
5
Australian Broker Call *Extra* Edition – Dec 20, 2023

Dec 20 2023 - Daily Market Reports

Latest New Battery Elements News

1
Treasure Chest: A Bottom For Lithium?

Feb 05 2024 - Treasure Chest
2
Tough Times For IGO

Feb 01 2024 - Australia
3
ESG Focus: The Little Big Things – 31-10-2023

Nov 01 2023 - ESG Focus
4
Lithium: Short Term Pain, Long Term Gain?

Oct 13 2023 - Feature Stories
5
ESG Focus: Grid Battery Innovation Barrelling Down

Sep 07 2023 - ESG Focus
6
Allkem: On The Move

Sep 05 2023 - Technicals
7
The Short Report – 24 Aug 2023

Aug 24 2023 - Weekly Reports
8
ESG Focus: Will Lithium Meet Its Waterloo?

Aug 10 2023 - ESG Focus
9
The Ups And Downs Of Mineral Resources

Jul 25 2023 - Australia
10
Syrah Resources: Near-Term Pain, Graphite Price Upside

Jul 20 2023 - Small Caps