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Lithiumstocks

Can $ALB Triple Without Lithium Prices Hitting All-Time Highs?🧠 TL;DR Albemarle ( NYSE:ALB ), a global lithium heavyweight, has seen its stock price collapse over 70% from its 2022 highs, closely tracking the decline in lithium spot prices. With lithium carbonate plunging from ~$80,000/ton to under $15,000/ton, many investors assume a rebound in the commodity is a precondition for a meaningful recovery in $ALB. But what if that assumption is wrong? This post explores whether Albemarle can stage a powerful comeback even if lithium prices remain far below their peak. Once lithium bottoms—potentially soon—investors can begin extrapolating annual demand growth and embed those expectations into the share price, setting the stage for a valuation rerating. The headline chart tracks the long-term price relationship between Albemarle and lithium carbonate, normalized and plotted on a logarithmic scale. It shows the synchronized peaks of 2022, the ensuing crash, and where that correlation may have decoupled. While the lithium price collapse has been severe, NYSE:ALB has arguably overcorrected — potentially pricing in a long-term depression in lithium that may never materialize. 🏭 Revenue, Net Income, and Lithium This chart juxtaposes Albemarle's trailing revenue and net income against spot lithium prices. Despite a sharp fall in the commodity, the company posted two successive quarters of profitability, and revenue remains well above pre-boom levels. This resilience suggests: Multi-year pricing contracts offer insulation from spot volatility Cost structure remains profitable even at current prices Demand tailwinds (EVs, grid storage) are still pushing through 📊 Negative Forward P/E, Positive Earnings, and Discount to NAV While forward P/E metrics have dipped into negative territory, this doesn’t tell the full story. The company delivered back-to-back profitable quarters, and the current share price reflects a significant discount to estimated net asset value. The market is currently punishing ALB based on trailing pessimism and collapsing sentiment, rather than forward fundamentals. When lithium prices stabilize, even at mid-cycle levels, investors may reprice ALB based on future earnings potential and hard assets—not backward-looking assumptions. 🔍 Key Takeaways 🔋 Demand Remains Strong EVs, grid storage, and electrification trends are not slowing. Lithium demand is projected to more than triple by 2030. Even modest demand growth off the current base will stretch supply chains, especially if new projects are delayed. 🏗️ Albemarle’s Structural Edge With a relatively low cost of production and long-term contracts in place, ALB is positioned to ride through the downturn. The company has already demonstrated profitability at today's prices. 📉 Valuation Compression = Opportunity At current levels, the stock appears to price in a scenario of sustained low lithium prices and declining demand. But the company’s hard assets, cost advantage, and future demand curve suggest a different reality. 🧠 Final Thought Once lithium prices bottom—maybe relatively soon—investors can begin to extrapolate the rate of annual growth and embed those expectations into the share price, potentially triggering a sharp re-rating before spot prices ever return to their highs.
COMEX:LTH1!Long
by quickshiftinn
Double Bottom with Billions of Metric Tons of Lithium - SLIHere I have AMEX:SLI on the Daily Chart! Technical - A Double Bottom Reversal Pattern has formed and with the Bullish Rally started from the ~1,800% increase in the Estimate to Reported Results for Earnings and Revenue on Sept. 24th, we see Price Breaking our Confirmation of Pattern @ 1.98! This weeks Price Action has created a Volume Imbalance between ( 1.91 - 2.03 ) that Price may choose to Fill before it pushes Higher! Now Price is struggling with the Resistance of Previous High @ ( 2.28 - 2.38 ) -If this rise can be sustained in becoming a New Higher High than our Confirmation of Pattern, we can expect Price to Retest this Break of Confirmation to find Support! *If the Retest of the Break is successful, we can then suspect Price to find Resistance again at Previous Highs @ ( 3.59 - 3.89 ) Indicators: - Golden Cross with 200 EMA and Dynamic S&R - RSI is Above 50 - Strong Bullish presence in Volume leading to Confirmation of Pattern Fundamental - Under all this utter devastation that Hurricane Helene and Milton have done to North Carolina and Florida and now with the wildfires ravaging Wyoming, these disasters have uncovered massive Rare Earth Elements and Metal Deposits containing around Billions of Metric Tons of essential components needed to power our shift forward from the Industrial Age to what feels like the Digital Age. -Adding potential future mining sites to the already known deposits in Nevada, Pennsylvania and California. EV and other technology advancements will come soon now with these essential minerals and metals possibly on the Brink of Extraction!
AMEX:SLILong
by Novi_Fibonacci
Atlantic Lithium Limited: A Potential Gem in the Lithium Mining Atlantic Lithium Limited: A Potential Gem in the Lithium Mining Industry The demand for lithium, a crucial element for electric vehicle batteries and other renewable energy technologies, is soaring, propelling the lithium mining industry to the forefront of global economic growth. Amidst this surge, Atlantic Lithium Limited, an Australian-based company, has emerged as a potential game-changer with its flagship Ewoyaa Project in Ghana, West Africa. A Promising Lithium Asset in Ghana Atlantic Lithium's Ewoyaa Project holds the distinction of being Ghana's first lithium mine, boasting an estimated resource of 35.3 million tonnes grading 1.25% lithium oxide (Li₂O). This substantial resource, coupled with the project's favorable location and government support, has garnered significant attention from investors and industry experts. Stock Rating Is Buying Atlantic Lithium Limited Stock a Good Idea? The consensus rating for Atlantic Lithium Limited from analysts is a resounding "Buy," reflecting the company's promising potential. The current share price may seem attractive, but it's crucial to exercise caution when investing in early-stage companies like Atlantic Lithium. Trading Options for Potential Profits While investing in Atlantic Lithium stock directly involves inherent risks, options trading can offer a more controlled approach to capitalize on the company's growth trajectory. Purchasing call options, which grant the right to buy Atlantic Lithium shares at a predetermined price within a specified period, can be a viable strategy to generate potential profits. Potential Profits from Call Options The price of call options typically moves in tandem with the underlying stock price. If the stock price of Atlantic Lithium rises, the value of call options will also increase, allowing option holders to purchase shares at a lower price and profit from the difference. Risks Inherent in Option Trading Options trading, like any form of investing, carries inherent risks. The option holder may lose the entire premium paid for the option if the stock price does not reach the strike price by the expiry date. Additionally, market volatility can significantly impact option prices. Caution and Thorough Research are Paramount Before venturing into options trading, it's essential to fully understand the risks involved and to conduct thorough research on Atlantic Lithium's fundamentals, market conditions, and potential growth prospects. Conclusion: Weighing the Potential and Risks Atlantic Lithium Limited presents a compelling opportunity for investors seeking exposure to the lithium mining industry's growth potential. However, the early-stage nature of the company and the inherent risks of investing in small-cap stocks warrant careful consideration. Options trading, while offering potential profits, also carries its own set of risks. Ultimately, each investor must weigh the potential rewards against the associated risks before making a decision. Risk Warning Trading stocks and options is a risky activity and can result in losses. You should only trade if you understand the risks involved and are comfortable with the potential for losses. Rating: BUY Risk Disclaimer! The article and the data is for general information use only, not advice! Risk Disclaimer! General Risk Warning: Trading on the Financial Markets, Stock Exchange and all its asset derivatives is highly speculative and may not be suitable for all investors. Only invest with money you can afford to lose and ensure that you fully understand the risks involved. It is important that you understand how Trading and Investing on the stock exchange works and that you consider whether you can afford the high risk of loss.
LSE:ALLLong
by TheTrade_Academ
BATT an ETF for Lithium / Battery Technology LONGBATT here is on a daily chart with a demand /support zone and resistance. supply zone both drawn in along with a long-term volume profile showing the POC line at the top of the latter zone. A triple Bollinger Band is overlaid showing price currently two standard deviations below the mean VWAP which is more or less horizontal with little slope The ZL MACD lines crossed one week ago and are upgoing about the same time as the 3H RS line bottomed and reversed while the longer TF 7D RS line stays horizontal just below the 50 level. Overall, I see that the BATT price will rise targeting the supply zone above which is about 15% upside or more. I will take a long trade here with the first target the midline of the Bollinger Bands and the second target the flat top of July 12 through 30, a strong resistance level. This is a safe trade while the general market gets figured out. This is akin to selling picks and axes at the Gold Rush of 1849.
AMEX:BATTLong
by AwesomeAvani
2
CXO LONG (ASX)Moved from a running flat to an expanding flat . Spot lithium prices have fallen 34% in the month of March, highlighting a slowdown in demand caused by contractionary monetary policy. The spillover effect onto major banks indicate a stronger possibility of further downside which may lead to a recession during summer (US). Downside is clearly linked with a number of macro factors including Fed induced banking crisis (SVB) and dropping lithium spot prices. Lithium stocks have dropped significantly in March 23 so will be expecting more corrective movement for now. The world is moving towards electrification and CXO is now a producer. My forecast is that CXO will exceed $2 in 12-18 months .
ASX:CXOLong
by Itachi239
1
LAC targetsLAC has been printing a very bullish pattern in the chart Like in my previous post, it forms a double bottom and expected to hit $25 - which now is almost hitting. The daily candles has bene bullish and it's expected to break the resistance at $25. So what's next? being bullish on this stock, the next target is $37.How do I arrive at this price? Usually it takes time for the chart to take a more reassuring pattern. Now it's actually forming a rounding bottom, it's might do a parabolic upward trend in price. For a rounding bottom, usually I will take the lowest and the highest price of the round bottom, and using exactly the similar percentage of gains of that to estimate the next target price. The RSI looks really bullish and the volume is increasing. If it fails to surpass the resistance, it might retrace to $20 and begin its upward movement.
NYSE:LAC
by V12bull
3
LITHIUM ETF - 4 times Higher Already 🚀👷🔋LITHIUM is FLYING! Check our idea/post from June 17th of last year as well as November 2020 It was obvious fundamentally that this was going to happen, for one too many reasons you can read about in those 2 previous posts. If something has changed is only positive, with Lithium Americas, Albemarle, and JinkoSolar Stocks went off like rockets on Monday, responding to a Biden administration plan to quadruple the share of green energy in America's economy by 2030. President Joe Biden calls for 80% green energy in the U.S. Renewable energy stocks react. Long story short, the Biden administration's proposal for "greening" the U.S. economy could be great news for both solar stocks and lithium stocks -- if the revolution happens. On a more cautionary note, WSJ observes that while you shouldn't "bet against a committed U.S. federal government and a supportive populace," the plan "envisions triple-digit billions of dollars of tax credits for clean energy over the course of a decade. But aren't in the bipartisan infrastructure bill" currently working its way through Congress. It's not yet certain that either Congress or voters will support spending "triple-digit billions" to subsidize green energy -- or pay the higher tax bills that those subsidies imply. In the meantime, S&P Global data shows that none of the three stocks named is currently generating positive free cash flow from their businesses. Unless subsidies are forthcoming, it remains to be seen if they can be profitable on their own. One Love, Let's go to 110 LIT ETF, the FXPROFESSOR 🔋🔋🔋🔋🔋
AMEX:LITLong
by FX_Professor
6
QS - Momo playQS has been one of the momo stock of 2020. It is a solid state lithium-metal batteries manufacturer which are used in EV cars. It shows to be the most promising manufacturer out of all of the publicly traded ones. VWAGY (another runner I posted before) is testing QS batteries. Stock dumped along with all of the meme stonks and also had rumors that a short seller was spreading calling it a pump and dump. Insider Brad Buss (director) bought 10,000 shares on 5/26 which leads us to think, why not follow? Looks like it will be range bound and has a chance of running to $50-70/share. Consult your boomer financial adviser before believing pajama trader posts. You realize that literary anybody on this platform can post whatever the f* they want and it could be a 6 month old kid scribbling on screens. Happy Memorial Day and thank a veteran or two this weekend! Don't be a drunk douche
NYSE:QSLong
by bossmodetrader
2
TA to Support FA as FireFinch set to Break Out on Big News EventFFX Looking to break through historical support as we break through short term resistance at 27.5c on near term news flow supported by Gold and Lithium sentiment with blue skies until we hit historical price support now walls as we look to retest 53c first test and 81.5c all time high. A lot will depend on greater sharemarket movements but with a lithium demerger in a lithium bull and the upramping of the gold mill with an aggressive drill campaign shoring up greater reserves and grades its hard to see company specific news pushing the stock to align with the above T.A.
FLong
by InvestinMetal
1