Selected Reads

Smartkarma

Equity Bottom-Up

SQM is the leading Chilean producer of lithium. The stock trades on the NYSE under the ticker SQM, and the market cap is ~$28b. In early 2018 I posted SQM...<a target="_blank" href="https://www.valueinvestorsclub.com/idea/SOC_QUIMICA_Y_MINERA_DE_CHI/5828914497">Read the article on Value Investor Club »</a>

Morningstar

Morningstar, Inc.

SQM reported detailed first-quarter results that were in line with our expectations as lithium prices fell 11% year on year to roughly $14,600 per metric ton. The company previously reported high-level results on April 26 following the annual shareholders meeting. However, in addition to the financial results, management guided to lithium prices falling to $11,000 to $12,000 per metric ton in the second half of 2019, which is slightly below our expectations for 2019 but is in line with our 2020…

On April 26, SQM's management team provided some high-level commentary on upcoming first-quarter results that were generally consistent with our full-year expectations. With no changes to our outlook, we maintain our $64 per share fair value estimate and narrow moat rating. At current prices, we view SQM as materially undervalued, with the stock trading in 5-star territory
We contend that the market is taking a shortsighted approach when it comes to lithium prices. Although we forecast lower…

Chile

Sociedad Quimica y Minera de Chile SA produces and markets specialty fertilizers including potassium nitrate, sodium nitrate, and potassium sulfate for the agricultural industry.  The Company also produces industrial chemicals, iodine and lithium.  SQM markets its products in over 100 countries.

Sociedad Quimica y Minera de Chile (SQM US)

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