bullish
Rio Tinto/Arcadium: Trading Wide Ahead Of 23rd Dec Vote
108 Views22 Nov 2024 09:40
This looks done. Trading at a 11.9%/20.5% gross/annualised return, assuming mid 2025 completion. That looks attractive. The key risk is one of timing to secure reg approvals.
What is covered in the Full Insight:
- Introduction to the Rio Tinto/Arcadium Deal
- Acquisition Details and Financial Implications
- Market Context: Lithium Supply and Demand
- Regulatory Challenges and Approval Process
- Strategic Rationale and Future Outlook
SUMMARY
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