Are globally positioned, expanding, not only mining lithium but also refining to battery quality. Finances also seem to be in the dry. I see good chances of profit for the next few years.
I also have a fairly large Allkem position. For me, a good return is to be expected at least for about 10 years, because now the electromobility has prevailed in politics and accordingly there is excess demand and until new technologies reduce this, I remain involved. What speaks for the company is the broad positioning. Australia, Japan, Argentina... I much prefer them to the companies in China or exclusively South America or even the U.S. After the merger last year, they are well on their way to becoming one of the top 3 and are thus already ahead of others.
@Staatsmann thank you, I took this company apart with someone else and found it really interesting. Finanzen.net also rates it as chanze, undervalued and with good prospects. The charter also looks good, in my opinion.
But as you know, I'm not very experienced either, so I'm happy to hear any critical opinions :-)
@Souli1984 Well, somehow lithium buys are currently all seen as a "great opportunity". Similar to other resources.
Personally, I wouldn't get involved in this bet at the moment. 😅 The chances of catching the one that goes through the roof out of what feels like 1,000 lithium shacks are somewhat slim.
@Staatsmann I understand you, but these trends are somehow the ones we're waiting for, aren't they? Seems like it to me.... Thanks for your opinion !!!