Lithium equity price trends: Not all equities are in the same boat

By IM Staff
Published: Friday, 17 May 2019

Merger and acquisition activity in the lithium supply chain has caught the attention of investors who have caused share prices to jump for new and upcoming projects, while traditional producers have struggled with low product sales prices and an oversupplied market.

By William Adams

Lithium producer share prices have diverged with the "Traditional 5" remaining near the bottom of their 52-week ranges, see chart 1, while others have become more buoyant, led by the next-in-line producers and followed by some of the Australian hard rock producers that started production last year....