Rio Tinto Confirms Interest In Arcadium Lithium, Shares Surge
Rio Tinto Confirms Interest In Arcadium Lithium, Shares Surge
Still, even that premium would be far off Arcadium's $10.6 billion valuation in January when a merger between On Monday, Rio Tinto (NYSE:RIO) confirmed that it is in non-binding talks to acquire Arcadium Lithium (NYSE:ALTM), a major lithium miner formed from the merger of Livent and Allkem. Both companies clarified that the discussions are preliminary, and there is no certainty that a transaction will proceed.
週一，力拓（紐交所：RIO）確認正與Arcadium Lithium（紐交所：ALTM）進行着非約束性談判，後者是由Livent和Allkem合併而成的主要鋰礦開採商。兩家公司都強調這些討論是初步的，還沒有確定交易將會進行。
If the acquisition goes through, Rio Tinto would become one of the largest lithium producers globally, behind industry leaders like Albemarle Corp (NYSE:ALB) and SQM (NYSE:SQM).
如果收購成功，力拓將成爲全球最大的鋰生產商之一，僅次於行業領導者如阿爾伯馬利公司（紐交所：ALB）和SQm（紐交所：SQM）。
However, the company would have to pay a significant premium, as industry insiders value Arcadium between $4 billion and $6 billion—representing a potential 60% premium over the company's market value.
然而，公司將不得不支付相當可觀的溢價，因爲行業內部人士將Arcadium的估值在40億至60億美元之間——這代表了公司市值的潛在60%溢價。
Still, even that premium would be far off Arcadium's $10.6 billion valuation in January when a merger between Alkem and Livent created the enterprise.
儘管如此，即使是這一溢價也遠低於阿卡迪姆在1月份被評估爲106億美元的估值，當時Alkem和Livent的合併創造了這家企業。
Since then, a prolonged slump in the lithium market has sent the shares down by more than 50%, making it an acquisition target. The company is also a diverse producer, with an operational footprint in nine countries and high-profile customers such as Tesla (NASDAQ:TSLA), BMW, and General Motors (NYSE:GM).
自那時以來，鋰市場持續低迷，導致股價下跌超過50%，使其成爲一個收購目標。該公司還是一家多元化生產商，在九個國家擁有運營基地，並擁有特斯拉（納斯達克：TSLA）、寶馬和通用汽車（紐交所：GM）等知名客戶。
Michael Teran, deputy portfolio manager at Blackwattle Investment Partners, classified this move as an "opportunistic bid to take advantage of low lithium prices."
Blackwattle Investment Partners的副投資組合經理Michael Teran將這一舉動歸類爲一種"利用低鋰價格的機會性收購"。
Most investors in the stock have already had a lot of pain or are there for the longer term, so they are looking through the cycle to see where this could end up," he said to the Financial Times.
Blackwattle Investment Partners的副投資組合經理Michael Teran表示：「股票中的大多數投資者已經承受了很多痛苦，或者是長期投資者，因此他們正在透過週期看這可能會有什麼結果。」他向《金融時報》表示。
Rio Tinto already has significant lithium projects in development, including the Rincon project in Argentina and the Jadar project in Serbia. The company has committed significant capital to developing Rincon, with plans to invest $2 billion in building a lithium carbonate production plant to ramp up production in 2025.
力拓已經在進行着重要的鋰項目開發，包括在阿根廷的Rincon項目和塞爾維亞的Jadar項目。公司已經投入了大量資金用於開發Rincon，計劃在2025年投資20億美元建設一個碳酸鋰生產工廠以加大產量。
However, the Jadar project has faced considerable opposition from local communities in Serbia. They are concerned about environmental impacts and slowing progress on one of Rio's critical European ventures.
然而，Jadar項目在塞爾維亞當地社區面臨了相當大的反對。他們擔心其對環境的影響，以及在力拓一個關鍵歐洲項目上的進展放緩。
Owing to the mineral nature of the lithium there, the project could not even use Arcadium's advanced direct lithium extraction (DLE) technology, which the company has been refining. Still, it would be a valuable advancement for brine-based projects in South America.
由於那裏鋰礦的礦物特性，該項目甚至無法使用Arcadium公司精煉中的先進直接鋰萃取技術（DLE），這將是南美基於滷水的項目的一個有價值的進展。
The Australian listing of Arcadium Lithium rose 45.7% on the news, closing at A$6.09 ($4.13). The US premarket listing was up 30%, trading at $3.98 as of 6 AM ET.
根據這則新聞，Arcadium Lithium在澳大利亞上市的股價上漲了45.7%，收盤價爲A$6.09（$4.13）。美國盤前交易的股價上漲了30%，截至美國東部時間早上6點爲$3.98。
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譯文內容由第三人軟體翻譯。