A Lithium Leader and Dividend Champion

11/12/2023 14 min

Listen "A Lithium Leader and Dividend Champion"

Episode Synopsis


Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/bJOr4nhxXXY⁠⁠.


This lithium stock has the best of both worlds. It's a lithium leader, if not THE leader and it has also increased its dividends for 29 years in a row. If you're looking for a good time to start dollar cost averaging into Albemarle ALB stock, there's probably no better time. After lithium prices soared to the moon hitting their highest levels ever a year ago, they've now cratered 70%. But it's not just bargains and buying dips. The rapid decline in lithium prices has destabilized the largest producers of lithium which means those companies with prudent financial controls will be best served to navigate the (everyone say it together now) the macroeconomic headwinds facing the lithium industry. With electric vehicles and their accompanying lithium-ion batteries driving the demand for lithium, an investment in Albemarle stock makes sense. Just pay attention to those gross margins which were absolutely destroyed and take some time to better understand the joint venture VIE structure setup they have that seems to be printing cash. There's never any free lunch.