ALTM(Arcadium Lithium)今日盘前大涨30.90%,引发市场广泛关注。这与新一则重磅消息息息相关:矿业巨头力拓公司拟以67亿美元全现金的高溢价收购ALTM。
据报道,力拓将以每股5.85美元的价格收购这家总部位于美国的锂矿商,较ALTM 10月4日的收盘价3.08美元高出近90%。这笔交易已获双方董事会一致批准,预计于2025年中期完成。
一旦交易完成,力拓将获得ALTM在阿根廷、澳大利亚、加拿大和美国的锂矿、加工设施和矿藏,助力其数十年的长期发展并赢得重量级客户,如特斯拉、宝马和通用汽车等。分析人士表示,这有利于力拓在电池金属行业新增长周期到来时占据有利位置,由于当前锂价处于低位,ALTM股价被大幅低估,这次收购也被视为"逆周期扩张"。
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