金吾财讯 | 全球第二大矿业公司力拓(RIO)证实已向Arcadium Lithium(ALTM)提出非约束性收购要约。力拓在周一的一份声明中表示,不确定是否会与这家美国矿商达成任何交易。估值约为33亿美元的Arcadium Lithium在另一份声明中证实,有人曾与该公司接洽。花旗此前在7月份建议力拓收购Arcadium Lithium。花旗分析师Paul Taggart当时写道,这家矿商的股价“远低于重置价值”,收购成本低于建立一个新的优质锂资产组合。Taggart说:“对于那些寻求规模、成本(盐水)和化学专业知识的公司来说,购买Arcadium可能比试图发现和开发化学能力更经济。”
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