Hargreaves Lansdown分析师Matt Britzman在一份报告中表示,鉴于锂现货价格从之前的高点大幅下跌,力拓以67亿美元收购Arcadium Lithium是“逢低买入”的经典尝试。然而,他补充道,该收购是否值得有待商榷。Britzman表示:“这不是一笔划算的交易,大宗商品领域的投资者往往对并购持悲观态度。由于价格低廉和对新项目的高投资,Arcadium目前的自由现金流为负,因此如果力拓想将其转变为增值收购,将有一些工作要做,而这不会立即发生。”先前据报道,此举将使力拓成为全球第三大锂生产商。
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