AKE has recently become a global mining giant after merging with Livent Corp (LTHM US), from a M&A perspective the horse appears to have bolted here with the future investment thesis dictated by the operations of the combined entity plus of course the underlying lithium price.
- AKE is now a global giant of this chemical (lithium) space making it an excellent vehicle when we believe the sector is offering good value.
MM is neutral towards AKE
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