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Argus cuts Arcadium Lithium to Hold amid Rio Tinto deal, sees arbitrage ‘risky’
The Fly

Argus cuts Arcadium Lithium to Hold amid Rio Tinto deal, sees arbitrage ‘risky’

As previously reported, Argus downgraded Arcadium Lithium (ALTM) to Hold from Buy. The company announced that it was being acquired by Rio Tinto in October at $5.85 in mid-2025, and while the stock’s current share price is approximately 13% below Rio Tinto’s offering price, volatility in the price of lithium makes this arbitrage opportunity “riskier and less compelling”, the analyst tells investors in a research note.

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