Don’t Invest in Lithium Mining Companies - Nanalyze: "The problem is that none of these companies have performed very well with the motif losing -30% in the past year. The “world’s biggest lithium producer” SQM is actually the poorest performer of the bunch having lost nearly -50% in the past year. A key reason for this is that lithium only contributes 11% of revenues for SQM so the actual exposure you get to lithium is very small. For FMC the exposure is even worse. Lithium sales contributed just 6% to FMC’s revenues. ALB fares slightly better with lithium contributing 13.6% to total revenues."
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