| Sociedad Química y Minera de Chile: Attractive Despite The Section 232 Investigation Threat |
President Trump signed an executive order on April 15 to launch a Section 232 investigation into the national security threats posed by critical mineral imports. SQM benefits from low-cost lithium production and a diversified product mix, positioning it for long-term growth despite tariff uncertainties. Chile's strong trade relationship with the U.S. and potential friend-shoring strategies favor SQM amid Trump's aggressive trade policies. |
seekingalpha.com |
2025-04-16 22:20:09 |
Czytaj oryginał (ang.) |
| SQM (SQM) Moves 12.3% Higher: Will This Strength Last? |
SQM (SQM) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road. |
zacks.com |
2025-04-10 13:51:23 |
Czytaj oryginał (ang.) |
| Exclusive: Indian state firms seek stake in SQM's lithium projects in Australia, sources say |
Four Indian state firms are in talks with Chilean miner SQM to acquire a 20% stake in its two lithium projects in Australia for $600 million, four sources said, in New Delhi's biggest effort to secure supplies of the key EV battery metal. |
reuters.com |
2025-03-28 05:06:44 |
Czytaj oryginał (ang.) |
| Sociedad Química y Minera de Chile: This Is Why Lithium Will Fuel Growth |
Sociedad Química y Minera de Chile is rated a Buy due to projected growth in the EV market, driving future lithium demand and revenue. Partnership with Codelco in 2031 is set to lower 20-25% of SQM's lithium revenue, which currently accounts for 43% of the company's profits. SQM is expanding lithium production, particularly in Chile, to meet rising demand, with diversified operations in Australia and China for stability. |
seekingalpha.com |
2025-03-07 16:00:33 |
Czytaj oryginał (ang.) |
| Sociedad Quimica's Earnings Miss Estimates in Q4, Revenues Beat |
SQM sees a 33% year-over-year decline in sales in the Lithium and Derivatives unit in Q4 as higher lithium sales volumes were more than offset by lower prices. |
zacks.com |
2025-03-06 10:55:30 |
Czytaj oryginał (ang.) |
| Sociedad QuÃmica y Minera de Chile S.A. (SQM) Q4 2024 Earnings Call Transcript |
Sociedad QuÃmica y Minera de Chile S.A. (NYSE:SQM ) Q4 2024 Earnings Conference Call March 5, 2025 10:00 AM ET Company Participants Isabel Bendeck - Investor Relations Officer Gerardo Illanes - Vice President Services and Finance Carlos Díaz Ortiz - General Manager, Lithium Potassium Division Pablo Altimiras - General Manager, Nitrates Iodine Division Mark Fones - Vice President of Strategies and M&A Lithium Felipe Smith - Commercial Vice President of Lithium Juan Pablo Bellolio - Commercial Vice President of Iodine and Industrial Chemicals Pablo Hernandez - VP of Strategy and Development Conference Call Participants Ben Isaacson - Scotiabank Joel Jackson - BMO Capital Markets Rafael Barcellos - Bradesco BBI Corinne Blanchard - Deutsche Bank Andres Castanos-Mollor - Berenberg Juraj Domic - LarrainVial Operator Good day, and thank you for standing by. |
seekingalpha.com |
2025-03-05 15:23:02 |
Czytaj oryginał (ang.) |
| Sociedad Química y Minera de Chile: Its Rebound Is A Matter Of When Not If |
Sociedad Química y Minera de Chile shares are trading near 5-year lows due to declining lithium prices, but their large market share and superior margins position them well for a turnaround. Despite revenue declines, SQM's diversified operations and investments in new extraction capacities in China and Australia suggest robust future demand and potential revenue growth. Risks include slower-than-expected EV adoption and revenue loss from a renegotiated contract with the Chilean government, impacting their lithium extraction operations and profit margins. |
seekingalpha.com |
2024-12-01 05:44:32 |
Czytaj oryginał (ang.) |
| Sociedad Quimica's Earnings and Revenues Miss Estimates in Q3 |
SQM sees volume growth in almost all of its business lines amid headwinds from weaker year-over-year pricing in Q3. |
zacks.com |
2024-11-21 18:00:28 |
Czytaj oryginał (ang.) |
| Sociedad Química y Minera de Chile S.A. (SQM) Q3 2024 Earnings Call Transcript |
Sociedad Química y Minera de Chile S.A. (NYSE:SQM ) Q3 2024 Earnings Conference Call November 20, 2024 10:00 AM ET Company Participants Isabel Bendeck - Investor Relations Ricardo Ramos Rodríguez - Chief Executive Officer Gerardo Illanes - Chief Financial Officer and VP of Finance Carlos Diaz Ortiz - CEO of SQM Salar Mark Fones - CEO of SQM International Lithium Felipe Smith - Commercial Vice President of SQM Salar Pablo Hernandez - Senior Director of Business Strategy and Development, SQM Salar Pablo Altimiras - CEO of Iodine & Nitrates Juan Pablo Bellolio - Commercial Vice President of Iodine and Industrial Chemicals Conference Call Participants Joel Jackson - BMO Capital Markets Ben Isaacson - Scotiabank Corinne Blanchard - Deutsche Bank Gabriel Simões - Goldman Sachs César Pérez-Novoa - BTG Pactual Operator Good afternoon, and welcome to the SQM Third Quarter 2024 Earnings Conference Call. |
seekingalpha.com |
2024-11-20 14:03:10 |
Czytaj oryginał (ang.) |
| SQM REPORTS EARNINGS FOR THE NINE MONTHS ENDED SEPTEMBER 30, 2024 |
Highlights SQM reported total revenues for the nine months ended September 30, 2024 of US$3,455.0 million compared to total revenues of US$6,155.9 million for the same period last year. Net loss(1),(2) for the nine months ended September 30, 2024 of (US$524.5) million or (US$1.84) per share, compared to net income(2) of US$1,809.5 million or US$6.33 per share for the same period last year. |
prnewswire.com |
2024-11-20 10:00:00 |
Czytaj oryginał (ang.) |
| Sociedad QuíMica y Minera de Chile: A Key Lithium Player On A Path Of Strong Recovery |
I rate SQM a "Strong Buy" due to its key role in lithium, expected demand surge, and solid financials despite recent market headwinds. The company benefits from privileged access to Chile's rich lithium reserves and strategic partnerships, ensuring long-term growth and efficiency. SQM's aggressive expansion plans in Chile, Australia, and China aim to significantly boost production and revenue by 2025. |
seekingalpha.com |
2024-11-09 09:17:27 |
Czytaj oryginał (ang.) |
| Lithium Miners News For The Month Of October 2024 |
Lithium prices were flat the past month. Lithium market news - The US government is reportedly examining price support mechanisms for domestic critical mineral projects. BloombergNEF forecasts lithium deficits may begin in 2025. Lithium company news - Arcadium Lithium confirms takeover offer from Rio Tinto. Bikita Minerals has shut down one of its production plants, citing weak global prices. |
seekingalpha.com |
2024-10-25 15:17:48 |
Czytaj oryginał (ang.) |
| Global Lithium Demand Soars: Top 3 Stocks Positioned to Gain |
The push toward new, more efficient, rechargeable batteries across multiple industries has driven demand for lithium skyward. Total global demand for the precious metal increased from 101 kilotons in 2021 to 165 kilotons in 2023, according to the International Energy Agency. |
marketbeat.com |
2024-10-18 13:28:04 |
Czytaj oryginał (ang.) |
| Why SQM, Standard Lithium, and Piedmont Lithium Stocks All Dropped Today |
Two of these lithium stocks look a lot riskier than the third. |
fool.com |
2024-10-14 20:29:33 |
Czytaj oryginał (ang.) |
| S&P 500 Hits Record Highs: 3 Stocks With Huge Growth Potential |
This week, the stock market has done what only a few were expecting it could do. The S&P 500 has hit another new all-time high, and while that is good for most stocks, not every one is made – or treated – equally. |
marketbeat.com |
2024-10-11 12:02:23 |
Czytaj oryginał (ang.) |
| SQM: A Diversified Minerals Portfolio, Driving Growth Across Energy, Tech, and Agriculture |
Sociedad Química y Minera de Chile S.A. (SQM, Financial), based in Chile, has established itself as one of the world's leading producers of lithium, iodine, and potassium derivatives. |
gurufocus.com |
2024-10-09 13:00:45 |
Czytaj oryginał (ang.) |
| Three Lithium Stocks Soaring Thanks to Mining Giant Rio Tinto |
On Friday, The Australian reported that Rio Tinto might be looking at M&A in the lithium space. That sent shares of Albemarle, Arcadium, and SQM higher. |
barrons.com |
2024-10-04 13:45:00 |
Czytaj oryginał (ang.) |
| 2 Lithium Stocks For Your September 2024 Watchlist |
Lithium stocks to keep on watch in the stock market today. |
stockmarket.com |
2024-09-25 12:50:30 |
Czytaj oryginał (ang.) |
| LiTHOS Provides Q3 Corporate & Operational Update |
VANCOUVER, BC , Sept. 23, 2024 /PRNewswire/ - LiTHOS Group Ltd. |
prnewswire.com |
2024-09-23 11:00:00 |
Czytaj oryginał (ang.) |
| 3 Undervalued Stocks That Are Too Cheap to Ignore Right Now |
The S&P 500 has been trading within 10% of its all-time high price, which means most investors and stocks could be doing great by following the overall market trend. However, that's not the case today, as some names have significantly fallen behind the broader market. |
marketbeat.com |
2024-09-16 13:02:47 |
Czytaj oryginał (ang.) |
| Why Lithium Stocks Are Rocking Today |
Chinese battery maker CATL is contemplating shutting down one of the country's largest lithium mines, citing low lithium prices and high cost of production. A shutdown could cut Chinese lithium production by 8% -- or fail to cut it at all. |
fool.com |
2024-09-11 15:06:46 |
Czytaj oryginał (ang.) |
| Andrada signs development deal with SQM for lithium at Uis |
Andrada Mining Ltd (AIM:ATM, OTC:AFTTF) has partnered with Chile-based SQM (NYSE:SQM), one of the world's largest lithium chemicals producers, to develop its Lithium Ridge prospect at Uis in Namibia. In a three-stage deal, SQM (NYSE:SQM) can take a 50% stake in Grace Simba Investments (GSI), the Andrada subsidiary with the Lithium Ridge licence. |
proactiveinvestors.co.uk |
2024-09-09 06:34:45 |
Czytaj oryginał (ang.) |
| Sociedad Química y Minera de Chile S.A. (SQM) Q2 2024 Earnings Call Transcript |
Sociedad Química y Minera de Chile S.A. (NYSE:SQM ) Q2 2024 Results Conference Call August 22, 2024 12:00 PM ET Company Participants Irina Axenova - Head of IR Ricardo Ramos - Chief Executive Officer Felipe Smith - Commercial Vice President of SQM Salar Carlos Diaz - CEO of SQM Salar Mark Fones - CEO of SQM International Lithium Gerardo Illanes - Chief Financial Officer Pablo Hernandez - Senior Director of Business Strategy and Development, SQM Salar Pablo Altimiras - CEO of Iodine & Nitrates Juan Pablo Bellolio - Commercial Vice President of Iodine and Industrial Chemicals Conference Call Participants Apurva Kilambi - Scotiabank Isabella Simonato - Bank of America Lucas Ferreira - JPMorgan Alejandro Demichelis - Jefferies Santhosh Seshadri - HSBC Marcio Filho - Goldman Sachs Cesar Perez-Novoa - BTG Pactual Corinne Blanchard - Deutsche Bank Camilla Barder - Bradesco Operator Good afternoon, and welcome to the SQM Second Quarter 2024 Earnings Conference Call. |
seekingalpha.com |
2024-08-22 18:26:09 |
Czytaj oryginał (ang.) |
| Sociedad Química y Minera de Chile: Falling Knife Still Worth Catching |
SQM posted a mixed earnings release. However, there are reasons to be optimistic. Lithium prices have plummeted, impacting SQM's revenue and earnings markedly. SQM's low-cost position, places it well as it attempts to gain market share by not curtailing production. |
seekingalpha.com |
2024-08-22 17:30:58 |
Czytaj oryginał (ang.) |
| Sociedad Quimica (SQM) Misses Q2 Earnings Estimates, Tops Sales |
Sociedad Quimica's (SQM) earnings miss estimates, while sales beat the same in Q2 amid lower average selling prices in lithium and SPN units. |
zacks.com |
2024-08-22 15:41:03 |
Czytaj oryginał (ang.) |
| SQM REPORTS EARNINGS FOR THE SIX MONTHS ENDED JUNE 30, 2024 |
Highlights • SQM reported total revenues for the six months ended June 30, 2024 of US$2,378.1 million compared to total revenues of US$4,315.6 million for the same period last year. • Net loss for the six months ended June 30, 2024 of (US$655.9) million or (US$2.30) per share, compared to net income of US$1,330.1 million or US$4.66 per share for the same period last year. |
prnewswire.com |
2024-08-21 05:52:00 |
Czytaj oryginał (ang.) |