Albemarle Corporation (ALB)

November 18, 2020

Multiple Expansions Only Help So Far: Same EV Demand at a Lower EBIT Est. Is Not a Reason to Buy

By Gordon L. Johnson II

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August 6, 2020

Albermarle Warns 3Q20 Lithium Sales Slumping Amidst Weak EV Market Demand; SELL

By Gordon L. Johnson II

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March 10, 2020

ALB May Become Collateral Damage in the Oil Price War… and then There’s COVID-19

By Gordon L. Johnson II

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January 7, 2020

Dissecting ALB’s L-Term Guidance: It’s All About Semantics & Reading the Fine Print; Maintain SELL

By Gordon L. Johnson II

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November 13, 2019

All Eyes Are on ALB’s Li Price, but Our Work Shows It May Be Getting Close to Tripping Its Covenant

By Gordon L. Johnson II

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November 7, 2019

3Q19 REVIEW: Results Inline, But Cut to Guide Seems Fated & Today’s Conf. Call will Drive Sentiment

By Gordon L. Johnson II

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September 23, 2019

ALB’s Sharp Pivot to Hard-Rock Mining Exposure Tells Us EBITDA Growth Will Peak Sooner than Expected

By Gordon L. Johnson II

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