ALB

xtric8

Depends what you are in, some things denial phase (MAG 7, pltr), others despair (UPS) or return to mean (ALB)

ervelee

ALB

Euphoric-Magazine300

ALB gonna move. Gyna closing Lithium mines.

weberm70

Biggest loser is ALB, down 45% on a 35k cost basis. I do think it will turn around eventually but now I’m tired of seeing its crappy face in my portfolio.

ASpicySnack

ALB

904Funk

With India tariffs, now’s the time to load ALB calls?

Difficult_Eye1412

I took profit on ALB and LAR just before they sold off, dodged some losses there. With shit in EV production and demand shifting to China, who have big deposits, do you think lithium has good near term prospects? Not exactly dry powder storage but I agree long term oppo

Jon3141592653589

I rode the first LAC wave, sold back and forth a few times, and have been buying Jan 2027 $2 calls on dips to be ready to establish a position without carrying the full risk (plus buying even more $3 calls on dips for a trade, which worked out well over the past month's brief rally selling some at the top). I have an excess of ALB, too, basically a double position at this point - bought a bunch ~$50s and reloaded after the recent dip. But that's safe and boring by comparison.

trustjosephs

I'm building a position in LAC. ALB is probably the safest bet though.

ASpicySnack

ALB is pumpingggg

Rosella2562

Heyo - Just checking in - ALB seems to be back from the dead, was up more than +8% during after hours at one point after the earnings beat 🔥🙌🏻 I mean I’m still deep out of the money, but we might be back in the game? 😅

ASpicySnack

ALB is ready to break out

ShroomGrown

Ozzy dies and heavy metals drop. TMC, LAC, ALB all down

FlimsyPlay3258

lol not sure how you get your info but ALB has three factories in China and one in maintenance...

tmajewski

I’ve been loading up on ALB for the last few months. Picked up a bunch more in the $50s to average down quite a bit. I am green now and will be holding for at least a couple years. Very cyclical business with “fairly” predictable trends. Obviously it’s been in a downtrend for years, but that is a function of the cyclical nature of the business. I think shares under $90 is a pretty safe bet if you plan to hold for at least 2 years. Pretty high percentage play with decent upside and low downside over the long term. Add on top of all of this the trend to be less reliant on China for resources and this US-based lithium powerhouse looks like a nice play.

Inevitable_Tourist51

I'm in ALB too and I think we are definitely early. September will be the time we see the large pump. LFG

Euphoric-Magazine300

This was a great play two weeks ago. ALB has had a good run.

anynameisok5

Honestly, I wouldn’t touch AMPX at these prices — it’s already up nearly 600% in a year, which screams FOMO trap to me. Sure, silicon anode batteries sound amazing and the drone/climate buzzwords get thrown around a lot, but under the hood they’re still a tiny revenue company burning cash with no profits in sight and heavy spending ahead if they want to scale. The RSI is sky-high (overbought), so momentum traders might be dumping soon, and the hype is arguably priced in already. If you bought low, good for you — but if you’re buying now, you’re basically betting on perfect execution in a highly competitive space. There are better risk/reward setups out there for battery exposure, like QuantumScape (QS) for its solid-state tech, Solid Power (SLDP) which just secured VW backing, Nano One (NNOMF) in the cathode materials niche, or even lithium plays like Albemarle (ALB) that offer more established cash flows. Just my two cents — not financial advice.

marcus55

I'm confused how you're down on ALB calls after the crazy runup its had recently

Requires-citation

ALB gonna control the processing supply chain since China has suddenly shut down dozens of Lithium processors

Requires-citation

ALB!

ASpicySnack

Just got in on ALB calls

Freedom-Of-Trades

Anyone playing ALB? Shit’s been pumping for about a month.

CathyBikesBook

Holding AMPX and ABAT. Watching PLL, ALB, and LAC

icyt2

Thoughts on ALB vs the Lithium tickers you’ve mentioned?

904Funk

ALB leaps

rawdawgred1111

What’s everyone thinking about ALB?

Grand_Ordinary_4270

$ALB

Grand_Ordinary_4270

$ALB to the Fckin Moon 55% last 3 months

Grand_Ordinary_4270

Yall dumb and missing out on the real big boy stock big pump $ALB

Somnifor

ALB Lowest cost producer in the lithium sector. Lithium prices are probably done bottoming out and will start to improve next year.

Motor-Emotion3394

ALB call

Grand_Ordinary_4270

Steve the fact that youre not in ALB tells me all i need to know

MosDaddyda

Why LAC and not ALB?

bdavid21wnec

why no $ALB?

EatAlbertaBeef

If you zoom out on the ALB chart you can see where the price of Li2CO3 went from ~$8/kg in 2018 to $80/kg in 2021/2022 back to about $6-8/kg this year. All the critical minerals are starting to turn around so anyways thats the play, ALB is the ExxonMobil of lithium. Robots, drones, evs, etc

EatAlbertaBeef

ALB jan 2027 leaps thank me later

bdavid21wnec

$ALB

Bansionboy

I'll add it to my watchlist, good luck! Hers some of mine: ARRNF, TMC,UUUU, ALB, PPTA, CRML, DTREF, LAC and USAR.

dvdmovie1

" I'm wondering: Why no discussion for MEOH?" ____________________________________________________ "This isn’t a meme stock or a fast mover." "I can hear the yawns already" You have a commodity business producing a commodity that if you asked a lot of random people what it is I'd guess a fair amount of them wouldn't know. It may be an underappreciated business but the problem is that you have a retail audience that is less interested in things like value chemical companies than they probably ever have been and there's definitely less of an institutional value audience than there used to be. Stock has had a lot of volatility over the last dozen or so years and ultimately hasn't gone anywhere. That long-term chart is not going to excite the average person in most cases today, who has no shortage of various growth stocks to choose from that seem to go up every day. "Commodity stocks are volatile" It's one thing if a stock is volatile but has demonstrated impressive returns over time, it's much less appealing if there's a lot of volatility but the returns aren't particularly exciting. What is some sort of major near-term demand driver for methanol? Even if there is a near-term demand driver though, so many of those kinds of things w/commodity names are ultimately trades. I mean, look at ALB between 2020-2022 and that rise given what people thought EV demand would be. At one point that was up about 450% off the 2020 bottom. If you continued to hold it, it recently almost entirely round-tripped back to that 2020 low.

Doom2021

Good, ive been holding ALB since 2021

TheNextBigWhale

Im not saying LAC is the only bet, clearly ALB is a top lithium producee. I am speculating here, this is pretty much a bet, that in the next few days or weeks, this domestic mining company will have some sort of news or something

1984th

Sure. Domestic is great given the current climate. But if your looking to play the possibility of a lithium price ramp in the next weeks/months I think there are better plays than LAC. My 69 7/18 ALB calls are up 200%. Wish I bought more. LAR calls for December also.

1984th

Agree prices might have bottomed out. LAC isn't in production and has unproven DLE technology that it needs to work. I don't think LAC is the best play ATM. I like ALB and also LAR at the moment.

superbilliam

Depends on which portfolio....PEP, GOOGL, JNJ, ALB, UNH

bdavid21wnec

$ALB

dvdmovie1

> Contrary to what the name suggests, rare earth metals is not that rare. A lot of countries have them and mine the ores to sell them to China for processing. > > The issue is that no one other than China has thus far invested in the infrastructure needed to refine these metals Exactly and there was a rare earth bubble more than a decade ago where people came to a similar conclusion. There are periods where various commodities ramp because of connection to a theme, but time and time again it often plays out like ALB has since the start of 2020. Whether rare earths or lithium or whatever, price ramps on excitement over theme, more supply eventually comes online ("cure for high prices is high prices) and the moment demand starts to erode even slightly, the stock craters (and then craters some more.) Commodities associated with a theme are imo always a trade and that becomes a trade where you have to familiarize yourself with the dynamics of the industry. What's supply look like, where is demand, etc? Because if someone doesn't do that they're going to be one of the people trying to call the bottom in something like ALB all the way down when they shouldn't be.

AggrivatingAd

Yeah but i just did hours of chatgpt research lol. Tldr: Lithium companies are heavily tied to market price of lithium (ALB is more diversified than average lithium companies though but still very vulnerable to this), EV booms make price shoot up, supply cant keep up, companies reinvest huge profits into plants etc, years later when the plants are running they saturate the lithium market, prices crash, companies lay off thousands, shut down plants, chaos, rinse and repeat.

AggrivatingAd

Forgot to say, thats ALB but LIC is also looking very nice (No options though)

concerto25

AMD - i think the market has no idea what to do with it, so i am still holding on, though i have trimmed my holdings a bit ALB - know the company well, have had holdings in them for years and its getting punished. The company survives... it's weathered previous storms and will this one as well (methinks)

ThinkingOfTheOldDays

poor ALB shareholders. what a drop.

VegasWorldwide

this is a good post and makes a lot of sense. still, for ALB to be part of the sp500 with this type of performance, is very odd

ryleaviu

I'm from Chile. There are lithium companies in my country. SQM's stock (a Chilean lithium company) has behaved similarly to ALB's. First of all, I didn't invest in lithium because it seemed like a bubble driven by the electric car hype. My reason for believing this is simple. In my country, there are many copper companies. I have friends who work in copper and lithium companies. They told me something quite simple: copper is scarce and difficult to extract, so it will be valuable, and copper companies will continue to be valuable. But lithium is very easy to extract, and there are many countries and places with lithium (a new deposit was recently discovered in the USA and another in my country, lol). The fact that it's an easy-to-extract resource is a problem. Even if electric cars are adopted worldwide in the future, it's still easy to extract. Lithium stocks will never return to what they were at the time of the hype. I was told this when lithium stocks were at their ATH. I thought they would go down and remain stable, but I never imagined such a steep drop. Personally, I think they can recover some of their value, but on a modest scale, you can get better returns in traditional or technology stocks.

Designer_Giraffe3752

true but I just had lost the confidence in ALB and decided to move on.

Designer_Giraffe3752

I have lost too much to even speak of ALB.

VegasWorldwide

im actually trying to get out of ALB but won't sell at a loss. rather lose it all waiting. definitely not trying to get more in the game.

Narrow-Ad-7856

I picked up a bunch of ALB in 2020 and it shot up bigly until the lithium prices collapsed in 2022. Ended up only breaking even because I didn't exit at the right time. I'd be interested in buying back in possibly but their financials are pretty bad if I remember correctly.

SomeOneNeedsAHug

Who else is playing ALB tonight?

No-Improvement3164

ALB was a 300 dollar stock back to 10 years low.

JustLurkCarryOn

Considering what is about to happen, ALB calls a few months out are insanely cheap.

bluishboots

**Hey everyone,** I’ve been investing for \~3 years. Started with \~$4k realised profit, but made some bad calls — now down about $7.25k, so $3.25k net. Here’s my current portfolio (with % of total invested and losses): Stock % of Total Invested Gain/Loss (%) ALB 43% -66% AMD 23% -36% ETSY 10% -56% EL 7% -48% ASML 15% -14% NIO 1% -65% ALB is my biggest loss — DCA’d too high. I'm confident in AMD and ASML. EL and ETSY were more impulsive. NIO is negligible. I’ve got a few grand to invest. Considering: **Amazon, Microsoft, or VTI**. Given my current portfolio, what would you recommend? Any thoughts on my holdings or those three picks? **Appreciate any insight — be kind 😅**

IncomingAxofKindness

Selling a put caps your max loss at the company going to zero and your assigned shares becoming worthless. So yeah you can lose asymetricaly, but no more than just buying 100 shares and holding. Selling a naked call is like sticking a fork in the outlet. I didn't actually sell a put. I did sell a $68 put on ALB just before liberation day crash. $1.40 premium. So now I own 100 shares at 66.6 and am down about $600. I guess there's a pretty good lithium glut right now, but I don't see the world needing LESS batteries any time soon (phones, drones, robots, cars, wearables, etc...)

OccasionAgreeable139

That's why so many small caps and cyclicals like ALB are at a bottom. The mag 7 were the main ones to run.

IncomingAxofKindness

Still sitting 70% cash and bonds since October. Starting to trickle back into some equities but nothing huge. Regretting selling an ALB $68 cash secured put but I'm happy to own it long term. !remindme 2 weeks

Steve_Zissouu

I’ve thought about ALB a number of times. If I had more capital I wanted to throw, I’d give them a bone. But since they are mostly lithium, and I really love the idea of the potential gains on LAC, I went with the more speculative option.

OkPen6486

What do you think about ALB? Currently at 52 week low. Not domestic enough?

StrictRenegade

I got 6 ALB 71 4/4. Does anyone want to take it off my hands

OccasionAgreeable139

Yes, I agree that it's stretched, particularly AI and big tech....not cyclicals such as lithium (ALB), solar, reits, etc. I was referring to your statement about loving retail get liquidated....clearly based on emotion.

Ok_Educator6353

Glad you made another post! I’m really bullish on MP as well. I’m interested in hearing your thoughts on LAC, especially since lithium prices have been on a downturn and aren’t projected to move much this year. Additionally, why did you choose LAC over other lithium miners such as ALB, PLL, etc?

Parking-Relative9250

In terms of mining, I recently started accumalting ALB (Albemarle). It is directly tied to the minerals that will be mined from Ukraine. It is at 52 week lows and is destined for a great future once Lithium gets kickstarted again.

TokiWart00th88

What mining companies stand to gain the most from the Ukraine deal? ALB?

NYCandrun

Mining stocks as a 10-bagger? The contrarian setup is real, but the execution in this post is sloppy. Yes, miners are trading at “left for dead” valuations despite strong gold and copper prices, and yes, history shows they outperform during inflationary spikes and tech downturns. But GDXJ is a dumpster fire of cash-burning dilution machines. Most of these companies will never produce an ounce of gold, let alone generate free cash flow. If you want real upside, you need companies that can survive and thrive at today’s prices—not just in a speculative mania. That means targeting low-cost, high-margin gold producers like Agnico Eagle (AEM), B2Gold (BTG), and Kinross (KGC), all of which are already profitable with strong balance sheets and low AISC. If you’re looking for 10-baggers, forget ETFs—focus on single-asset, high-grade juniors with clear paths to production and limited dilution. And if you’re serious about commodities, you can’t stop at gold—copper and lithium need to be part of the equation. Electrification is the defining macro trend of the next decade, and demand for these metals is far outpacing supply. Copper is an existential bottleneck for the energy transition, and the best-positioned producers—First Quantum (FM.TO) and Freeport-McMoRan (FCX)—run massive, cost-efficient mines that will print cash at current prices. Lithium, meanwhile, is a looming supply crisis. Sigma Lithium (SGML) has the lowest-cost hard rock operation on the planet (~$500/ton LCE) with zero net debt, while Albemarle (ALB) generates billions in free cash flow and has a conservative 1.2x net debt/EBITDA. These aren’t speculation plays—these are capital-efficient, fundamentally strong companies that will benefit regardless of whether we get a speculative mining bubble. The key is balance sheet strength and cost efficiency. Agnico Eagle’s AISC is just ~$1,239/oz with net debt under $217M. B2Gold runs at sub-$1,100/oz AISC with a net cash position and a 6% dividend. Kinross has aggressively deleveraged, slashing net debt by $800M to just ~1.0x EBITDA. In copper, First Quantum’s cash costs sit at ~$1.40/lb, while Freeport-McMoRan remains the safest pick with AISC of ~$1.60/lb and a pristine ~0.7x net debt/EBITDA. If you want exposure to mining, this is how you build a portfolio—gold for defensive value, copper for secular growth, and lithium for explosive upside. GDXJ? That’s dead money.

Apprehensive_Two1528

shake hands on NVO. I know a little more about ALB. TSLA just opened a big battery factory in china, ALB’s business will be largely impacted by that. NVO seems to be on the path of recovering, but I’ll still cut it when time is right. It’s a $17 position for me, so I don’t mind holding it longer.

Stephen_1984

ALB (-26%) and NVO (-33%). I plan to wait a couple more years before making a decision whether to sell, since they only date to 2024.

Obvious-Teacher22

tbh chile is pretty safe in terms of institutional risk, it's kinda it's advantage so calling it "untouchable" is maybe an exaggeration? Like it's not Congo we are talking about lol. Also I'm not sure but didn't ALB had major cash flow problems and was very close to going bankrupt just a year ago? I stopped following but I'm pretty sure they had huge cash flow problems so idk about ALB being the "safer" option tbh just because it's american.

tmajewski

That’s an interesting position. For me, the fact that ALB is more diversified and overall a more resilient company, I think it presents a better risk-adjusted return. While SQM is more of a pure lithium play, and as you pointed out, the Chilean government presents a major risk. To be honest, that alone makes it almost untouchable in my opinion. Overall, I think ALB is a generally safe long term play with significant upside from its lithium exposure, in comparison to SQM which may have slightly more upside if everything goes perfectly, but comes with significant downside risk.

IPutTheRobinRobin

I like Albemarle (ALB). I believe it is heavily undervalued due to the past year being a down year. Overproduced minerals drove down the prices resulting in less revenue, simple supply v. demand. Also election years often mean they don’t secure as many large contracts because of potential changes in government policies. Which is why this is a good buy now. Albemarle makes a fuckton of lithium (has established contracts with tesla) and other rare earth metals in all parts of the world. But because it’s an AMERICAN company, it won’t be affected by tariffs. That’s it. that’s the DD. big mining company that benefits greatly from tariffs

tmajewski

Thoughts on ALB?

Thegreenpatriot

!banbet ALB -5% 1d

Pr333n

Whats peoples take on Albemarle (ALB) ? About to take a short position on it due to Lithium prices.

Street_Pipe_6238

ALB seems juicy

Historical-Mess5806

Hmm bearish positions on ALB or Vale

Away_Neighborhood_92

Take a peek at ALB.

Piratenation00

Doing similar. Been roatating into more pure plays. ALB and EOSE so far, looking for others

Somnifor

Lithium is at or near the bottom of its price cycle. It is probably a good time to buy lithium miners like ALB or SQM.

SlidePuzzleheaded830

RGTI 0.5 1/20/26 calls up 128% Considering ASPN for potential 100% return in 6 months or less CPIX looks dangerous, potential rug pull, may short ALB 90 6/20/25 calls closed yesterday for 35% return

Equal-Confusion-5331

#ALB raped me after trying to wheel it when it was $140, then chasing losses. Ended up as 40% of my portfolio and kept dropping. Cost me $22k or so before I pulled the plug. Now I make sure that if I get assigned the position will be 10% or less of my portfolio.

GameTime2325

ALB as well

dvdmovie1

"Thoughts on the AI," I did very well with AI over the last couple of years, but did particularly well with non-tech AI beneficiaries in the last year or so. Getting to the point where I'm taking the W and starting to trim some of this stuff rather than chasing it further. Won't sell out completely of a lot of things, but I'm not going to keep piling into this stuff either. "energy (Nuclear, solar, wind, Oil, Gas, etc.)" Nuclear has already done very well. Solar - particularly residential - got obliterated by high rates then got obliterated again in the last week over regulatory concerns. I think some names are interesting for a bounce, but I don't think that the potential upside is what it once was years ago. We aren't going back to the era of ultra low rates, which was clearly supportive. Regulatory concerns are valid but how valid it's too soon to say. Wind no interest. There are some very good oil/gas companies that are cheap given that energy is once again moderately out of favor. "mining " No interest really. Too many people have this thing of thinking that a move higher in a commodity is going to be sustained forever. Look at lithium and people were going "OMG GUYS EVERYONE IS GOING TO BE DRIVING EVS THEREFORE LITHIUM TO THE MOON." People talk about "the cure for high prices is high prices" - lithium ramps, more supply comes online and it heads lower and then on top of that EV demand clearly slows. Look at something like ALB that went from $60's to $320 in the 2020/21 period (also helped by the EV/disruptive growth bubble) and back to the $80's in August before bouncing. Commodity plays like that are having to understand the dynamics of the market and be able to get out before something like ALB loses 75% in less than two years. No thanks. "I was thinking of selling some positions and buying tsla" Seems like chasing/FOMO. The portfolio seems like 99% of it is commonly owned tech stocks. It has worked, it may work for a while longer but when it stops, there's a looooottt of people all going off the same investment playbook.

Minglebird

So ALB is in the top 2 fastest rising stocks in the S&P 500. Thoughts? Is lithium gonna make some sudden boom earlier than we thought? I was anticipating it in the next 6 years, but it'd climbing back up pretty fast with 7% today and rising.

LavishnessLess4356

Personally I’m a fan of buying regular shares over options but ALB is the biggest producer of lithium in the world. It’s an AMERICAN chemical company and you can already see positive momentum over the past few months.

reddit-agro

$ALB 🚀

LavishnessLess4356

The election of DT, coupled with a strategic alliance between Elon Musk’s electric vehicle enterprise and the new administration, could trigger a significant short squeeze in Albemarle (ALB), the world’s largest lithium producer and the most shorted stock.

marsbup2

You are saying that the shortage in ALB are so dumb that they haven't closed them yet?

prettysureiminsane

I dumped ALB shares today after holding for a month and watching it crab slowly down. So yes, it will rip on Monday. You're welcome.

ZillzillaEazy

ALB lithium

PressOn88

This is why its so important to not let these speculative investments turn into a big loss. wait till the chart starts turning back up, you can see that happening in $ALB right now. There's no rush to buy into this stuff, patience pays, if you like the fundamentals wait for the technicals to start confirming your thesis. If it then starts reversing and going lower cut your losses and be patient.

dvdmovie1

"What do we think?" Going to be unpopular on a sub that wants to like every theme like this, but imo most battery stocks don't have a lot of moat and a lot of it feels like a commodity product or something that gets leapfrogged by something else. People were piling into things like QS and FREY 2-3 years ago and all those names are still down massively. Panasonic was talked about for a while - their stock has gone nowhere for decades. The LIT etf is down about 55% off the peak. "More importantly, with the ongoing climate crisis, governments of more economically developed countries are pushing their citizens to ‘go green’, " Green is good but ultimately there has to be the realization that a lot of people can't just go out and buy an EV or solar and if interest rates are high, that will further impact both. "An EV in every driveway and a solar panel on every roof" is not realistic as much as people would like it to be. Also, for all the govt push into clean energy, people talked about it as a "sure thing" and "easy money" after the election in 2020 and piled in towards the end of that year. The top in ICLN was January 2021 and it's down around 60% since. Higher rates haven't helped but it was headed lower before that. EV adoption would be improved by further investment in infrastructure but 7.5B allocated to chargers in 2021 lead to 0 installed by late 2023. https://www.politico.com/news/2023/12/05/congress-ev-chargers-billions-00129996. CHPT is down 97% from the peak - can charging be a business that can sustain itself? Invest in lithium? ALB is down around 70% since 2022. It's still ultimately a commodity and when the cycle turns names decline significantly. That can lead to opportunities, but eventually prices go up to a point where more supply comes online, the stocks tank again and the cycle starts over.

BiblicalElder

I've held $ALB for almost a year, looks like I'll be underwater for quite awhile

Cancer2184

yall not gonna buy $ALB ??