SQM

PixelPirates420

2026 is the year of materials. B, GOLD, SLV, HYMC, PLG. Fertilizer is also a solid play. SQM / MOS, crushing it this year.

freewilly1990s

Love the comment, but foolish is tough imo, or maybe rather, im a fool. Turnarounds are real... SNDK was multi yr low ($28) less than a year ago.. WDC ($28 too 😉).. if we take it back a bit, within 5 years FCX was $5 bucks. Lithium? ALB, SQM. For greater diversity, ELAN. etc. NVO is an interesting current, imo. The Co is chugging on all cylinders but the stock has continually cratered. Whats wrong with #2 and potentially superior international reach?

sunburned_albino

SQM

petriak69

SQM

Somnifor

Albemarle is the play. It doesn't matter which electric car company wins in the end. They all need lithium, ALB and SQM are the lowest cost producers.

Melodic-Move-3357

SQM Chilean lithium and rare earths miner

Melodic-Move-3357

SQM

Melodic-Move-3357

SQM . Chilean lithium and rare earth mining operation. There's an election on Sunday and they are kicking out the socialists and electing a pro business candidate. This stock can double in the next year. HUGE POTENTIAL FOR MILITARY AND CIVILIAN APPLICATIONS

Exciting_Elephant351

Long Term SOUN. Shorter term ALB and SQM because of lithium 

crypaleagles

Rare earths will be volatile so just stay for the ride. I’m in on NB and SQM. I really like where those two are going. If you can trade the Canadian market, I’m really high on STCUF too.

Somnifor

The S&P is up 14% this year, im up 20%. I went heavy into cash in February right before the Canada tariffs went into effect and bought back in when everything was crashing after liberation day. I bought Albemarle, TSMC, Google and SQM at bargain basement prices. I bought Coca Cola Consolidated (COKE, the bottling company) for too much and then watched it go sideways until a couple weeks ago. Right now I dont see much opportunity, I'm thinking about CN Rail but I'm actually putting new money into Bank of America preferred stock as a defensive move.

Ancient-Stock-3261

If you’re digging into battery/AI metals, keep an eye on **ALB (Albemarle)** for lithium, **SQM** in Chile, and some of the mid-tier plays like **LTHM (Livent)** \- valuations are stretched but pullbacks = opportunity. For broader exposure, some folks park cash in **LIT ETF** instead of chasing single names. Just make sure you track supply/demand cycles ‘cause these names can get whippy fast.

Somnifor

I have a bunch of this too at a cost basis of around $82. I've been buying on the way down for the last year. Im thinking the payoff is four to seven years out. It isn't for the weak of heart, big declines and big increases. Ive also started buying SQM with the dividends Im getting from an energy CEF.

ImHungryAsFuck

Going with PUTS on JHX, SQM, and TOL for earnings.

Prudent_Media4179

Chile Nationalization of Li mining is an ongoing risk, as of Jan now controlling SQM

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.

SonicLeBeast

Currently nobody makes money with lithium as supply has still not adjusted to stagnating demand. So it becomes a game of outlasting the competition. With that in mind the most important metric is cost sensitivity. How long can you last with Spodumene and LiOH prices being in the gutter. With US trade relations souring with EU and Asia the biggest markets for renewables is vanishing for Albemarle. I have small positions on SQM and Tianqi Lithium because I expect them to outlast the pain. With that being said I expect more pain to come and more buying opportunities. Please note that Im not a professional, just wanted to share my opinion.

Narrow-Ad-7856

Lithium miners bleed money now. I'm only holding SQM, lithium prices have been dropping hard since 2022.

whoopwhoop233

Why is SQM missing for tuesday/wednesday?

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.

Obvious-Teacher22

SQM has better fundamentals. https://preview.redd.it/z3dq7afn7mje1.jpeg?width=1080&format=pjpg&auto=webp&s=2e134feeb9ef7367d0622b40c09fc67b0ac6e9f5

Obvious-Teacher22

SQM is the superior lithium company

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.

GasolineTruth

SQM is the only ticker that shows up when you search RH for "Iodine". You're welcome.

TendyWinner

Why would you pick this little shit ass lithium stock over something more substantial like SQM or Albemarle?

Rolling_in_the_Dip

Ablemarle , SQM

Eearendel

puts on ALB and SQM

StockSurgeSeeker

I’m also optimistic about lithium for the long haul! Given its vital role in green energy and the market’s projected growth, $LIFT.V looks like a solid choice. Their major resource estimate and extensive North American drilling are impressive. I’d also keep an eye on $ALB and $SQM, as they’re strong players in the lithium space. For a broader approach, $LIT and $BOTZ are great ETFs that cover lithium and battery technology. Cheers to smart investing!

Rivercitybruin

i would add copper, steel, housing, biotech.. and i would keep track of sector ETFS and some stocks (big crazy ones like NVDA and ones that don't have good ETFS like SQM and ALB, which are lithium producers) renewable ETF would be good today.. maybe some differentiation though. solar, wind, independent power

jsow

I was thinking about the lithium mining company SQM. Anyone have any thoughts?

dvdmovie1

"It’s kind of like Musk pushing investing in lithium on Twitter." ALB -56% in the last year, SQM -42% "Could it be an actual good opportunity, considering it’s seen by so many?" It's difficult to be specific without seeing the company, but no. Also, wtf is a Morning Brew.

Somnifor

Temporary glut in the lithium market is crushing lithium miners bottom lines. This will probably pass in a couple years and their values will probably skyrocket. SQM is another solid lithium play.

Euthyphraud

That's not the issue; lithium is a commodity and lithium companies are subject to the cyclical nature of its costs. Right now the expectation is that lithium prices are bottoming and demand will be rapidly rising over the coming decade. Competition with China makes it worse. There are a limited number of lithium mines, only one truly vertically integrated company and several of the largest mines are under near-constant threat of nationalization. I'm not saying buy or don't buy lithium stocks, but ALB; ALTM; SQM are quality companies (though SQM is one under occasional threat of nationalization). For my part, I hold 1% of my portfolio in lithium stocks which have finally felt some love recently. I wouldn't put more than 1% of my portfolio in any commodity, especially one as volatile as lithium.

Glum_Monk_7780

Lithium is a bloodbath rn...I'm not even looking at my portfolio. Every lithium company is cutting costs and trying to extend their runway until the next bull run. Expect major consolidation to take place in the international stage a few months from now. I can see companies like Alb and SQM leap frogging the industry in production capacity if they play their cards right and fly under the radar of antitrust regulatory capture.

Poorb4

PXD, SQM, PFE, O, NVDY, MAIN, NNN, FANG, CLM and CRF. These all have a decent dividend from what I’ve found.

Somnifor

Yolo into lithium stocks like ALB or SQM. Do it next week while the lithium market is still crashed. It looks like it is about to get off the floor any moment now.

MrJookie

I loaded ALTM @ 4.65. So if post merger price had to be $12.47, then I am waiting minimum of $10 in 1-2y horizon. Great upside opportunity considering ALTM marketcap is $4.5B and should be somewhat $10.6B. I do not believe it to go lower than $4. Only yesterday +10% on good ALB/SQM news due to "Chile opens lithium salt flats." Also worth noting: Elon Musk Is Betting On Lithium And I Am Too With Lithium Argentina Tesla - Is building a lithium refinery in Texas as well as signing new lithium supply agreements with Piedmont Lithium (PLL). BYD - Is considering a car plant in Mexico. Exxon - Is expanding next door to Standard Lithium in Arkansas to get into Lithium. Shell (SHEL) - Closing hydrogen fuel stations in California. Ford - Is waking up and smelling the inflation coffee. They plan on producing cheaper EV's. Volkswagen (OTCPK:VWAGY) - Still pushing forward with EV. The company plans on pushing out 25 models of EV by 2030. John Deere (DE) - Is making an EV tractor. EnerSys - Selects South Carolina for a $500 million EV Battery plant.

OptionsApe69

if you're wanting to buy electric batteries go $SQM, $NKLA is pump and dump garbage

TendyWinner

I made like 3k buying SQM a few months ago at $43 then sold at $51. The charts and cyclical pattern of lithium prices say it’s gonna moonshot again by next year. About to buy in again but waiting for a dip to like 45

Solid_Illustrator640

I personally sell some when my positions go way outside of reality. Like 40+ PE you better expect monster gains soon. Gonna sell some MSFT, ADBE, ASML and but SQM tomorrow

nowayystupidd

Should i go long SQM ? I have some cash idc about and im getting itchyyyyy

nowayystupidd

What do yall think about SQM long calls?

nothings_cool

Yeah, also your point about SQM being fucked by codelco is true. That's probably going to increase their operational costs to the moon because that company is inefficient as fuck.

nothings_cool

It doesn't really matter if the US incentives it or not, at the end what matters is if they're cost effective. I'm assuming they are if they're willing to invest all that money on mining lithium, but will they be able to compete cost wise with SQM or ALB? I'm not quite sure, these are companies that were around when no one cared about lithium and they sold it for agriculture purpose, it means they're solid. If we assume LAC was profitable before lithium boom then they'd be around back when lithium main use was for agriculture, but they weren't meaning (imo) they won't be as cost effective. It's a huge risk considering lithium volatility. And also considering its pretty normal that commodities usually do this to wipe down competition (drop prices to halt new competitors, its similar to "dumping" in monopolies) With current prices most of those "new" proyects are now halted exactly for that same reason: extraction costs make them unprofitable. So imo that's the biggest and most important issue to investigate. And I wouldn't take their own opinion as granted, who's going to admit they're not cost effective in the middle of a huge investment plan lol.

nothings_cool

It will depend on their operational costs. SQM and ALB have extremely low operational costs which is why they can survive with decent dividend yields despite low lithium prices. Idk if LAC will do that.

MethFistHo

Hell yeah, I'm already in. ALB, LAC, SQM, and LIT. Let's get fucking LIThium!

This_Guy_Fuggs

GOOG AMAT GS HSBC TM PBR (definitely not great, but at least cheap, still) ALB and the riskier but cheaper SQM

zeratul-on-crack

SQM should increase its stonk price in a couple of years as the government gave them a golden parachute. They have more extraction rights, in a joint venture with Codelco, in the Atacama salar. The other players in Chile are fucked because SQM basically owns every poltician, from commie to nazis. This pains me particularly as I have an agreement with other player to provide some services when/if they receive their extraction rights... The cost of extraction here is so low that with lower prices the margin for SQM will still be interesting.

ThePirateInvestor

After yesterdays price discount, SQM and specially ALB seem attractive (almost -20%) :-O I would think the lithium demand will pick up sooner or later

ThePirateInvestor

what does your crystal ball tell about lithium stocks like SQM and ALB? Should we buy the deep? I wonder if they have a 2x potential if the lithium price and demand rise soon...

ThePirateInvestor

Lithium stocks are now at a dip. If lithium price and electric car industry starts to pick up again some players could show nice uptrends. I am thinking of SQM and ALB for example. These are not new companies, so maybe not a big surprise.

Plus_Seesaw2023

Lithium... LAC SQM ALB LIT etf... Agriculture... SOYB WEAT DBA DBC etc. CORN

Plus_Seesaw2023

I wanted to buy ITA at $110... but I forgot to set an alert hahah. I would never buy a top, and if a breakout occurs, I don't care... I'm currently buying LAC SQM LIT ALB Porsche TSLA.

Domethegoon

SQM and lithium stocks 🚀

Illustrious_Hotel527

Had before, but not currently. I remember that Chile was planning to nationalize their lithium industry (announced last year), which made lithium stocks SQM and ALB sell off hard. The gov't interference is an added risk I don't want

TendyWinner

I bought a lot of SQM last week with the same line of thinking on lithium. We’ll see what happens with their earnings tomorrow and throughout the year

lostharbor

I don’t believe demand will catch up with either of those stocks euphoria nor do I think EVs stock ever see the elusive valuations they once saw. As more competitors come on line in less risky markets, their lure (especially SQM) becomes even less desirable.

This_Guy_Fuggs

this was already kind of prevented, at least for the medium term. anyway they arent fully dependent on our (chile) lithium which is why i vastly prefer them to our company, SQM which is far more exposed and subject to govt bullshittery.

donaldtrumpiscute

I will trade: - long MU, $150m - Short META, $320m - Short SQM, $100m - Long U, $50m

donaldtrumpiscute

Next week I will: - Buy MU, $200 million - Sell META, $340 million - Sell SQM, $60 million

highschoolhero2

Combining my intuitions with their quant rankings I’ve invested in about 12 different companies since I first subscribed that I wouldn’t have found otherwise. Only 3 of them were major winners. $SMCI, $TDG, and $CELH. Most of the others like $OPRA, $SQM, and $HHS were basically duds. SeekingAlpha and GuruFocus are the only two investing websites that I’ve found that pay for themselves.

nothings_cool

SQM > Albemarle.

This_Guy_Fuggs

no way. im from chile and sold off all my SQM and shifted to a small position in ALB. govt here is still a shitshow. no guarantee that whoever the next populist leader is doesnt try to fully nationalize it or mess with the royalty/fee the country takes. ALB also has stuff here, but less exposure at least.

sfw_mtv

LIT gets you the whole lithium market. I used to hold SQM but got rid of it a few years back.

Weekly-Ad-5963

If you're bullish on lithium for the long term, consider looking into established lithium producers like Albemarle Corporation (ALB), Sociedad Química y Minera de Chile (SQM), and Livent Corporation (LTHM). These companies are well-positioned to benefit from the expected growth in the lithium market due to their strong market presence and production capabilities. Additionally, you might want to explore lithium-focused ETFs like the Global X Lithium & Battery Tech ETF (LIT), which provides exposure to a basket of companies involved in lithium mining and battery production. As for 2024, keep an eye on developments in the electric vehicle (EV) market, as increased EV adoption is a major driver for lithium demand. Continued consolidation in the industry could also present new investment opportunities in lithium stocks. Happy Investing!!

bozoputer

SQM

Gang_Gang_Onward

Lithium is still in a downtrend but it will reverse at some point basically guaranteed. I bought back in a few shares of ALB short ago, will continue to slowly dca into it slowly as its still sliding. I profited like 200% on my shares of SQM the last time around, just need to wait for the next bull cycle.

donaldtrumpiscute

## SQM is a strong buy

donaldtrumpiscute

SQM is a strong buy here, right

nixly76

Short term, I would hold Chinese EV stocks. Long term I'd put my money on $TSLA because of the infrastructure. $TSLA is becoming the clear winner in the EV. If instead the government supported $TSLA for the infrastructure, EV could have leaped forward, but the government in itself became a hindrance including inviting Chinese battery manufacturers that may not even materialize as $F and $GM start to abandon projects. Metals for the battery, I won't touch it, as China has dominance over this. Outside of China, $SQM is a good play.

danv1984

I bought some ALB (us lithium) and SQM on the same day a year ago, both down 53%

Sapere_aude75

I think SQM has a lot going on. Pretty sure Chile is planning to nationalize SQMs portion of their lithium sector. It's also a lithium play, and lithium has been having a bad time. Not sure SQM is a fair comparison to Argentina

Theopocalypse

Chile's big lithium mining company SQM is down 56% over the last 12 months. I don't trust any of these South American companies.

Domethegoon

Been loading up on SQM as it dips further. They are a top lithium miner/producer and halve an insanely good dividend yield.

moar-warpstone

My prospective play too. Earnings are down but this company is the third largest lithium conglomerate in the world now I think. SQM may get bought and has regulatory concern; Alb is already massive so less growth potential? Idk

thoughterly

Continued bag holding of SQM

Wickednico1

Use cost less. There are no emissions when you own the EV. Building the EV blows all of that out of the water. Countries bypass by ensuring the materials required for EVs are not exracted or refined on their soil. Tade agreements exclude country of origin for the toxic minerals because of where the mines are situated. Every country who does this has no mining industry that extracts those minerals that supports the sector. No European country outside of Russia has sustainable mining industry for these. Canada is one of the few that does, using tax credits, and pushing experimental technology and pilot projects onto taxpayers. Stellantis, Volkswagon and Northvolt have been handed a crapload of money, free, on prime agricultural land, to build assembly plants without actual guarantees from governments. The Quebec Batterie project is banking on end-of-life recycling which, to date has only worked on AA batteries. Country of origin is not anywhere in the picture. Only 1 company in Canada has an electric fleet of excavators, extractors and loaders. Its a penny lithium stock on a pilot project with Caterpillar. Only 1 smelter does not use coal coke or coal derivatives. The hole in the ground required to extract all the toxic minerals required for 1 EV is 2 football fields long (placed end to end), 2 fields wide by 1 field deep. That does not include the usual Aluminum, Cobalt, Nickel and Iron. Add to that tailings ponds, water table contamination, etc. You can boil it down to 5 or 6 companies outside of BRIC miners who mine the minerals, including SQM, LAC, BHP and RIO. How large are their 'electric' fleets ? Then there are the refiners, the material transformers who use an insane amount of power - not environmentally friendly either. Make bitcoin miners look like kids flying kites in a storm. And use Coal coke to boot. 'No emissions' has to include exctration, transport and transformation or else its hypocritical at best. At the moment, it does not. Probably why COP meetings are lacking the credibility they desperately seek.

R-R_turfio

I don't see any point buying VT instead of VTI. 117% vs 195% in 10 years. International diversification in this way just doesn't make sense, US is the biggest economy if it would have troubles then entire world would be in trouble, so your investment . Mb Except of some isolated economies like Russia/Iran that won't be affected that much. If I were you I would buy VTI and hand pick a couple of ETFS of promising countries like Indian/Mexican/Colombian and a couple of individual stocks like PBR/EC/SQM/SONY/HONDA/SAMSUNG/NIO/JD/JKS and whatever you like.

apeawake

Wfc dfs ally in 2020: Market thought they were at risk of insolvency. I knew that was far-fetched. Fears of 08 are still with the market. Hence my next big bet WAL in April/may: same as above. BS not as iron-strong as big banks but deposits actually started to grow in q2. Mgmt is phenomenal. Avg cost was $30. Also bought up key usb and tfc. Given where they’ve ran, I still like WAL, but tfc might be the most undervalued today. USB is a better business tho. I think the iRobot deal goes through so shares at $39 are a solid chunk below the $51 deal price. Some reits are cheap. Ah one more, I think the market is overdoing it on lithium. Long term demand still outpaces Supply by a moonshot. Long $alb. Smaller positions in SQM and LAAC

ThatIsABigAsss

> Nitrates like saltpeter are also a good option, since the first use is as fertilizer, and if we will be more people and more animals, we will need a lot of fertilizer. SQM is the only one producing it right now in the world. Buuut synthetic saltpeter is cheaper, so it's more used. About Fertilizers, I am with Verde Agritech.

seramaicha

Not a single stock is safe. Some can be safer either way, i would go with something hard to sustitue. Lithium can be substituted by sodium in its battery use, chinese are researching that. Copper could be substituted by graphene on terms of conductivity, maybe soon or not, it depends on achievements on research. Also silicon could be replaced with graphene in terms of semiconductors, like chips and such. We can now make diamonds a lot cheaper than natural ones, so I don't know why they are still that expensive. Silver in its application on solar panels (10% annual production) can be substituted with copper anytime soon, they're researching that too. Palladium also not a good bet long time, because 50% of its annual production goes to catalytic converters. If we move on to electric cars, then there is no need for that. If we move to hydrogen cars, it would be less required. Platinum has the same problem, with near 51% of it annual production going to catalytic converters. Gold is very variable, since 70% of its annual production goes to jewelry, you rely on global economy. Uranium can be a hit or miss. Several countries in Europe are turning off their nuclear powers, and it takes a long time to build a nuclear power. Iodine could be a good idea, since approximately half of it is used as nutritional supplement for humans and animals. Since the population will grow, we will need more food, therefore more animals. More humans and more animals= more need of iodine. Remember also that many countries have iodine salt. Sadly, the greatest producer is SQM (From Santiago de chile stock exchange) whose principal business is lithium. Japan is the second producer, but the method they use is not as good as chilean, therefore it's not as rentable as SQM's method. Nitrates like saltpeter are also a good option, since the first use is as fertilizer, and if we will be more people and more animals, we will need a lot of fertilizer. SQM is the only one producing it right now in the world. Buuut synthetic saltpeter is cheaper, so it's more used. Iron, zinc and nickel should move with a high correlation, but i don't really know. Zinc (50%) is primarily used for galvanized steel, and nickel (68%) for stainless steel Aluminium I don't know about it. Maybe buy SQM and call it a day. I think they are also on NYSE but I'm not sure Disclaimer: this is informative and I'm not a financial advisor, so you should make your own research.

OldDatabase9353

Own and holding SQM, RIO, and PLL for long term. Would be buying more right now if I had the extra cash and didn’t feel overleveraged in them

AlfrescoDog

It's in Spanish (SQM is from Chile), and I don't get the jist of what happened, and I won't read the whole thing. But I jumped in at $48.20. Stop is at breakeven. No harm, no foul if it doesn't work.

AlfrescoDog

SQM running on news of a secret pre-negotiation with the Chilean government regarding the Salar de Atacama (place with a lot of lithium). The thing that triggered the move is [here](https://www.elciudadano.com/reportaje-investigacion/el-pre-acuerdo-entre-codelco-y-sqm-por-el-salar-de-atacama/11/13/).

Numerous_State_8122

I’d buy Chinese stocks tomorrow. Biden and Xi meeting in SF on Wednesday, there will be some positive gestures and pronouncements that will pop some Chinese’s stocks. China’s grip on copper just announced. I’d buy copper stocks like FCX, SQM is cheap now.

Fresh_Cheek2682

I wouldn’t touch SQM with a ten foot pole

Upset-Kaleidoscope45

>but just because I'm not entirely stupid, I hold four times as much VOO, VB, and VTI as I do SQM. Reporting from the other end of the spectrum (almost entirely), I do the same.

Fair-Confidence2429

Well they are not bad stocks, in the long run they should do well, as for Mara and RKLB I dont know much about, but as for TSLA, ENPH, SQM, SPWR,PLUG in the next 10 years you should be fine, but you should divesify into other sectors instead of being all in the same sector (energy) your only holding out of these that is not energy is BN. Try dividend investing, stocks go down you still get paid in dividends along the year.

MakingChanges77

Buying single stocks is risky. TSLA is a meme stock. I believe both it and ENPH will continue to go down over the near future. Try value investing. SQM has a poor history. If you want the lowest risk and lowest cost, look at VOO. BRK.B deserves a look also. SCHG beat the market this last year but is currently tanking. You’ll lose a lot less in funds like this where you’re not invested in just one stock. VOO holds TSLA at a little less than 2% of its portfolio.

RATSUEL2020

SQM stands out from the bunch as it’s actually a very cheap stock even at these lithium prices. These other stocks are harder to get behind. For example, the Tesla valuation is bat shit crazy. It could drop by 90% and still be expensive. ENPH may be pursuing dead end and unprofitable energy technology.

Ganymede2400

Is it better to buy lithium brine stocks like SQM or Australian hard rock?

KrisD3

This is just my 5 cent after spending few minutes looking at each company. Just to let you know in my opinion there has to be story driving future of each company and numbers to support business. My opinion here is strictly based on numbers since I can't speak to the story of each company. At minimum TSLA, ENPH and SQM look like well run companies and are reasonably priced if they can deliver numbers analysts are predicting. TSLA at $235 is not fantastic bargain but is not bad at this price, if they can keep reasonable growth you may make decent profit in few years. ENPH I know nothing about prospects of this company but looking in the rear view mirror and analysts growth prediction $126 seem to be good purchase price if continues to grow. Unless financials star declining I think you need to worry about this one too much. MARA Is the one I would cut my loses, if it has bright future you jump to early on this one. Right now there is more risk then upside. SQM this is mining company and these tend to be cyclical so based when in cycle you got in you can do good or bad this is why I invest in mining difficult. However this one looks to be well run operation and if there is continuing demand for lithium this one could be good investment. SPWR Less then mediocre run company. The only upside I see if someone buys them out. I would cut my loses and move on. PLUG Know nothing about this company or industry. But large debt, free cash flow loses 2 times over revenue. This looks like candidate for bankruptcy. I would move on. RKLB Moderately growing revenue but no earnings, no free cash flow, some debt and increasing float. Right now more risk then upside. I would cut losses and move on. For the TSLA, ENPH and SQM don't watch prices everyday instead watch financials and monitor if these are improving.

Stephen_1984

​ |Ticker|WSJ 12-Month Target Price|WSJ Earnings Outlook| |:-|:-|:-| |TSLA|$246.68|Favorable| |ENPH|$169.68|Favorable| |MARA|$12.33|Unfavorable| |SQM|$82.79|Flat| |SPWR|$8.25|Favorable| |PLUG|$14.92|Favorable| |BN|$45.40|Favorable| |RKLB|$8.84|Mixed| CFRA has a strong sell rating on Marathon Digital (MARA). I would sell. I don't think you're going to break even on SunPower (SPWR), either. CFRA doesn't having a rating for SQM, but based on [the forecast earnings growth, or lack thereof](https://www.wsj.com/market-data/quotes/SQM/research-ratings), I'm skeptical, but it may come back. I like lithium, although I don't own any. The rest (TSLA, ENPH, PLUG, BN, RKLB) will probably recover within a year.

J_A_GOFF

At the very least, you should’ve bailed on SQM a while ago when Chile started talking about nationalizing the lithium mines.

getsthepplgoing

SQM is my largest holding of a single stock. Its a long term hold and undervalued imo. https://finance.yahoo.com/news/unveiling-sociedad-quimica-y-minera-153904232.html. Im not worried at all about the chilean referendum or inflation for SQM. In 10 years I think the return will have best the S&P500 but just because I'm not entirely stupid, I hold four times as much VOO, VB, and VTI as I do SQM.

Stephen_1984

CFRA and Morningstar both expect ALB to recover >>$215. Morningstar expects SQM to recover, but CFRA doesn’t cover it. No info on PLL or SLI. Not the end of the world, assuming you can wait a year.

Fakhryu

SQM, sold my SGML and LTHM recently, going to maybe come back in on SGML

MonBot38

SQM 16% dividend and at a bargain right now

BattleMage2000-

I read about the oversupply from china and that for example SQM is risky. My consideration is LTHM. Following [https://www.statista.com/statistics/452025/projected-total-demand-for-lithium-globally/](https://www.statista.com/statistics/452025/projected-total-demand-for-lithium-globally/) the demand will increase. One more risk may be that another solution for batterys will reduce lithium demand but I think it takes some years to implement a new solution. I will continue to read about lithium.

R-R_turfio

~10 percents, PBR, SQM, EC