Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for momentum i ...

Key Takeaways ALB ended 2025 with $3.2B liquidity and operating cash flow up 86% year over year.Albemarle generated $692M free cash flow in 2025 and sees meaningful gains in 2026.ALB has raised dividends for 30 straight years and offers a 0.8% yield.Albemarle Corporation (ALB) remains committed to driving shareholder value by leveraging solid liquidity and healthy cash flows. At the end of 2025, ALB had liquidity of around $3.2 billion, including cash and cash equivalents of around $1.6 billion. Its operati ...

Core Viewpoint - Adelayde Exploration Inc. is advancing its Sisson North tungsten project in New Brunswick by engaging New-Sense Geophysics Ltd. for a comprehensive survey, highlighting the growing importance of critical minerals like tungsten in domestic supply chains [1][3]. Company Developments - The Sisson North tungsten project is strategically located next to the Sisson Tungsten Mine, which was recognized as a "Nation-Building Project" by the Canadian Prime Minister [2]. - Adelayde has entered into a joint venture to explore lithium brine potential in Clayton Valley, Nevada, which is surrounded by major industry players [5]. - The company is well-financed and plans to execute multiple exploration programs in 2026, capitalizing on the rising demand for critical minerals [3]. Industry Context - The demand for critical minerals, particularly tungsten, is increasing as governments and industries aim to strengthen domestic supply chains and reduce foreign reliance [3]. - The price of lithium has nearly tripled since June 2025, indicating a significant market shift that may benefit companies involved in lithium exploration [3]. - The U.S. Department of Defense and the Canadian Government have provided substantial funding to advance projects in the critical minerals sector, reflecting the strategic importance of these resources [2].

Investors with a lot of money to spend have taken a bearish stance on Albemarle (NYSE:ALB).And retail traders should know.We noticed this today when the positions showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ALB, it often means somebody knows something is about to happen.Today, Benzinga's options scanner spotted 25 options trades for Albemarle.This isn't norma ...

Core Insights - Albemarle Corporation (ALB) and Sociedad Quimica y Minera de Chile S.A. (SQM) are key players in the lithium market, benefiting from rising lithium prices due to increased demand from electric vehicles (EVs) and energy storage systems, alongside supply disruptions, particularly in China [1][8][26] Group 1: Albemarle Corporation (ALB) - ALB is positioned for long-term growth in the battery-grade lithium market, with lithium demand expected to grow at a compound annual growth rate (CAGR) of 10-20% from 2025 to 2030, driven by EV penetration and stationary storage [3][4] - The company has achieved over 30% year-over-year growth in lithium demand and anticipates a further increase of 15-40% in demand for the current year [3] - ALB has implemented cost-saving measures, achieving approximately $450 million in cost and productivity improvements for 2025, exceeding its target of $300-$400 million, and expects an additional $100-$150 million in improvements for 2026 [5] - The company has a liquidity position of around $3.2 billion, with cash and cash equivalents of approximately $1.6 billion, and generated an operating cash flow of around $1.3 billion in 2025, reflecting an 86% increase from the previous year [7] - ALB's stock has surged 155.1% over the past year, indicating strong market performance [17] Group 2: Sociedad Quimica y Minera de Chile S.A. (SQM) - SQM is benefiting from being a low-cost producer in the lithium market, with record lithium sales volumes reported in the third quarter of 2025, driven by strong demand from EVs and energy storage systems [10][12] - The company has a total capital expenditure projection of $2.7 billion for 2025-2027, aimed at expanding lithium carbonate and hydroxide capacity in Chile and developing projects in Australia [13] - SQM's strategic partnership with Codelco enhances its position in the Atacama salt flat, expected to support lithium production until 2060 [14][15] - The company ended the third quarter with cash and cash equivalents of roughly $1.5 billion and generated an operating cash flow of approximately $756 million in the first nine months of 2025 [16] - SQM's stock has rallied 100.6% over the past year, showcasing robust performance [17] Group 3: Comparative Analysis - Both ALB and SQM hold a Zacks Rank 1 (Strong Buy), making it challenging to choose between them [25] - SQM appears to have a valuation edge over ALB, with a forward price-to-sales ratio of 3.21 compared to ALB's 4.23, indicating a more attractive investment opportunity [18][20] - SQM's return on equity (ROE) stands at 9.8%, significantly higher than ALB's 0.4%, reflecting more efficient use of shareholder funds [19] - The consensus estimates for 2026 suggest a year-over-year sales growth of 53.1% and EPS growth of 180.1% for SQM, compared to ALB's 7.9% sales growth and 984.8% EPS growth [23][24]

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Let's take a look at what these Wall Street heavyweights have to say about Albemarle (ALB) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Albemarle currently has an averag ...

Streak Looks Secure[William Temple | Dec 8, 2025 at 8:47 AM EST Emerson Electric (NYSE: EMR) has paid dividends for 68 consecutive years, but can the industrial automation giant maintain that streak?…]## ITT Has Raised Its Dividend for 14 Years and Retains 77% of Profits[William Temple | Dec 9, 2025 at 8:16 AM EST ITT Inc (NYSE: ITT) pays a modest dividend that won't excite income investors chasing yield, but the numbers behind it…]## Income Investors Can Sleep Well With MSA's Dividend Despite 2023 Cash Flo ...

Capital Expenditure and Project Progress - Lithium Americas is targeting a capital expenditure of between $1.3 billion and $1.6 billion for Phase 1 of its Thacker Pass project in Nevada this year, with the majority allocated to project construction estimated at $1.2-$1.5 billion [1] - As of the end of 2025, detailed engineering design is 93% complete and procurement is at 60% [1] Employment and Workforce - The company expects to reach peak construction employment of approximately 1,800 skilled craftspeople by year-end, nearly double the number of workers compared to 2025 [2] Financing and Development Costs - The remaining capital expenditure will be allocated to "other capitalized development costs" and interest payments on a $2.23 billion loan from the Department of Energy, the largest loan given to a miner [3] - This loan supports the three-year buildout of the Thacker Pass project, which is set to become North America's next major producer of battery-quality lithium [3] Production Expectations - Once completed in late 2027, the Thacker Pass mine is expected to produce 40,000 tonnes of lithium carbonate annually, sufficient for about 800,000 electric vehicles [4] Market Conditions and Strategic Investments - The lithium market conditions are strengthening as the project prepares to come online in late 2027, with full ramp-up expected through 2028 [5] - The US government has taken a 5% stake in Lithium Americas and a separate 5% stake in the Thacker Pass project, alongside strategic investments from General Motors, which holds a 38% stake [5]

Investment Wave Overview - A significant investment wave from Japan is focusing on U.S. energy and industrial markets, with a commitment of $550 billion targeting LNG exports, power generation, and critical minerals [1] LNG Exporters - U.S. liquefied natural gas exporters are poised to benefit, particularly with a new LNG facility in Texas aimed at expanding export capacity and enhancing America's energy dominance [2] - Japan, as one of the largest LNG importers, is expected to establish long-term supply agreements with U.S. exporters, which is crucial for the investment strategy [2] Power Infrastructure - GE Vernova, specializing in power generation equipment and energy infrastructure, is well-positioned to capitalize on the increasing global demand for reliable gas-based electricity generation [3] Critical Minerals - The focus on critical minerals is intensifying, as they are vital for defense systems, energy infrastructure, and advanced manufacturing, making domestic production a national priority [4] - The influx of foreign capital into strategic U.S. industries is boosting positive sentiment across sectors such as LNG exporters, power infrastructure providers, and rare earth producers, which are seen as essential to America's economic and energy future [4]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...