Albemarle Corporation (ALB) Presents at BofA Securities 2025 Global Agriculture and Materials Conference (Transcript)
Albemarle Corporation (NYSE:ALB ) BofA Securities 2025 Global Agriculture and Materials Conference February 26, 2025 7:30 AM ET Company Participants Neal Sheorey - Executive Vice President & Chief Financial Officer Conference Call Participants Steve Byrne - Bank of America Rock Hoffman - Bank of America Steve Byrne Good morning. It's a pleasure to kick-off the conference with Albemarle, and specifically with Neal Sheorey.
Playing Both Sides Of An Energy Barbell With Average Dividend Yields Over 10%
This thesis represents two high yield plays that are not fund-centric. The first is a small-cap contract rig driller and gas play Unit Corporation, with an 18+% yield. The second is Albemarle Preferred shares, currently yielding 9.15%.
Albemarle Corporation (ALB) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching Albemarle (ALB) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Albemarle's Earnings Are In—Is the Stock a Buy Now?
Investors are typically – and justifiably – careful about investing in any given stock around the company's earnings season since volatility is usually elevated for the days before, during, and after the financial announcements. However, every once in a while, the market will give out unmissable opportunities to make a swing for a given stock on its earnings announcements with very little relative risk.
Albemarle: Breaking Free
Albemarle faced a tough year with a 50% revenue drop due to reduced EV demand and lower lithium prices but maintained liquidity and positive cash flows. Despite short-term challenges, the long-term outlook for Albemarle remains strong, driven by global electrification and potential recovery in lithium prices. The company plans to reduce capex significantly in 2025, aiming for breakeven free cash flow even if lithium prices stay low.
Albemarle Corporation (ALB) Q4 2024 Earnings Call Transcript
Albemarle Corporation (NYSE:ALB ) Q4 2024 Earnings Call February 13, 2025 8:00 AM ET Company Participants Meredith Bandy - VP, IR and Sustainability Kent Masters - Chairman and CEO Neal Sheorey - EVP and CFO Eric Norris - EVP and CCO Conference Call Participants Patrick Cunningham - Citigroup Rock Hoffman - Bank of America Unidentified Analyst - Scotiabank David Begleiter - Deutsche Bank Jeffrey Zekauskas - J.P. Morgan John Roberts - Mizuho Securities Joel Jackson - BMO Capital Markets Vincent Andrews - Morgan Stanley Aleksey Yefremov - KeyBanc Capital Markets Kevin McCarthy - Vertical Research Laurence Alexander - Jefferies David Deckelbaum - TD Cowen Benjamin Kallo - Robert W.
Albemarle's Q4 Earnings and Sales Miss Estimates on Lower Pricing
Lower prices and volumes in the Energy Storage segment hurt ALB's top line in Q4.
Albemarle (ALB) Reports Q4 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Albemarle (ALB) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Albemarle (ALB) Reports Q4 Loss, Misses Revenue Estimates
Albemarle (ALB) came out with a quarterly loss of $1.09 per share versus the Zacks Consensus Estimate of a loss of $0.49. This compares to earnings of $1.85 per share a year ago.
Albemarle swings to quarterly profit as cost cuts offset lithium price drop
Albemarle , the world's largest producer of lithium, said on Wednesday it swung to a quarterly profit as cost cuts helped offset plunging prices for the metal used to make electric vehicle batteries.
Albemarle: Stock Lines Up For A Secular Buy
If you bought Albemarle for its low P/E ratio when it was at $300, you should sell now as earnings will be negative. But investors who understand cyclicality look at the price-to-sales ratio and would buy Albemarle today and avoid NVIDIA. We go over how a flat price generates a 22% annualized yield here and also look at the convertible shares yielding 9.6%.
Unlocking Q4 Potential of Albemarle (ALB): Exploring Wall Street Estimates for Key Metrics
Besides Wall Street's top -and-bottom-line estimates for Albemarle (ALB), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2024.
