Why it’s on the map
World's largest lithium producer; Q2'26 EBITDA +155%. Kings Mountain NC restart is the US angle.
Government money & contracts
Prior DoD Title III Kings Mountain award (status unverified).
Customers & commercial
Global EV battery makers.
Catalysts
Lithium price path; Kings Mountain permitting; Q3 early Nov.
Risk
Chile/Australia assets make tariffs neutral-to-negative; multiple target cuts late Aug.
Tariff durability
Lithium-price beta, not a reshoring pure play.
Dividend · #21 of 47 payers by yield
1.80% yield
$1.64 a share a year · quarterly · pays Jan · Apr · Jul · Oct
Per payment$0.41a share, 4× a year
Next payoutJan 4declared · $0.41 a share
Last ex-dateJun 12, 2026next ex-date Dec 18, 2026
Last paidOct 1, 2026$0.41 a share
Payout ratio600%of earnings · paying out more than it earns
Raised31 yrsconsecutive years of increases
Payout ratio above 100%: the dividend is bigger than trailing earnings, which is how cuts start.
Shares at the Oct 30 close of $91.0010.99
Each payment$4.51
Per year · 4 payments$18.02
Recent payments
| Ex-date | Paid | Per share | |
|---|---|---|---|
| Sept 11, 2026 | Oct 1, 2026 | $0.41 | |
| Jun 12, 2026 | Jul 1, 2026 | $0.405 | |
| Mar 13, 2026 | Apr 1, 2026 | $0.405 | |
| Dec 12, 2025 | Jan 2, 2026 | $0.405 |
Yield = $0.41 × 4 ÷ the Oct 30 close of $91.00. A dividend is a board decision, not a promise — it can be raised, cut or suspended any quarter. Dividend history source