¿El Fin de una Era? La Salida de Tianqi y el Futuro de SQM

What's really happening with SQM? We analyze Tianqi's exit, the controversial agreement with Codelco until 2060, and the restructuring of the holding companies (Oro Blanco, Potasios). Note: This video includes an update on Tianqi's decision to initially sell 1.25% of its stake to avoid a massive impact on the price, although it maintains its intention to exit in the long term. In this investment analysis, we delve into: The "overhang" or selling pressure caused by the exit of the Chinese giant Tianqi Lithium. The end of the Julio Ponce Lerou era and the new leadership of Francisca Ponce Pinochet. The financial details of the SQM-Codelco agreement: Who's really getting the lion's share? Analysis of multiples (P/E) and projections from JP Morgan vs. Goldman Sachs. The Salar Futuro project and environmental compliance. In this video: 00:00 Introduction and Disclaimer: Tianqi Update 01:01 Nationalization of SQM? The Chinese Exit 02:33 Why Tianqi is Leaving Chile 03:43 The End of Cascade Companies: White Gold and Potassium 05:40 The New Leadership: Francisca Ponce Pinochet 06:48 The SQM-Codelco Agreement: Act 1 and Act 2 (2031-2060) 09:03 Salar Future: Survival and Direct Extraction 10:16 What Wall Street Says 11:54 Conclusion: Buy or Wait? If you're interested in value investing and the Chilean market, subscribe and turn on notifications 📈 Do you think SQM is still a good investment? Let me know in the comments. #SQM #Investments #Lithium #SantiagoStockExchange #Codelco #Tianqi #FinancialEducation #Chile 📊 Products: • Income and Expense Tracker (free!) https://stuven.cl/tracker 📱 Contact: • Follow me on   / jistuven   • Email me at [email protected] • Visit my website https://stuven.cl 💯 Services I use and recommend: • Forget about transfers, pay everything with Neat https://app.neatpagos.com/registrar?i... • $5,000 gift to buy ETFs and fractional shares https://app.racional.cl/app/5EvQ?code...