Lithium Argentina AG

Informe acción NYSE:LAR

Capitalización de mercado: US$1.9b

Lithium Argentina Dirección

Dirección controles de criterios 3/4

El CEO de Lithium Argentina es Sam Pigott , nombrado en Mar 2024, tiene una permanencia de 2.17 años. compensación anual total es $3.56M, compuesta por 12.6% salario y 87.4% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.042% de las acciones de la empresa, por valor de $789.93K. La antigüedad media del equipo directivo y de la junta directiva es de 2.4 años y 2.6 años, respectivamente.

Información clave

Sam Pigott

Chief Executive Officer (CEO)

US$3.6m

Compensación total

Porcentaje del salario del CEO12.63%
Permanencia del CEO2.2yrs
Participación del CEO0.04%
Permanencia media de la dirección2.4yrs
Promedio de permanencia en la Junta Directiva2.6yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha • May 06

Lithium Argentina: A Sleeping Giant Is Awakening

Summary Lithium Argentina (LAR) stands out as a potential undervalued sleeper in the recovering lithium sector. LAR has a unique agreement preventing Ganfeng Lithium from acquiring it for several years, highlighting its strategic value. Surging lithium demand is driven by drone warfare, global EV adoption, and data center energy storage needs. The sector's cyclical nature and underexplored assets position LAR for significant upside as lithium prices rebound. Read the full article on Seeking Alpha
Seeking Alpha • Mar 20

Lithium Argentina: A Possible Acquisition Target

Summary Lithium Argentina shows potential and improvement despite challenges, making it a possible acquisition target for Ganfeng in the future. Ganfeng, with a market cap of $9.44 billion, could easily acquire Lithium Argentina, which has a market cap of $373 million. The automotive industry is undergoing rapid change, with EVs and fixed power storage likely to continue being adopted. The article explores LAR's latest earnings and why Ganfeng might consider acquiring it down the road. Read the full article on Seeking Alpha
Seeking Alpha • Mar 07

Lithium Argentina Looks Safe To Me

Summary Mining companies fall into two groups: producing and non-producing, with different risks and rewards. Lithium Argentina is a producing miner with lower costs. Lithium Argentina benefits from salar-based lithium extraction, which has lower operating costs compared to hard rock mining, ensuring continued production even at lower prices. The company is positioned well to survive current low lithium prices and benefit from potential future price increases, making it a strategic investment. While not highly exciting, Lithium Argentina's low-cost production and stable outlook make it a solid choice for those betting on a lithium price rebound. Read the full article on Seeking Alpha
Seeking Alpha • Jan 31

Lithium Argentina: Why We Still Have Confidence

Summary Despite a 4.6% drawdown in 2024, I remain confident in LAAC due to its healthy balance sheet and strong cash-flowing potential. LAAC's 2024 production met expectations, and 2025 guidance aligns with technical documents, indicating steady growth and operational optimization. Updated technical report shows long-term operating costs of ~$6.5/kg, with a 43% cash operating margin, reflecting cost efficiency improvements. Caucharí asset's NAV is estimated at $3.6 billion, significantly higher than LAAC's current market capitalization, highlighting substantial undervaluation. Read the full article on Seeking Alpha
Seeking Alpha • Oct 22

Lithium Americas Argentina: Our Largest And Most Bullish Holding

Summary Lithium Americas Argentina is significantly undervalued, with potential valuations of $1.9 billion to $2.3 billion based on peer buyout comparisons and future LCE production. LAAC's production is expected to reach 17,920 tons LCE by 2025, with future potential of 91,000 tons LCE by 2030. LAAC's development possibilities include expanding Cauchari-Olaroz and initiating projects at Pastos Grandes and Sal de la Puna, with full production by 2030. Despite risks, LAAC's partnership with Ganfeng and Rio Tinto's investment in a competitor highlight the company's long-term growth potential. Read the full article on Seeking Alpha
Seeking Alpha • Sep 12

Lithium Americas (Argentina): Significant Upside Potential Backed By Quality Assets

Summary Lithium Americas (Argentina) Corp. is significantly undervalued with a strong buy rating and a 36-month investment horizon due to its high-quality assets and potential lithium price recovery. LAAC's Caucharí-Olaroz project has a 40-year mine life, with a base-case NPV of $876 million, indicating substantial upside potential from current valuations. Production from Caucharí-Olaroz is ramping up, with expected robust cash flows even at conservative lithium price estimates, supporting strong future financial performance. Key risks include project execution and financing, mitigated by a partnership with Ganfeng Lithium, ensuring financial backing and enhanced execution capabilities. Read the full article on Seeking Alpha
Seeking Alpha • Jul 19

Lithium Americas (Argentina): A Winner Even With Low Lithium Prices

Summary Many lithium companies have gotten hammered as underlying commodity prices have come down, presenting investors in LAAC an opportunity to acquire two world-class assets at a steep discount. With poor market sentiment, investments into lithium projects have ground to a halt, allowing the industry to gradually shift toward an undersupply and positioning prices for recovery. Even in this “weaker” lithium market, LAAC is well-positioned to generate significant profitability given its position at the bottom end of the production cost curve. With a major partner in Ganfeng and its production ramp already significantly underway, LAAC is already materially de-risked and on its way to becoming a major lithium producer. Without any recovery in lithium prices, LAAC shares still have near-term upside in excess of over 100% - or 700% if lithium prices reach $35,000/tonne. Read the full article on Seeking Alpha
Seeking Alpha • Jun 11

Lithium Americas (Argentina): A Speculative Bet On A Pure-Play Lithium Stock

Summary Lithium Americas (Argentina) Corp. is a potential investment opportunity due to its exposure to the lithium industry and its ambitious growth plans. The company's Caucharí-Olaroz project in Argentina has the potential to become a low-cost supplier of lithium carbonate. Lithium Americas (Argentina) has a strategic partnership with Ganfeng Lithium, which could provide synergies and value-capture opportunities. Read the full article on Seeking Alpha
Seeking Alpha • Jan 15

Lithium Americas (Argentina): This Low-Cost Producer Is On Sale

Summary Lithium Argentina is a pure-play lithium business. The Cauchari-Olaroz project is the flagship project of Lithium Argentina, producing lithium carbonate for EV batteries. As a low-cost producer they will be able to survive the downturns and profit in the upturns. The company has a history of delivering on their promises; it looks like it should be at nameplate capacity by the middle of the year. Read the full article on Seeking Alpha
Seeking Alpha • Nov 16

Lithium Americas (Argentina): A Better Bet Than Lithium Americas Post-Split

Summary Lithium Americas (Argentina) is ramping up production and reported positive earnings in its first quarterly report since the split, boosting its future outlook. The company has nearly completed capital spending on its Caucharí-Olaroz project and is expected to reach full production capacity next year. While there are political and geopolitical risks in Argentina, Lithium Americas (Argentina) has a steady revenue stream starting next year and can partially finance capital costs internally. Lithium Americas, on the other hand, is years away from production, while high interest rates make for expensive capital. Within the current interest rate environment, Lithium Americas (Argentina) is the more advantageous investment opportunity in my view, while lower lithium prices are providing a better long-term entry point for investors. Read the full article on Seeking Alpha
Seeking Alpha • Oct 05

Lithium Americas: Divide And Conquer

Summary Lithium Americas owns the largest known lithium mining property in the United States. LAC has separated out its non-US holdings, allowing Lithium Americas to qualify for US government loans and the Argentinian properties to succeed on their own. This article discusses the differences between the two companies and their benefits and disadvantages. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Sam Pigott en comparación con los beneficios de Lithium Argentina?
FechaCompensación totalSalarioIngresos de la empresa
Dec 31 2025US$4mUS$450k

-US$75m

Sep 30 2025n/an/a

-US$81m

Jun 30 2025n/an/a

-US$19m

Mar 31 2025n/an/a

-US$12m

Dec 31 2024US$4mUS$317k

-US$15m

Compensación vs. Mercado: La compensación total de Sam($USD3.56M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD5.52M).

Compensación vs. Ingresos: La compensación de Sam ha sido consistente con los resultados de la empresa en el último año.

CEO

Sam Pigott (41 yo)

2.2yrs
Permanencia
US$3,561,576
Compensación

Mr. Samuel Pigott, also known as Sam, serves as Chief Executive Officer since March 18, 2024 and was President since March 18, 2024 of Lithium Americas (Argentina) Corp. and also serves as its Director sin...

Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Samuel Pigott
CEO & Director2.2yrsUS$3.56m0.042%
$ 789.9k
Alexander Meikle
Presidentless than a yearUS$2.52m0.013%
$ 250.5k
Alexander Shulga
VP & CFOno dataUS$2.11m0.033%
$ 621.1k
Mariano Chiappori
VP & COO2.6yrsUS$1.58m0.00069%
$ 12.9k
Kelly O'Brien
VP of Investor Relations & ESG2.9yrssin datossin datos
Daniel Cherniak
VP of Legal & Corporate Secretary1.5yrssin datos0.015%
$ 282.2k
Thomas Benson
Vice President of Global Explorationno datasin datossin datos
Ignacio Celorrio
Executive VP of Legal6.6yrsUS$1.41m0.20%
$ 3.8m
Rob Smith
Senior VP of Finance1.3yrssin datossin datos
Frank Wright
President of Hectatone Inc11.8yrsUS$62.57ksin datos
2.4yrs
Permanencia media
47yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de LAR se considera experimentado (2.4 años antigüedad media).

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Samuel Pigott
CEO & Director2.2yrsUS$3.56m0.042%
$ 789.9k
George Ireland
Lead Independent Director10.5yrsUS$220.00k2.27%
$ 42.5m
Alun Robert Doyle
Independent Director2.6yrsUS$220.00k0.0089%
$ 165.3k
John Kanellitsas
Non-Executive Chair10.7yrsUS$2.22m1.52%
$ 28.4m
Franco Mignacco
Non-Independent Director10.7yrsUS$240.00k1.65%
$ 30.8m
Diego Casanello
Independent Director2.6yrsUS$210.00k0.092%
$ 1.7m
Calum Morrison
Independent Director2.6yrsUS$215.00k0.0092%
$ 171.1k
Monica Moretto
Independent Director2.2yrsUS$200.00k0.0026%
$ 48.6k
2.6yrs
Permanencia media
51yo
Promedio de edad

Junta con experiencia: La junta directiva de LAR no se considera experimentada (2.6 años de permanencia promedio), lo que sugiere una nueva junta directiva.

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 10:14
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Lithium Argentina AG está cubierta por 20 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
MacMurray WhaleATB Cormark
Joel JacksonBMO Capital Markets Equity Research
Lucas PipesB. Riley Securities, Inc.