Lithium Argentina AG

NYSE:LAR Rapport sur les actions

Capitalisation boursière : US$1.9b

Lithium Argentina Gestion

Gestion contrôle des critères 3/4

Le PDG Lithium Argentina est Sam Pigott, nommé en Mar2024, a un mandat de 2.17 ans. La rémunération annuelle totale est $ 3.56M, composée du salaire de 12.6% et des bonus 87.4%, y compris les actions et options de la société. détient directement 0.042% des actions de la société, d'une valeur de $ 789.93K. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.4 ans et 2.6 ans.

Informations clés

Sam Pigott

Directeur général

US$3.6m

Rémunération totale

Pourcentage du salaire du PDG12.63%
Durée du mandat du directeur général2.2yrs
Propriété du PDG0.04%
Durée moyenne d'occupation des postes de direction2.4yrs
Durée moyenne du mandat des membres du conseil d'administration2.6yrs

Mises à jour récentes de la gestion

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

Analyse de la rémunération des PDG

Comment la rémunération de Sam Pigott a-t-elle évolué par rapport aux bénéfices de Lithium Argentina?
DateRémunération totaleSalaireBénéfices de l'entreprise
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

Rémunération vs marché: La rémunération totale de Sam ($USD 3.56M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 5.52M ).

Rémunération et revenus: La rémunération de Sam a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.

PDG

Sam Pigott (41 yo)

2.2yrs
Titularisation
US$3,561,576
Compensation

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...

Équipe de direction

NomPositionTitularisationCompensationPropriété
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 & ESG2.9yrspas de donnéespas de données
Daniel Cherniak
VP of Legal & Corporate Secretary1.5yrspas de données0.015%
$ 282.2k
Thomas Benson
Vice President of Global Explorationno datapas de donnéespas de données
Ignacio Celorrio
Executive VP of Legal6.6yrsUS$1.41m0.20%
$ 3.8m
Rob Smith
Senior VP of Finance1.3yrspas de donnéespas de données
Frank Wright
President of Hectatone Inc11.8yrsUS$62.57kpas de données
2.4yrs
Durée moyenne de l'emploi
47yo
Âge moyen

Gestion expérimentée: L'équipe de direction de LAR est considérée comme expérimentée (ancienneté moyenne 2.4 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
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
Durée moyenne de l'emploi
51yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la LAR n'est pas considéré comme expérimenté ( 2.6 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/07 02:49
Cours de l'action en fin de journée2026/05/07 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Lithium Argentina AG est couverte par 20 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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