Lithium Americas Corp.

Report azionario NYSE:LAC

Capitalizzazione di mercato: US$2.1b

Lithium Americas Dividendi e riacquisti

Criteri Dividendo verificati 0/6

Lithium Americas non ha registrato alcun pagamento di dividendi.

Informazioni chiave

n/a

Rendimento del dividendo

-19.3%

Rendimento del riacquisto

Rendimento totale per gli azionisti-19.3%
Rendimento futuro dei dividendi0%
Crescita dei dividendin/a
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazionen/a

Aggiornamenti recenti su dividendi e riacquisti

Nessun aggiornamento

Recent updates

Seeking Alpha • Feb 11

Lithium Americas: Government Support Comes At Equity's Expense

Summary Lithium Americas now faces a worsened risk profile due to DOE's new equity-like involvement via warrants and JV units. DOE and GM have secured asymmetric upside with minimal downside, leaving LAC common shareholders exposed to greater risk and potential valuation overhang. Project timeline has shifted: mechanical completion by end-2027, commercial production in 2028, extending cash burn and delaying cash flows. I maintain my sell rating, as LAC's capital structure increasingly favors government and strategic partners over equity holders. Read the full article on Seeking Alpha
Seeking Alpha • Apr 22

Here's Why We're Buying Lithium Americas While Everyone Else Is Bailing

Summary LAC is positioned to capitalize on rising lithium demand, with Thacker Pass nearing Phase 1 completion. Despite recent share price declines due to lower lithium prices, LAC's liquidity and ongoing project milestones make it an attractive investment with high potential rewards. The company's robust financings de-risk the Thacker Pass project, with potential catalysts like Phase 2 expansion and higher future lithium prices providing upside in the future. We rate LAC a 'Strong Buy'. Read the full article on Seeking Alpha
Seeking Alpha • Mar 31

Lithium Americas: Powering A Robotic Future

Summary Robots via Tesla and Nvidia are coming. If this thesis pans out the most likely material they will use could be lithium. Lithium stocks, including Lithium Americas, are currently undervalued due to Wall Street's negative sentiment and long investment time frames, despite strong growth in EV, fixed storage, and potentially future robotics. Market uncertainty, including unpredictable political actions and depressed lithium prices potentially influenced by China, contributes to subdued interest in lithium investments. LAC's massive resource potential remains largely untapped and underappreciated. Read the full article on Seeking Alpha
Seeking Alpha • Feb 04

Lithium Americas: Thacker Pass Profits Are Underestimated

Summary Lithium Americas Corp holds a significant share in potentially the world's largest high-grade lithium deposit, with strong future growth prospects tied to EV adoption. The Thacker Pass project, backed by a joint venture with General Motors, is crucial for LAC, significantly de-risking the project and securing funding. LAC's projected annual lithium carbonate production of 160,000 tonnes by 2040, coupled with a bullish outlook on lithium prices, suggests substantial long-term upside. Despite current non-production status, LAC's valuation is attractive, with potential for a 36.9% CAGR up to 2033, assuming timely project execution and stable lithium prices. Read the full article on Seeking Alpha
Seeking Alpha • Nov 22

Lithium Americas: High Risk, But Very High Potential Reward In This Lithium Supply Gap Play

Summary LAC is an early-stage lithium producer with a promising asset in Nevada, poised to benefit from the projected lithium supply gap over the next two decades. Despite current oversupply issues, LAC's Thacker Pass project is well-funded and on track to begin production by 2027, with significant revenue potential. LAC's partnership with General Motors and federal support de-risk the project, making the stock undervalued with a potential 5x upside. We rate LAC a 'Strong Buy', despite the significant execution risks. Read the full article on Seeking Alpha
Seeking Alpha • Oct 17

Lithium Americas: The Unloved Market Is Getting Some Attention

Summary The new ownership structure of Thacker Pass, with Lithium Americas holding 62% and General Motors 38%, is a positive development for the company. GM's $625 million investment, including $430 million in cash and $195 million in letters of credit, provides crucial capital for Thacker Pass. Despite asset dilution, the GM partnership and DOE loan will help LAC complete Thacker Pass by 2028, unlocking significant future growth potential. Future stock price estimates range from $3-$4 in 2028 to $17-$30 in 2032, reflecting the positive long-term outlook despite short-term adjustments. Read the full article on Seeking Alpha
Seeking Alpha • Oct 10

Lithium Americas: A Future Domestic U.S. Producer Warrants A Price Premium

Summary Lithium Americas suffered a severe stock price decline after the company split. Lithium Americas Argentina stock declined far less, due to its already existing production. The volatile lithium market may have reached the bottom or may be close to it, with a potentially equally dramatic price spike potentially on the way. A lithium market turnaround, coupled with geopolitical trends that put a premium on domestic self-sufficiency, may combine to coincide with Lithium Americas commencement of mined lithium production. Its stock could outperform peers. Read the full article on Seeking Alpha
Seeking Alpha • Oct 01

Lithium Americas: Right Time To Enter For A Significant Rally

Summary Lithium Americas stock is rated a "Buy" with a 24-36 month horizon, driven by oversold levels and Thacker Pass asset potential. Macroeconomic headwinds are waning, with global interest rate cuts expected to boost EV sector growth and lithium demand. Thacker Pass promises significant cash flow, with fully financed capex and strong offtake agreements, positioning LAC for a substantial rally. The potential completion of financing from the U.S. DOE and General Motors by December 2024 is a major stock upside trigger. Read the full article on Seeking Alpha
Seeking Alpha • Aug 25

Lithium Americas: Top U.S. Strategic Metal Reserve Available At Giveaway Price

Summary Lithium Americas has faced challenges with construction financing and environmental lawsuits at its Thacker Pass property, while spinning off its Argentina mine as lithium prices collapsed. However, the Nevada-focused entity remains appealing for investment, with its low-interest DOE loan approval and GM investment providing the necessary capital to get U.S. lithium production going by late 2027. With a 40-year mine life and very low net mining cost projection for Thacker Pass, LAC shares are likely worth significantly more than the current quote to long-term owners. Technical momentum indicators have been bottoming since June, which could point to a reversal in the share price soon. Read the full article on Seeking Alpha
Seeking Alpha • Jul 16

Lithium Americas: An Unloved Market Makes Attractive Entry Point

Summary Fear has swung the lithium pendulum to the oversold side. Financing is Lithium Americas' final hurdle before construction. Lithium Americas' production is currently slated to start in late 2027 - early 2028. The patient investor could be rewarded given current price levels. Read the full article on Seeking Alpha
Seeking Alpha • Jun 12

Lithium Americas: A Few Bullet Points On The Latest Share Price Debacle

Summary Lithium Americas Corp. shares have dropped below $3. Thacker Pass is a significant lithium find, and LAC's other holdings in the McDermitt Caldera region are also valuable. Despite the current low prices, the demand for lithium in various industries, including batteries and electronics, remains strong. Here is the good, the bad, and the ugly. Read the full article on Seeking Alpha
Seeking Alpha • Jun 04

Lithium Americas: After Taking Several Hits, It Is Now A Value Play

Summary A short report put some downward pressure on Lithium Americas. Lithium stocks are unloved and unwanted. It has been a rough few months with the stock price getting cut in half, but buying cheap and holding can work. We explore the math behind the project to show exactly how the project could be funded. While dark clouds loom over lithium in the short term, the long-term demand for lithium is rising. New projects are announced monthly that will require massive amounts of the white metal. While risky, we view Lithium Americas stock as a value play given future lithium demand. Read the full article on Seeking Alpha
Seeking Alpha • May 29

Lithium Americas: Don't Get Lost On Distorted Reports

Summary Lithium Americas faces risks from volatile lithium prices and dilutive financing, but these risks are overblown by a recent short report. LAC's Thacker Pass project has already produced lithium carbonate samples and utilizes proven technology and equipment. The U.S. government's aggressive plan to support the domestic supply chain includes a focus on lithium production, which bodes well for Lithium Americas' DoE loan. The stock is cheap based on even conservative feasibility studies for the Thacker Pass. Read the full article on Seeking Alpha
Seeking Alpha • May 09

Lithium Americas: A Top Lithium Stock To Buy Now

Summary Lithium Americas Corp. stock experienced a setback after a surge, but technical indicators suggest potential for improvement. Global lithium demand is projected to double in 2025–2030, indicating the potential for higher prices. Lithium Americas' market cap is small, but its significant lithium mine could lead to substantial revenue and stock appreciation. Read the full article on Seeking Alpha
Seeking Alpha • Mar 14

Lithium Americas: Load Up On Lithium Weakness

Summary Lithium Americas Corp. is poised to bring a lithium mine online when EV demand returns, despite the current weakness in the market. The company has received tentative approval for a $2.26 billion loan from the U.S. DOE, along with an investment from General Motors, to fund the construction of the Thacker Pass lithium mine. Despite the current low lithium prices, the company has the potential to generate significant cash flow and annual adjusted EBITDA in excess of its market cap. Read the full article on Seeking Alpha
Seeking Alpha • Feb 16

Massif Capital - Lithium Americas: Why We Still Own LAC And LAAC

Summary Investing in the Lithium mining and processing industry has gotten very tricky. Currently, we remain, at a small size, invested in two lithium mining firms, Lithium Americas and Lithium Argentina. We view LAAC as a compelling value play with a de- risked producing asset and the potential to reinvest capital at high rates of return via the development. LAC has many strengths: strong management, strong backing, a first-of- a-kind flow sheet. Read the full article on Seeking Alpha
Seeking Alpha • Feb 07

Lithium Americas: A Mixed Take

Summary Even though Lithium Americas may be out of favor, we reiterate some of the favorable long-term narratives that still hold good. As per its latest update provided this month, LAC is expected to get conditional approval of its DOE loan in early 2024. The stock continues to suffer from bearish conditions, but as a potential rotational option within the strategic metal universe, it offers some promise. Unfavorable sentiment towards lithium themes could cap any meaningful upside. Read the full article on Seeking Alpha
Seeking Alpha • Jan 15

Lithium Americas: Beware Chronic Lithium Glut And Thacker Pass Project Uncertainty

Summary Lithium prices have collapsed by 85% from their peak due to a glut in the market, which seems to be a chronic issue. The Earth has abundant lithium resources, pointing towards a potential long-term glut rather than a shortage, as output estimates may be above demand through 2030. The valuation of Lithium Americas depends on the success of its Thacker Pass lithium mine project, which faces uncertainties and risks. I estimate LAC is currently trading at a 5-7x "EV/EBIT" range if we account for its project estimates, typical lithium prices in recent years (excluding 2022), and financing considerations. I believe LAC's valuation today is only justified if the company can demonstrate it should complete its project on time and on budget throughout 2024. Read the full article on Seeking Alpha
Seeking Alpha • Dec 11

Lithium Americas Approaches Buying Zone

Summary Lithium Americas Corp. highlights progress on the Thacker Pass lithium project, gearing up for major construction in 2024. Collaboration with the U.S. Department of Energy for significant loans underscores financial planning for the project. Stock price reaches a critical support level, suggesting possible consolidation and base formation. Read the full article on Seeking Alpha
Seeking Alpha • Nov 21

Lithium Americas: Delay, Disrupt, And Destroy

Summary Insiders across the board are buying Lithium Americas. Lithium Americas wins yet another legal challenge to Thacker Pass. There is an updated timeline on the government loan per the CEO. Read the full article on Seeking Alpha
Seeking Alpha • Nov 07

Lithium Americas: A Green Banana

Summary Lithium Americas is on track to become the largest lithium project in America, producing up to 80,000 t of lithium carbonate annually. Demand for lithium is expected to outstrip supply for at least ten years, making lithium producers like LAC potentially profitable for a long time. LAC's Thacker Pass project is unique as it is the only known deposit of lithium-bearing illite in the world, which could make processing the clays into lithium carbonate easier and more cost-effective. The key question for an investor is, "How Long Will this Project Take to Get Into Production?" Read the full article on Seeking Alpha

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: Dati insufficienti per determinare se i dividendi per azione di LAC siano rimasti stabili in passato.

Dividendo in crescita: Dati insufficienti per determinare se i pagamenti dei dividendi di LAC siano aumentati.

Rendimento dei dividendi rispetto al mercato

Lithium Americas Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di LAC rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (LAC)n/a
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.2%
Media del settore (Metals and Mining)1.5%
Analista previsionale (LAC) (fino a 3 anni)0%

Dividendo notevole: Impossibile valutare il rendimento dei dividendi di LAC rispetto al 25% inferiore dei pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Dividendo elevato: Impossibile valutare il rendimento dei dividendi di LAC rispetto al 25% dei maggiori pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Distribuzione degli utili agli azionisti

Copertura degli utili: Dati insufficienti per calcolare il payout ratio di LAC per determinare se i suoi pagamenti di dividendi sono coperti dagli utili.

Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Impossibile calcolare la sostenibilità dei dividendi poiché LAC non ha segnalato alcun pagamento.

Scoprire le società che pagano dividendi forti

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 22:28
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Lithium Americas Corp. è coperta da 13 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Joel JacksonBMO Capital Markets Equity Research
Corinne BlanchardDeutsche Bank
Ishan JainHSBC