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Lithium Argentina AGNYSE:LAR Rapporto sulle azioni

Cap. di mercato US$1.9b
Prezzo delle azioni
US$11.68
US$14.55
19.7% sottovalutato sconto intrinseco
1Y438.9%
7D11.8%
Valore del portafoglio
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Lithium Argentina AG

Report azionario NYSE:LAR

Capitalizzazione di mercato: US$1.9b

Lithium Argentina (LAR) Panoramica del titolo

Lithium Argentina AG, una società di risorse, è impegnata nella gestione e nello sviluppo di progetti di litio in Argentina. Maggiori dettagli

LAR analisi fondamentale
Punteggio fiocco di neve
Valutazione2/6
Crescita futura3/6
Prestazioni passate0/6
Salute finanziaria4/6
Dividendi0/6

Premi

Si prevede che gli utili cresceranno del 98.34% all'anno

Analisi del rischio

Realizza un fatturato inferiore a 1 milione di dollari ( $0 )

Prezzo delle azioni volatile negli ultimi 3 mesi rispetto al mercato US


LAR Community Fair Values

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Materials opportunity
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Upside Gold
Fair Value from
CA$5.0768.0% sottovalutato sconto intrinseco

An Undervalued 3.3Moz Gold Project in Canada

Key takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.

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Concorrenti di Lithium Argentina AG

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Lithium Argentina
Prezzi storici delle azioni
Prezzo attuale dell'azioneCA$11.37
Massimo di 52 settimaneCA$11.99
Minimo di 52 settimaneCA$1.71
Beta2.44
Variazione di 1 mese58.14%
Variazione a 3 mesi68.95%
Variazione di 1 anno438.86%
Variazione a 3 anni-46.77%
Variazione a 5 anni-5.88%
Variazione dall'IPO430.94%

Notizie e aggiornamenti recenti

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

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

Rendimenti per gli azionisti

LARUS Metals and MiningUS Mercato
7D11.8%6.0%2.1%
1Y438.9%93.9%30.6%

Ritorno vs Industria: LAR ha superato il US Metals and Mining che ha restituito 93.9 % nell'ultimo anno.

Rendimento vs Mercato: LAR ha superato il mercato US che ha restituito 30.6 % nell'ultimo anno.

Volatilità dei prezzi

Is LAR's price volatile compared to industry and market?
LAR volatility
LAR Average Weekly Movement11.8%
Metals and Mining Industry Average Movement10.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di LAR è stato volatile rispetto al mercato US.

Volatilità nel tempo: La volatilità settimanale ( 12% ) di LAR è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
2007n/aSam Pigottwww.lithium-argentina.com

Lithium Argentina AG, una società di risorse, è impegnata nella gestione e nello sviluppo di progetti di litio in Argentina. Possiede partecipazioni nel progetto Cauchari-Olaroz, situato nella provincia di Jujuy, e nel progetto Pastos Grandes, situato nella provincia di Salta, in Argentina. La società era precedentemente nota come Lithium Americas (Argentina) Corp. e ha cambiato nome in Lithium Argentina AG nel gennaio 2025.

Lithium Argentina AG Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Lithium Argentina con la sua capitalizzazione di mercato?
LAR statistiche fondamentali
Capitalizzazione di mercatoUS$1.87b
Utili (TTM)-US$75.45m
Ricavi(TTM)n/a
0.0x
Rapporto P/S
-24.7x
Rapporto P/E

LAR è sopravvalutato?

Vedi Fair Value e analisi di valutazione

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
LAR Conto economico (TTM)
RicaviUS$0
Costo del fatturatoUS$0
Profitto lordoUS$0
Altre speseUS$75.45m
Utili-US$75.45m

Ultimi utili riportati

Dec 31, 2025

Prossima data di guadagno

May 12, 2026

Utile per azione (EPS)-0.46
Margine lordo0.00%
Margine di profitto netto0.00%
Rapporto debito/patrimonio netto28.9%

Come si è comportato LAR nel lungo periodo?

Vedi performance storica e confronto

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 06:10
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 Argentina AG è coperta da 20 analisti. 3 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
MacMurray WhaleATB Cormark
Joel JacksonBMO Capital Markets Equity Research
Lucas PipesB. Riley Securities, Inc.