Lithium Argentina AG

Report azionario NYSE:LAR

Capitalizzazione di mercato: US$1.9b

Lithium Argentina Gestione

Criteri Gestione verificati 3/4

Lithium Argentina Il CEO è Sam Pigott, nominato in Mar2024, e ha un mandato di 2.17 anni. la retribuzione annua totale è $ 3.56M, composta da 12.6% di stipendio e 87.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.042% delle azioni della società, per un valore di $ 789.93K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.4 anni e 2.6 anni.

Informazioni chiave

Sam Pigott

Amministratore delegato

US$3.6m

Compenso totale

Percentuale dello stipendio del CEO12.63%
Mandato del CEO2.2yrs
Proprietà del CEO0.04%
Durata media del management2.4yrs
Durata media del Consiglio di amministrazione2.6yrs

Aggiornamenti recenti sulla gestione

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

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Sam Pigott rispetto agli utili di Lithium Argentina?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Sam ($USD 3.56M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 5.52M ).

Compensazione vs guadagni: La retribuzione di Sam è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

Sam Pigott (41 yo)

2.2yrs
Mandato
US$3,561,576
Compensazione

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...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
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 & ESG2.9yrsNessun datoNessun dato
Daniel Cherniak
VP of Legal & Corporate Secretary1.5yrsNessun dato0.015%
$ 282.2k
Thomas Benson
Vice President of Global Explorationno dataNessun datoNessun dato
Ignacio Celorrio
Executive VP of Legal6.6yrsUS$1.41m0.20%
$ 3.8m
Rob Smith
Senior VP of Finance1.3yrsNessun datoNessun dato
Frank Wright
President of Hectatone Inc11.8yrsUS$62.57kNessun dato
2.4yrs
Durata media
47yo
Età media

Gestione esperta: Il team dirigenziale di LAR è considerato esperto (durata media dell'incarico 2.4 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
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
Durata media
51yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di LAR non è considerato esperto (durata media del mandato 2.6 anni), il che suggerisce un nuovo consiglio.

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.