Lithium Americas 過去の業績
過去 基準チェック /06
Lithium Americasの収益は年平均-34.1%で減少しているが、Metals and Mining業界はdecliningで7.3%年平均の収益となった。
主要情報
-34.13%
収益成長率
-26.10%
EPS成長率
| Metals and Mining 業界の成長 | 26.40% |
| 収益成長率 | n/a |
| 株主資本利益率 | -5.44% |
| ネット・マージン | n/a |
| 次回の業績アップデート | 14 May 2026 |
最近の業績更新
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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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収支内訳
収支内訳
Lithium Americas の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Dec 25 | 0 | -122 | 53 | 0 |
| 30 Sep 25 | 0 | -242 | 34 | 0 |
| 30 Jun 25 | 0 | -53 | 30 | 0 |
| 31 Mar 25 | 0 | -47 | 29 | 0 |
| 31 Dec 24 | 0 | -43 | 28 | 0 |
| 30 Sep 24 | 0 | -35 | 32 | 0 |
| 30 Jun 24 | 0 | -27 | 30 | 0 |
| 31 Mar 24 | 0 | -10 | 29 | 0 |
| 31 Dec 23 | 0 | -5 | 29 | 0 |
| 30 Sep 23 | 0 | -15 | 39 | 0 |
| 30 Jun 23 | 0 | -27 | 47 | 0 |
| 31 Mar 23 | 0 | -57 | 55 | 0 |
| 31 Dec 22 | 0 | -68 | 61 | 0 |
| 31 Dec 21 | 0 | -47 | 44 | 0 |
質の高い収益: LACは現在利益が出ていません。
利益率の向上: LACは現在利益が出ていません。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: LACは利益が出ておらず、過去 5 年間で損失は年間34.1%の割合で増加しています。
成長の加速: LACの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。
収益対業界: LACは利益が出ていないため、過去 1 年間の収益成長をMetals and Mining業界 ( 84.5% ) と比較することは困難です。
株主資本利益率
高いROE: LACは現在利益が出ていないため、自己資本利益率 ( -5.44% ) はマイナスです。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 09:46 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Lithium Americas Corp. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13
| アナリスト | 機関 |
|---|---|
| Joel Jackson | BMO Capital Markets Equity Research |
| Corinne Blanchard | Deutsche Bank |
| Ishan Jain | HSBC |