Lithium Americas Corp.

NYSE:LAC 주식 리포트

시가총액: US$1.9b

Lithium Americas 경영진

경영진 기준 점검 2/4

Lithium Americas CEO는 Jon Evans, Aug2018 에 임명되었습니다 의 임기는 7.75 년입니다. 총 연간 보상은 $3.21M, 20.8% 급여 및 79.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $4.36M 가치에 해당하는 회사 주식의 0.22% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1 년과 4.9 년입니다.

핵심 정보

Jon Evans

최고경영자

US$3.2m

총 보수

CEO 급여 비율20.77%
CEO 재임 기간7.8yrs
CEO 지분 보유율0.2%
경영진 평균 재임 기간less than a year
이사회 평균 재임 기간4.9yrs

최근 경영진 업데이트

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

CEO 보수 분석

Jon Evans의 보수는 Lithium Americas의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025US$3mUS$666k

-US$122m

Sep 30 2025n/an/a

-US$242m

Jun 30 2025n/an/a

-US$53m

Mar 31 2025n/an/a

-US$47m

Dec 31 2024US$3mUS$650k

-US$43m

Sep 30 2024n/an/a

-US$35m

Jun 30 2024n/an/a

-US$27m

Mar 31 2024n/an/a

-US$10m

Dec 31 2023US$3mUS$600k

-US$5m

보상 대 시장: Jon의 총 보수(USD3.21M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.48M)보다 낮습니다.

보상과 수익: Jon의 보상은 회사가 적자임에도 증가했습니다.

CEO

Jon Evans (54 yo)

7.8yrs
재임 기간
US$3,208,176
보수

Mr. Jonathan David Evans, also known as Jon, had been Chief Executive Officer at Lithium Americas (Argentina) Corp. (formerly known as Lithium Americas Corp.) since May 2019, had been its President since S...

리더십 팀

이름직위재임 기간보수지분
Kelvin Paul Dushnisky
Executive Chairman of Board4.9yrsUS$2.33m0.061%
$ 1.2m
Jonathan Evans
President7.8yrsUS$3.21m0.22%
$ 4.4m
Richard Gerspacher
Executive Vice President of Capital Projects & Operationless than a yearUS$1.58m0.042%
$ 819.1k
Brandin Colton
Executive VP & CFO1.3yrs데이터 없음0.014%
$ 280.6k
Virginia Morgan
Vice President of Investor Relations & ESGno data데이터 없음데이터 없음
Edward Grandy
Senior VP2.6yrs데이터 없음0.050%
$ 966.9k
Alexi Zawadzki
Vice President of Corporate Developmentless than a yearUS$1.36m0.028%
$ 536.8k
Aubree Barnum
Vice President of Human Resources4.5yrs데이터 없음0.029%
$ 552.8k
Robert Russell-Smith
Senior Vice President of Financeless than a year데이터 없음0.00053%
$ 10.3k
Tim Crowley
Senior Vice President of Government & External Relationsless than a year데이터 없음0.052%
$ 1.0m
1.0yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 관리: LAC의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1 년) — 신규 팀일 수 있습니다.

이사회 구성원

이름직위재임 기간보수지분
Kelvin Paul Dushnisky
Executive Chairman of Board4.9yrsUS$2.33m0.061%
$ 1.2m
Jonathan Evans
President8.9yrsUS$3.21m0.22%
$ 4.4m
Alun Robert Doyle
Independent Director of Lithium Argentina AGno data데이터 없음데이터 없음
Michael Brown
Independent Director2.6yrsUS$220.00k0.0021%
$ 40.1k
Jinhee Magie
Independent Director4.9yrsUS$232.50k0.0026%
$ 50.6k
Clayton Walker
Independent Directorno data데이터 없음데이터 없음
Fabiana Chubbs
Independent Director6.9yrsUS$228.50k0.0025%
$ 49.2k
Yuan Gao
Lead Independent Director6.6yrsUS$255.00k0.00093%
$ 18.0k
Philip Montgomery
Independent Director2.6yrsUS$385.00k데이터 없음
4.9yrs
평균 재임 기간
59.5yo
평균 나이

경험이 풍부한 이사회: LAC의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.9 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 05:34
종가2026/05/11 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Lithium Americas Corp.는 13명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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