
LAC Stock Forecast & Price Target
LAC Analyst Ratings
Bulls say
Lithium Americas is positioning itself favorably in the lithium market by securing a 59% ownership stake in the Thacker Pass project, one of the largest known lithium resources globally, which is expected to begin production in 2028. The project is anticipated to operate in the bottom half of the global cost curve and is set to be the first clay-based lithium asset to produce, allowing management to develop full integration with refining capabilities on-site. Additionally, the strategic alliance with General Motors and the backing from the US government enhances investor confidence, particularly as the market prepares for a projected supply deficit in lithium.
Bears say
Lithium Americas faces significant financial and operational risks associated with the Thacker Pass project, which is currently under construction and projected to begin production in 2028. Key concerns include development and construction risks, potential cost overruns, and reliance on General Motors as a joint venture partner and customer, creating a high dependency that could impact financial stability. Additionally, uncertainties surrounding lithium prices and market growth could lead to an oversupply situation, contributing to a negative outlook and a substantial drop in the company's net asset value estimates.
This aggregate rating is based on analysts' research of Lithium Americas Corp and is not a guaranteed prediction by Public.com or investment advice.
LAC Analyst Forecast & Price Prediction
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