Lithium Americas: Lithium Wars And Legal Ramblings

Austin Craig profile picture
Austin Craig


  • Lithium Americas is very close to firing up its 40k tonnes lithium plant.
  • The company has plans to spin off its North American operation.
  • Legal updates as well as some political developments are covered.
  • Given the near-term nature of its operation, LAC represents incredible value.
  • Yet, LAC is also very risky at this moment due to the questionable outcome of the Nevada pending legal case. Risk averse investors proceed with caution.

Warning sign on barbed wire fence

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Austin Craig profile picture
"Never let formal education get in the way of your learning". - Mark Twain,,,You are here for one reason. You want "actionable Intelligence". If you wanted a history lesson on a company then Google is your friend. My aim is to provide intelligence that you can read, ponder, and then execute upon to make a profit or avoid a loss. A price of a stock is almost irrelevant. It is the last thing to consider when buying a stock. If you don't pay attention to management, financials (go back 3 years), the sector, global macros, your portfolio mix, along with risk/reward for capital used and the company news, you are ignoring all of the things that come before price. Price is mostly real-time sentiment. It is hardly ever a good indicator of value.People who only look at price will fail as investors, because price is a result of fundamentals, news, and sentiment. You have to learn to "take" from the market, if at all possible, make it give you what you want.Use targets, set limits, protect your capital with stops and if something changes fundamentally, review, review, review.You can't read too much. If it was easy everyone would be doing it. Now you have no reason to not get Alpha.

Disclosure: I/we have a beneficial long position in the shares of LAC, AMRZF, ELBM, CYDVF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: We own Canadian shares in Cypress Development as well.

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