Just_Super
Here's an interesting stat we just came across - by the year 2040, some analysts are expecting that the global supply of Lithium, the metal at the heart of the green energy revolution, will only meet about
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.
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of LAC 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.
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