Lithium Americas GAAP EPS of -$0.21
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 28 2025
0mins
Source: SeekingAlpha
Financial Performance: Lithium Americas reported a fiscal year GAAP EPS of -$0.21.
Investment and Resource Updates: The company secured a $250M investment from Orion for the Thacker Pass project and increased its mineral resource and reserve estimates for the same site.
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Analyst Views on LAC
Wall Street analysts forecast LAC stock price to rise
8 Analyst Rating
1 Buy
6 Hold
1 Sell
Hold
Current: 4.980
Low
4.73
Averages
5.77
High
8.00
Current: 4.980
Low
4.73
Averages
5.77
High
8.00
About LAC
Lithium Americas Corp. is a Canada-based lithium company. The Company focused on developing, building, and operating lithium deposits and chemical processing facilities. The Company’s flagship asset is Thacker Pass, a sedimentary-based lithium deposit located in the McDermitt Caldera in Humboldt County, in northern Nevada. The Company is focused on developing the 100%-owned Thacker Pass lithium project in northern Nevada, the United States of America. Thacker Pass is approximately 100 kilometers (km) north-northwest of Winnemucca, Nevada, approximately 33 km west-northwest of Orovada, Nevada, and 33 km due south of the Oregon border. The Thacker Pass area encompasses approximately 7,900 hectares (ha) and lies within and is surrounded by public lands. The Company's subsidiaries are LAC Management LLC, Lithium Nevada Ventures LLC, KV Project LLC and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Demand Forecast: The company projects lithium demand will grow between 15% and 40% by 2026, primarily due to accelerating lithium-ion battery demand, indicating significant market potential for electric vehicles and energy storage systems in the coming years.
- Analyst Rating Upgrade: UBS raised Albemarle's price target from $220 to $230 while maintaining a 'Buy' rating, reflecting optimistic expectations for the company's future profitability and suggesting a potential upside of 6.7% in stock price.
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See More
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- Production Capacity Expansion: REalloys plans to establish a heavy rare earth metallization facility in Ohio, targeting an initial output of 525 tons of NdPr metal per year, with future expansion to 3,000 tons, significantly reducing reliance on Chinese rare earths and boosting U.S. competitiveness in the global market.
- Urgent Defense Needs: With the 2027 ban on Chinese rare earth materials approaching, the construction of REalloys' supply chain is critical, especially as the ongoing conflict in the Middle East drives up demand for rare earth metals, ensuring material supply for U.S. military contractors.
- Strategic Partnerships and Funding: REalloys has secured up to $200 million in federal financing and has brought in former defense officials to its advisory board, underscoring its pivotal role in the U.S. defense materials supply chain and its potential for future growth.
See More
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- Project Progress: CEO Jonathan Evans emphasized that 2025 will be a transformational year for the Thacker Pass project, with construction progressing rapidly and expected momentum to continue into 2026, highlighting the project's long-term potential.
- Government Support: Lithium Americas Corp. continues to receive support from the U.S. Department of Energy, including a second loan drawdown in February 2026, significantly de-risking the project and ensuring stable funding.
- Capital Expenditure Plans: As of December 31, 2025, the company has capitalized approximately $982.8 million in construction and project-related costs, with 2026 capital expenditure guidance set between $1.3 billion and $1.6 billion, demonstrating execution discipline during development.
See More
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- Financial Performance: Lithium Americas reported a GAAP EPS of $0.50 for FY 2025, indicating stable profitability in the lithium market despite facing industry fluctuations.
- Cash Reserves: As of December 31, 2025, the company had approximately $905.6 million in total cash and restricted cash, including $412.6 million at the Thacker Pass joint venture level, ensuring financial flexibility for future project investments.
- Government Support: While Lithium Americas has received government support, it may come at the expense of equity dilution, reflecting a delicate balance between pursuing growth and maintaining shareholder interests.
- Historical Earnings Data: The company's historical financial data suggests ongoing growth potential in the lithium sector, demonstrating its ability to attract investors despite increasing market competition.
See More
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- Monthly Performance: Despite a 2.36% decline over the past month, LAC has outperformed the Basic Materials sector's loss of 0.27% and the S&P 500's loss of 2.65%, demonstrating relative resilience within its industry.
- Earnings Expectations: LAC is projected to report a loss of $0.04 per share in its upcoming earnings disclosure, which represents a year-over-year growth of 63.64%, reflecting potential improvement amid adversity.
- Analyst Ratings: Currently holding a Zacks Rank of #3 (Hold), LAC indicates a neutral outlook from analysts, with a 4.59% upward revision in EPS estimates over the past month, suggesting cautious optimism regarding its profitability.
See More
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- Supply Security Concerns: With a significant portion of global antimony production concentrated in China, concerns over supply security for Western economies are prompting the U.S. and its allies to support new mining projects and alternative supply chains to meet rising demand.
- Outstanding Test Results: American Antimony Corporation's testing at the Antimony King Mine in Nevada revealed an average head grade of 30.3% can produce 63% antimony concentrate with a recovery rate of 97%, establishing a strong foundation for future scalable production.
- Strategic Investment Outlook: The CEO of American Antimony highlighted that the high grades and metallurgical robustness of the Antimony King project significantly enhance the company's competitiveness in domestic antimony concentrate production, further advancing U.S. self-sufficiency in critical minerals.
See More
