- Lithium Americas closes in on commercialization, with Cauchari-Olaroz set to begin production in the first half of this year.
- Thacker Pass offers tremendous scale and, with the company’s strong cash position, I evaluate if it’s likely to see Lithium Americas bring in a partner.
- Millennial Lithium offers a very strong portfolio to enable future growth for Lithium Americas and was purchased at a strong discount relative to what it offers.
- I anticipate that Lithium Americas will continue adding to its lithium portfolio down the line, making it a top-five global lithium producer by the end of the decade.
- I close my discussion with a price target of $115 per share in 2025 for Lithium Americas.
For further details see:
Lithium Americas: The Sleeping Giant Soon Awakes