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LALAC

Lithium Americas Corp.

$LAC·$659M·Industrial Materials·Basic Materials
$2.95+0.3%YTD-33.7%1Y-11.4%
Mentions · last 7 days
2026-07-11: 28 posts2026-07-12: 45 posts2026-07-13: 222 posts2026-07-14: 156 posts2026-07-15: 273 posts2026-07-16: 263 posts2026-07-17: 196 posts1,194+48%
Price updated 8h ago·X counts updated 8h ago
LALAC
$LACLithium Americas Corp.
$2.95+0.34%1.2k posts+48%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $LAC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeSelling offAI verdict · as of 2026-07-17

Falling on heavy selling — points lower unless it turns around.

Even the US government's 5% stake couldn't save the lithium tape — Thacker Pass has to timestamp production.

Lithium Americas is a pre-production US lithium developer whose flagship Thacker Pass mine is the specific project the government is backing with a 5% equity stake. The stock is now trading below the level it was at before that announcement.

Where the setup actually is:

  • The tape has completely broken: sitting at 6% of the 52-week range, 35% below the 50-day and 42% below the 200-day — that's not testing support, that's an active downtrend running to completion.
  • The government stake didn't hold: with LAC now at the pre-announcement level and having been down 15 of the last 17 trading days, the 5% federal ownership hasn't stopped the retail-driven distribution — a specific tell about the demand backdrop.
  • The demand-side thesis is genuinely durable: Europe's battery fleet on track to 4x to 178GW by 2030 is the real long-run driver — but the equity is priced ahead of any Thacker Pass revenue, and the timeline is the specific risk.
  • The economics are pre-revenue by design: negative 100% free cash flow yield reflects that Thacker Pass is a capex-heavy development project — the equity is a claim on the mine hitting production, not on any current business.

What restarts the leg is a specific Thacker Pass production milestone or a fresh offtake announcement. What continues the breakdown is another dilution announcement or a further lithium-spot-price reversal.

What to watch: The Aug 13 print — Thacker Pass construction progress, any offtake agreements, and cash-runway commentary. A specific construction milestone or offtake announcement restarts the leg; a dilution announcement or lithium-spot reversal continues the breakdown.

On the calendar: 2026-08-13 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bearish sentiment12 posts analyzed · as of 2026-07-17

Lithium Americas is now back to the same price it traded at before the US government stake announcement, and posters flag it as one of the rare 'Trump bags' that did not pump. The stock is down in 15 of the last 17 trading sessions, and DCA accumulators are underwater ('turning out to be a pretty bad investment') at an average of $4.10 while adding again in the low $3s. Bulls anchor on daily RSI deep in the bear zone at a key trendline where prior touches have averaged +40% reversals, on CEO Jonathan Evans confirming construction is moving toward late-2027 mechanical completion with 1,300+ workers on site and 2,000+ at peak, and on speculation that Trump 'will start working for his bags again' with fresh rare-earth announcements. The dominant tone is disillusioned holding rather than aggressive dip-buying.

Read the AI verdict + X sentiment for $LAC

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What it does

Plain-English summary of the business — what they sell and how they make money.

Developing the Thacker Pass lithium deposit in Nevada and Cauchari-Olaroz in Argentina to supply battery-grade lithium for EVs.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial Materials sits in its cycle right now — and what that implies for $LAC.

Industrial Materials · Basic Materials

No material change from last week — MP Materials and USARE (US Rare Earths) benefit from the US domestic rare earth supply chain buildout as defense and EV applications require secure non-Chinese..

What this means for $LAC

Neutral — Developing the Thacker Pass lithium deposit in Nevada and Cauchari-Olaroz in Argentina to supply battery-grade lithium for EVs; end markets and revenue mix have limited overlap with the US domestic rare earth supply chain build-out and critical mineral security.

Industry benchmark

9-name peer basket
-6.5%YTD
+12.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-9.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-100%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-12.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 14, 2026$-0.00$-0.07+97.6%
Q4 2025Mar 19, 2026$-0.37$-0.04-825.0%
Q3 2025Nov 13, 2025$-0.02$-0.05+60.0%
Q2 2025Aug 14, 2025$-0.06$-0.04-50.0%
Next earningsThu, Aug 13·consensus EPS $-0.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.00$-313.2M
Q4 FY25$0———$0.43$-264.6M
Q3 FY25$0———$-0.83$-169.9M
Q2 FY25$0———$-0.06$-266.1M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$69.5M$37.3M – $101.7M-$0.11-$0.15 – -$0.066
FY27$53.2M$28.5M – $77.9M-$0.09-$0.11 – -$0.052
FY28$381.9M$204.8M – $559.0M-$0.01-$0.01 – -$0.001
FY29$707.7M$379.6M – $1.0B$0.33$0.13 – $0.531
FY30$688.8M$369.4M – $1.0B$0.26$0.10 – $0.421

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.6%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-33.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-41.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 198.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.385-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMar 20Brown Michael JohnDirector1.0K sh$4K
+ 40 other (16 awards · 15 inkinds · 9 exempts) in window

See when $LAC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3ASRAuto-shelf registrationJun 26S-3ASR
AI summary

Lithium Americas Corp. (Vancouver, BC) filed an automatic shelf registration statement (VP/General Counsel Edward Grandy as agent; Vinson and Elkins as counsel). Routine shelf filing.

8-KShareholder voteJun 238-K — Item 5.07: Shareholder vote
AI summary

British Columbia 001-41788 Not Applicable disclosed voting results from its annual or special meeting. ounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ Item 5.07 Submission of Matters to a Vote of Security Holders. On June 22, 2026, the Company held an annual and special meeting of shareholders (the “ Annual Meeting ”). At the Annual Meeting, the holders of 83,369,472 votes of the Company’s common shares were represented in person or by proxy, constituting a quorum. The m...

8-KPress release / Reg FDMay 148-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

LAC reported period ending 2026-05-14 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

3New insider — initial holdingsMay 113
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for LAC on 2026-05-11, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KOfficer or director changeMay 58-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

LAC disclosed a personnel change (8-K Item 5.02, dated 2026-05-05). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KMaterial agreementMar 198-K — Item 1.01: Material agreement
AI summary

LAC entered into a equity distribution agreement (8-K Item 1.01, dated 2026-03-19). Counterparty: D Securities (USA) LLC (the “ Agent ”). Size: approximately $250,000,000. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

424B5Prospectus supplement (offering)Mar 19424B5
AI summary

LAC filed a 424B5 prospectus supplement dated 2026-03-19, representing an active capital markets transaction. Priced at $4.28 per share. proceeds of any Common Shares sold under the Sales Agreement. The net proceeds from any sales under. This represents immediate dilution to existing shareholders.

8-KPress release / Reg FDMar 198-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

LAC reported period ending 2026-03-19 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 12 other (2 13Gs · 2 proxys · 2 10-Ks · 2 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Lithium Americas Corp. (LAC) Stock Drops Despite Market Gains: Important Facts to Notezacks.com·7d agoLithium Americas Publishes 2025 ESG-S Reportbusinesswire.com·19d agoLithium Americas Corp. (LAC) Dips More Than Broader Market: What You Should Knowzacks.com·23d agoLithium Americas Reports 2026 Annual Meeting Resultsbusinesswire.com·25d agoPentagon Bets $725M On Energy Fuels — 5 Rare Earth Stocks To Watchbenzinga.com·30d ago

In themes

Explore the broader themes this ticker is being talked about under.

Critical Minerals & Rare Earths

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Voices on X · top 7 · last 7 days

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