Bullish Case: With a massive $2.3 billion US loan [Helium], LAC is poised for growth, ramping up operations at Thacker Pass. GM's stake [Yahoo] signals high confidence in LAC's market potential.


Bearish Case: LAC's recent bearish AI forecast [Helium], combined with its sharp decline from last year's prices [Helium][Helium], reveals investor concerns and potential downside risks.


Potential Outcomes:

1. Govt. loan boosts operations, raising LAC's value (50% chance).

2. Legal/environmental setbacks causing delays or additional costs (30% chance).

3. Lithium market volatility impacts pricing and profitability (20% chance).


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April 13, 2024


Lithium Americas Forecast

LAC        Lithium Americas
Price Forecast: NEUTRAL    Price Action: RANDOM (?)











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