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Lithium Americas: Let Production Begin

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Lithium Americas Corp. is set to start production at a mine in Argentina. The lithium miner is now moving full speed ahead at the Thacker Pass mine in Nevada. Lithium Americas stock is cheap based on the estimated profits from the limited 20,000 tpa production from the Argentina mine alone. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More »   Even with lithium prices falling dramatically in the last month,  Lithium Americas Corp.  ( NYSE: LAC ) hasn't fallen much lately. The company continues to confirm massive profit opportunities ahead at current lithium prices, and production should begin shortly at a  mine in Argentina. My  investment thesis  remains ultra-Bullish on the lithium miner. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review my disclaimer page for more details. 

Lithium Americas: Let The Digging Begin

  Lithium Americas Corp. begins construction at the Thacker Pass mine after years of lawsuits. The mine has an NPV valued above the current market cap of the stock using lithium prices far below current market prices. The Lithium Americas Corp. stock dip due to Chinese EV demand fears is a gift to long-term investors. In no huge surprise,  Lithium Americas Corp.  ( NYSE: LAC ) appears to have pushed through all of their legal issues preventing the mining of lithium in Nevada. Lithium is a hot commodity due the use in batteries made for  electric vehicles ("EVs"), and the courts never appeared supportive of the plaintiffs' claims attempting to block the mining in the U.S. My  investment thesis  remains ultra-Bullish on the lithium stock due to surging demand and a general lack of supply despite some general market weakness recently. Read the  full article  on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page ...

Lithium Americas: EV Battery Play

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Update - Mar.  1 No huge surprise, Lithium Americas  starts construction at Thacker Pass, though it ironically happens the day after T esla  talks about stripping out rare minerals from EV production. Buy any weakness caused by Musk and Tesla.  -Lithium Americas (NYSE:LAC) said Thursday it has started construction at its Thacker Pass lithium project in Nevada, following the receipt of notice to proceed from the U.S. Bureau of Land Management. -The announcement follows the 9th U.S. Circuit Court of Appeals' denial of a request by environmental groups for an emergency injunction that would have stopped work on the project. -The court order did not impose any restrictions expected to impact the construction timeline, the company said. Update - Dec. 22 Lithium Americas testing the $20 lows with this brutal market and concerns about EV demand.  Update - Dec. 20 In no surprise, Lithium Americas agreed to acquire the remaining interest in Arena Mine...