External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

Lithium Americas Argentina Cor / Equity Bottom-Up

Key points (machine generated)<ul><li>US-based operations of Lithium Americas are separate from potential trade disputes.</li><li>Lithium Americas (Argentina) Corp has an attractive valuation, strong cash flows, and a favorable mining jurisdiction in Argentina.</li><li>The author believes the stock has the potential to double within 12 months, with a price target of $12.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)US-based operations of Lithium Americas are separate from potential trade disputes.Lithium Americas (Argentina) Corp has an attractive valuation, strong cash flows, and a favorable mining jurisdiction in Argentina.The author believes the stock has the potential to double within 12 months, with a price target of $12.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Lithium Amers (Argentina) Cp (LAAC.) - Tuesday, Nov 7, 2023

Providing investors with a balanced perspective, Massif Capital

Massif Capital Research

Providing investors with a balanced perspective

Massif Capital

Research focused on providing investors with a balanced perspective on the environmental and economic realities of achieving a carbon-neutral economy for businesses within the Energy, Basic Materials and Industrial industries.

The Massif Capital Real Asset Strategy is a global long/short equity strategy built around bottom-up stock picking. We are focused on creating a portfolio of businesses from within the Energy, Basic Materials and Industrial sectors that balance the environmental and economic realities of achieving a carbon-neutral economy.

Thematic (Sector/Industry)

<ul><li>Inflation and Market Dynamics: In this letter, we discuss persistent inflationary pressures and potential misallocation of capital in financial markets that could lead to future economic instability.</li><li>Of specific concern is persistent under-investment in the Real Asset Ecosystem, which includes commodity producers and industries with significant vertical linkages to commodities, an ecosystem of businesses that ensure sustainable economic growth and stability.</li><li>We review our Enviox and Siemens Energy investment thesis and explain continued confidence in our lithium investments despite widespread negative EV sentiment.</li></ul>

Inflation and Market Dynamics: In this letter, we discuss persistent inflationary pressures and potential misallocation of capital in financial markets that could lead to future economic instability.Of specific concern is persistent under-investment in the Real Asset Ecosystem, which includes commodity producers and industries with significant vertical linkages to commodities, an ecosystem of businesses that ensure sustainable economic growth and stability.We review our Enviox and Siemens Energy investment thesis and explain continued confidence in our lithium investments despite widespread negative EV sentiment.

Macroeconomics

<ul>
<li>2023 was a challenging year, there was a lot of volatility in both long and short books.</li>
<li>We reserve the bulk of the letter for an extended discussion of our investments in lithium and the outlook for the sector in the coming years.</li>
<li>Despite dire headlines related to EVs, we remain optimistic about a lithium rebound and skeptical that supply can grow as robustly as projected.</li>
</ul>


2023 was a challenging year, there was a lot of volatility in both long and short books.
We reserve the bulk of the letter for an extended discussion of our investments in lithium and the outlook for the sector in the coming years.
Despite dire headlines related to EVs, we remain optimistic about a lithium rebound and skeptical that supply can grow as robustly as projected.


2023 4th Qtr Letter to Investors: A Deep Dive into Lithium

Canada

Lithium Americas (Argentina) Corp. is a resource and materials company. The Company focuses on developing projects that support the vital lithium supply chain and the global transition to cleaner energy, and also manages a pipeline of lithium development and exploration projects. Lithium Americas (Argentina) operates in Argentina and Canada.

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Lithium Americas Argentina Cor (LAAC US)

Lithium Amers (Argentina) Cp (LAAC.) - Tuesday, Nov 7, 2023

Lithium Americas (Argentina) Corp has an attractive valuation, strong cash flows, and a favorable mining jurisdiction in Argentina.

Value Investors Club

2nd Quarter 2024 Letter to Investors

In this letter, we discuss persistent inflationary pressures and potential misallocation of capital in financial markets that could lead to future...

Massif Capital Research

2023 4th Qtr Letter to Investors: A Deep Dive into Lithium

2023 was a challenging year, there was a lot of volatility in both long and short books. We reserve the bulk of the letter for an extended...

Massif Capital Research

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