"Long term, I believe rare earth minerals even lithium and copper will become of national security. Companies like LAC & MP, which are building infrastructure backed by the Department of Energy, are a hedge against this problem, which surely will arise again and again."
"LAC sold 68.2 million shares in 2025 at an average of $5.98 per share, then added another 32.5 million shares post-year-end at $5.92, with a fresh ATM program now active while shares sit near $4.28."
"Sentiment shifted noticeably over the past week. LAC held a bullish score of 78 on r/stocks from March 12 through 13 before sliding to a neutral 58 on r/wallstreetbets by March 18, a 20-point drop tied to fading momentum around a geopolitical catalyst."
Lithium Americas is investing $1.3 billion to $1.6 billion in capital expenditures for 2026, with plans to increase its workforce to about 1,800. This peak construction year at Thacker Pass has led to mixed investor sentiment. While the company initially saw a bullish response due to potential national security implications of rare earth minerals, skepticism grew as share dilution and net losses became apparent. The stock has experienced fluctuations, reflecting investor concerns about its future upside amidst these challenges.
Read at 24/7 Wall St.
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