11/22/2024, 04:13 PM UTC
锂业美洲：在锂供应缺口中高风险但高回报的投资机会Lithium Americas: High Risk, But Very High Potential Reward In This Lithium Supply Gap Play
1、锂业美洲（LAC）是一家处于早期阶段的锂生产商，在内华达州拥有有潜力的资产，预计将在未来二十年的锂供应缺口中受益。2、尽管目前存在供应过剩的问题，但LAC的Thacker Pass项目资金充足，并计划于2027年开始生产，具有巨大的收入潜力。3、LAC与通用汽车的合作伙伴关系和联邦支持降低了项目的风险，使股票估值偏低，具有5倍的上行潜力。1. Lithium Americas (LAC) is an early-stage lithium producer with a promising asset in Nevada, set to benefit from the projected lithium supply gap over the next two decades. 2. Despite current oversupply issues, LAC's Thacker Pass project is well-funded and on track to begin production by 2027, with significant revenue potential. 3. LAC's partnership with General Motors and federal support de-risks the project, making the stock undervalued with a potential 5x upside.
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