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In short

Accumulative
Net Present Value

$3.6B

$12000/t LCE pricing. After-tax, 8% Discount rate
& 49% of Cauchari-Olaroz

Accumulative
Resource Estimate

15.7 Mt

LCE, Measured & Indicated,
49% of Cauchari-Olaroz

Project Stage

Thacker Pass: PFS
Cauchari-Olaroz: DFS

Completed

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Lithium project #1:

Thacker Pass

Nevada, USA

Project Summary

Net Present Value

$2.6B

$12000/t LCE pricing. after-tax, 8% Discount rate

Resource Estimate

5.98 Mt

LCE, Measured & Indicated

Project Stage

PFS

Completed

Location: Nevada, USA
Completed Stage: PFS
Next Stage: Pilot plant, FS

Website: www.lithiumamericas.com

Company description

The Thacker Pass Project is a pre-feasibility stage lithium project located in Humboldt County in northern Nevada, USA. The Project is situated at the southern end of the McDermitt Caldera, approximately 100 km northwest of Winnemucca. In 2018, Lithium Americas completed a pre-feasibility study (PFS) on a two phase project with a production capacity designed to reach 60,000 tpa of battery-grade lithium carbonate (Li2CO3) and 46 year mine life.

Key takeaways:

1. Estimated production in 2022

Thacker Pass is planned to go into production in Q3 2022 to become the first large scale lithium producer in USA.

2. Largest known resource in the US

Thacker pass is the largest known lithium resource in the USA, boosting 5.9 Mt LCE measured and indicated resource.

3. Management

Highly experienced mangement within the lithium sector.

Resources & Reserves

Resources

Reserves

Project Economics

Initial capital costs

$1059M

After-tax IRR

29.3%

$12000/t LCE pricing, 8% Discount rate

Operation Cost

$2570/t

$4088/t*

LCE, *before by-products credit

Ownership

100%

Of the Clayton Valley project

Sensitivity Analysis - Forecasted Pricing

Forecasted LCE pricingAfter-tax NPV(8%) After-tax IRR
$12000/t$ 2.6 B29.3%
$14000/t$ 3.3 B34.3%

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Lithium project #2:

Cauchari-Olaroz

Argentina

Project Summary

Net Present Value

$1B*

$2B**

*Attributable to LAC 49%, $12000/t LCE pricing. after-tax, 8% Discount rate
**Total project NPV

Resource Estimate

9.7 Mt*

19.9**

*Attributable to LAC 49%, Measured & Indicated.
**Total project M&I

Completed Stage

DFS

Location: Argentina
Completed Stage: DFS
Next Stage: Construction

Website: www.lithiumamericas.com

Company description

Cauchari-Olaroz is located in Jujuy Province in north-west Argentina. The Project is situated in the Salar de Olaroz and Salar de Cauchari, adjacent to Orocobre Ltd.’s Olaroz facility, which has been in production since 2015. Cauchari-Olaroz is well serviced by nearby infrastructure including major paved highways, a national and international rail link which connects to the port of Antofagasta in Chile, a high-voltage power grid, and a gas pipeline.

Key takeaways:

1. Estimated production in 2021

Cauchari-Olaroz is planned to go into production in 2021 to to become the next-low cost brine project in Argentina

2. 60% spent or committed

Of the estimated capital costs of $565M, over 60% is already spent or commited. 

Resources & Reserves
Attributable to Lithium Americas (49%)

Resources

Reserves

Project Economics

Initial capital costs

$565M

After-tax IRR

45%

*$12000/t LCE pricing
**8% Discount rate

Operation Cost

$3579/t

LCE

Ownership

49%

Of the Cauchari-Olaroz project

Sensitivity Analysis - Forecasted Pricing

Forecasted LCE pricingAfter-tax NPV(8%) After-tax IRR
$12000/t$ 2 B45.2%
$15000/t$ 2.7 B54%

Lithium Americas: $LAC Current valuation

See how much of the combined project Net Present Value of $LAC is priced in with todays valuation. The data is delayed 15-minutes.

Compare to other companies!

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Company financials

Debt

$131.251 M

*Sept. 30

Cash & Cash eq

$78.9 M

*Sept. 30,
includes Assets up for sale

 

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