Simply Wall St.96d agoneutral
Lithium Americas (TSX:LAC) Is Up 20.7% After Capex And Dilution Reassessment At Thacker Pass – Has The Bull Case Changed?In recent days, Scotiabank and BMO Capital revised their research on Lithium Americas, citing rising capital expenditure inflation at the Thacker Pass project and dilution from at-the-market equity issuance. This combination of higher projected project costs and funding-related dilution concerns adds a fresh layer of scrutiny to how investors assess Lithium Americas’ long-term project economics and capital structure. With the stock moving sharply over the past week, we’ll explore how capex...