Lithium Argentina AG (LAR)

• Market cap: $347M
• 1 day: 7.54%
• 5 days: 3.38%
• 1 month: -8.55%
• 3 months: -21.90%
• 6 months: -41.21%
• Year to date: -23.02%
• 1 year: -56.33%
• 5 years: -65.48%
• 10 years: -65.48%
• Sector: Materials
• Industry: Other Industrial Metals & Mining

About: Lithium Argentina is a pure-play lithium producer. The company owns two neighboring lithium brine resources in northwest Argentina: Cauchari-Olaroz and Pastos Grandes. Cauchari-Olaroz entered production in 2023, while Pastos Grandes is still in development. Lithium Argentina plans for both resources to be fully integrated with onside downstream processing capabilities and will sell into the lithium chemical market.

Employees: 71

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

1.51% more ownership

Funds ownership: 18.05% [Q3] → 19.56% (+1.51%) [Q4]

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

9% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 43

2% less funds holding

Funds holding: 185 [Q3] → 182 (-3) [Q4]

12% less capital invested

Capital invested by funds: $95.3M [Q3] → $83.7M (-$11.7M) [Q4]

49% less call options, than puts

Call options by funds: $614K | Put options by funds: $1.2M

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $3.50 64% upside
• Avg. target: $3.50 64% upside
• High target: $3.50 64% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Scotiabank Ben Isaacson 35% 1-year accuracy 6 / 17 met price target

64% upside $3.50

Sector Outperform Maintained

19 Mar 2025