Lithium Argentina: Why Canaccord Sees Nearly 3X upside | Sam Pigott

Is Lithium Argentina (NYSE: LAR, TSX: LAR) undervalued? Could investors be getting its massive PPG lithium project for almost nothing?

Sam Pigott, CEO of Lithium Argentina joins Howard Klein and Matt Fernley to explore the valuation disconnect between the company's market cap and its world-class lithium brine assets in Argentina.

They discuss Cauchari–Olaroz's 70% cash operating margins, plans to more than double production to 85,000 tonnes annually, the 150,000-tonne PPG project, Ganfeng's financing partnership, and whether an ASX listing could help unlock shareholder value.

Is the market overlooking one of the lithium sector's most compelling growth stories?

LAR Corporate Presentation:https://investors.lithium-argentina.com/static-files/f0e5959e-9081-463f-a0f8-ba7b014c3238

Follow Lithium Argentina:LinkedIn (Sam Pigott) - https://www.linkedin.com/in/sam-pigott-9a3a1525/LinkedIn (Company) - https://www.linkedin.com/company/lithium-argentina/X (Company) - https://x.com/Lithium_ARG

Our Socials:X (Howard) - https://x.com/LithiumIonBullX (Matt) - https://x.com/matt_fernley

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Chapters

(00:00) Is Lithium Argentina Deeply Undervalued?(08:30) Ganfeng Experience Drives LAR's Growth Strategy(13:31) Ganfeng Refinancing Protects Shareholders From Dilution(16:12) Why Cauchari Ranks Among Lowest-Cost Producers(21:00) Technical-Grade Carbonate Delivers Strong Margins(23:25) How Argentina's Cash Reaches Shareholders(26:19) Cauchari Expansion More Than Doubles Capacity(29:04) Argentina's Lithium Export Infrastructure Risks(30:56) DLE Could Accelerate Production Into 2028(33:54) Funding PPG's 150kt(36:47) Why PPG's Valuation Could Surprise Investors(42:07) Swiss Headquarters And Ganfeng Takeover Protections(49:12) Could An ASX Listing Unlock Value?(53:03) Lithium Argentina's Long-Term Growth Ambitions

Links

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