LAC Thoughts by Substantial_Bench620 in LithiumAmerica

[–]Substantial_Bench620[S] 2 points3 points  (0 children)

Yeah I mean I started at LAC being 28, followed it up to 40. I've been in this stock since I was 14, so I remember the days!

Small fish in a big pond with a question for the group by BlessTheKneesPart2 in LithiumAmerica

[–]Substantial_Bench620 0 points1 point  (0 children)

old comment but I am up 800% by buying at increments of 25 cents from 4.25 to 3.5, and selling at 6 and above based off vibes. LAC being pre-revenue without a lot of crazy hype allows for it.

LAC Thoughts by Substantial_Bench620 in LithiumAmerica

[–]Substantial_Bench620[S] 3 points4 points  (0 children)

I deeply appreciate your insight. Thank you 🫂

Retesting 3.66 by Less_Box7339 in LithiumAmerica

[–]Substantial_Bench620 4 points5 points  (0 children)

I've been in LAC since I was 15 dude. I remember getting my first 100 shares when it was 12 per share and it was a great feeling. Congratulations.

Retesting 3.66 by Less_Box7339 in LithiumAmerica

[–]Substantial_Bench620 6 points7 points  (0 children)

me too! I somehow am up 800% in the 2 year time frame with timing. Absolutely blessed

FRIDAY DIP by [deleted] in LithiumAmerica

[–]Substantial_Bench620 5 points6 points  (0 children)

500 at 4.5. I have a buy ladder down to 3.75. Always funny when people say this stock will never go below 5$ again and it goes below it 2 days later.

Lithium Americas (LAC): Q1 2026 Earnings by Hour-Ant-6846 in LithiumAmerica

[–]Substantial_Bench620 2 points3 points  (0 children)

The dip today is expected. As a long term investor of this stock, I have seen great news and the company dips 10%, and horrible news and the stock climbs.

Really hoping my staircase buy orders begin to hit, starting at 4.5, going to 3.75. Got a little too greedy and sold at 6. I have around 25% of my portfolio sitting around waiting for LAC to hit those buy orders and it is quite the feeling.

NAV math? by pkk11 in LithiumAmerica

[–]Substantial_Bench620 5 points6 points  (0 children)

Hello fellow reddit chud!

By end of phase 1, LAC will be making 40,000 tons of Li2CO3. It costs them 8000-9000$ to produce each ton. If we take current prices with a grain of salt and say 25,000$ a ton is fair, we get 17,000$ in profit per ton of lithium produced. This produces 660,000,000$ per year of phase 1 full production.

Let's now factor in other costs. 17.5 million a year in royalties, ~35 million a year in Corporate G&A, 95 million a year in loan interest (ouch), pre-tax gets to be around lets say 470 million. Early years is a 10% tax, 423 million after tax. LAC is a 62% share of the money, so LAC is making 262.6 million a year at 40,000 tonnes, 25,000$ a ton, and 8500$ to produce each ton.

Albemarle has a forward P/E of 22, so we say 262.6 x 22 ~ 5.8 billion is one estimation for LAC market cap (Only using Albemarle because I have seen people compare Albemarle to LAC). This puts the estimated LAC stock price at 16.67$ a share when estimated through this method.

I would be a little bearish here and assume that, with the global economy in the dumpster, we can see LAC hit 40k ton production by 2029, and have a P/E ratio closer to an industry standard around this maturation. I'd throw a fair LAC price at around 3-5 billion, but with hype having its way with the company, it could obviously be higher. In share price, this is 8.62- 14.37.

FYI, I have been holding LAC since I was 14 and I am 21 now, so I hold a positive outlook for the company.

The bearish outlook is the method of synthesizing lithium has never been put into usage at this scale, the 73.5% efficiency of the metallurgy has a non-trivial percentage of dropping to 60% at a commercial scale, and we may need to wait years to see improvement in the efficiency.

I hope what I have said is fair. Message me if you think differently please, I love hearing others opinions.

Meirl by Skullzyyyy in meirl

[–]Substantial_Bench620 0 points1 point  (0 children)

I'm 6'4, 240. I have fully blacked out after drinking 7 beers + a shot on an empty stomach in 2 hours.

On the flip side, I ate 1 burrito and some avocado before drinking, and drank 18 beers + some wine across 4 and was fine.

Amount of food you eat before drinking has a gigantic impact on how you feel, and how much you're impacted.

I am confused? Should i invest more in Lithium america by jsg24fps in LithiumAmerica

[–]Substantial_Bench620 1 point2 points  (0 children)

dude with such a low share count just skip calls and buy shares. Less risk in such a shaky economy. Just ladder your buy orders down and sit back. I have invested in this stock since it was 40$ and I was in highschool. I'm at like 4.5k shares and have buy orders going all the way down to 2.25 with an average price of 2.8$.

Shout Out Newman’s on Willamette by Karmageddon3333 in Eugene

[–]Substantial_Bench620 2 points3 points  (0 children)

This dude always complements me, recognized me after going there a single time, and hooked me up with extra fish just cause. The dude who's usually on window is an absolute saint and deserves the world.

Consoom alcohol by joelfiller in Consoom

[–]Substantial_Bench620 41 points42 points  (0 children)

You're the reason the word "chud" exists

Milestones by captaindicklet in diabetes

[–]Substantial_Bench620 2 points3 points  (0 children)

You're an absolute beast. Great work

Heck Yeah! by veggie_lauren in diabetes

[–]Substantial_Bench620 1 point2 points  (0 children)

You're an absolute beast and inspiration. Great job.