Lithium Americas has amended the mineral resource from18.1Mt at Thacker Pass to 16.1Mt LCE.
MC about $4.5B but they also have a project in Argentina currently being commissioned & expected to produce in H1 2023.
Thacker Pass has NPV of AUD $8.34B = $518 per tonne LCE. Massive AUD $3.36B Capex = $208 per tonne LCE. Opex = $9,860 per tonne LCE vs $82,638 per tonne LCE current price. They have used $35,109 per tonne LCE for their calculations.
Good comparison below to others nearby. Excluded Bonnie Claire to appear the largest.
From their recent presentation:
Full presentation is 29 pages here:
https://www.lithiumamericas.com/_resources/presentations/LAC-GM-Transaction-Presentation-January-2023.pdf?v=0.461
