LARLithium Argentina AG
The schedule
- Thu15Oct
Management provides a strategic update on the Pastos Grandes and Sal de la Puna integration, aiming to demonstrate regional CapEx synergies, modeling a move from $7.20 to $9.00 or $5.50.
- Wed20Jan
Evaluation of potential local policy shifts in Argentina regarding export taxes and foreign exchange capital controls affecting mining operators, pivoting from $7.10 to a target of $9.50 or a floor of $5.20.
- Sun7Feb
Q3 2026 financial and operational results, acting as a crucial barometer for full-year production targets and cash burn at Cauchari-Olaroz, mapping a trajectory from $9.00 to either $10.80 or $7.10.
- Thu15Apr
Expected policy updates from President Trump regarding EV supply chains and critical mineral import tariffs, modeling a resolution from $11.80 to $14.50 or $10.00.
- Sun9May
Q4 2026 results coupled with forward-looking 2027 CapEx guidance, specifically detailing the financial roadmap for Stage 2 expansions, projecting a move from $9.50 to $11.80 or a retreat to $7.60.
- Sun8Aug
Q1 2027 earnings print, highlighting early 2027 cost structures, realized margins, and free cash flow generation from core operations, setting a path from $10.00 to $12.80 or $8.00.
Past
- Sun9Aug
Actual outcome: Bear · $6.87 at outcome
Lithium Argentina met Q2 2026 EPS estimates exactly at $0.05 per share. However, the stock declined and breached the bear floor following the announcement of $220 million in new unsecured debt facilities for its Cauchari-Olaroz operation. The added debt burden weighed heavily on investor sentiment, driving the sell-off despite the in-line earnings.
Lithium Argentina reports Q2 2026 earnings, focusing on Cauchari-Olaroz run-rate production metrics and battery-grade lithium carbonate conversions, with a baseline price of $9.12, aiming for $11.50 or risking a drop to $7.20.
