Lithium Americas Corp (NewCo) Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
9analysts covering
FY EPS (est.)
-$0.13next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 13 Nov 2026 |
| FY 2026 Earnings Release | 18 Mar 2027 |
Monitoring Framework
Key Performance Indicators
Thacker Pass Phase 1 Capital Expenditure Quarterly1.3B
Thacker Pass Phase 1 Construction Progress (Detailed Engineering Design) Quarterly93.0
Thacker Pass Phase 1 Construction Progress (Procurement) Quarterly60.0
Total Recordable Incident Frequency Rate (TRIFR) Quarterly25.0%
Watch Items
- Thacker Pass Phase 1 Mechanical Completion TimelineTrigger: Any delay beyond late 2027Action: Re-evaluate project execution risk, capital burn rate, and offtake agreement terms with General Motors.
- U.S. Department of Energy (DOE) Loan DrawdownsTrigger: Failure to secure subsequent advances under the $2.23 billion facilityAction: Assess alternative financing options, including further ATM equity programs or strategic partner contributions.
- Lithium Carbonate Market PricesTrigger: Battery-grade lithium carbonate falling below $15,000 per tonneAction: Update long-term project NPV models and assess the economic viability of Phase 1 commercial production.
Research as of 20 Jun 2026