Franco M

Finanzas, mercados, etc.

[Franco M @Franco_M_ok]

Hay mucha gente q en vez de hacerse rico lento decide arruinarse rapidamente

[Lithium Argentina @Lithium_ARG]

Lithium Argentina has repurchased $200 million of its convertible notes due January 2027.

Read the full release: https://t.co/WifYgofrFt
$LAR #LithiumArgentina #Lithium

[Farzad 🇺🇸 🇮🇷 @farzyness]

MAKE THIS NOW.

IMMEDIATELY.

INFINITE TOKENS PLEASE.

[Rock Stock Channel @RKEquityRocks]

At a ~$800M market cap, is @Lithium_ARG's PPG stake effectively free?

Cauchari-Olaroz delivered 70% cash operating margins in Q2, while $LAR owns 33% of the planned 150Ktpa PPG project.

We ask CEO Sam Pigott about the valuation gap, Ganfeng financing and growth ambitions. 👇

(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

[Lithium Argentina @Lithium_ARG]

Lithium Argentina will release third quarter 2026 earnings results before market open on Tuesday, November 10, 2026. The results announcement will be followed up with a webcast and conference call to discuss its third quarter 2026 results on Tuesday, November 10, 2026 at 10:00 a.m. ET. Register now: https://t.co/gPDKPXmgnW

[Juan Carlos Zuleta @jczuleta]

Lithium mining can indeed benefit the entire economy, beyond tax and royalty revenues. Argentina is a prime example. The news making headlines today takes me back to 2011, when I was invited to speak at the First Seminar on Lithium organized by Panorama Minero in Salta and Jujuy, Argentina. Before that event, I thought opening up to foreign investment seemed excessive. There, I realized I was wrong. I discovered that, unlike Chile and Bolivia, Argentina had already begun laying the foundations for a supply industry that, over time, would generate significant multiplier effects for the local and national economy. The prospect of plundering natural resources was a thing of the past. It is obvious, however, that the Argentine model cannot be automatically replicated. But it demonstrates that development through mining, in general, and #lithium mining, in particular, is possible. The US$1.8 billion that a single lithium company (Rio Tinto) will spend on operating projects (Sal de Vida, Sal de Los Ángeles, and Olaroz, US$549.8 million) and projects under development (Rincón, US$941 million, and Fénix 1B, US$310.7 million) on goods and services supplied by local and national providers represents a milestone in lithium mining in South America. In fact, this approach is part of my proposal to make mining the engine of the Bolivian economy. However, this will require a convergence of vision between business leaders who believe in their country and a government that provides the necessary incentives to move in this direction. Argentina is an example to follow. Both Bolivia and Chile have much to learn from its experience.
https://t.co/cfTZXw4CBT

[Joe Lowry @globallithium]

I will be recording a podcast episode with @Lithium_Arg next week in Jujuy. I look forward to digging into the latest developments.

[Lithium Argentina @Lithium_ARG]

Lithium Argentina has announced the results of a Scoping Study for the Cauchari-Olaroz Stage 2 Expansion Project in Jujuy, Argentina.

The Study supports a brownfield expansion designed to produce an additional 45,000 tpa of lithium carbonate, taking total Cauchari-Olaroz capacity to approximately 85,000 tpa.
- After-tax NPV of US$3.1 billion, based on lithium carbonate price of US$18.000/t
- IRR of 28.5%
- Capex of US$1.0B
The Company will accelerate an initial 10,000 tpa phase, subject to regulatory approvals.

Read the full release: https://t.co/XtDRkz3aUO
$LAR #LithiumArgentina #CauchariOlaroz #EnergyTransition

[Lithium Argentina @Lithium_ARG]

Lithium Argentina finalizes the PPG JV with Ganfeng, backed by a new $180M strategic investment. A stronger balance sheet, a clearer path forward.

Read more: https://t.co/elg5lvIJJh
#LithiumArgentina #GanfengLithium #PPG #LAR

[Howard Klein @LithiumIonBull]

Thanks for the shout out @Lithium_ARG

Indeed, lithium's abundance is why it's irreplaceable, but very few discovered assets genuinely will meet what Dale Henderson calls "reliable supply".

Proven operators of conventional brine projects like Cauchari-Olaroz and PPG fit that description and are greatly under-appreciated and undervalued at present by Mr. Market IMO.

$LAR

[Emmanuel – Big Tech & AI Investor @EmmanuelInvest]

🚨 $LAR (Lithium Argentina) Q2 2026 Earnings
Strong Cauchari-Olaroz performance…
cash generation and Stage 2 progress are the real story 👀

📊 KEY METRICS (Q2 2026 – Cauchari-Olaroz 100% basis)
🔹 Production: 9,280 tonnes lithium carbonate
🔹 Revenue: $174M
🔹 Average realized price: $19,563/t
🔹 Cash operating margin: 70% 🟢
🔹 Adjusted EBITDA: $110.3M 🟢
🔹 Operating Cash Flow: $142M 🟢
🔹 Free Cash Flow: $141M 🟢
👉 Core takeaway:
High-margin production with exceptional cash conversion

📈 LITHIUM ARGENTINA (COMPANY-LEVEL)
🔹 Net Income: $1.3M (vs $4.1M loss in Q2 2025) 🟢
🔹 Cash & Equivalents: $99.7M (up from $61.1M) 🟢
🔹 Total Liquidity: $230M 🟢
🔹 Ownership: 44.8% of Cauchari-Olaroz
👉 This is:
Positive earnings turnaround + strengthening balance sheet

🚀 OPERATIONAL & FINANCIAL HIGHLIGHTS
🟢 Generated $142M operating cash flow and $141M FCF
🟢 Reduced Exar net debt by $114M after distributions
🟢 $16M cash distributions to Lithium Argentina & Ganfeng
🟢 New $170M debt facility at interest under 5%
👉 Impact:
Deleveraging + improved liquidity while returning capital
👉 This is:
Strong cash generation supporting balance sheet repair

⚡ STAGE 2 EXPANSION
🟢 Target: Additional 45,000 tpa LCE
🟢 Initial 10,000 tpa modular DLE facility
🟢 Received RIGI approval (May 2026)
🟢 Early development activities underway
👉 This is:
Clear path to significant production growth
📉 SOFT SPOTS
🔻 Exar net income lower ($27.0M vs $83.7M prior year)
 • Driven by $38M non-cash deferred tax charge
🔻 Cash costs rose to $7,005/t (from $6,366/t)
 • Planned shutdown, higher energy prices, stronger Argentine peso
🔻 Shipments: 8,901 tonnes (vs 10,006 in Q1)
👉 Translation:
Operationally strong, but costs and taxes created noise
🧠 WHAT’S ACTUALLY WORKING
🟢 High realized prices and 70% cash margins
🟢 Excellent free cash flow conversion
🟢 Meaningful net debt reduction
🟢 Improved company-level profitability and liquidity
🟢 Stage 2 expansion advancing with regulatory support
🟢 Low carbon footprint (1.4 t CO2e per tonne)

⚠️ WEAK SPOTS
🔻 Higher cash costs this quarter
🔻 Non-cash tax charge weighed on reported net income
🔻 Sequential decline in shipments
🔻 Still exposed to lithium price volatility
👉 Still:
Cash generation remains the standout
🧠 MARKET SIGNAL
👉 This is a pure-play lithium producer with growing cash flow
• High-margin Argentine brine operation
• Strong FCF supporting deleveraging
• Expansion optionality via Stage 2

🔥 BULL vs BEAR
🟢 Bull Case
• Lithium prices remain supportive
• Stage 2 delivers significant volume growth
• Costs normalize lower
• Continued strong FCF and further debt reduction

🔴 Bear Case
• Lithium prices decline
• Cost inflation persists (energy / FX)
• Expansion delays or higher capital needs
• Tax and regulatory changes in Argentina

💭 CONCLUSION
$LAR delivered strong operational and cash flow performance from Cauchari-Olaroz, swung to a company-level profit, and advanced its Stage 2 expansion…

👉 highlighting the cash-generative potential of its core asset

👀 KEY QUESTION
Can Lithium Argentina sustain high margins and free cash flow while successfully executing the Stage 2 expansion?

[Franco M @Franco_M_ok]

Recién ahora se preocupan por la recaudación? Memoria selectiva?

[Franco M @Franco_M_ok]

@CristianGeo7 Van a faltar pesos

[Troll Football @TrollFootball]

End of an era

[Franco M @Franco_M_ok]

Jajajajaja minuto agregado 13 de 45. Un papelón. Lo cagaron al bicho

[Franco M @Franco_M_ok]

Que terrible paja que da que agreguen 7,8,9, 10 minutos por tiempo. los 45 min ya no tienen ningún sentido. Para eso que paren el reloj cada vez que se va afuera.

[Franco M @Franco_M_ok]

@jorgeraul Cuando el spy baja la correlación es de 1.5 o 2. cuando el spy sube, es negativa. Cualquier excusa para abajo le viene bien

[Franco M @Franco_M_ok]

@Argy_adrs @Felii_N y cual sería el problema de eso?

[Franco M @Franco_M_ok]

De cada 100 pampeanos, 162 tienen sifilis

[Ruben Argomil 🇦🇷 @rubenargomil]

INFORME DE EMPRESAS: Minera Exar S.A. - 3° Trimestre 2025

📌 Resultados del Período

Minera Exar cerró los nueve meses al 30 de septiembre de 2025 con una pérdida neta de $94.119 millones, en un contexto de fuerte inversión y puesta en marcha operativa. El patrimonio alcanzó $443.113 millones, mientras que el resultado operativo también fue negativo. Las inversiones en activos fijos sumaron $10.941 millones, enfocadas en sostener y mejorar la producción.

🧱 Estructura Financiera

La compañía muestra un crecimiento significativo del activo, que supera los $2,4 billones, impulsado por proyectos en desarrollo. El pasivo total asciende a $1,98 billones, mientras que el patrimonio continúa fortaleciéndose respecto de años anteriores. El aumento del activo corriente y no corriente refleja la expansión y maduración del proyecto Cauchari-Olaroz.

⚙️ Operaciones y Producción

Exar mantiene su objetivo de producir entre 30.000 y 35.000 toneladas de carbonato de litio en 2025. Incorporó una planta prototipo de extracción directa de litio (DLE) con capacidad inicial de 5.000 toneladas anuales, tecnología que mejora eficiencia, reduce el uso de agua y aumenta la sostenibilidad del proceso productivo.

🚚 Logística y Exportaciones

En 2025 la empresa logró un hito clave: fue autorizada como planta exportadora por la Aduana Argentina, permitiendo exportar directamente desde Cauchari-Olaroz hacia China utilizando puertos del norte de Chile. Este esquema mejora la trazabilidad, agiliza la operatoria y diversifica rutas. En febrero se realizó el primer envío piloto con diez camiones.

💰 Situación Financiera

Al cierre del período, Exar contaba con $73.844 millones en efectivo, y mantenía deuda local por $392.185 millones y deuda intercompañía por $1,41 billones, asociadas al financiamiento de capital de trabajo y puesta en marcha. La empresa trabaja con sus accionistas para ampliar opciones de financiamiento de largo plazo y acompañar su plan de crecimiento.

@Ngomezhobbs