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Message: Re: Analysis of the News Announcement: "LITHIUM AMERICAS ANNOUNCES INTENTION TO SEPARATE INTO TWO LEADING LITHIUM COMPANIES" (11/3/22)

Can only prove you right. In a way, it is a bit of a shame that there is a division because together you should be stronger technologically and financially. In this case, however, there are many good reasons why a division is necessary, and a very good solution.

Normal reasons for a share:

- it shows the value of the various companies

- provides greater focus on the individual department of respective managers

- if something goes wrong, you don't hit both companies

- there may be tax benefits

Especially for Lac:

- political opposition to financing with public loans.

- big difference in mentality between Argentina and the US in political governance.

- Gangfeng will always cast a shadow, as they are the main owner of CO, although they have certainly contributed a lot of knowledge, and we see a great project in Co.

- General problems between China and the free world

- now you have a company that produces Lithium, and a company that is still under development.

- also believes that the new Lac will work hard to become a high-tech company with a focus on several branches of the green transition.

My conclusion until something new comes, to keep both companies for the long haul, and then maybe redistribute later.

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