Seeking Alfa wants you to pay them $$$ to read their article. I don’t think it is worth it. Here is how it starts:
“Summary
- Lithium Americas plans to split the company into two, offering investors new options with different investment profiles.
- The Argentine segment will have a faster production ramp-up but carries geopolitical risks, while the American segment will take longer but has government support.
- Investors should hold off on buying or adding more to their positions to better tailor their investments in the two different companies.”
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- I could have told you the same. I think we actually discussed this issue before. That some investors will wait for the split and then allocate their finances to both LACs accordingly. Maybe some will invest 2/3 into LAAC and 1/3 into LAC just to capture better performance during the first year. And then switch accordingly. Just saying.