Why Fund Manager Chip Russell is Bullish on Lithium Americas Corp. ($LAC)

Fund Manager Chip Russell of Massif Capital lays forth his bullish outlook for both lithium as a commodity and Lithium Americas Corp. ($LAC) specifically.  Chip has 8+ years of experience as both a consultant and operations manager within the world of energy. Mr. Russell’s expertise covers a wide range of topics including asset valuation, risk analysis and global electricity markets.

Massif Capital is a long/short equity fund focused on global opportunities in liquid real assets and industrials. The team’s work experience with governments in frontier markets, operational experience with growing energy companies, and time spent managing downside risk for project finance lenders gives them a unique edge.

0:00 Introduction

0:59 Lithium market outlook

4:30 Answering the lithium bear argument

7:39 Tesla & the lithium price

9:31 Bullish on Lithium Americas Corp

12:11 Risks

19:35 Share price targets

20:45 Tertiary impacts on $LAC share price

25:00 Recent $LAC share price action