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DEFA14A ·Filed May 6, 2026

LAC

LITHIUM AMERICAS CORP.
NEUTRAL
Impact 2/10
Horizondays Processed5mo ago SEC0001193125-26-207551
Proxy solicitation materials
Actionable Insight • Neutral

Routine annual meeting proxy — no material financial impact. Monitor the meeting outcome for any unexpected vote results or activist activity, though none is indicated currently.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
LAC ▼ -52.09% at T+60d
NEUTRAL call -52.09% · α vs SPY -54.15% · entry $5.99 → $2.87
Entry = T+0 close
May 6, 2026
via day close
T+1d
-5.51%
call -5.51% · α -5.18%
$5.66
settled 6mo ago
T+5d
-7.01%
call -7.01% · α -8.14%
$5.57
settled 6mo ago
T+20d
-13.19%
call -13.19% · α -15.97%
$5.20
settled 5mo ago
T+60d
-52.09%
call -52.09% · α -54.15%
$2.87
settled 3mo ago

Price Chart

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Executive Summary

Lithium Americas filed definitive additional proxy materials for its June 22, 2026 annual meeting, proposing to fix the board at seven members and elect seven director nominees including newly appointed board member Clayton Walker. The filing is routine and follows the prior day's 8-K announcing Walker's appointment, with no dissident or activist campaign evident.

Key Financial Metrics

Vote
director election
Meeting
2026-06-22

Key Facts

  • Annual meeting scheduled for June 22, 2026 at 9:00 a.m. Pacific Time, held virtually
  • Board recommends fixing number of directors at seven
  • Seven director nominees: Kelvin Dushnisky, Yuan Gao, Michael Brown, Fabiana Chubbs, Jonathan Evans, Philip Montgomery, Clayton Walker
  • Clayton Walker was appointed as independent board member on May 4, 2026 (per prior 8-K)
  • Proposal to appoint PricewaterhouseCoopers LLP as independent auditor
  • Proxy materials available at https://odysseytrust.com/client/lithium-americas-corp/

Financial Impact

No financial data disclosed in this filing

Risk Factors

  • No material risks identified from this filing

Market Snapshot

Exchange
NYSE
Sector
Metal Mining
Analyst Consensus
47% bullish (15 analysts)

Investment Themes

Battery & Energy StorageMaterials & Mining

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-207551
Document: 0001193125-26-207551-index-headers.html0001193125-26-207551
Document: 0001193125-26-207551-index.html0001193125-26-207551
Document: 0001193125-26-207551.txt0001193125-26-207551
6 reports for LAC
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for LAC — sortable, filterable
TypeNow
Sep 11, 2026
6w ago
8-K
NEUTRAL ★ 2/10
$2.91 $2.35▼ −19.24%▼ −21.11%$2.02 (−30.58%)
Aug 17, 2026
10w ago
S-3ASR
BEARISH ★ 6/10
$3.15 $2.81▲ +10.79%▲ +8.82%$2.02 (+35.87%)
Jun 26, 2026
17w ago
S-3ASR
BEARISH ★ 6/10
$3.77 $2.81▲ +25.46%▲ +25.18%$2.02 (+46.42%)
May 14, 2026
23w ago
8-K
NEUTRAL ★ 4/10
$5.14 $4.55▼ −11.48%▼ −10.62%$2.02 (−60.70%)
May 6, 2026
24w ago
DEFA14A
NEUTRAL ★ 2/10
$5.99 $5.20▼ −13.19%▼ −15.97%$2.02 (−66.28%)
May 5, 2026
24w ago
8-K
NEUTRAL ★ 2/10
$5.52 $5.75▲ +4.17%▼ −0.79%$2.02 (−63.41%)
Showing 6 of 6

US Market Status

Market Closed — Opens Tue (< 1m)

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Report published May 6, 2026