LAC

GotKarprar

I hear LAC will be good over the years

KleenVision

On another note. Lithium may be a good runner in the coming weeks. You heard in here don’t get caught (LAC)king

Sweaty-Survey-9804

What’s up with LAC why you idiots talking this one up?

KleenVision

LAC

KleenVision

LAC calls

SmegmaSnatcher

Why is LAC ripping? (not complaining)

No_Current3675

LAC

Status-Put8162

Bullish for sure. $LAC and $TMC

moopie45

LAC. Leaps

breakyourteethnow

If there's no edge in structures, there's no information am trying to extract. If you'd like to extract information from me, I've wrote multiple posts on this sub sharing my findings. I like buying a company believe in long term, which is building out infrastructure and acts like a hedge to some looming problem. This case LAC, will be operational end of 2027 and x4 output by 2040, while acting as a hedge to rare earth minerals restrictions from China. I'll use a company like this to sell aggressive covered calls, and use the premium to buy LEAPS on other more speculative companies want to own like TMC, WULF, IREN all building out or waiting on regulation. This is selling front end gamma, compounding the premium gained. For trading, actively managed double diagonals on SPY 1dte/3dte, resetting losing side when winning side goes ITM, and rolling winning side short up/down and out another day. It's a mini-market maker, constantly selling theta, resetting both side either to not lose the capital appreciation offset by gaining more premium and allow more runway for intrinsic value to build. This is when VIX is under $19, over $20 then begin iron condors using martingale system very small amount of contracts to never scale losses big in any degree. For going long, LEAPS, bought with short frond end gamma, the market funding my new plays.

Poodleape2

Dump is all into LAC and watch it 6C in 3.5 years

GiantTinyMan

LAC. Largest lithium deposit in North America, department of energy has invested 2 billion. Will x4 production by 2040. Will open 2028, currently being built out in Nevada. 900 employees on site doing construction. Also, is hedge against China rare earth mineral restrictions. Already popped to $10 when China changed licensing process for rare earth metals. Currently is at $4.50. You'll have to hold until mine is open and producing, or USA and China fight for rare earth minerals. Tesla's robots will all use lithium.

bythesea00

i literally just copied the trump sdmin portfolio on insiderwave it’s mostly INTC but has USAR, LAC, and TMP also.

billyd1984texas

Any chance LAC breaks $5

WINZ_Fraud_Tracker

LAC

MCMLXXXIV-FoX

For Giggles: NGD/LAC/TMC/GME/STLA And Shits: EONR/SRXH/BURU (ride up er back i shall, daddy needs some cheap footwear, preferably at ross dress for less)

staccato_purr

Surge Battery Metals ($NILI) is my largest position. Everything one could ask for in a lithium project: 1. Location: Nevada - best mining jurisdiction in the U.S. 2. Grade: 3000ppm+ - the highest grade lithium clay project in North America. 3. Near surface: The highest grades are at the surface, meaning very low "overburden". You can practically mine it with a shovel. Other projects can be hundreds of feet underground, which is much more costly. 4. Not in a disputed area / Not near Native American community: Unlike Thacker Pass, the Surge project is not near to any Native American land or land with any complex history. Also, environmental studies should be relatively simple. No rare plants or species / sage grouse area, but that covers many states. 5. Near to electrical infrastructure / water rights being negotiated: Management is working with a rancher group for access to water rights for the project. They have surface rights and a 250 acre disturbance permit for drilling that will get them to the bankable feasibility study (if they are not bought out before then). 6. Lowest cost to mine: The PEA demonstrated that Surge is in the lowest cost quartile around $5k to produce, and with a PEA based on a $24,000 lithium carbonate price, they are already predicted to be very comfortably profitable with a 20% IRR. 7. Experienced and aligned management: Graham Harris came in as Chairman in 2023. He's been buying in the open market frequently and in all private placements. Sold his last project to LAC for $490 million and expects to do it again (but with an even better project). 8. Big recent investments from insiders: Look up Ross Jennings. He is buying millions of shares of $NILI. Currently he's at 19,000,000 shares, most recently at .90 in the recent private placement. The stock at the time I write this is at .66 CAD per share. The best lithium risk/reward ratio in North America.

Jamar-Adams

Boys I bought some intel calls when the mango man bought their soul and did well then felt like hot shit and bought some LAC and POET just to get wrecked and went out the game. Give me some stocks to get me back in

PlanetCosmoX

If the Federal Gov is taking an ownership stake then it’s likely to circumvent state laws. These acquisitions are mining related and pollution intensive as well as resource intensive. So taking LAC as an example where the local city put a moratorium on production due to water rights, with Fed ownership they can expropriate that water based on national security and circumvent state laws.

billyd1984texas

Are minerals in play still? These March LAC calls aren't looking so good

billyd1984texas

Anyone playing the $LAC dip

stateofO

Definitely Lithium stocks. Mostly the ones that are still speculative stage, but with runway. The markets reaction last week was extremely dramatic. Stocks like, LAC, NILIF, and LIFFF are at a discount right now.

billyd1984texas

Any chance of an LAC run again

Pioladoporcaputo

Somebody pls halp: > On January 30th I was up $10500 with $91000 invested. > >Between February 2nd and today I made 14 option plays for -$3500, Got in and out of $IREN for -$2000, got caught at the top of the metal run with $LEU, $LAC, $GFI and $HMY for -$3200 and got fucked by $JOBY's dilution for -$1200. > >I just closed all my positions and I'm only up $900. This has been, ***by far***, my worst week investing in the 5 years I've done this > >EDIT: I forgot I had an order for $QQQ 602C open at $2.50 and it was filled after hours. Down another $1800 FUCK MY FUCKING LIFE

Pioladoporcaputo

On January 30th I was up $10500 with $91000 invested. Between February 2nd and today I made 14 option plays for -$3500, Got in and out of $IREN for -$2000, got caught at the top of the metal run with $LEU, $LAC, $GFI and $HMY for -$3200 and got fucked by $JOBY's dilution for -$1200. I just closed all my positions and I'm only up $900. This has been, ***by far***, my worst week investing in the 5 years I've done this

daedalus_dance

The bottleneck really is the processing though... The thesis depends on state intervention - the Chinese really can do it cheaper because they have lower costs, have been building out the infrastructure for ages. CM really needs western manufacturers to say "Oh well, lets buy this magnet or something for 3x as much as the Chinese sell it" which is going to be hard to stomach economically. I was in UUUU, ABAT, LAC, Lynas last year but as its developing I don't think it can be delivered on as a thesis - it'll take a decade at least.

Confident-Window4928

I read this as LAC just got back to $6 and almost shit my pants

billyd1984texas

LAC just go back to $6

Wide_Neighborhood_49

Got out with 4x on 0dte SPX puts nowhere close to strike at 12:45. Loaded 420 Tesla calls for friday and a few google hail marys. Bought a shit load of cheap LUNR and LAC with profits.

billyd1984texas

Project vault is going to take LAC WwR and DNN back to AH

willy-mac

Hey broski we've talked back and fourth before about LAC. What's your PT for uuraf? I did end up getting back into UUUU. I'm struggling to see a PT for it as well.

billyd1984texas

Wwr DNN and LAC running it back

billyd1984texas

LAC is running back to $6 Wwr climbing back to $1.20

billyd1984texas

Is the minerals deal done!? LAC and DNN were pumping

NoStyle79

2026 A few LT holds- BBAI, USAR, NVTS, NB, LAC, DOCN, (CCCX), .. A few Swings.... DCGO, CTOR, CRE, DAIC.... Still up 118% on FEED.. Played SEGG.. missed ELPW 3000% Friday😭

shmeeeeeeee1

Hey man! Love the post here. So you’re selling aggressive short calls on LAC weekly to fund the long call- which stock are you purchasing the LEAP on? How many CC sales does it take for you to generate enough money to purchase the long call?

billyd1984texas

$LAC gang

CatsalsoCookies

My TMC and LAC shares are f\*\*\*\*\*cked :(

Brokenandburnt

ICE is currently fulfilling the role of stopping, detaining, kidnapping and abusing immigrants, citizens and even some foreign visitors.  Mr. Trump has in the first year increased his _official_ net worth by $3B. That is not counting the Jet, the gold bribes, the vanished Venezuela oil money or any under the table bribes. When Elon ran rampant through the bureaucracy a number of investigations and 'suits against his companies miraculously vanished. Trump tweeted out it's a good time to buy, and then invited a couple of friends and bragged how much money they had made. Taking stake in a number of companies. INTC, USAR, MP, LAC, TMC and a "golden share", whatever that is, of US steel. States and companies alike around the world are hurriedly forging new trade alliances excluding the US. No one is looking to decouple completely, but no one trusts the US enough not to have a lot of other options. Not even the oldest and staunchest allies the Europeans trusts the US. All this and more in a single year. And this only what's _**blatantly visible**_. The FTC and SEC has had both their budget and headcount slashed. They couldn't control the markets even if the administration wanted them to.

Silver-Barracuda7834

Have calls for HOOD, ONDS, LAC and SMR. I’m buying lube for this gaping

Confident-Window4928

COPX, GLD, URA, LAC let’s do this

x2eliah

If Tesla starts to fall because of melon bailing, then US lithium producers might feel quite a hit. Especially ones which had deals with Tesla as basis for their valuations (LAC for example).

AnotherHavanesePlz

I could understand going into a few to a handful of specific companies but not like 30. At that point you’re better off just buying etfs that track the S&P500 (VOO) or Nasdaq100 (QQQM). I’d probably keep like Rocket Lab, ASTS, LAC, maybe a few others, but Google/Meta/Nvidia get covered by the formers.

Holiday-Hedgehog-502

i bought leap calls on MP and LAC too...

billyd1984texas

LAC bounce is crazy

CarioGod

damn my fault gang I bought calls for MP and LAC

softboiledjadepotato

LITERALY just added shares to my LAC position 1 single minute before this rare earth crash. can't make this shit up

Chance_Note9368

On LAC you would have lost all of your earnings in Sep & Oct. I can’t see this being reliable for spikes like that

stockfun77

what delta or strike, take LAC, for example, are you buying the leaps?

SilkBC_12345

He has mentioned LAC and IREN

Kyrptix

RKLB, KRKNF, PL, LUNR, DNN, LAC, IBM. Please make me rich 🙃

flip-po

What are your expectations for the companies' share price performance over the maximum term of the LEAPS? In your example: LAC must rise by 46% for your LEAPS to break even. IREN must rise by 63% to bring the LEAPS to break even. Where is the performance gain? Wouldn't it be better to invest the money regularly in shares and sell calls again?

ImpressiveOption3681

Could you share why you are so bullish on LAC? Been hearing a lot about this stock recently

raysacr

I'm not quite sure I understand fully. If you have 3700 shares of LAC. How many contracts are you selling? And I'm assuming you mean selling covered calls correct? How many contracts are you selling each time? Let's say you sell 37 contracts, strike $6.50. The price goes pass $6.50, and you are forced to sell all 3700 shares at $6.50. After that, what exactly are you doing? You no longer have any shares left to be selling covered calls for.

breakyourteethnow

"Take LAC for example, Currently I have 3700 shares which is worth right now $21.6k This has been netting me around $550 worth of premium per week. On average, buying max date LEAPS at .75 delta it buys me two LEAPS per week. I was selling the $5.50 weekly strike, after the recent breach I rolled out a month, selling the $6 strike. I will make around 10% return this month with breakeven $6.49. The entire goal is to take a position on an underlying want to own, then sell aggressively to collect premium while increasing exposure through LEAPS, which is the solution to collars biggest problems, getting gapped to the upside. If LAC reaches $6.50 in a month, I'll take assignment, start selling weeklies again, buy more LEAPS. This is how compound growth, getting paid by the market during flat price action. It's convexity and compounding.", from older post I made.

breakyourteethnow

2% premium a month? I make 10% premium a month currently, wheeling LAC which is pretty rangebound. So, more like $800-$1000 a month income. Your math is off.

breakyourteethnow

meme stocks? IREN ARR 2025 was 500m, IREN ARR 2026 2b with MSFT deal paying out. More than 1200 employees on site and development is on pace. LAC has 2b investment from Department of Energy, mine is of national security at this point it's on U.S. soil. Idk where you get meme from those names.

E_Riot

LAC, UUUU, MP, UAMY and I'm sure there are more that are feeling the hurt too. No idea why...

E_Riot

Why are non-shiny metals and minerals getting killed today?? (Except USAR obviously.) LAC, UUUU, MP, CRML, TMC, UAMY all getting killed out here.

daedalus_dance

Okay different question for LAC: it already has a government stake, why should it be going up? Is it going into profitability now? Critical minerals all went up together again dude.

RIPSAREFUTING

only thing we can really compare it too is the past socialisms: MP, LAC, INTC, all of which fade a bit of the initial gap up but then have another surge in price a few days later

Ahzmer

LAC went up 100% first day and another 50+% next days, when similar news hit

Hot-Ambassador8740

Then why did LAC or UUUU increase 40%? 😉

No_Current3675

LAC holy fuk

xtoxicxk23

LAC LEAPs. We love you, Steve!

Silver-Barracuda7834

LAC

No_Current3675

shoulda bought way more LAC.

_pout_

LAC needs to make progress on their Thacker Pass project in a few years. Not a time to hold.

LSTNYER

Yet LAC gets 5%. Dafuq

billyd1984texas

Dnn wrn like I said. LAC AS WELL

Odd_Papaya8305

can LAC go on another cycle soon?

No_Current3675

fuck breh shoulda bought way more LAC.

IllBuyYourCar

LAC bulls wya

DowntownCanada416

Why LAC?

Practical_Swim_3392

LAC wants to gooo

AceCharisma_

Lets get LAC to $20

billyd1984texas

Dnn and LAC printing

Tyrannosaurus_Dex

$LAC and $TUNGF are both heavily in my portfolio.

IllBuyYourCar

Yall watching LAC still? My leaps are pumpin, looks like it might take off

breakyourteethnow

Which? Would love to talk more. LAC I believe is of national security now, IREN has massive MSFT deal pushing ARR 2025 from 500m to 2b in 2026. TMC had regulations pushed in its favor today, otherwise wouldn't touch it but want the next no-revenue, doesn't make sense OKLO run. POET has photonic tech which could shake-up AI industry, won awards from China just recently. These are a little too far fetched for my taste but work as lotto plays. I kinda rather LEAPS up on PL, RDW, RKLB for space which is more certain over next few years than those two.

breakyourteethnow

It's easier to trade like this. Am long on LAC & IREN this year. I'd like to add lotto LEAPS on POET & TMC. What do you think?

SomePolack

ABAT, AMPX, LAC, RCAT, UAMY Idk what they really do but they’re making me money 

SuspiciousStress1

I dont know, but I do believe BA still has quite a bit of room to run. I would guess we will see at least 300-320 at least by the end of this year & 350-400 by the end of 2027 as they complete their recovery(I now have 265 & 280 3/20-280 I will likely roll down or out in dips) Boeing is half Airbus(commercial aero)& half northrop grumman/lockheed/rtx(defense contractor) Since 2019, all of those companies have seen HUGE increases...Boeing has stayed flat/gone down. Hit after hit-sometimes even for things that were not their fault(plenty was, I know, but theyve been in the penalty box for 6y!!). With all the lawsuits, penalties/fines, & nonsense behind them-100% is settled now...with a new, experienced ceo-who has hired an entirely new leadership team this last year....the stock has a ways to go to catch up! 😁 Farther out, I see $achr doing well...they have govt/mil contracts, they have olympic contracts, they have foreign contracts(with less regulation)...they just bought an airport to use as a hub, they completed a new factory last year-nothing but upside! However it could be a year before we see a whole lot of movement(but when we see it, I believe it will be huge! Easily a 10-bagger in stock) Most of the rest on my watchlist is pure speculation & "vibes"($MU, $RDW, $GOOG, $SERV, lithium & uranium mining(LAC, MP, UUUU, NXE etc)) 🤷‍♀️hope that helps, wish I could offer more(I have been so focused on Boeing & kids injuries the last month that I have only started to look at other things-as $BA earnings are next Tue(i still have 2@245c 1/30 for earnings-paid 180, at 950 now, so not AS good, but not bad either...ive also day traded those 2 a few times & made ~600...not much, but paid for my daughters MRI 🥳🤣)

rdr31

LAC a good buy?

trontomoon

LAC for Lithium

breakyourteethnow

I'm running covered calls on IREN, LAC, and NRGV. I like mines of national security, or massive build-outs related to renewable energy and data centers in Texas. What are you selling CC's on?

breakyourteethnow

Can you tell me the price of LAC, good sir? Thank you very much for posting this much appreciated! <3

breakyourteethnow

You forget about LAC, largest lithium mine in North America on US soil. It's already doubled in price when Beijing changed license process for rare minerals. It's one of the few mines on US soil like MP.

Expensive-Wrap2999

Jump on the rare earths folks! LAC USAR!!!

theverybigapple

LAC is lithium only no?

breakyourteethnow

If going to roll, want to roll right before strike looks like it's going to be breached, before it all turns into intrinsic value. We're selling extrinsic value, it becomes much harder to use extrinsic value to roll out of intrinsic. Because am more focused on generating income to fund LEAPS, using shares to sell ATM weekly calls, LAC breached $5.50 on Monday though, badly running up to $6. I immediately rolled a month out, this turns the capital appreciation into premium which will then decay back to me should price recall instead of losing it if price comes back down. It's appropriate risk management, or could've taken assignment and reset generating more income next week. You work in finance? I'd like a job in finance somehow. Seems need to take my series 7, would be a dream to talk options all day. I know everything about options like the back of my hand, took my a year and a half but I've done some of the most complex shit. Once my read on fundamentals became better I simplified and found this to be the best strategy for compounding growth in companies believe in long term.

YouAreCorrectSirYes

My only two substantial individual stock holdings are PLTR and LAC. Had a good year. They remain my long-term holds.

fizzyknickers69

Think LAC and MP are the plays here. US government has stake in LAC

Nianque

In a shoot war, the US pulls back its fleets and global maritime trade grinds to a complete halt without the US Navy's assurance of safety. Big companies like Google, Microsoft, Apple, ect are forced to pull the plug on overseas customers. The US has the natural resources to support itself; much of the resources we are importing and cannot replace yet, we have been fixing (see LAC, PPTA, UAMY. TSM's new plant, ect). Militarily it's even worse because the only blue water navy in the world is the US' navy. Nobody else can project the kind of power needed for an invasion across open ocean. Then once you cross the Atlantic/Pacific (with ships and logistics capability you don't have), you have to fight inland. Either up from Mexico where all your stuff breaks down in the vast open deserts as you can't fuel or ship in enough water, down through Canada which is just barren taiga and dense forest with next to no infrastructure except near the US border, from the east through some of the most heavily urbanized environments on the planet into the Appalchian mountains which turns into Vietnam mountain edition, or from the west through one of half a dozen landing zones that exist, through narrow paths of the Rocky Mountains (there's only a handful) into open plains. Also the Mississippi river is a mile long river crossing in the middle of the United States. It gets worse though because while invaders struggle to get a foothold, the US' infrastructure is second to none in moving vast numbers of supplies and military personal quickly via the highway system, rail system, or vast interconnected water ways. Also we have over 30 million hunters who are basically trained snipers who know the land better than you do (most are MAGA by the way). Then there's the fact that decapitation strikes don't work as the US is not one government; it is 51 governments in a *trench coat*. Lincoln once said the following: “From whence shall we expect the approach of danger? Shall some trans-Atlantic military giant step the earth and crush us at a blow? Never. All the armies of Europe and Asia...could not by force take a drink from the Ohio River or make a track on the Blue Ridge in the trial of a thousand years. No, if destruction be our lot we must ourselves be its author and finisher. As a nation of free men we will live forever or die by suicide.” This is still true today.

Nianque

You... Don't understand global economics do you? The EU can't sanction the United States without doing more damage to their own economies than to the US' economy. The US is actively pursuing steps (financing LAC, PPTA, and UAMY) to become self sufficient in the critical minerals lithium and antimony (two of the absolute most critical minerals for batteries, fire resistance, and defense). The US is a net exporter of both food and oil. Most of what the US imports (aside from critical minerals which Trump's administration is actively fixing) are luxury goods and bulk consumer goods. The EU need's the US' economy more than the US needs the EU's economy.

Pleasant-Monk7

This is a really solid strategy you've laid out - the collar plus LEAPS combo is a smart way to handle the upside gap problem while generating consistent income. I appreciate the specificity with LAC and the math behind it. One thing I'm curious about though: how do you decide which strikes to target when you're rolling? Like, are you eyeballing it based on recent price action, or do you have a framework for what "aggressive ATM" means for a given underlying? The reason I ask is that a lot of traders we talk to struggle with that exact decision point - they know they want to sell premium but aren't sure if a strike is actually reasonable or if they're just guessing. We built FunRobin to help with that kind of quick strike comparison, showing what's trending and what other traders are picking, so you can shortlist faster. But honestly, your approach sounds like you've already got a system that works for you. The compounding piece is the real win here - most people don't think about reinvesting premium into longer-dated positions. Keep crushing it.

Blitzdog416

VLN, FNMA, FMCC maybe LAC, KRKNF

Rambodeth_

LAC finally showing some movement.. the Los Angeles Clippers too

breakyourteethnow

Max date LEAPS, if you're focused on IV you're thinking too short term. Deep intrinsic value built over the next 2 years is what pays. It's a synthetic stock position basically. For example, $5.50 strike LAC LEAPS has price run to $20 (the mine will be operational by then producing 40,000 metric tons of Lithium and is a hedge against China rare earth metal restrictions), then I've built $14.50 worth of intrinsic value. The delta expansion will see .75 delta or 75 shares worth turn to like .95 or 95 shares worth. Delta expansion and gamma ramp up as more intrinsic value is built is all I care about.

No-Detective-6229

if you want a mining stock that will respond to us-china relations getting worse, check out LAC