Source: Financial Modeling Prep · peers by sector/industry
Insider activity (SEC Form 4)
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Valuation
Trading at 0.6× sales vs its 7.6× historical median P/S.
Fair value ≈ $0.52 · price $0.04 today
Undervalued · 92% below
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Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$LLKKF I don't believe any of this. Don't be naive. They want money now. Just a few million bucks again to continue with the BS. Not that the project is not true, or anything. It is. It's just that they can't do that. They aren't competent enough to push this through. I see a major advertising effort again. I have no plans to sell out, but not going to buy any more and I think this project is dead with this management. We need action. We need competency from top to bottom. Not this.
$LLKKF Hopeful, but significant hurdles remain. We are officially back to Square 1 with this company. https://smallcaps.com.au/article/lake-resources-the-kachi-project-and-the-gen-5-dle-scale-up
$LLKKF
The recent Small Caps article concluded the following:
If Lilac’s Gen 5 beads hold up to the physical reality of Catamarca's brines at scale, and Lake’s corporate desk can successfully thread the needle on non-dilutive project debt, Kachi will emerge as one of the most strategically important, ultra-pure lithium carbonate taps in the Western Hemisphere.
I am optimistic! Lilac knows the science of Kachi inside and out. Also, the potential outcome is extraordinary so it will hopefully raise the interest of others and the motivation to make it happen.
$LLKKF ChatGPT - 2 year outlook for lithium price?
"The outlook over the next two years (mid-2026 through mid-2028) is much better than it looked 12–18 months ago, but I do not think we are heading back to the 2022 supercycle. My base case is a cyclical recovery within a structurally healthier market, rather than another speculative bubble.
My probability-weighted outlook
Scenario Probability Lithium carbonate (China equivalent)
Moderate recovery (base case) 60% US$15,000–22,000/t
Strong bull market 20% US$25,000–35,000/t
Renewed oversupply 20% US$10,000–15,000/t
The base case is that prices remain above the 2025 lows but below the 2022 extremes."
$LLKKF https://smallcaps.com.au/article/lake-resources-the-kachi-project-and-the-gen-5-dle-scale-up an ECA sugar Daddy, RIMI for energy and continued reduction in OpEx/ton.
$LLKKF eia not the weak leg, it’s the oddly slow pace on the power piece that’s over two years old (25 months after LOI and not a single power pole or substation installed for such a small project). Tells me Milei’s not betting substance on this horse, other horses may be better plays as his resources aren’t infinite.
$LLKKF I struggle with whether the depressed native sitting down or the llama’s ass is a better representation of how I feel holding this stock for almost six years.
$LLKKF Quite phenomenal that the US market is currently valuing Lake at $150M, 50% higher than the AUS market. Both are ridiculously low in the long run.
Strange things.
$LLKKF A Google summary update:
Recent Corporate & Project Updates:EIA Permitting: The company is currently engaged with Catamarca mining and environmental authorities for its Exploitation EIA, eyeing formal approval in the third quarter of 2026.Financial Position.
$LLKKF A lot of green across the sector on the ASX tonight. My Aussie brothers and sisters congrats on the victory and if you could kindly keep buying LLKKF.
