On March 7th, we profiled Lithium South as a deeply undervalued lithium developer trading at just $0.10 per share, despite a robust Preliminary Economic Assessment (PEA) valuing its Hombre Muerto North (HMN) Project at US$938 million NPV.
Since then, shares have surged over 150%, recently reaching $0.25, as the market begins to recognize the company’s improving fundamentals and project de-risking.
Recent catalysts include:
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Experienced Leadership Addition: The appointment of Claudio Zalewski as Director of Development & Construction brings four decades of large-scale lithium project delivery experience, including Pastos Grandes (US$450M) and Centenario (US$550M).
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Accelerated Project Timeline: Lithium South is now fast-tracking its Definitive Feasibility Study (DFS). A tender package is expected by Q3 2025, with full feasibility targeted for Q1 2026.
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Favorable Regulatory Tailwinds: Argentina’s new RIGI investment regime provides 30-year fiscal and FX stability, a flat 25% corporate tax rate, and reduced import/export duties—strengthening project economics considerably.
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Strategic Land Expansion: The acquisition option for the Hydra X 1 and 2 claims increases total project area to over 10,000 hectares in the highly prospective Hombre Muerto Salar.
With a high-grade brine resource, strategic financing in place, and a clear path toward construction, Lithium South is emerging as a serious contender in the next wave of lithium development.
Daily Miner 