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Auburn1968
Auburn Fan
NYC
Member since Mar 2019
3578 posts

re: Diving deeper on Standard Lithium?
quote:

Standard Lithium bought the patent from the person that invented the process.


That's music to my ears. One of my clients is perhaps the world's best patent attorney.


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ReadyPlayer1
LSU Fan
Member since Oct 2020
36 posts

re: Diving deeper on Standard Lithium?
Trying to make money to add profits to this. Only breaking even today hope for some big gains tomorrow.


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1234567k
LSU Fan
Baton rouge
Member since Nov 2015
1591 posts
 Online 

re: Diving deeper on Standard Lithium?
quote:

SmackoverHawg


Thank you for sharing your knowledge about this company.
I know you have stated most of this information in previous posts and you must be getting tired of repeating yourself. So let me just say Thanks again.

Can you explain their production capacity limits when the final plant is finished in comparison to traditional methods.
Am i correct to assume that STLHF will be able to produce hundreds of Times more product and at a cheaper price than any competitor?
I read about their production capacity but i did not understand it.


SmackoverHawg
Arkansas Fan
Member since Oct 2011
22089 posts

re: Diving deeper on Standard Lithium?
quote:

Can you explain their production capacity limits when the final plant is finished in comparison to traditional methods.
Am i correct to assume that STLHF will be able to produce hundreds of Times more product and at a cheaper price than any competitor?
I read about their production capacity but i did not understand it.


The initial project was for 20,000/year, but after actual testing of lithium concentrations and reducing the time from 72 hours to around 6(may even be lower) I read somewhere, that I can't find now, that they could ramp that up to 100,000 tons/year with existing plans. Brine flow would be limiting factor. Tetra shut down their plant and Lanxess has rights to their leases. Lanxess has over 3 million tons of lithium in their brine by estimates and Tetra has 800k-1million tons. The concentrations were much higher than they expected, hence they stopped the pipeline Albermarle was building to Lanxess from Magnolia.

From my understanding, they can ramp up as needed and still drill new brine wells or even take tailbrine from Albermarle.


1234567k
LSU Fan
Baton rouge
Member since Nov 2015
1591 posts
 Online 

re: Diving deeper on Standard Lithium?
quote:

From my understanding, they can ramp up as needed and still drill new brine wells or even take tailbrine from Albermarle.


Thats what I thought.
This is really a gold mine disguised as a mineral plant.
I will be adding to my position soon.
Thanks again


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Auburn1968
Auburn Fan
NYC
Member since Mar 2019
3578 posts

re: Diving deeper on Standard Lithium?
I've got just under 10,000 shares as of this morning doubling my stake. The patent gives me more confidence and potential tonnage looks great.

There have been reports that lithium supply is tight now due to so many EV's, vacuum cleaners, phones, power tools, etc. Demand will keep rising.


eng08
LSU Fan
Member since Jan 2013
4587 posts

re: Diving deeper on Standard Lithium?
Very tight, Albemarle is a leader but even they are sold out.


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Auburn1968
Auburn Fan
NYC
Member since Mar 2019
3578 posts

re: Diving deeper on Standard Lithium?
Was just browsing around to see if there are any significant threats to lithium's dominance in batteries any time soon.

Fuel cells would appear to be the only up and coming rival. An engineer over on the Auburn forum said they have bought a bunch of fuel cells for cell phone towers, but they had some serious reliability problems. Fuel cells will probably win in the longer term, but don't aren't a game changer just yet.

==========

Beyond lithium: alternative materials for the battery boom

quote:

Zinc Over the past seven years, 110 villages in Africa and Asia have received power from batteries that use zinc and oxygen, the basis of an energy storage system developed by Arizona-based NantEnergy.


quote:

Sodium-sulphur Sodium-sulphur batteries are another alternative to lithium, and have already seen significant use at scale in sites around the world.


quote:

Hydrogen fuel cells Hydrogen has been touted by a number of energy companies as a carbon-neutral alternative to liquefied natural gas, and hydrogen fuel cells are also being developed as an alternative to traditional lithium batteries.


LINK power tech


eng08
LSU Fan
Member since Jan 2013
4587 posts

re: Diving deeper on Standard Lithium?
Hydrogen cells are great but only if they can get away from the platinum abd precious metals involved. They are quite efficient, but just too costly vs what they put out.


Auburn1968
Auburn Fan
NYC
Member since Mar 2019
3578 posts

re: Diving deeper on Standard Lithium?
quote:

Hydrogen cells are great but only if they can get away from the platinum abd precious metals involved. They are quite efficient, but just too costly vs what they put out.


There was some lab nanotech research recently that was able to use base metals and achieve platinum like efficiency for PEMs. Of course, it is a long road from the lab to manufacturing at scale.

Alkaloid fuel cells use glorified potash and they are highly efficient, but they are poisoned by carbon. There have been prototypes using ammonia as the hydrogen carrier. Reforming the ammonia to get the hydrogen creates a loss of efficiency. I wonder what happens if a little hydrazine is added to the ammonia to provide the energy needed to crack it?

I don't think these are an immediate threat to lithium's dominance. Lithium ion batteries are reliable and proven.

Rounded off my position in standard lithium at exact 10k this morning. Lithium prices have been rising for quite a while.

This post was edited on 11/20 at 10:44 am


1234567k
LSU Fan
Baton rouge
Member since Nov 2015
1591 posts
 Online 

re: Diving deeper on Standard Lithium?
The fact that tesla is buying lithium sites seems to indicate that Elon thinks lithium will be around for a while.


SmackoverHawg
Arkansas Fan
Member since Oct 2011
22089 posts

re: Diving deeper on Standard Lithium?
Those brines are full of sodium and sulfur as well. I believe lanxess plans on extracting everything marketable from the brine. The question is how and what role standard lithium might play


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eng08
LSU Fan
Member since Jan 2013
4587 posts

re: Diving deeper on Standard Lithium?
He has no choice, it guarantees his supply if there is a supply crunch.

No batteries, no cars that work.


bayoumuscle21
LSU Fan
St. George
Member since Jan 2012
3687 posts

re: Diving deeper on Standard Lithium?
So I'm guessing now is not too late to jump in on STLHF?


ThermoDynamicTiger
LSU Fan
Baton Rouge
Member since Jul 2008
739 posts

re: Diving deeper on Standard Lithium?
This all seems too good to be true. I'm not saying that it isn't, but it just seems that way. What valuation would you give this company if everything plays out as expected?


Auburn1968
Auburn Fan
NYC
Member since Mar 2019
3578 posts

re: Diving deeper on Standard Lithium?
I have no idea what the value potential is, but if you look back through the last few days there are several key details.

1. The process is working better than expected. It is a lot faster and cleaner than the alternatives, the cost of production is projected somewhere around a 1/4 of most processes.

2. It is patented.

3. Locals in the area are buying the stock and holding.

4. They are in partnership with a very well run company. Basic details of their deal was cited in this thread.

5. Lithium is in very high demand

This looks to be a real game changer that will be able to milk its price and production advantages for quite a long time for a nice profit.




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40
SmackoverHawg
Arkansas Fan
Member since Oct 2011
22089 posts

re: Diving deeper on Standard Lithium?
quote:

This all seems too good to be true. I'm not saying that it isn't, but it just seems that way. What valuation would you give this company if everything plays out as expected?


Great question!! So many variables and unknowns make it hard to guess where it could end up. I think low end is $10-15/share.


jimjackandjose
Member since Jun 2011
4479 posts

re: Diving deeper on Standard Lithium?
10 is billion dollar company which seems very low if they own 50% of lithium market in next 3 to 4 years


1234567k
LSU Fan
Baton rouge
Member since Nov 2015
1591 posts
 Online 

re: Diving deeper on Standard Lithium?
Who projected a 50% share of the market?
Where can i find this info?
This post was edited on 11/20 at 7:27 pm


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1234567k
LSU Fan
Baton rouge
Member since Nov 2015
1591 posts
 Online 

re: Diving deeper on Standard Lithium?
Also There seems to be some disagreement about where the final full-size plant will be.
The central site and west site were mentioned. Will there be two separate facilities at two different locations?


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