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Started By
Message
re: Diving deeper on Standard Lithium?
Posted on 7/13/21 at 9:01 pm to Fe_Mike
Posted on 7/13/21 at 9:01 pm to Fe_Mike
I always enjoy your takes to keep us grounded.
I think it’s possible JV alone could get us to $10 depending where we are when news breaks.
Tetra could get us another $5/share, not right away but once people realize it’s value.
Of course if DLE competitors advance quicker than SLI, that can put a damper on things.
I’m hopefully the SLI/Lanxess guys recognize this and get a move on.
quote:
The Lanxess JV and the tetra analysis could possibly get us to $10.
I think it’s possible JV alone could get us to $10 depending where we are when news breaks.
Tetra could get us another $5/share, not right away but once people realize it’s value.
Of course if DLE competitors advance quicker than SLI, that can put a damper on things.
I’m hopefully the SLI/Lanxess guys recognize this and get a move on.
2
Posted on 7/13/21 at 9:13 pm to BallsEleven
I've read up on Tetra a bit, but could someone explain what they will do to bring about something positive for us SLI shareholders?
Posted on 7/13/21 at 9:22 pm to Crow Pie
quote:
Crow Pie
quote:
Thanks to Smackover I bought 500 on page 11 of this thread. Thanks!
Then I need at least one Woooooo PIG SOOIE!!! ARKANSAS RAZORBACKS!!!!
Posted on 7/13/21 at 9:24 pm to BallsEleven
quote:
Of course if DLE competitors advance quicker than SLI, that can put a damper on things.
I’m hopefully the SLI/Lanxess guys recognize this and get a move on.
There is no developing. They are producing lithium right now and have been. That's how that got however many tons to ship to Canada for finishing/drying to Lithium Carbonate/Hydroxide. That's what I don't think people get. This is REAL right now.
Posted on 7/13/21 at 9:26 pm to SouthArkTigerFan
quote:
SouthArkTigerFan
quote:
Long time lurker here but figured first post might as well be a Huge thanks to Smackover. Just small fries here with 1k shares but currently less than a mile up the road in a hay field from the clinic and can’t keep the rows straight from checking my phone and seeing green. Thanks again and just wanted to say this little town misses your dad. Glad he’s up there smiling on us tho. Thanks again
shite, I've been found.
Posted on 7/13/21 at 9:30 pm to KCRoyalBlue
quote:
've read up on Tetra a bit, but could someone explain what they will do to bring about something positive for us SLI shareholders?
Tetra left their sodium plant, leases, and brine wells intact in return for 1% of SLI. That site will be run for lithium production which will be more efficient and faster than taking the tail brine at Lanxess. SLI gets 100% of the revenue from the Tetra project if I understand correctly. That's 880k tons of extractable lithium. The sodium plant has drying and packaging facilities I believe and rail access. Plus it's due west of Lanxess and about 45 min closer to Austin.
Posted on 7/13/21 at 9:36 pm to SmackoverHawg
So they only need to build out the processing part of the plant and probably refine the pumping of brine to be producing lithium at tetra. The right project manager could have that rolling in 12 months time
Or less
Or less
Posted on 7/13/21 at 9:36 pm to SmackoverHawg
The way they advertise the LiSTR process on youtube from start to finish tells me there is no concern whatsoever of patent approval. They’re literally giving an indistrial DIY, which would be corporate suicide without protection. 2x, 3x, 4x, 10x, who knows, but this is already a winner for us.
Posted on 7/13/21 at 9:36 pm to Fe_Mike
quote:
Please don’t take that post as a FUD. Just a…don’t invest 90% of your net worth in this thinking it’s a sure bet to double in 6 months warning.
From someone who has invested 90% of their net worth in a sure bet and lost.
I think you have a story to tell. And if you feel like telling I might learn something from you
Posted on 7/13/21 at 9:39 pm to molsusports
Lvvv... the story that tells itself
Posted on 7/13/21 at 9:45 pm to jimjackandjose
quote:
Or less
Posted on 7/13/21 at 10:02 pm to SmackoverHawg
quote:
There is no developing.
I meant advance as in move forward on their business model and rollout their tech to large scale production. Not develop tech.
Posted on 7/13/21 at 10:06 pm to BallsEleven
I think he means plant scalability in a timely manner to capture enough market share to beat the competition.
Right now everyone else's production is still weeks vs 6 hrs.
Patents in place should hold competition back or atleast force royalties.
Lots of angles with this one that can make this stock king or just another small time player in the next 5 yrs
Right now everyone else's production is still weeks vs 6 hrs.
Patents in place should hold competition back or atleast force royalties.
Lots of angles with this one that can make this stock king or just another small time player in the next 5 yrs
Posted on 7/13/21 at 10:31 pm to Fe_Mike
quote:
There are serious tech risks here. Albemarle being the main one. Albemarle could mimic this plant commercially in 6 months and has money to blow
Sure… but it is not like brine is a scarce resource nationally. There can be more then one producer and still be huge (ignoring patent protections for sake of argument). This is effectively an untapped resource which has room for more than one player
Posted on 7/13/21 at 10:32 pm to jimjackandjose
quote:
Lots of angles with this one that can make this stock king or just another small time player in the next 5 yrs
True.
Posted on 7/13/21 at 10:43 pm to SmackoverHawg
quote:
SmackoverHawg
Thanks for bringing this to the board. I owe you a primo bottle of your fav spirit. I’m up about 148%!
This post was edited on 7/13/21 at 10:48 pm
Posted on 7/13/21 at 10:53 pm to igoringa
The brine has to be lithium rich and the infrastructure to source the brine (bromine and O&G feed and tail brine) has to be in place.
But you are correct, Alb (or any competitor) could leech the technology and SLi could still be more than profitable.
But the economics of SLi's current assets, including a guesstimate for Tetra, doesn't scale much higher than $10. So if you're shooting for higher valuations than that, you are betting on the tech and the ability to protect it.
But you are correct, Alb (or any competitor) could leech the technology and SLi could still be more than profitable.
But the economics of SLi's current assets, including a guesstimate for Tetra, doesn't scale much higher than $10. So if you're shooting for higher valuations than that, you are betting on the tech and the ability to protect it.
Posted on 7/13/21 at 11:04 pm to Fe_Mike
Fe_Mike, so your new valuation on SLI is $10? The other day this could go to $0. I am not criticizing just want to know why the change.
Posted on 7/13/21 at 11:12 pm to Fe_Mike
quote:
But the economics of SLi's current assets, including a guesstimate for Tetra, doesn't scale much higher than $10. So if you're shooting for higher valuations than that, you are betting on the tech and the ability to protect it.
Agreed
Posted on 7/13/21 at 11:43 pm to LSUGrad2005
The only valuation I ever gave on this was $5-6, back in like December or January, based on Lanxess JV. I specified at that time it didn’t include Tetra potential because of uncertainty. Now that the economic analysis is being done on the Tetra site and the Lanxess is more built out, I feel the $8-10 valuation is better suited for near term target (4-6 month).
I have never said nor implied this is going to zero. Please quote me on that if you disagree.
I have never said nor implied this is going to zero. Please quote me on that if you disagree.
This post was edited on 7/13/21 at 11:44 pm
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