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re: Diving deeper on Standard Lithium?

Posted on 7/30/21 at 10:15 pm to
Posted by CarbonAce
Member since Apr 2021
325 posts
Posted on 7/30/21 at 10:15 pm to
Thanks! I do have Lockheed connections!
Posted by CarbonAce
Member since Apr 2021
325 posts
Posted on 7/30/21 at 10:20 pm to
And he is just like me and you! Wants to stay in South Arkansas so he can hunt and fish where the rest of his family is!
Posted by SmackoverHawg
Member since Oct 2011
30951 posts
Posted on 7/30/21 at 10:24 pm to
quote:

Thanks! I do have Lockheed connections!


They have a contract with Primus Health. Not sure when it's up. After all this COVID and Primus shutting their doors and not doing shite, they may be taking a different path. Not sure what they'll do, but now that they've acquired Aerojet, the local head of health and safety would like to work out something. If they do, I'd think they'd need at least two to three nurses for 800-900 current employees and maybe upwards of 1400-1500 when they finish expansion.
Posted by CarbonAce
Member since Apr 2021
325 posts
Posted on 7/30/21 at 10:30 pm to
Good info! Thanks buddy!
Posted by SmackoverHawg
Member since Oct 2011
30951 posts
Posted on 7/30/21 at 10:31 pm to
quote:

Thanks! I do have Lockheed connections!


C.C.? That used to be HR at GP?
Posted by CarbonAce
Member since Apr 2021
325 posts
Posted on 7/30/21 at 10:39 pm to
I do know her! But my father-in-law lives in Camden and retired from there, he was on alot of the projects there over the oast years!
Posted by nsudemon10
EBRP
Member since Dec 2010
580 posts
Posted on 7/31/21 at 10:25 pm to
Bump. I think this has been the longest that nobody has posted in a long time. Drink one for ole SLi!!
Posted by SmackoverHawg
Member since Oct 2011
30951 posts
Posted on 8/1/21 at 2:40 pm to
quote:

nsudemon10


For whatever reason, I always see nudemom10.
Posted by KCRoyalBlue
Member since Nov 2020
1909 posts
Posted on 8/1/21 at 5:21 pm to
I've started to donate plasma this week to raise cash for further investing in SLI. Seriously.

Am I too personally invested in this stock?
Posted by igoringa
South Mississippi
Member since Jun 2007
12265 posts
Posted on 8/1/21 at 5:32 pm to
quote:

've started to donate plasma this week to raise cash for further investing in SLI. Seriously. Am I too personally invested in this stock?


If you still have both kidneys …. Then that is rookie numbers
Posted by jimjackandjose
Member since Jun 2011
6672 posts
Posted on 8/1/21 at 7:25 pm to
When are financials reported?
Posted by BallsEleven
Member since Mar 2019
6163 posts
Posted on 8/2/21 at 1:52 am to
Up 5% early in the German market
Posted by GeneralLee
Member since Aug 2004
13946 posts
Posted on 8/2/21 at 6:15 am to
$6.32 pre market.
Posted by Shepherd88
Member since Dec 2013
4885 posts
Posted on 8/2/21 at 6:27 am to
What’s the chances Lanxess just buys SLI out completely?
Posted by CarbonAce
Member since Apr 2021
325 posts
Posted on 8/2/21 at 6:33 am to
LINK

Tetra News this morning
This post was edited on 8/2/21 at 6:35 am
Posted by BallsEleven
Member since Mar 2019
6163 posts
Posted on 8/2/21 at 6:41 am to
quote:

Using an elemental to Lithium Carbonate Equivalent ("LCE") conversion of 5.323, the lithium amounts to between 85,000 and 286,000 tons of LCE.


I’m not an expert at all but at first I thought this was pretty low. But if you multiply that by the current market price of $12,500, then you’re looking at between $1 billion - $3.5 billion.
Posted by supadave3
Houston, TX
Member since Dec 2005
31815 posts
Posted on 8/2/21 at 6:48 am to
quote:

I've started to donate plasma this week to raise cash for further investing in SLI. Seriously.



KC, your taking our little race too seriously.

By the way, I’m up to 328 and got some money coming in 2 weeks! Betta watch out! I’ll buy my way on the board with the 3 weeks PTO payout got on the way!
New job making much more too. The broke days are behind me. Hahaha
This post was edited on 8/2/21 at 6:54 am
Posted by igoringa
South Mississippi
Member since Jun 2007
12265 posts
Posted on 8/2/21 at 7:17 am to
quote:

I’m not an expert at all but at first I thought this was pretty low. But if you multiply that by the current market price of $12,500, then you’re looking at between $1 billion - $3.5 billion.


I think you are misreading the press release Balls (or I am).

It starts by saying Tetra has 31,100 acres but 27,500 of those acres are under SLI option for lithium.

It then says "The scope of the exploration target assessment is for bromine in all the approximately 31,100 net acres and lithium for the acreage where TETRA holds 100% of the lithium rights not subject to the option." Ie the numbers do not include our piece (if I am reading that right).

So basically the 10% of the leases we do not have the option on have that much.... the 90% we have is not in it, but common sense would suggest that is atleast on par - so 9 times.

Anyone know the details of the option payments and royalty amounts?
Posted by BallsEleven
Member since Mar 2019
6163 posts
Posted on 8/2/21 at 7:21 am to
Ahhh, ok that makes sense. I missed that part:
Posted by jimjackandjose
Member since Jun 2011
6672 posts
Posted on 8/2/21 at 7:23 am to
This is how I read it too... so basically 10B in lithium at the low end estimates.

Would indicate SLI is way undervalued
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