- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Diving deeper on Standard Lithium?
Posted on 8/5/21 at 6:07 pm to GREENHEAD22
Posted on 8/5/21 at 6:07 pm to GREENHEAD22
Yeah no buyout for less than $20 per share please.....
1
Posted on 8/5/21 at 6:14 pm to GeneralLee
This is the longest hold of my life
I’ve held for like a year now and I bought a bunch more like 6 months ago
I would feel betrayed and I’ll probably boycott electric cars if I only get 20 for my shares
Last deal that was that one sided was when my people traded America for beads and smallpox blankets
I’ve held for like a year now and I bought a bunch more like 6 months ago
I would feel betrayed and I’ll probably boycott electric cars if I only get 20 for my shares
Last deal that was that one sided was when my people traded America for beads and smallpox blankets
Posted on 8/5/21 at 6:18 pm to Fe_Mike
I just cant see a buyout unless it was a massive premium.
Assuming the tech is what we all think it is:
1) Lithium prices have already rebounded above what the lanxess JV estimate was (13.5 was used in estimate and I think we are in 14's and this is going nowhere but up). The discount rate on that was huge and the expected processing time was days not hours. So at minimum, this JV alone is worth a $2 euro premium to the current stock price (and I think more).
2) Tetra PEA is highly suggestive of multibillion value in the SLI leases.
3) That doesnt address California, processing South AMerican non battery grade, other potential parties (Galvanic was pumping our tires for a reason in that oped....).
I know I am bias but Jesus this thing is massively undervalued in appearance.
Assuming the tech is what we all think it is:
1) Lithium prices have already rebounded above what the lanxess JV estimate was (13.5 was used in estimate and I think we are in 14's and this is going nowhere but up). The discount rate on that was huge and the expected processing time was days not hours. So at minimum, this JV alone is worth a $2 euro premium to the current stock price (and I think more).
2) Tetra PEA is highly suggestive of multibillion value in the SLI leases.
3) That doesnt address California, processing South AMerican non battery grade, other potential parties (Galvanic was pumping our tires for a reason in that oped....).
I know I am bias but Jesus this thing is massively undervalued in appearance.
Posted on 8/5/21 at 6:25 pm to GREENHEAD22
quote:
So who owns Laxness stock?
Present. Told y'all to get some.
Posted on 8/5/21 at 6:27 pm to SmackoverHawg
I would think it has big upside still?
Posted on 8/5/21 at 6:27 pm to igoringa
I don’t disagree with you. But the recent run in price is really unfounded. Let’s double back and look speculatively at this.
Before the big uplist ap/big growth we were trading around $3/share. Let’s also say that this is when the purchase price was agreed to, and let’s say that price was $1.4 B or $10/share. Two months ago that seems like a deal yeh?
But the public wouldn’t like that premium so they’ve got to drive the stock price up prior to announcement.
I agree that the tech has plenty of potential. But there is risk and if the deal was $1.5B for a company the market had valued at $400M….that’s pretty strong.
If it happens, keep some of the stock you’re going to get in the acquiring company because you still believe in the tech. And be happy with dividends and long term growth.
Before the big uplist ap/big growth we were trading around $3/share. Let’s also say that this is when the purchase price was agreed to, and let’s say that price was $1.4 B or $10/share. Two months ago that seems like a deal yeh?
But the public wouldn’t like that premium so they’ve got to drive the stock price up prior to announcement.
I agree that the tech has plenty of potential. But there is risk and if the deal was $1.5B for a company the market had valued at $400M….that’s pretty strong.
If it happens, keep some of the stock you’re going to get in the acquiring company because you still believe in the tech. And be happy with dividends and long term growth.
Posted on 8/5/21 at 6:29 pm to SmackoverHawg
It looks like it doesn’t do much
Is it supposed to go up? I’m not buying stocks above $5 because stocks that cost more than that generally hate America
Is it supposed to go up? I’m not buying stocks above $5 because stocks that cost more than that generally hate America
Posted on 8/5/21 at 6:31 pm to GREENHEAD22
quote:
I would think it has big upside still?
Yes. Just recently acquired some more. Lanxess has been acquiring some shite. Now, does Albermarle have the nuts to buy out Lanxess/SLI and take the whole pie. Bromine/lithium etc.
All of SLI's "employees" were hired by Lanxess.
Posted on 8/5/21 at 6:34 pm to Fe_Mike
I hear ya, but I am not sure it is unfounded.
The underlying commodity has exploded upwards in price over the last 6-12 months. Future demand has grown exponentially.
We de-risked the project with the commercial level demonstration plant that exceeded expectations.
Got the Sifter down and demonstrated it has another use (non battery grade South America)
Uplist
Nevermind atleast one party if not more is running around Arkansas trying to get land rights....
So yes this run up has been amazing, but there are tangible aspects behind it, nevermind it was hidden as a foreign OTC.
The underlying commodity has exploded upwards in price over the last 6-12 months. Future demand has grown exponentially.
We de-risked the project with the commercial level demonstration plant that exceeded expectations.
Got the Sifter down and demonstrated it has another use (non battery grade South America)
Uplist
Nevermind atleast one party if not more is running around Arkansas trying to get land rights....
So yes this run up has been amazing, but there are tangible aspects behind it, nevermind it was hidden as a foreign OTC.
Posted on 8/5/21 at 6:35 pm to Fe_Mike
Lanxness just made a 1.2 billion dollar acquisition, wouldnt this be a little fast for another 1.5 billion with a company that has a 5 billion cap?
Posted on 8/5/21 at 6:37 pm to SmackoverHawg
quote:
Yes. Just recently acquired some more. Lanxess has been acquiring some shite. Now, does Albermarle have the nuts to buy out Lanxess/SLI and take the whole pie. Bromine/lithium etc.
I am still not convinced that Tesla wouldn't want to make a vertical integration play with someone (whether us or not). Clean lithium is going to be an 1800's land grab.
Also Lanxess has a $6-7 Billion market cap, Tesla has 100 times that - and could pay whatever with their inflated stock and it wouldnt make a dent.
This post was edited on 8/5/21 at 6:40 pm
Posted on 8/5/21 at 6:38 pm to el Gaucho
quote:
It looks like it doesn’t do much
Is it supposed to go up? I’m not buying stocks above $5 because stocks that cost more than that generally hate America
Pretty boring. Pays a little dividend, but they have really been working to streamline their operations. They stand to add a $billions of dollars to the bottom line with SLI. Cost of full expansion was like $474million if I recall. SLI could be a billion/year company. I don't think they sell for less than $30. Plus Lanxess owns over 7% now. That's seven percent they don't have to buy and they're already spending a half billion on expansion. They've added a pharmaceutical unit or are adding to El Dorado site.
Posted on 8/5/21 at 6:38 pm to tigerfoot
It would seem like it. But Albemarle paid more for Rockwood than they (Albemarle) were worth at the time. The purchase was like $6B and Albemarle was around $5B at the time.
Lithium is a hot commodity.
Lithium is a hot commodity.
Posted on 8/5/21 at 6:41 pm to Fe_Mike
Are the last couple pages just speculation on our part here?
Posted on 8/5/21 at 6:42 pm to Yak
quote:
Are the last couple pages just speculation on our part here?
Yes.
Posted on 8/5/21 at 6:43 pm to igoringa
quote:
I am still not convinced that Tesla wouldn't want to make a vertical integration play with someone (whether us or not). Clean lithium is going to be an 1800's land grab.
Lanxess has like a $6.3 billion market cap. Tesla could buy them out easily. If SLI can do what it appears they can and with the access to as much lithium as Tesla would need, plus the only green lithium. I could see Tesla acquiring that whole thing. Look at the other products Lanxess produces in relation to EV's, Tires, fire retardants.
Posted on 8/5/21 at 6:43 pm to igoringa
I’m not saying Lanxess is the buyer. I looked at Lanx and Alb because they made the most sense to me and I know that industry intimately. I know nothing about Tesla but will concede they might be interested. Just don’t want to comment on them because I don’t follow it as closely.
And to emphasize, my buyout speculation was purely entertainment based on the stuff we made up 12 hours ago. That I posted at the same time as the German video got posted was insane coincidence. I don’t think a buyout is imminent. Was just spit balling possibilities amidst no news intervals.
And to emphasize, my buyout speculation was purely entertainment based on the stuff we made up 12 hours ago. That I posted at the same time as the German video got posted was insane coincidence. I don’t think a buyout is imminent. Was just spit balling possibilities amidst no news intervals.
Posted on 8/5/21 at 6:46 pm to Fe_Mike
quote:
And to emphasize, my buyout speculation was purely entertainment based on the stuff we made up 12 hours ago. That I posted at the same time as the German video got posted was insane coincidence.
Whatever you say Kaiser Soze
Posted on 8/5/21 at 6:47 pm to Fe_Mike
quote:
If it happens, keep some of the stock you’re going to get in the acquiring company because you still believe in the tech. And be happy with dividends and long term growth.
I'd be fine with them converting all of my shares of SLI to and equal number of shares of Lanxess at Lanxess' current price.
Posted on 8/5/21 at 6:57 pm to Fe_Mike
quote:
I know that industry intimately
What is your thought on future pricing of lithium. Looking at the LTH forward curve, it seems to suggest a continued healthy increase.
You aware of any significant new supply coming in (as I have to assume demand will be growing at an accelerated pace)
Page 245 of 957
Popular
Back to top
Follow TigerDroppings for LSU Football News