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Posted on 10/12/21 at 3:54 am to bet84
Frankfurt up 10%
Posted on 10/12/21 at 3:54 am to Ballstein32
Already $9.00 pre-market.
Posted on 10/12/21 at 4:29 am to SmackoverHawg
quote:
Predictions for tomorrow or this week?
quote:
Profit and one significant PR.
Posted on 10/12/21 at 5:51 am to SmackoverHawg
(no message)
This post was edited on 4/2/22 at 8:09 am
Posted on 10/12/21 at 5:58 am to ValueTiger
Pre-tax NPV of ~$2.8B on ~30,000 acres for Tetra, so roughly $90K/acre value. Apply that to their 30% share (may end up being higher) on the 150,000 acres Lanxess leases and you get roughly a total (Tetra & Lanxess) pre-tax NPV of ~$7B (compared to current market cap of a bit more than $1B). I'm sure the Lanxess projects will be different than Tetra with regards to capex outlays, lithium concentrations, etc, but this PEA should give us a good ballpark idea of what the total company could be worth now. May have to adjust my first sales from $20 up to $40 now.... 
This post was edited on 10/12/21 at 5:59 am
Posted on 10/12/21 at 6:03 am to ValueTiger
quote:
With respect to reconciliation of resources, the updated 2021 SWA Lithium Project resource is 49% larger than the 2019 resource estimate. This difference is directly related to unitization of the resource area. More specifically, the total aquifer volume has increased from 7.66 km3 in 2019 to 8.86 km3 (1.84 mi3 to 2.13 mi3) in this report.
Found this gem buried in the report.
Posted on 10/12/21 at 6:07 am to Dock Holiday
You know what the difference between a pea and a garbanzo bean is?
The stock doesn’t go up when mintak drops a garbanzo on us
The stock doesn’t go up when mintak drops a garbanzo on us
Posted on 10/12/21 at 6:09 am to GeneralLee
Hell yeah. Hope we can keep this momentum
Posted on 10/12/21 at 6:24 am to Dock Holiday
So we hit $9 in premarket. That’s meant bad news bears every time in the past so far. Sub $6 incoming this week or is this finally ignited and $12 imminent now?
Posted on 10/12/21 at 6:30 am to Who_Dat_Tiger
Probably should swing trade this one.
Posted on 10/12/21 at 6:31 am to Who_Dat_Tiger
I wish I woulda been awake at 530 so I coulda sold at 9
Now it’s gonna go back to 5 like it always does
Now it’s gonna go back to 5 like it always does
Posted on 10/12/21 at 6:38 am to LSUGrad2005
This will be interesting stock action today. Pre market volume is not really that high (50K shares) so I suspect the news hasn't begun baking in yet. Frankfurt volume is elevated
Posted on 10/12/21 at 6:54 am to igoringa
Can we get a nice dip today??? I’d really like to load a few more shares!!!
Posted on 10/12/21 at 6:55 am to igoringa
News hasnt hit yet
I bought 10K shares this morning. I expect a hard run like normal news drops.
Screwed up not buying it yesterday. Usually hold shares for tuesday news drops
I bought 10K shares this morning. I expect a hard run like normal news drops.
Screwed up not buying it yesterday. Usually hold shares for tuesday news drops
Posted on 10/12/21 at 6:55 am to el Gaucho
Lanxess called, said they’re moving the HQ to Copenhagen after all the Americans demanded more dip.
Posted on 10/12/21 at 7:03 am to igoringa
Get the feeling it’s gonna hit double digits pretty quick today then retrace for a 15% gainer.
Man that cost is great - the raw material savings they found in the acid recycle stream must be incredible.
Gonna have to read through this a couple times.
Man that cost is great - the raw material savings they found in the acid recycle stream must be incredible.
Gonna have to read through this a couple times.
Posted on 10/12/21 at 7:27 am to Fe_Mike
Short summary from SA. Just highlighting some positive points from the PEA.
LINK
LINK
quote:
Standard Lithium (NYSE:SLI) +10% pre-market after reporting "positive results" of a preliminary economic assessment for its South-West Arkansas Lithium Project. Key points from the assessment include pre-tax $2.83B NPV at 8% discount rate and IRR of 40.5%; after-tax $1.97B NPV at 8% discount rate and IRR of 32.1%; an increased total in-situ resource of 1.19M metric tons of lithium carbonate equivalent at the inferred category; and $870M total capex estimate. The company says the PEA considers the production of battery-quality lithium hydroxide averaging 30K metric tons/year over a 20-year operating timeframe. Early last month, Standard Lithium shares rose after reporting it completed the installation of the SiFT lithium carbonate plant at its El Dorado project in Arkansas.
Posted on 10/12/21 at 7:34 am to Fe_Mike
These are conservative numbers too. Not just on prices, but on costs and production. Most everyone is projecting higher lithium values than used for this. We know they have to err on the side of caution. This alone could send it to $15. We still have last years earnings report and this past quarters due. JV soon. I think we're looking at a 10 bagger based on yesterday's prices. The unknown of the other projects and pie in the sky lithium projections could have this trading at multiples of earnings (projected) not common amongst chemical and mining stocks (which it is not-it's TECH).
Tech means to the moon and beyond. Tech means crazy P/E's. This catches on with the green tech crowd then look out. Once again, even the conservative numbers they projected in the PEA exceed the numbers SLI originally said. Cost projected higher. I've said all along they would be around $2500/ton and maybe lower. I still think they can get lower, but not sure how much. Lithium royalties haven't been set by oil and brine commission.
Tech means to the moon and beyond. Tech means crazy P/E's. This catches on with the green tech crowd then look out. Once again, even the conservative numbers they projected in the PEA exceed the numbers SLI originally said. Cost projected higher. I've said all along they would be around $2500/ton and maybe lower. I still think they can get lower, but not sure how much. Lithium royalties haven't been set by oil and brine commission.
Posted on 10/12/21 at 7:38 am to Who_Dat_Tiger
quote:
So we hit $9 in premarket. That’s meant bad news bears every time in the past so far. Sub $6 incoming this week or is this finally ignited and $12 imminent now?
The last time we got to $9 the low was only $6.80. That’s about a $1.60 improvement, Higher lows likely means we break through $9.00. I think we are about to break out of the range with today’s PR.
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