Started By
Message

re: Diving deeper on Standard Lithium?

Posted on 10/21/21 at 12:55 am to
Posted by USMCguy121
Northshore
Member since Aug 2021
6332 posts
Posted on 10/21/21 at 12:55 am to
What's the long term ceiling on standard lithium? I bought in on a whim last year and am kicking myself for not going all in. That ship has sailed but still wondering what people think it's long term valuation should be.
Posted by Guntoter1
Baton Rouge
Member since Nov 2020
1302 posts
Posted on 10/21/21 at 4:24 am to
quote:

What's the long term ceiling


About tree-fiddy
Posted by LSUGrad2005
Member since Aug 2018
728 posts
Posted on 10/21/21 at 5:15 am to
Do you think the delay is the reason for the lose of momentum? How far does this drop if we get a bad release?
Posted by Fe_Mike
Member since Jul 2015
3538 posts
Posted on 10/21/21 at 6:37 am to
I wouldn’t call what we’re seeing a loss in momentum. The stock ran over 50% in the past 2 weeks. This is what we call a healthy pull back and consolidation.

At this point I don’t think I would consider anything “delayed”. The JV is taking longer than anticipated as of 2019. But as of this year, I think everyone rebaselined their expectations of the JV to end of 2021ish. If we get much into the first quarter without JV news then I’ll start to get a bit concerned. Other than that, business as usual.
Posted by GeneralLee
Member since Aug 2004
13877 posts
Posted on 10/21/21 at 7:06 am to
Yeah I think almost no one outside of people on this thread and maybe a few analysts out there are following their annual report. Maintaining a base above $10 in advance of JV news would be great imho. Other stocks like ALB and LAC ripped hard as well and look to be taking a minor breather, we are just trending roughly with them. Not sure there being revenue on the report would be a huge deal either, if the JV is done they have guaranteed revenue with Lanxess as the buyer for the carbonate. This remains a stock all about the future, and the annual report is more of a snapshot of the past.
Posted by el Gaucho
He/They
Member since Dec 2010
56821 posts
Posted on 10/21/21 at 7:22 am to
I heard standard lithium employees are protesting the jv because lanxness didn’t denounce Dave chapelle over his new Netflix special
Posted by tigerfoot
Alexandria
Member since Sep 2006
58997 posts
Posted on 10/21/21 at 7:30 am to
They took my stick brah.....sorry, I did my best.
Posted by 1234567k
Baton rouge
Member since Nov 2015
2067 posts
Posted on 10/21/21 at 7:44 am to
quote:

Not sure there being revenue on the report would be a huge deal either


It will be to me. Smack says they have been producing lithium carb at demo plant for over a year. Lanxess has agreed to purchase it.
They should show some revenue if this is true. If there is no rev then I will be worried.
Posted by molsusports
Member since Jul 2004
36669 posts
Posted on 10/21/21 at 8:08 am to
quote:

What's the long term ceiling on standard lithium? I bought in on a whim last year and am kicking myself for not going all in. That ship has sailed but still wondering what people think it's long term valuation should be


I think there's not enough information to answer the question.

We can talk about current Lithium prices and extrapolate that they will probably increase. We can speculate that they may have access to additional locations for extraction but without knowing how many and the costs at those locations (from those brines) I don't think any public information is adequate for a close estimate

I hope others will correct my thinking if I am mistaken
Posted by SmackoverHawg
Member since Oct 2011
28944 posts
Posted on 10/21/21 at 8:18 am to
quote:

About tree-fiddy


1 downvote and no upvotes. Won't be that off Lanxess and Tetra, but if they were to keep adding projects it's not impossible. That's IF. We know of two more projects they have lined up. No idea where/what the "SW Ark" project is. The mojave project is lower concentration but brine flow already in place from geothermal units. Work in south Arkansas will help develop that project much faster. Railway close there as well and only about 2.5 hours from Tesla.

Galvanic is interested in a JV with the 100,000 acres they've leased, but I'm sure SLi would want them to pay for all the prep and that would be a project for down the line. No testing has been done on their lithium concentrations to my knowledge.

Then there's the brine sites in Germany. No clue if lithium extraction planned there, but they were acquired in the last year of so for no defined reason that I could find.
Posted by SmackoverHawg
Member since Oct 2011
28944 posts
Posted on 10/21/21 at 8:23 am to
quote:

I think there's not enough information to answer the question.

We can talk about current Lithium prices and extrapolate that they will probably increase. We can speculate that they may have access to additional locations for extraction but without knowing how many and the costs at those locations (from those brines) I don't think any public information is adequate for a close estimate

I hope others will correct my thinking if I am mistaken




You're correct. Even the known projects at Lanxess and Tetra are hard to accurately value and I think they have been very conservative on the estimates to not mislead investors. Lots of speculation on lithium prices with some saying prices will double or even triple from current prices in next 5-10 years. And SLI may get an extra premium for their green process, but other than tax breaks that Trump passed for domestic producers of REE, I know of nothing new. And I'm not sure if those got passed for sure. Cruz sponsored it I believe. Tax breaks for producers and buyers. Kinda like those for female/minority owned businesses
Posted by SmackoverHawg
Member since Oct 2011
28944 posts
Posted on 10/21/21 at 8:34 am to
quote:

It will be to me. Smack says they have been producing lithium carb at demo plant for over a year. Lanxess has agreed to purchase it.
They should show some revenue if this is true. If there is no rev then I will be worried.



That's what I ASSUMED. As of yet, no sale of production reported to Oil and Brine commission. It would be 150-250 tons or so at most according to what they said demo plant could produce in a year. It may be stored and not sold. They shipped quite a bit to Canada for SiFT unit and somewhere in like Illinois for traditional final processing to compare costs and efficiency. SiFT won. Wanna say like 20 tons of lithium chloride, can't remember for sure how much exactly.

I think just showing on paper that they have in fact produced tons of high grade lithium chloride would boost the stock price. We know they have, but it's not abundantly clear to investors that haven't been digging, reading, watching podcast etc. Mintak said it on Cramer but it wasn't worded clearly IMO.

Plus royalties haven't been set. They are probably wanting those to be set first and then sell. They are bound by traditional prices, thus royalties should be as well, at least initially. If landowners over value the lithium resource, it hurts the entire project. I'm afraid lease owners make be expecting bigger checks than it warrants. I'm wondering if they're not waiting for precedents to be set elsewhere. It should also be based off market price. If they are cheaper, more efficient and more profitable, they shouldn't have to pay more. If they weren't, those profits wouldn't exist at all.
Posted by PotatoChip
Member since May 2014
4197 posts
Posted on 10/21/21 at 8:40 am to
You could make a reasonable case for $350. It would take more projects without any share dilution though. It would also take many years to build a company that size. It would put the market cap just under 50 billion which is very high, but if SLI becomes the largest lithium company in the world, it’s not impossible. Very reasonable shorter term goals (2 years or less) can put this stock trading $30-50 imo.
This post was edited on 10/21/21 at 8:47 am
Posted by el Gaucho
He/They
Member since Dec 2010
56821 posts
Posted on 10/21/21 at 9:01 am to
How will it get that high when it’s red every single day
Posted by el Gaucho
He/They
Member since Dec 2010
56821 posts
Posted on 10/21/21 at 9:51 am to
I hear they’re filming a new Sli commercial right now

It’s starring Sarah mclachlan. “For only 75 cents a day you can feed a starving Sli shareholder.”
This post was edited on 10/21/21 at 9:51 am
Posted by GrizzlyAlloy
Member since Aug 2020
2581 posts
Posted on 10/21/21 at 9:51 am to
quote:

Galvanic is interested in a JV with the 100,000 acres they've leased, but I'm sure SLi would want them to pay for all the prep and that would be a project for down the line. No testing has been done on their lithium concentrations to my knowledge.


Saltwerx lists average concentrations of 325 ppm and 4 million tons on their website.
Posted by go ta hell ole miss
Member since Jan 2007
14026 posts
Posted on 10/21/21 at 9:52 am to
We need to schedule a TD SLI holders conference call, so I can keep up.
Posted by el Gaucho
He/They
Member since Dec 2010
56821 posts
Posted on 10/21/21 at 10:16 am to
Sad that a trump stock can go up 100% in one day when our green vegan cruelty free vaccinated bipoc/lgbtqia+++ ally stock goes down

I’m literally shaking
Posted by go ta hell ole miss
Member since Jan 2007
14026 posts
Posted on 10/21/21 at 10:46 am to
I just added more at 10.24. I was kind of hoping for a dip to get some Roth money in this (which I completely forgot about until someone else mentioned it in this thread). I was going to get in regardless, but 7% down from recent highs helped. I think I am done for a while (mostly because I am out of powder).
Posted by jimbeam
University of LSU
Member since Oct 2011
75703 posts
Posted on 10/21/21 at 10:59 am to
I lost all of my grocery money for this week. Looks like it’s free water from work for breakfast lunch and dinner for me.
Jump to page
Page First 451 452 453 454 455 ... 946
Jump to page
first pageprev pagePage 453 of 946Next pagelast page

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on X, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookXInstagram