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re: Diving deeper on Standard Lithium?

Posted on 3/2/21 at 6:11 pm to
Posted by Grassy1
Member since Oct 2009
7319 posts
Posted on 3/2/21 at 6:11 pm to
Just noticed this while reading some news on Lanxess:


Lanxess CEO Plans More Acquisitions -Koelner Stadt-Anzeiger

12:22 pm ET February 15, 2021 (Dow Jones) Print

--German chemicals company Lanxess has more than EUR1 billion available for acquisitions and plans to buy further, Chief Executive Matthias Zachert told the Koelner Stadt-Anzeiger newspaper in an interview.

--The executive added that the company's consumer-protection division has developed very positively and will close 2020 with a margin above 20%, while he expects growth in all segments in 2021, according to the newspaper.




Write to Barcelona editors at barcelonaeditors@dowjones.com


(END) Dow Jones Newswires

I wonder if that means anything for us STLHF fans?
Posted by GeneralLee
Member since Aug 2004
13877 posts
Posted on 3/2/21 at 7:25 pm to
quote:

I wonder if that means anything for us STLHF fans?


Perhaps, although in some ways it would be sad for the STLHF story to be over. I'd take $15 per share for a buyout though. That would be a 10 bagger for a lot of the people on this thread that invested in it.
Posted by Dodd
Member since Oct 2003
21101 posts
Posted on 3/2/21 at 7:31 pm to
Well, $15 would be nice, but lanx only has $1b euro to acquire ($7-$8)
Posted by GeneralLee
Member since Aug 2004
13877 posts
Posted on 3/2/21 at 7:38 pm to
quote:

Well, $15 would be nice, but lanx only has $1b euro to acquire ($7-$8)


Well, they are gonna need some debt to finance that acquisition then!
Posted by GREENHEAD22
Member since Nov 2009
20045 posts
Posted on 3/2/21 at 7:56 pm to
Yea dammit, I want to see that mars rover.
Posted by jimjackandjose
Member since Jun 2011
6631 posts
Posted on 3/2/21 at 8:04 pm to
7 per share would be disappointment considering the potential here

IMO this is comparable break through in technology as the FCC was to refining.
Posted by Nguyener
Kame House
Member since Mar 2013
21057 posts
Posted on 3/3/21 at 9:19 am to
Some good news or upward momentum would be wonderful
Posted by GeneralLee
Member since Aug 2004
13877 posts
Posted on 3/3/21 at 11:24 am to
This is a long term play. Buy on dips and enjoy the rips over the long term.
Posted by molsusports
Member since Jul 2004
36664 posts
Posted on 3/3/21 at 11:28 am to
quote:

This is a long term play. Buy on dips and enjoy the rips over the long term.


The last twelve months have distorted how new investors look at stocks.

Hell, the ten years before the last twelve months have distorted how new new investors look at stocks.
Posted by Grassy1
Member since Oct 2009
7319 posts
Posted on 3/3/21 at 2:08 pm to
A few weeks ago I proclaimed... that I had bought all the STLHF that I was buying.







Added 3000 more since then.
This post was edited on 3/9/21 at 5:35 pm
Posted by GrizzlyAlloy
Member since Aug 2020
2581 posts
Posted on 3/3/21 at 7:34 pm to
quote:

IMO this is comparable break through in technology as the FCC was to refining.


This is not new technology.
Posted by Woodbird
Member since Jun 2017
271 posts
Posted on 3/3/21 at 8:33 pm to
Right, the basis of the technology was developed by Dow in the 1960’s or 70’s. My understanding is STLHF has modified the known technology to match the known brine composition specifically at Lanxess. Other than that, it’s more of a situation where the demand for lithium is finally getting to a point where the price/quantity for lithium demand makes the project feasible.
Posted by Capt ST
High Plains
Member since Aug 2011
13328 posts
Posted on 3/3/21 at 9:38 pm to
Dow has attempted to squeeze every ounce of profit from brine production. Hopefully we benefit from Std tweaking it. As far as money goes, Germany now has gone negative on rates, buyout money will be cheap if they need to borrow
.
Posted by Woodbird
Member since Jun 2017
271 posts
Posted on 3/3/21 at 9:51 pm to
We don’t really expect a buyout though, do we? Everything that has been discussed so far is a JV speculated at 70/30 in LX favor with LX putting up the capital to build the new units.
Posted by jimjackandjose
Member since Jun 2011
6631 posts
Posted on 3/3/21 at 10:07 pm to
They have the JV tentatively in place but buyout discussions in this thread go way back. Many thought buyout would happen in 10 to 15 dollar range
Posted by Grassy1
Member since Oct 2009
7319 posts
Posted on 3/4/21 at 7:15 am to
I know zero about mergers, acquisitions, and joint ventures. But in the last few decades of companies changing names at a break neck pace, it's hard not to recognize the possibility for it any stage of any game.

Again, I know nothing, but I'm guessing most of us would rather see it all play out and supposedly see big price per shares. Then again, there's risk there for unseen obstacles, versus the risk of what goes on in a buyout negotiation and the following price per share payout.

The dream is real for either
Posted by SmackoverHawg
Member since Oct 2011
28919 posts
Posted on 3/4/21 at 7:30 am to
The buyout talk has just been speculation. It was based on LNXSF’s cost of full project. They could recoup their investment in short order if they did. However, I’d expect STLHF insiders to be accumulating more shares if it was pending. STLHF will operate and keep all revenue for the first 12 to 24 months once production begins. If it were to happen, I think it would be after or towards the end of that time.
Posted by Woodbird
Member since Jun 2017
271 posts
Posted on 3/4/21 at 12:23 pm to
Not exactly hard hitting DD, but with news that GM will be building a battery plant likely in TN I was curious and opened up Google Earth. If you draw a line between Austin, TX (TESLA) and Nashville, TN (GM) the midpoint of the line lands in Union County, AR which is where the Lanxess facilities (and STLHF) are located. Can't be a bad thing!
Posted by CorkRockingham
Member since Jun 2017
502 posts
Posted on 3/5/21 at 7:00 am to
Has Standard Lithium secured any buyers of their refined lithium as of yet? Or is this idea all conceptual?
Posted by CorkRockingham
Member since Jun 2017
502 posts
Posted on 3/5/21 at 8:56 am to
Also,

So 1 ton of lithium carbonate goes for about $13,000 usd currently.

The pilot plant puts out what, 100-150 tons per year?

The expansion goal in mind is 50,000 tons per year.

That’s a revenue of $650,000,000.

Does that seem like very little or is it just me?
This post was edited on 3/5/21 at 8:59 am
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