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re: Diving deeper on Standard Lithium?
Posted on 10/27/21 at 5:43 pm to Chucktown_Badger
Posted on 10/27/21 at 5:43 pm to Chucktown_Badger
He’s a 30 year old boomer. He inherited it all from the last generation of boomers
0
Posted on 10/27/21 at 5:54 pm to jamiegla1
quote:
I’m curious if anyone would be interested in a separate thread about lithium battery development and manufacturing stocks. Lithium is just one part of the battery.
I did a little digging last night and found a couple traded companies but the big player is still private. Might be something to keep an eye on in the coming years.
If there’s interest, I’ll start one with what I’ve found so far.
Bromine. Look no further than LNXSF. Half of the world's bromine comes from south Arkansas and they're set to ramp that up. Not to mention theirs is high quality. It's a flame retardant. Lanxess produces plastic battery housings for EV's. Bromine is also used in wiring cables and to insulate circuit boards. Not to mention their are zinc/bromine batteries and bromine flow batteries that could be an alternative to lithium.
Best place in the world to get it? Lanxess from the south Arkansas brine SLI will be extracting from. Check Lanxess's site for details. Stock is undervalued currently IMO. Lanxess is one company I plan on divesting SLI profits into and already hold a fair amount.
ETA-not to mention the brine has significant amounts of magnesium and some cobalt (not sure if enough warrant extraction). Vanadium is also produced here in Arkansas in Hot Springs by US Vanadium.
This post was edited on 10/27/21 at 6:01 pm
Posted on 10/27/21 at 6:17 pm to SmackoverHawg
My spidey senses thought something was up on my post on the 22nd. This is looking real good ??.
Posted on 10/27/21 at 7:06 pm to TigerDoug
I’ve gotten at least 7 people to get into SLI in the past 2 weeks. You guys made a believer out of me and now I’m passing on the knowledge.
I doubt any of them bought more than $5,000 but always nice to have some more investors rather than traders.
I doubt any of them bought more than $5,000 but always nice to have some more investors rather than traders.
Posted on 10/27/21 at 7:19 pm to go ta hell ole miss
quote:
I think he has about 38k shares
40900
Posted on 10/27/21 at 7:38 pm to SmackoverHawg
Took a look at LNXSF and noticed it did not trade today. Any clue as to why?
Posted on 10/27/21 at 7:42 pm to SmackoverHawg
Lanxess looks flat overall. Is it just under the radar?
Posted on 10/27/21 at 8:06 pm to jimbeam
quote:
Lanxess looks flat overall. Is it just under the radar?
Covid hasn't been great for them and they've been streamlining and optimizing operations. With their position in the EV battery casing market they stand to profit handsomely from the boom. Bromine used in insulation for circuit boards and wiring cable. Fire retardant for carpet and upholstery. Used in manufacturing of tires as well. I look for them to become the world's leading bromine producer over the next 5-10 years. They are incorporating AI to minimize staffing and increase efficiency and adding carbon capture with the SLI project. They will be the lowest cost, greenest bromine producer + 60-70% of revenue from JV with SLI. If it's true that the brine will be "clean" once they are done with it, that will save them a ton of money. Spill now has to be treated as HAZMAT.
Posted on 10/27/21 at 10:35 pm to SmackoverHawg
One of the things, Smack, you and others have mentioned is showing revenue. From reading this, it sounds like they are producing and selling lithium.
"For the recent quarter, Standard Lithium Ltd.’s quick ratio was 20.50, while its current ratio was 20.50, indicating its ability to pay off its debt. The company’s long-term debt to equity ratio for the recent quarter is 0.06, and the total debt to equity ratio is 0.06. Based on annual data, it had gross profit of $66.73 million and revenue of $199.86 million."
Am I reading this article correctly, the are producingand selling lithium?
LINK /
I'm guessing this is a great thing. But I still wish we knew who they were selling it to, and how much they are actually producing.
I still can't find anything from Standard to give an idea of where the lithium is going....I'm guessing Lanxess but it'd be nice if they were sending samples to battery makers and, oh I don't know, Ford/GM/Tesla/Volkswagen etc
ETA...unless I've missed it this is the first time I've seen anything written that says they have revenue
"For the recent quarter, Standard Lithium Ltd.’s quick ratio was 20.50, while its current ratio was 20.50, indicating its ability to pay off its debt. The company’s long-term debt to equity ratio for the recent quarter is 0.06, and the total debt to equity ratio is 0.06. Based on annual data, it had gross profit of $66.73 million and revenue of $199.86 million."
Am I reading this article correctly, the are producingand selling lithium?
LINK /
I'm guessing this is a great thing. But I still wish we knew who they were selling it to, and how much they are actually producing.
I still can't find anything from Standard to give an idea of where the lithium is going....I'm guessing Lanxess but it'd be nice if they were sending samples to battery makers and, oh I don't know, Ford/GM/Tesla/Volkswagen etc
ETA...unless I've missed it this is the first time I've seen anything written that says they have revenue
This post was edited on 10/27/21 at 10:36 pm
Posted on 10/27/21 at 10:52 pm to Ballstein32
They're not selling it at commercial levels. Lanxess may be buying it at the industrial levels they can produce with the demo plant. The demo plant was said to be able to produce 150-250 tons/yr in initial PR's. Now they have been able to get extraction time down from 72 hours to less than 7 so, they might can produce more. I'm not getting my hopes up anymore for revenue, but maybe there's something concrete in there to prove to public that they are producing lithium.
Posted on 10/27/21 at 11:08 pm to SmackoverHawg
Yeah, I didn't mean they were producing a boatload of it yet. We all know that's gonna take time.
I guess what I was trying to say is that this is the first time I've seen any reports of any type of revenue so someone is buying what they can produce at this moment. And to me, that sounds promising for the future once they can ramp everything up to commercial levels.
But I would like to know who's buying it and stuff like that.
I guess what I was trying to say is that this is the first time I've seen any reports of any type of revenue so someone is buying what they can produce at this moment. And to me, that sounds promising for the future once they can ramp everything up to commercial levels.
But I would like to know who's buying it and stuff like that.
Posted on 10/28/21 at 6:50 am to Ballstein32
I don't believe the 3rd quarter 2021 financial reports have been released and the June 30, 2021 audited financials report -0- revenue.
The Earnings Surprise section of the article doesn't match up to what was reported on the audited financials. For example, how could revenues rise 5.7% to $52 million when there was -0- revenue for 6/30/21? and the equity owned by shareholders looks out of whack.
I don't even understand the title of the article. What price is the title referring to? It couldn't be the stock price. It looks like the article may have some accuracy issues.
The Earnings Surprise section of the article doesn't match up to what was reported on the audited financials. For example, how could revenues rise 5.7% to $52 million when there was -0- revenue for 6/30/21? and the equity owned by shareholders looks out of whack.
I don't even understand the title of the article. What price is the title referring to? It couldn't be the stock price. It looks like the article may have some accuracy issues.
Posted on 10/28/21 at 7:14 am to Ballstein32
That article is one of those computer generated articles that are becoming way too common.
In this case it’s a drunk computer because the data is using seems to have nothing to do with SLI. There is no revenue or EBITDA or any ability to deal with a quick ratio.
As Max said they are engaged in lithium producing activities at a demonstration level. It is an open question whether such lithium is being sold which will lead to minor revenue amounts or have such lithium is really just being used provided without sale For the demonstration purposes alone. The volume is se minimus either way.
I know we would like to see revenue some form of proof of concept - But I think the JV will fulfill that more than any residual revenue at this stage
In this case it’s a drunk computer because the data is using seems to have nothing to do with SLI. There is no revenue or EBITDA or any ability to deal with a quick ratio.
As Max said they are engaged in lithium producing activities at a demonstration level. It is an open question whether such lithium is being sold which will lead to minor revenue amounts or have such lithium is really just being used provided without sale For the demonstration purposes alone. The volume is se minimus either way.
I know we would like to see revenue some form of proof of concept - But I think the JV will fulfill that more than any residual revenue at this stage
Posted on 10/28/21 at 7:16 am to GeneralLee
quote:
SLI did today compared to the rest of the lithium sector. SLI +1.5%, ALB -1.9%, LAC -3.8%, LLKKF -9.3%, SGML -1.3%.
Ah, the lone green lithium stock. How ironic?
Posted on 10/28/21 at 7:56 am to igoringa
Gotcha. Thanks for the clarification. That's annoying and misleading on that websites part.
Posted on 10/28/21 at 8:19 am to SmackoverHawg
OK, this is not directed at you Smack, but for anyone with details of the company, you included. There are many reading this thread that have not followed along (understandably) for 400+ pages.
What fundamentals need to be hit for this stock to reach the $55 range, which corelates to approx a $8B MC?
Short of a meme push or a Elon tweet, what can get the company there in the next 3-5 years?
To me there needs to be additional infrastructure investments beyond Tetra and Lanxess brine and additional uptick in lithium prices beyond the $13K-$14K/ton.
There also needs to be contract agreements with major users of their product(s).
What others?
Whould the above get them there?
What fundamentals need to be hit for this stock to reach the $55 range, which corelates to approx a $8B MC?
Short of a meme push or a Elon tweet, what can get the company there in the next 3-5 years?
To me there needs to be additional infrastructure investments beyond Tetra and Lanxess brine and additional uptick in lithium prices beyond the $13K-$14K/ton.
There also needs to be contract agreements with major users of their product(s).
What others?
Whould the above get them there?
Posted on 10/28/21 at 8:20 am to Dock Holiday
Cmon man don’t bring math into this
Posted on 10/28/21 at 8:40 am to Dock Holiday
quote:
What fundamentals need to be hit for this stock to reach the $55 range, which corelates to approx a $8B MC?
S
When people realize that they plan on producing 70,000-100k tons/year at Lanxess alone, and conservatively 30k tons at Tetra. But first the JV. They may plan on only 20k initially but rapidly ramp up as they optimize production and lithium prices rise. Hopefully, the revenue generated will be more than enough to cover the phased in expansion of each site. Details of other south Arkansas project and/or PEA on Mojave project could certainly help. Mojave will be more expensive to produce and extract just due to lower lithium concentrations and it's a different animal than the south Arkansas brine. I think that would be much later unless Cali and Fed gov give them some insane tax credits/breaks for making the geothermal units at least cost neutral if not profitable. And if they do end up producing clean water as a by product, it's waaaaay better. Could turn that desert into an oasis.
Would be large to get 60/40 split v. 70/30.
They have buyers ready for their product. Pricing is still a hold up. They are unique in the fact that they will be truly green and high purity. With tax breaks for domestic producers of REE's and their buyers proposed by Trump, this could be huge as well. Not sure if they ever got fully implemented/passed. Can't see Biden and the Dem's not giving in to GREEN. That's the whole point of all this bullshite.
Posted on 10/28/21 at 8:49 am to Dock Holiday
quote:
What others?
-Lithium prices continuing to rise (like >$30K/ton for carbonate and hydroxide)
- Patent approval on their DLE process (which would probably exclude any other DLE process in the Smackover)
- Licensing deals with other players (Albemarle?)
- Application of their technology to other processes/materials (carbon credits, magnesium, being able to put potable water back in the aquifer, etc.)
I'm not so sure some offtake agreement with an auto maker makes the most sense, especially if the price is locked in. Why cut yourself off on further lithium price increases? Makes for a nice PR and short term bump from meme traders, but conceivably might not be in the best long term interest of the company. It's not like they are going to have trouble finding a buyer for the lithium...
This post was edited on 10/28/21 at 8:51 am
Posted on 10/28/21 at 9:19 am to GeneralLee
F it . Just bought more
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