re: Diving deeper on Standard Lithium?

Has it actually been confirmed that Lanxess management is in town? I thought that was a joke…

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Has it actually been confirmed that Lanxess management is in town? I thought that was a joke…

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I haven't seen them with my own eyes, but a very reliable source confirms it's not rumor. There's been more talk of the deal in the plant. Up until very recently SLI was never said by name by Lanxess management, just "the project".

Employees were not to discuss it even amongst each other unless it was absolutely necessary, or so I've been told. I feel like it has to be close considering the loosening of the silence order. Doesn't mean that's what they are coming for, but the timing is curious. Enough for me to buy $40k more Friday when it dipped and ready for another if we get an overall market sell off.

It seems like recent ones have been. That tells me that Lanxess starting coordination the PR whenever that started. Cause the Germans were getting f$%ked.

SLI holds no loyalty to the German market and until JV agreed upon, then they really don't have to tell Lanxess shite before the drop PR.

Yeah at first read it sounded like he was going to sell all his SLI but I think on second read it’s talking about unloading everything else to buy more SLI.

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eah at first read it sounded like he was going to sell all his SLI but I think on second read it’s talking about unloading everything else to buy more SLI.

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I would assume that's what he meant. Unloading the other holdings. I've been antsy all weekend. These sumbitches always seem to drag it out a week or two after we expected and people start giving up.

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They have all been at midnight since the SIFT plant PR. That PR will always hold a special place in my heart as it stopped our slide into the abyss…..

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I told y'all it was there!!! Won't lie. The delay made me start wondering if something went wrong. Then we find out they added reverse osmosis between the two units. Any delays have always turned out to be for good reasons. Just like the PEA. I'm still pumped about it. You can bet your arse they are going to be able to produce more than 30k tons/year. I'm thinking 50-60k. We'll know in a few years.

Good luck!

So you think this JV is coming this week?
Looking to time it to be honest lol.
I'm ready to pick up another 1k to swing on top of my stack. Unfortunately I'm not a baller like you guys but I'm bullish long for sure.
Doesn't matter i'll make money anyway.
I'll hold until I do.
Just weird buying so much higher than my average.
Frick it, buying for a swing first thing monday am
Dammit, or wait for the lunchtime dip. Gotta maximize ya know

Yeah you would think it's either for the ribbon cutting photo or one last trip to see everything in person before signing the docs.

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Is there a scenario where lanxess is just as smart of a play here? Does SLI benefit exponentially by licensing their technology to other players outside of lanxess? Or would that be not permitted in the JV agreement?

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Not that I see currently. I bought Lanxess early when it was down in 2020 as a hedge, I thought they'd get back in the 70's-80's within a year without the SLI project and they did. It was a better buy then in the 30's. I think they've positioned themselves to do well even without SLI and they have gone big in production of battery casings for EV batteries. They don't have the upside of SLI, but they don't have the potential downside either. I think they are currently undervalued. The bromine market has been down, like everything else, due to COVID. They have focused on streamlining their operations for efficiency and costs savings. Being close to Albermarle and Lanxess, Lanxess seems to be a much better ran company. At least here in south Arkansas.

From my understanding, Lanxess and SLI will form a separate company that is basically a subsidiary of each, for their JV. SLI will be free to pursue other ventures with or without Lanxess. There could be some restrictions that we won't know until JV released, such as partnering with Albermarle. Ventures such as that may be limited to the JV company. Otherwise, SLI can develop Tetra, the other SW Arkansas project and possibly Mojave project independent of SLI.

I wouldn't be shocked to see Lanxess/SLI begin battery manufacturing separate from their current ventures. Makes sense to me. Lanxess makes the structural components needed, SLI/Lanxess could produce enough lithium to support the company and have the greenest batteries on the planet. But SLI still the big winner over next 10-15 years. Past that, it may be Lanxess unless SLI can use their tech or acquire/develop new tech in other areas. I do plan on rolling some of my SLI profits over into Lanxess down the line. I think they are positioning themselves quite nicely in their sector.