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re: Diving deeper on Standard Lithium?
Posted on 3/15/21 at 11:21 am to Grassy1
Posted on 3/15/21 at 11:21 am to Grassy1
LINK Statista
Spoke to an old client and friend who saw some of the Chilean lithium evaporation "ponds" in person. He said they stretched from horizon to horizon and they had these red cranes. Yeah, he's joining us in Standard Lithium, but is wondering about what the joint venture agreement affect.
Spoke to an old client and friend who saw some of the Chilean lithium evaporation "ponds" in person. He said they stretched from horizon to horizon and they had these red cranes. Yeah, he's joining us in Standard Lithium, but is wondering about what the joint venture agreement affect.
1
Posted on 3/15/21 at 3:42 pm to Auburn1968
quote:
LINK Statista
Global lithium mine production 2010-2020
Published by M. Garside, Feb 22, 2021
Lithium mines produced an estimated global total of 82,000 metric tons of lithium in 2020. This is a significant increase from 2010, when production was just 28,100 metric tons.
____________________
In 2030, the total global demand for lithium is expected to reach 1.79 million metric tons of lithium carbonate equivalent. Increases in battery demand will be a strong driver of lithium consumption in the near future.
ETA: For my own visualization:
2010: 28,100 metric tons mined
2020: 82,000 metric tons mined
2030: 1,790,000 "expected metric tons of lithium carbonate equivalent"
That seems like a lot.
Like over 21x 2020.This post was edited on 3/16/21 at 2:57 pm
Posted on 3/16/21 at 9:07 am to LSUGrad2005
quote:
Is this a good entrance price? Anything under $3?
If you didn't buy already, I would do so now. I am debating selling a kidney to buy more.
Posted on 3/16/21 at 10:54 am to Drunken Crawfish
I'm curious as to where this Lithium will be going? What is the current state and the future outlook for lithium battery production in the US?
Posted on 3/16/21 at 11:01 am to ALTiger
That's a billion or trillion dollar question. High grade Lithium production appears significantly lower than predicted needs.
The estimates for how much is needed vary considerably. On a year by year basis that might mean 30% increases but you may find different numbers.
The estimates for how much is needed vary considerably. On a year by year basis that might mean 30% increases but you may find different numbers.
Posted on 3/16/21 at 11:58 am to Drunken Crawfish
In the low $2.50s now. Good time to get in.
Posted on 3/16/21 at 12:30 pm to Auburn1968
In at $2.55
Posted on 3/16/21 at 2:04 pm to Box Geauxrilla
Aggregating and aggregating...can't wait to retire 
Posted on 3/16/21 at 5:55 pm to DFWAggie09
Below is a link with a short discussion about Lithium production needs in light of announced battery use with EV manufacturing
LINK
Relatively short video. Take away message is a significant increase in demand with inadequate production at present. Especially few companies able to produce while conserving water use and/or CO2 production.
LINK
Relatively short video. Take away message is a significant increase in demand with inadequate production at present. Especially few companies able to produce while conserving water use and/or CO2 production.
Posted on 3/16/21 at 6:30 pm to DFWAggie09
why this company over the others?
Posted on 3/16/21 at 6:47 pm to down time
quote:
why this company over the others?
1 unlimited growth potential
2. Will be producing 20,000 tonnes per year with virtually no startup cost.
3. Relatively stable share price compared to other startups with no revenue due to very little share dilution.
4 among the lowest operating cost in the business
Posted on 3/16/21 at 7:04 pm to down time
I'd give a different list of reasons
1) High quality (over 99.95%) extraction has been validated and appears scalable. The purity of the product increases value significantly.
2) Their production time is excellent (hours, not days)
3) They are a green producer. The extraction does not require mining techniques which produce more CO2 or evaporation techniques which consume lots of water. This is not just a goal of green energy, it is a regulatory issue for consumption in Europe (and probably other markets in the future).
4) Production costs are reported to be very good.
5) The company has good financials and will not likely need additional offerings which would dilute shareholder value.
6) They have access to a very significant and well defined resource of brine for Lithium extraction (decades of large scale production).
1) High quality (over 99.95%) extraction has been validated and appears scalable. The purity of the product increases value significantly.
2) Their production time is excellent (hours, not days)
3) They are a green producer. The extraction does not require mining techniques which produce more CO2 or evaporation techniques which consume lots of water. This is not just a goal of green energy, it is a regulatory issue for consumption in Europe (and probably other markets in the future).
4) Production costs are reported to be very good.
5) The company has good financials and will not likely need additional offerings which would dilute shareholder value.
6) They have access to a very significant and well defined resource of brine for Lithium extraction (decades of large scale production).
Posted on 3/16/21 at 7:53 pm to molsusports
thanks, I will likely initiate a position after the fed speaks tomorrow.
Posted on 3/16/21 at 8:13 pm to down time
-Proprietary DLE tech
-Lanxess JV
-Robert Mintak and the rest of the C-level team leading Standard Lithium right now
Those are the biggest factors to me.
That, and everyone else here recommending it
-Lanxess JV
-Robert Mintak and the rest of the C-level team leading Standard Lithium right now
Those are the biggest factors to me.
That, and everyone else here recommending it
Posted on 3/16/21 at 10:20 pm to down time
The joint venture with Lanxess should be announced before July.
And STLHF expects to be listed on the NASDAQ before Christmas.
And STLHF expects to be listed on the NASDAQ before Christmas.
Posted on 3/17/21 at 11:59 am to Guntoter1
There's only one thread on this board that I care about.
In his December interview, if I'm not mistaken, he indicated they were hoping to finalize the JV by end of year.
How about someone shoot Robert an email and ask him what's the hold up?
ETA: I sent an email.
In his December interview, if I'm not mistaken, he indicated they were hoping to finalize the JV by end of year.
How about someone shoot Robert an email and ask him what's the hold up?
ETA: I sent an email.
This post was edited on 3/17/21 at 12:44 pm
Posted on 3/17/21 at 12:08 pm to molsusports
quote:
2) Their production time is excellent (hours, not days)
Six hour vs. weeks for evaporation ponds.
Posted on 3/17/21 at 12:58 pm to Grassy1
quote:
In his December interview, if I'm not mistaken, he indicated they were hoping to finalize the JV by end of year.
I think you are mistaken
JV BY July... NASDAQ by Dec
Posted on 3/17/21 at 1:17 pm to Guntoter1
Matthew Gordon: What are the conditions under which the 70:30 relationship gets formalised?
Robert Mintak: We're getting close to the final 2 boxes to be checked. The proof of concept on the technology: we announced last week that we had produced a battery-quality Lithium carbonate from the Lithium chloride that we produced at the plant. That's a key aspect that is going a long way to Lanxess’s acceptance of proof of concept. That data needs to meet the assumptions in our economic model, and we have to enter into the mutually agreed-upon joint venture documents with Lanxess. We're going through the negotiations now. We're both incentivised to get this done sooner rather than later. Covid has played a role in this. We hope to have it all done before the end of the year. We are targeting to have everything done by Q3 of 2020, but they're based in Cologne, we're on the west coast of North America. We meet regularly and both parties are pushing this as fast as we can.
Crux transcript
Perhaps he meant to say 2021?
Robert Mintak: We're getting close to the final 2 boxes to be checked. The proof of concept on the technology: we announced last week that we had produced a battery-quality Lithium carbonate from the Lithium chloride that we produced at the plant. That's a key aspect that is going a long way to Lanxess’s acceptance of proof of concept. That data needs to meet the assumptions in our economic model, and we have to enter into the mutually agreed-upon joint venture documents with Lanxess. We're going through the negotiations now. We're both incentivised to get this done sooner rather than later. Covid has played a role in this. We hope to have it all done before the end of the year. We are targeting to have everything done by Q3 of 2020, but they're based in Cologne, we're on the west coast of North America. We meet regularly and both parties are pushing this as fast as we can.
Crux transcript
Perhaps he meant to say 2021?
Posted on 3/17/21 at 2:31 pm to Grassy1
Obvious they are behind on that from original plan and covid delays at border seems to play a big part
Also probably why a stagnant stock price
Also probably why a stagnant stock price
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