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Started By
Message
re: Diving deeper on Standard Lithium?
Posted on 3/17/21 at 4:40 pm to jimjackandjose
Posted on 3/17/21 at 4:40 pm to jimjackandjose
Had to make it an even 1000
0
Posted on 3/17/21 at 4:45 pm to Grassy1
quote:
le in this. We hope to have it all done before the end of the year.
G
Another top dog did an interview after Mintak and he moved up the JV time line as I recall. I will look for it and report back.
quote:
Planning on cementing JV in 1H 2021 Uplisting to NYSE in 2H 2021 They estimate enough lithium in Smackover formation to supply world demand for several decades LINK
This from Gen Lee a few pages back.
Follow up crux interview. Look at the 5 min mark
Page 48
LINK
This post was edited on 3/17/21 at 5:07 pm
Posted on 3/17/21 at 5:53 pm to jimjackandjose
quote:
Obvious they are behind on that from original plan
true
quote:
and covid delays at border seems to play a big part
hopefully
Posted on 3/17/21 at 6:22 pm to DFWAggie09
quote:
Aggregating and aggregating...can't wait to retire
This.
Posted on 3/17/21 at 6:44 pm to SmackoverHawg
are you thinking no JV closing until the Lanxess engineers can travel to America?
Posted on 3/17/21 at 7:40 pm to GeneralLee
Why would you sign a major JV if your top engineers havent vetted the final production? I wouldnt.
Could also be they are renegotiating a different JV in favor of SL. If so, watch out.
Could also be they are renegotiating a different JV in favor of SL. If so, watch out.
Posted on 3/17/21 at 9:51 pm to jimjackandjose
quote:
Could also be they are renegotiating a different JV in favor of SL. If so, watch out.
Well in the video I just cited Andy talks about the final push to finance the full scale production plant.
Hmmm..... I thought Lanexess was footing the Bill? ...... hmmm ..... This must mean that Stlhf will go for the 60/40 split.
Thoughts?
Posted on 3/17/21 at 9:52 pm to jimjackandjose
It’s just frustrating having to wait. Germans are also notorious for taking forever to make a business decision which could also be some of what is going on. No doubt if it was just up to the STLHF boys, the commercial plant would already be up and running.
Posted on 3/17/21 at 9:59 pm to GeneralLee
quote:
It’s just frustrating having to wait.
Agree but I think it will be 40% for STLHF. Which should work out better for share value I would think.
Unless there is very recent news that I missed I think the JV will be signed by may . Also $4 min share price to be listed on NASDAQ. So at a minimum the share price will be 4+ by November.
This post was edited on 3/17/21 at 10:02 pm
Posted on 3/17/21 at 10:22 pm to jimjackandjose
quote:
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 pri
I disagree . Respectfully . The interview with Andy was only 3 weeks ago and he expects a JV “certainly before the mid point of this year.
He also says STL will be the first new lithium plant to produce a product.
I’m scared they going to sign before I can buy more shares
Posted on 3/17/21 at 11:05 pm to Guntoter1
LINK
Told y'all. They have the Tetra site. The salt plant still up after Tetra left. They have to be dismantled once shut down. They're gonna use this site to start production on their own. The plant is in place and functional. Work has been going on there. Has equipment in place for drying/packaging final product and rail line. Leases renewed at end of October I believe. STLHF has been listed on lease since November or so when I checked. I think this will mean 60/40 split. Will give four sites to extract as LNXSF has already announced plans to extract lithium from their south, central and west plants. They got Tetra plant for nothing. Was going to cost them $millions to take down.
Told y'all. They have the Tetra site. The salt plant still up after Tetra left. They have to be dismantled once shut down. They're gonna use this site to start production on their own. The plant is in place and functional. Work has been going on there. Has equipment in place for drying/packaging final product and rail line. Leases renewed at end of October I believe. STLHF has been listed on lease since November or so when I checked. I think this will mean 60/40 split. Will give four sites to extract as LNXSF has already announced plans to extract lithium from their south, central and west plants. They got Tetra plant for nothing. Was going to cost them $millions to take down.
Posted on 3/17/21 at 11:08 pm to SmackoverHawg
And Tetra lease abuts Albermarle's largest lease. They had started a pipeline to Lanxess awhile back that was D/C'd. This puts them in close proximity of a substantial future supply of lithium containing brine.
Posted on 3/18/21 at 6:02 am to Guntoter1
The pricing requirement for uplisting varies. If you meet other requirements, which STLHF likely does, you only need to trade above $2 for five straight days.
Posted on 3/18/21 at 8:59 am to SmackoverHawg
Every week it seems like I read more positive news about this.
Bought a few more hundred shares this morning.
This and TELL are my big hopes for 2021.
Bought a few more hundred shares this morning.
This and TELL are my big hopes for 2021.
Posted on 3/18/21 at 9:08 am to BallsEleven
At times I want to YOLO my whole portfolio into this.... but I can't bring myself to do it even though I think this is a much safer stock than the broader market at the moment. Close to maxed out in it(as far as my portfolio allocation rules go) at 15% of my portfolio right now, maybe I can go to 20 or 25%?? 
Posted on 3/18/21 at 9:10 am to GeneralLee
Its 65% of my brokerage account and 30% of my overall Vanguard holdings. I just have too much confidence in it.
Posted on 3/18/21 at 9:21 am to GeneralLee
quote:
Germans are also notorious for taking forever to make a business decision
When they do move it is fast, precise and well organized though.
The mass expansion of covid vaccinations should help soon.
Posted on 3/18/21 at 9:37 am to Drunken Crawfish
quote:
I just have too much confidence in it.
Same boat here....
- Legit management team with a multi billion dollar partner. This is not a pump and dump.
- very little buzz, almost no one knows about this stock except on this board. Stocktwits board on this has less than 1000 followers.
- offerings done to date, are few and far between, and seem to be very well thought out with a specific goal in mind to grow the company's long term value
- So many of the permitting issues that other lithium plays would have to deal with are already taken care of here given the brinewater being pumped back into aquifer there for decades now
- Very low execution risk on building out the facilities given Lanxess expertise and cost sharing on facilities given the JV structure
- Upside 40% JV or Lanxess buyout potential
- NYSE uplisting on the horizon
- USMCA and Biden policies make sourcing domestic lithium a huge priority
- Not sure which auto maker will win out, but pace of EV adoption is going to faster than most people think, and you gotta find lithium for those car batteries.
- further exploration of more advanced lithium compounds
On the downside, we have:
- subject to small cap/tech headwinds from higher interest rates
- COVID related travel restrictions on SIFT plant and German engineers (hopefully these lift soon)
- some new technology arising that makes lithium obsolete for batteries (probably at least 5-10 years away from being a serious threat).
This post was edited on 3/18/21 at 12:21 pm
Posted on 3/18/21 at 9:59 am to GeneralLee
quote:
GeneralLee
Nice evaluation
I'll likely be adding to my position.
Posted on 3/18/21 at 11:00 am to GeneralLee
I have some serious FOMO on this one. I have a small position compared to most here, and I need to keep accumulating. Not sure if I should just keep averaging up... what do y’all think a good price and under is good to keep buying at?
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