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re: Diving deeper on Standard Lithium?
Posted on 4/9/21 at 6:17 pm to GeneralLee
Posted on 4/9/21 at 6:17 pm to GeneralLee
quote:
Can they start to produce from the tetra site without Lanxess? I wasn't clear if those leases were under the JV with Lanxess or if they were separate.
Yes. Lanxess had rights to brine when Tetra shut down, STLHF now has the lease and sodium plant that has been left in place which has packaging unit in it. Not sure what Lanxess's stake will be in it if any. The Germans are going to cost themselves money by slow playing this. They're still full bore on board but I can't believe STLHF's additional investments and work independent of Lanxess won't lead to at least the 60/40 split which would be huge. If I where STLHF, I'd be pushing for 50/50.
2
Posted on 4/9/21 at 6:33 pm to SmackoverHawg
They need to get their engineers vaccinated and over here pronto. Didn’t realize that Bayer is their parent company.... that might explain the feet dragging even more.
Posted on 4/12/21 at 10:48 am to GeneralLee
Been keeping my eye on this one. Looks like a little more bleeding so far today...
Posted on 4/12/21 at 10:56 am to GeneralLee
Lanxess was spun off from Bayer in the 2000's so from a historical point of view Lanxess assets were historically Bayer assets, but Bayer/Lanxess are two separate companies.
This post was edited on 4/12/21 at 10:58 am
Posted on 4/12/21 at 11:50 am to GeauxldMember
quote:
Looks like a little more bleeding so far today...
Who is buying more today? Scooped up 500 more shares at $2.84.
Posted on 4/12/21 at 4:18 pm to skewbs
427 cause that's all I could scurry up.
I'm done.
I'm done.
Posted on 4/13/21 at 8:18 am to SmackoverHawg
Big nice article from SA this morning. I’ll quote a few excerpts here.
Austin Craig is the author and rates it as very bullish.
LINK
quote:
To this day, I still tell people getting into investing to pick up copies of Peter Lynch's "One Up On Wall Street" and "Beating The Street". They are both excellent primers and cover principles that Mr. Lynch expounds on which make a lot of sense and have worked for me: 1. Invest in what you know. 2. Boring is good because boring stocks can be undervalued due to lack of sizzle. I think Gordon Gekko would agree and that brings us to the point of this article, the most boring lithium stock on the entire stock market. A real gem that is going to make us a lot of money and that is Standard Lithium
quote:
Summary Industry investments in lithium (paired with government incentives via rebates) may result in excessive demand for lithium-fueled automobiles. Standard Lithium is in joint venture talks with Lanxess (market cap $6 billion) to form a direct extraction lithium mine in Arkansas. This is potentially the most boring lithium play on the stock market and aligns with what Peter Lynch preached, to paraphrase: "Boring is good".
quote:
Once the projects in Arkansas are up and running, I see little to hinder Standard from expanding the California operation and going after other pre-existing projects that might benefit from their direct extraction technology. This will unlock value and I'll go out on a limb and say the share price should be $6 - 9 dollars (market cap $800 million to 1.2 billion) but this will take time measured in years to fully pan out. We currently own shares in Standard and are expanding our position.
Austin Craig is the author and rates it as very bullish.
LINK
This post was edited on 4/13/21 at 8:59 am
Posted on 4/13/21 at 8:53 am to Shepherd88
Do you have a link?
Posted on 4/13/21 at 9:00 am to BallsEleven
I updated my post with the link but it is a subscription article. I have a membership to SA premium so not sure if it’ll work for everyone.
Posted on 4/13/21 at 9:44 am to Shepherd88
Thanks!
You sure about it being a pay?
I can see the whole thing.
You sure about it being a pay?
I can see the whole thing.
Posted on 4/13/21 at 10:01 am to BallsEleven
I think you have a certain amount of articles on SA you can read before they lock you out. Thats my issue. But the way I work around it is by turning private mode on my phone then clicking on the link. Havent had an issue since
Posted on 4/13/21 at 10:04 am to Shepherd88
quote:currently?
should be $6 - 9 dollars
This post was edited on 4/13/21 at 10:05 am
Posted on 4/13/21 at 10:23 am to UFownstSECsince1950
No that’s a long term outlook. They’re looking multi years ahead.
Man I’d like some sort of report/update from Standard management just to give some support. Everything I’ve got is just bleeding relentlessly the past few weeks. Market is asleep.
Man I’d like some sort of report/update from Standard management just to give some support. Everything I’ve got is just bleeding relentlessly the past few weeks. Market is asleep.
Posted on 4/13/21 at 10:28 am to Fe_Mike
Yep it's an odd article... lots of good details on the amazing investment potential then randomly throws out a $6-9 target years from now. While still making money, frankly that would be a disappointment given the potential here. We should be $10+ by end of year assuming JV is finalized, commercial plants start production, etc.
Posted on 4/13/21 at 10:37 am to GeneralLee
quote:
We should be $10+ by end of year assuming JV is finalized, commercial plants start production, etc.
I think that is very bullish. I'd be happy with $8 at the end of the year.
Posted on 4/13/21 at 10:49 am to Drunken Crawfish
quote:according to that article, you should be happy with $3 by the end of the year, and maybe $6 several years down the line
I'd be happy with $8 at the end of the year.
Posted on 4/13/21 at 10:52 am to UFownstSECsince1950
Cant get cheap shares if people arent selling
Posted on 4/13/21 at 11:53 am to Drunken Crawfish
quote:
I think that is very bullish. I'd be happy with $8 at the end of the year.
I mean, I wouldn't be dissatisfied at $8, that's for sure. But man, by end of year it should be pretty clear that STLHF is in the driver's seat for American lithium production. If that doesn't command a multi billion market cap at some point, I'd be very surprised.
Posted on 4/13/21 at 12:02 pm to GeneralLee
If I get to 8 with it I will be sooo happy.
Posted on 4/13/21 at 2:08 pm to GeneralLee
quote:
I mean, I wouldn't be dissatisfied at $8, that's for sure.
I think you’ve got the STLHF glasses on way too tight. Temper your expectations a tad or just understand that may not be a reality. I love the long term potential and I own a few thousand shares myself (I know not nearly as much as you), but I’ll be happy with any short term appreciation here. Long term as in 3-5 years I like this thing to quadruple which would take it over $10/share.
With all that being said I sure as hell hope your expectations are correct LOL.
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