- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
Posted on 2/24/22 at 12:34 pm to SmackoverHawg
So we gotta wait til q4?
Rip
Rip
Posted on 2/24/22 at 12:38 pm to CharleyLake
quote:
Wraytex, why do you think that comment was aimed at a real discussion?
I guess if you have to ignore the previous 90% of that post to make the point then I defer.

Posted on 2/24/22 at 12:40 pm to el Gaucho
quote:
So we gotta wait til q4?
Yes, but that seemed clear even before today's PR. DFS in Q4 then a few months for Lanxess to make up their mind if they are in or not. So 2023 before construction and 2024 before production.
Posted on 2/24/22 at 1:09 pm to GeneralLee
What’s the projected project size again? I’ll plug it in a tool to give stand dates.
This post was edited on 2/24/22 at 1:17 pm
Posted on 2/24/22 at 1:15 pm to eng08
size like square feet? $ outlay? Their investor presentation says 9,700 tons per year lithium carbonate projected from Plant 1.
This post was edited on 2/24/22 at 1:19 pm
Posted on 2/24/22 at 1:16 pm to GeneralLee
Haha, no I’m not that bad.
Size, fixed my typo.
Size, fixed my typo.
This post was edited on 2/24/22 at 1:17 pm
Posted on 2/24/22 at 1:32 pm to eng08
Posted on 2/24/22 at 1:33 pm to eng08
He Is probably looking at project cost. you cant put that info in some calculators and get a generalized construction time frame.
Looks like TIC is $505,000,000. 300 direct and 205 indirect
I punched these numbers in ca calculator and for detailed Design and construction, if started 1/1/2023 the plant could be commissioned on 6/1/2024. This is a schedule driven schedule
Looks like TIC is $505,000,000. 300 direct and 205 indirect
I punched these numbers in ca calculator and for detailed Design and construction, if started 1/1/2023 the plant could be commissioned on 6/1/2024. This is a schedule driven schedule
This post was edited on 2/24/22 at 2:20 pm
Posted on 2/24/22 at 1:46 pm to SwampCollie
I seriously hate those Germans.... Let's just look at their ridiculous statement below. Very non committal, all about risk aversion, not about making the most of an opportunity.
quote:
LANXESS and Standard Lithium have signed an agreement setting forth the path forward for their lithium project. After 20 months of testing on the basis of a pilot plant Standard Lithium will now in a next step, conduct a Front End Engineering Design (FEED) study in order to evaluate the potential construction of a first industrial plant to produce lithium carbonate at LANXESS’ site in El Dorado, Arkansas/USA. The focus of the FEED study is the economic viability and technical feasibility of production of lithium carbonate on an industrial scale. Final results of this study are targeted for Q4/2022. In case of a successful completion of the FEED study, Standard Lithium could build a plant for the production of battery grade lithium carbonate at one of the three LANXESS plants in El Dorado at their own expense. LANXESS does not bear any investment risk but has the option to acquire resulting battery grade lithium carbonate from Standard Lithium at advantageous pricing, i.e. at a discount of up to 20 percent to market, the final discount to be determined together with the conclusion of other project-related supply and services agreements between LANXESS and Standard Lithium. LANXESS has a right to participate in the project company up to an ownership of 49 percent, whereas the value of this participation would be based upon the capitalization of the project company. By signing this agreement, LANXESS safeguards opportunities in the attractive lithium market without taking downside or commodity price risk.
This post was edited on 2/24/22 at 1:51 pm
Posted on 2/24/22 at 1:50 pm to Wraytex
My apology. I missed that part.
I often skip ahead. That is why my wife, as a Christmas gift, enrolled me in Literacy Awareness Classes. Looking forward to attending tonight.
I often skip ahead. That is why my wife, as a Christmas gift, enrolled me in Literacy Awareness Classes. Looking forward to attending tonight.
Posted on 2/24/22 at 1:53 pm to GeneralLee
quote:They may as well have said, "we made this stupid agreement with a company in Arkansas that we dont think has a chance in hell of making Lithium, but if they do, we are going to buy some at a discount"
I seriously hate those Germans.... Let's just look at their ridiculous statement below. Very non committal, all about risk aversion, not about making the most of an opportunity.
Posted on 2/24/22 at 1:55 pm to tigerfoot
I know right. I was struck how the SLI explanation of the agreement differed from Lanxess' explanation of it.
This post was edited on 2/24/22 at 2:00 pm
Posted on 2/24/22 at 2:07 pm to CharleyLake
Lol we're good and I'm pretty sure headed to the same payday.
Now back to our previously scheduled program of Gaucho's Gone with the Windthium...
Now back to our previously scheduled program of Gaucho's Gone with the Windthium...
This post was edited on 2/24/22 at 2:15 pm
Posted on 2/24/22 at 2:32 pm to GeneralLee
I see green.
Again, crap arse day to release this news, but….certainly better than the “alert: SLI down greater than 10%” I got this morning.
Again, crap arse day to release this news, but….certainly better than the “alert: SLI down greater than 10%” I got this morning.
Posted on 2/24/22 at 2:51 pm to Elusiveporpi
quote:
This is a schedule driven schedule
What does that mean? Thanks.
Posted on 2/24/22 at 3:01 pm to GeneralLee
They will spend more money to meet the schedule vs letting the schedule be what it is.
Posted on 2/24/22 at 3:52 pm to tigerfoot
Having worked for a large petrochemical company and tried to make them money, I can tell you what lanxess is really saying. This ain't our core business, so unless it becomes so (and it could) we prefer not to invest our capital. They aren't saying its a bad investment, it just isn't big enough in this volatile market.
Popular
Back to top
