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Started By
Message
1
Posted on 2/25/22 at 4:55 am to KCRoyalBlue
Where does it talk about SLI?
It also says it anticipates Arkansas to be a hub for “flying cars” which they anticipate to be a $1.5T market by 2040. That’s uh…. That’s something.
It also says it anticipates Arkansas to be a hub for “flying cars” which they anticipate to be a $1.5T market by 2040. That’s uh…. That’s something.
Posted on 2/25/22 at 4:58 am to Fe_Mike
quote:
hub for “flying cars” which they anticipate to be a $1.5T market by 2040
Interesting
Posted on 2/25/22 at 7:23 am to GeneralLee
quote:
This is a schedule driven schedule
Schedule is more important that cost. The schedule can also be pulled in by a design build strategy. As in, as soon as the civil design of the plant is finished, construction can start while the piping and other parts are still being designed.
Posted on 2/25/22 at 7:55 am to Fe_Mike
Dang maybe if Arkansas becomes the Japan of the south we can become the indonesia and make all the t shirts
Posted on 2/25/22 at 8:23 am to el Gaucho
Cotton on the road side cotton in the ditch
We all picked the cotton but Mintak got rich
We all picked the cotton but Mintak got rich
Posted on 2/25/22 at 8:30 am to Fe_Mike
quote:
It also says it anticipates Arkansas to be a hub for “flying cars” which they anticipate to be a $1.5T market by 2040. That’s uh…. That’s something.
Upscaling quad drones is possible especially with self-flying capability. Not going to hold my breath on that just yet.
Posted on 2/25/22 at 8:38 am to jimbeam
I just wish mintak would stop share lending so the price could go up
Posted on 2/25/22 at 8:56 am to Auburn1968
quote:
Upscaling quad drones is possible especially with self-flying capability. Not going to hold my breath on that just yet.
There are a few on the market now and many more on the way. I bet they'll need a lot of lithium for them!
Posted on 2/25/22 at 9:17 am to AUHighPlainsDrifter
So what's the upside for SLI given this?
quote:
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.
Posted on 2/25/22 at 9:23 am to Chucktown_Badger
Was that included as part of the access to brine agreement? Or did SLi already have that secured?
Posted on 2/25/22 at 9:38 am to Chucktown_Badger
quote:
So what's the upside for SLI given this?
Lanxess owns the feed stock and you have to give them a monetary incentive to provide said feed stock. Speculation is Lanxess was slowing the entire project down and this could, in theory, get it back on the rails and moving forward, but that's TBD.
Posted on 2/25/22 at 9:46 am to Chucktown_Badger
I believe SLI retains 100% ownership if Lanxess gets the 20% discount. So would the 20% discount be similar to a royalty?
If Lanxess invests in the project company, SLI’s ownership % goes down but Lanxess must pay full market price less a handling fee for the lithium they take.
Is this the way others are reading the agreement? Please reply if I am off base here.
If Lanxess invests in the project company, SLI’s ownership % goes down but Lanxess must pay full market price less a handling fee for the lithium they take.
Is this the way others are reading the agreement? Please reply if I am off base here.
Posted on 2/25/22 at 11:44 am to bet84
Are we thinking jv is priced in at this point?
Posted on 2/25/22 at 1:12 pm to el Gaucho
I’ll be honest, I think this eliminated the JV. Certainly it guarantees there isn’t going to be a JV announced this year (prior to the FEED).
Posted on 2/25/22 at 1:36 pm to Fe_Mike
Agree, it seems to have eliminated the 60/40 and 70/30 scenarios altogether.
I also think this took the JV price hike out of the picture, but still feel it will trade up for awhile. If it wasn't for Koch my sentiments would be 180 from where they are.
I also think this took the JV price hike out of the picture, but still feel it will trade up for awhile. If it wasn't for Koch my sentiments would be 180 from where they are.
Posted on 2/25/22 at 1:48 pm to Fe_Mike
Mintak gets to FEED while we STARVE
it’s not fair
it’s not fair
Posted on 2/25/22 at 1:49 pm to Wraytex
Yeah it seems like this either falls out to does the tech work or not, if it does then $20+ long term is still in the cards once they are in production, if not it's $0. At least Lanxess is out of the decision making process now, which I think is a good thing long term. The question is did they get themselves out of the decision making process because they have some insight that the tech isn't gonna pan out. Seems like if they thought that way that they would be selling their SLI shares as well.
Posted on 2/25/22 at 2:22 pm to GeneralLee
The process has to work mintak wouldn’t just start a company and run it into the ground
Posted on 2/25/22 at 4:07 pm to GeneralLee
Makes sense. If Lanxess thought that they were in a chronically leaking boat less energy would be devoted to moving on by selling shares as opposed to patching leaks.
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