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Fe_Mike
| Favorite team: | Mississippi St.  |
| Location: | |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 3782 |
| Registered on: | 7/2/2015 |
| Online Status: | Not Online |
Recent Posts
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re: Diving deeper on Standard Lithium?
Posted by Fe_Mike on 3/26/26 at 7:19 am to KCRoyalBlue
quote:
Looks like we're moving back north again
:spank:
2
Man....I've been able to dismiss the dip so far with market conditions, but everything in the market is up 3% premarket and SLI is down 3%. What the heck is going on?
Might be buying some this morning.
Might be buying some this morning.
For what it’s worth, Oak said Mac just stiffened up so they decided to pull him.
I’m not sure I believe that but….maybe there’s hope.
I’m not sure I believe that but….maybe there’s hope.
Ugh…State just lost our Friday night first round draft pick.
Pulled before facing a batter in the 5th with only 60 pitches. Was shaking his elbow while throwing balls in the dirt during the warmup.
Fuuiuuccccckkkkk
Pulled before facing a batter in the 5th with only 60 pitches. Was shaking his elbow while throwing balls in the dirt during the warmup.
Fuuiuuccccckkkkk
re: Daily Baseball Thread - Saturday
Posted by Fe_Mike on 3/14/26 at 8:33 pm to UKWildcats
What the hell was JJ challenging there? Interference huh? Dude is soft.
Boom! Ryder Woodson!!
quote:
It looks like a made up floor plan to me. Where’s the front door/ Entrance?
Yeh, and who needs a bedroom, right?
quote:
Bragging on having the most homeruns is like bragging that you got 99 yards on a football drive but threw an interception at the 1 and the other team scored.
My drive carries 280! My handicap is a 22 but…I can hit the shite out of it!
State finishes off Tulane 11-7. Nice comeback win.
re: Kentucky bats are scorching hot.
Posted by Fe_Mike on 3/9/26 at 8:06 pm to tylerdurden24
quote:
We also haven’t beaten anyone phenomenal.
While true, those numbers are still pretty phenomenal this many games in. Damn offense never takes a night off. That'll play - glad we get y'all in Starkville.
re: Diving deeper on Standard Lithium?
Posted by Fe_Mike on 3/9/26 at 7:19 pm to KCRoyalBlue
That's the best way to do it, no worries at all. Always good to make sure you understand it, especially in investing in speculatives.
I'm no pro in the stock market, but I do have an advantage on this one in that I'm a Chem E, I've worked in the lithium industry, I've worked on purchasing contracts, and I've worked specifically on brine contracts in the Smackover (though not with Lithium)
I'm no pro in the stock market, but I do have an advantage on this one in that I'm a Chem E, I've worked in the lithium industry, I've worked on purchasing contracts, and I've worked specifically on brine contracts in the Smackover (though not with Lithium)
re: Kentucky bats are scorching hot.
Posted by Fe_Mike on 3/9/26 at 5:49 pm to WildcatMike
I know this is great numbers and all but… I just can’t resist.
State’s team OPS is 1.064
State has 13 batters over .900
10 guys over 1.000
And it’s worth noting we also haven’t beaten anyone phenomenal.
quote:
Kentuckys team OPS is .908
State’s team OPS is 1.064
quote:
Kentucky has 8 batters over .900!!
State has 13 batters over .900
10 guys over 1.000
And it’s worth noting we also haven’t beaten anyone phenomenal.
re: Diving deeper on Standard Lithium?
Posted by Fe_Mike on 3/9/26 at 5:35 pm to KCRoyalBlue
quote:
Or am I way off on understanding this? TIA!
Nope you pretty much got it!
The extra 20% will be leverage mostly.
Spot negotiation, demand surge, and slow time.
re: Diving deeper on Standard Lithium?
Posted by Fe_Mike on 3/9/26 at 3:00 pm to KCRoyalBlue
quote:
Could you explain the "Double that to get to the 80% target...."?
It was bar napkin math, but the total annual production for the southwest arkansas project is anticipated to be ~22,500 tons. The PR says they are aiming for offtake agreements to cover 80% of the 22,500 volume.
So the 8,000 TPA offtake agreement represents about half of that 80% goal (really it's 35% of the 22.5 kta, so it's actually 40% of the goal). So it's a little more than double to reach the offtake agreement goal, and almost triple to reach plant capacity. My numbers ended up being pretty conservative, but once you factor in Equinor's stake it's probably back closer to accurate.
Either way, we just announced a contract for $180,000,000 in annual sales and the stupid thing is up 3.5% on below average volume. Market is dumb.
quote:
Pricing terms of the Agreement are subject to confidentiality but are structured to support the anticipated financing for the Project.
Okay, so let's just venture to say pricing is around the DFS price of $22,400/t (which is oddly enough exactly what LiCO price is today). Obviously it'll be an equation and be flexible but just picking a set price, that's probably a safe spot.
The 8,000 ton/year offtake we just guaranteed is ~$180,000,000 annual revenue at that price, which just about already justifies our current MC. Double that to get to the 80% target, and we're looking at ~$9/share fair value on positive FID. I could get behind that.
re: Diving deeper on Standard Lithium?
Posted by Fe_Mike on 3/9/26 at 5:37 am to Neauxla_Tiger
First Offtake agreements is done.
Smackover Lithium Signs First Binding Off-take Agreement
quote:
Under the terms of this binding take-or-pay offtake agreement (the “Agreement”), the JV will supply Trafigura with 8,000 metric tonnes per year of battery-quality lithium carbonate over a 10-year period, beginning at the start of commercial production. Pricing terms of the Agreement are subject to confidentiality but are structured to support the anticipated financing for the Project.
Smackover Lithium Signs First Binding Off-take Agreement
re: State about to take down #1 UCLA
Posted by Fe_Mike on 3/8/26 at 10:05 pm to Jim Hopper
quote:
I would worry about y’all’s own coach who has a history of having preseason top 5 teams and failing to make the tournament.
Remind me, who should be worrying now?
re: Daily Baseball thread - Friday
Posted by Fe_Mike on 3/6/26 at 10:24 am to SEC Doctor
quote:
Why are Georgia and A&M playing a conference series the week before everyone else does?
re: Daily Baseball Thread - Tuesday
Posted by Fe_Mike on 3/3/26 at 8:51 pm to Mr. Blutarski
This game is weird as shite.
State up 6-5 with USM batting. They have 2 on with one out.
State gets back to back strike outs.
USM now up 7-6 with two on and one out.
That’s why baseball is great. That has probably never happened in the history of baseball.
State up 6-5 with USM batting. They have 2 on with one out.
State gets back to back strike outs.
USM now up 7-6 with two on and one out.
That’s why baseball is great. That has probably never happened in the history of baseball.
Yep, this one is gonna be an absolute massacre.
They shouldn't allow children to attend the game tonight.
They shouldn't allow children to attend the game tonight.
Good 'ol China wrecking the lithium market again this morning.
Gonna be a nasty day.
Gonna be a nasty day.
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