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Standard Lithium is a stonking buy now with the LG SELLANTIS US deal being done
LG buying in with Vulcan in Germany for Brines ! 18th July.
Brines are beginning to get a grip in the market. E3 up from $1.80 to $2.60 , Vulcan another deal and up 5%.
Tyson E3 up 5% again.
Stellantis & LG - Standard Lithiums partner doing a deal is probably creating a bit of investor speculation on E3 and that is is a very similar model both with most hoops jumped through. E3 yet to apply for some permits but with oil and gas mega industry already having trashed the landscape E3 and the very very small brine extraction footprint should sail through what is needed tbh.
Standard Lithium partner Stellantis has signed an agreement with LG US to create lithium batteries across the US
https://www.autocar.co.uk/car-news/industry-news-tech%2C-development-and-manufacturing/stellantis-partners-lg-new-ev-battery
https://www.stellantis.com/en/news/press-releases/2021/july/stellantis-intensifies-electrification-while-targeting-sustainable-double-digit-adjusted-operating-income-margins-in-the-mid-term
US STELLANTIS & LG team up on batteries for N America
https://www.globenewswire.com/news-release/2021/10/18/2315304/0/en/Stellantis-and-LG-Energy-Solution-to-Form-Joint-Venture-for-Lithium-Ion-Battery-Production-in-North-America.html
Good luck tyson. Keep in touch and I am and have been on alert for Standard's first demonstration production & the big one NEL Heroya production start up, which opens the door to US$1 Billion from Nikola, Everfuel and Hyundai by Q4 '21-Q23 '22. Just 3 companies but a hell of a lot of cash.
Not many companies can get that within 6 months, although that is why the cap raise within 24 hours by ITM today clearly shows I may be underestimating where NEL could go? Certainly upwards.
Have a good weekend.
MO.
Tyson. - one of the main reasons I say build in E3 is the 3 years I followed Standard. You prob remember my rec at 3.00 ish. Think it instantly dropped to 2.oo lol. Just shows to find a grower ie SLI is just ahead in time with E3. Same result will occur though.
Advantage at this moment - E3 have only 53m in issue. Ok if they hit a problem then I will get battered.
If the proceed nice , quiet and steady like SLI , sure there will be ups and downs BUT with any decent news and only 53m at the mo it will fly and now SLI have been directly compared to E3 as competition in brine in N America there will always be PR and reports comparing E3 to Standard. Its natural to research the company most like for like and they tag along beautifully with the brine, the tech and no environmental big issues infact E3 have less to worry about than Standard initially did.
I guess I am now a largeish holder in the list on an average basis. More to buy.
Hi MO
Appreciate the info on your sells. I know we all make our own decisions etc but it sometimes nice to know others thoughts- particularly those that are seriously invested!
Today seems to be a good day for a lot of stocks.. CUSN has risen , SLI is on a charge and one of my BTC Stocks - HUT8- hit $15 so I cashed in with 50% up. Not a fortune but gives me a lot of CAN$ to put in other places.. ;-) hint hint -E3! so I’ve added a bit today. My investments are a little more diverse - PHE, NEL, EQTEC ( could do better) , the BTC stuff , and even a few in EQLS!
I’m not there yet but on course for “having enough” in 2 Years , when I’ll be in my mid 50s.
Might give SLI a little longer .. and only 180% up ;-)
Let’s hope it all lines up!!
“Speak” later
TF
Tyson, today and to be upfront I took £15k out of my profits on Standard at 13.50-60's two trades. Still got a hell of a lot in but looking for that demonstration production update to push towards 22-25.00.
I put it all in E3 who already have a PEA, same time line to be in full production as Standard ??? but I now have approx £20k in there. If Standard keeps going to 22-25.00 then I will get up to my initial holding in SLI but in E3 @£45-50,000. I can let SLI ride then knowing all the offtakes and forward PFS then DFS are still to come on both - massive tick.
Should be in a position where hopefully both will Standard and E3 will be approaching full production and the sp's let me retire. Just these two.
My back up and MAIN holding is NEL as you know.
WORLD CLASS SHARE. IMHO this is nailed on more than SLI & E3. If either E3 or Standard falter NEL will easily pick up the pieces. 3 main investments for 3 years.
PLL, SYA , HEXAGON PURUS & DCTA all now sub £10k but any one could and hopefully will blow the doors off and get me to my million.
Have a great weekend. What a fun week and certainly 30% of pressure now shifted off my pension plan. Spread building better and more at ease. A very good weeks pay back.
STANDARD LITHIUM HITS 13.00.
Next upper range towards 15.00.
Any take off and my target is C Dollar 22-25.00. No problem.
Cheers MO
I have a chunk in E3 already.. just whether I add to it. Me thinks I will. NEL also. Sadly I’m a little under water with NEL but not much. An update turn from here will be nice
SL TODAY :-)
…oh and BTC ;-)
Have a great weekend
Target hit 13.00. Feeling quite chuffed.
Sell:13.00 CAD
Buy:13.00 CAD
Same process with nel for me. I have a very large holding now and will keep topping up at these levels.
Did the same with SLI and thats been brilliant for me.
https://twitter.com/LithiumIonBull/status/1446168551895805954?s=09
For you tyson. Just build when you can is my advice. Couple of hundred as and when. The big news is more like end 22 in to 23. So a little time. Just buy the drops.
Thanks for the tip tyson. Not a chrome man myself and africa worries me a lot , I took 1/4 out of PLL based in IRR african deal. If Musk won't put his money in there yet then I can't + it took a lot of my profits on a couple of previous holdings.
Looks ok though.
Same here.. I couldn’t buy on ii!
If it can go anywhere north of $20 that would be extremely nice.
You ever in Tharisa?
Won’t 10x but could easily double.. they make a lot of $$$
Offtake news and this will go to $20-25.00.
Canadian dollars on HL which I use for Standard.
My target is 13.00-15.00 as actual production news is likely to come. The PEA was as I read the plan to production, next year PFS.
The demonstration plant creating lithium hydroxide is now active and the rise prior to PEA is carrying on , so my gut says the next news will be just what they have created within 30 days say ? With 24-36 hours creation it will be intetesting to see just how much , grade and scale up ?
More news to come.
..
Are your prices US or CAN$.
ATM SL is approx 12$ CAN.
Waiting for a little more….
Mintek says Standard Lithium will be looking to supply EUROPE aswell as the US - wow. The US needs 000's of tons of lce & Lithium Hydroxide too so even a mention of europe is an eye opener.
https://www.fool.com/investing/2021/09/23/why-standard-lithium-stock-is-jumping-today/
US E Mobility partner Laxness ex Bayer company are to create an E Mobility Group and to ensure supplies of DIRECT LITHIUM within the US have partnered up with Standard Lithium.
https://www.just-auto.com/news/lanxess-creates-e-mobility-group-initiative_id196733.aspx
LITHIUM CARBONATE production to start within weeks all now onsite for Standard Lithiums Arkansas project. Bring it on !!!
https://www.globenewswire.com/news-release/2021/09/01/2289892/0/en/Standard-Lithium-Provides-Update-on-its-El-Dorado-Arkansas-Project-and-SiFT-Lithium-Carbonate-Plant.html
STANDARD LITHIUM" USA 96 per cent of the models of Stellantis will be electrified by 2025".
The actual take off deal is to be done once testing of the brand new facility is complete. 2-3 weeks !!!
Dodge, RAM, Jeep & Chrysler all on the table for supply.
STANDARD LITHIUM partner Stellantis...
"Most notably, for the U.S., Stellantis said it would offer an electric Dodge muscle car by 2024 and Jeep would offer an all-electric SUV in every vehicle segment by 2025. The company also plans to launch a Ram full-size electric pickup by 2024, which would put it at least two years behind American rivals Ford and GM."
https://www.cnbc.com/2021/07/08/stellantis-to-invest-35point5-billion-in-evs-and-new-technologies-by-2025.html
STANDARD LITHIUM partner Stellantis buys new finance partner to fund dealerships going forward.
https://www.stellantis.com/en/news/press-releases/2021/september/stellantis-to-aquire-first-investors?adobe_mc_ref=
Stellantis deal for off take of lithium looking like it could happen pretty soon. 95% of all US Stellantis car production to be EV BY 2025 !!!
Standard Lithium CO2 project set for build and test Q1-2 2022. Lowering the carbon footprint.
I wonder if Mr Musk in Texas is watching his neighbours produce very very low CO2 Lithium ?
Hmmm....watch this space ?