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Nov 22 your lax.... imho you only buy sub 11.50 ? to 10.50 ? or
60-70% on research. Now NEL
Sorry.. not following your drift?
Lax?
SLI… 4.90 average.
NEL.. under water a bit ATM
FWIW - sold out of CUSN completely this week. Took 80% profit before drop from 27p.
Want to get back in but nervous.. seems a long play. 3-4 years…
Standard Lithium Koch Strategic Platform US$100M Direct buy in at end of Nov.
https://www.standardlithium.com/investors/news-events/press-releases/detail/105/standard-lithium-completes-us100-million-direct-investment
FREYR Battery has formed a 50:50 joint venture in the United States with Koch Strategic Platforms (KSP) to develop an initial 50 GWh of Gigafactory-scale battery cell manufacturing capacity in the US. So I guess Koch bought in to JV with Freyr US October need supply of lithium so US$100M direct investment ( CUSN / CL went nuts over £18m ).
https://www.greencarcongress.com/2021/10/20211013-freyrkoch.html
https://m.marketscreener.com/quote/stock/FREYR-BATTERY-124600277/news/FREYR-Battery-to-Accompany-Crown-Prince-of-Norway-on-Official-U-S-Visit-37240902/
Then back in June we follow the path to LITHION BATTERY which Koch S P invest in "We believe Lithion's customizable cell and battery module solutions will be a game changer for industry seeking electrification technology beyond the 'one size fits all' approach. KSP is excited to partner with Lithion and help accelerate their delivery to market," said Jeremy Bezdek, Managing Director for Koch Strategic Platforms.
https://www.prnewswire.com/news-releases/lithion-announces-equity-partnership-with-koch-strategic-platforms-301321294.html
So within 5 months Koch Specialist Platform have invested in Standard Lithium DIRECTLY, LITHION BAYTERY & FREYR USA BATTERY.
Now the real CHERRY ON THE CAKE ?
FREYR Battery has formed a 50:50 joint venture in the United States with Koch Strategic Platforms (KSP) to develop an initial 50 GWh of Gigafactory-scale battery cell manufacturing capacity in the US based on 24M Technologies (24M) SemiSolid platform technology
STANDARD LITHIUM links to Koch Specialist Platform Investment and FREYR have invested $70 million in convertible promissory notes with 24M, under which KSP and FREYR will initially invest $50 million and $20 million, respectively.
https://www.greencarcongress.com/2021/10/20211013-freyrkoch.html
Who have 24M just got a deal with ?
https://www.spglobal.com/platts/en/market-insights/latest-news/energy-transition/120821-volkswagen-forms-ev-battery-partnership-with-24m-technologies
Only V W USA.... Who out of all the links will supply the lithium ?
STANDARD LITHIUM - US LITHIUM SUPPLY
FREYR - LITHIUM FOR BATTERY FACTORY NEEDED.
24M - LITHIUM NEEDED FOR BATTERY FACTORIES X2
STELLANTIS ( RENAULT, CHRYSLER, DODGE, RAM, CITROEN GROUP ) MoU with STANDARD LITHIUM.
STELLANTIS SIGN DEAL WITH LG ENERGY USA - now they have access to STANDARD LITHIUM SUPPLY through MoU !
In some form or another STANDARD LITHIUM are linked to FREYR US, 24M US - VW , STELLANTIS - LG ENERGY.
Whole lot backed by LANXESS - WHO ARE BAYER CHEMICALS.
I think they have SOLD ALL FUTURE PRODUCTION !
Any whiff of this and the sp goes x4 imho. 100,000-150,000 is in the last presentation !
Do the maths.
OM Thanks for the tip off.
What is a good buy in price for SLi? Followed you over from CUSN and got the drift. Showing 0 to 0 and closed at 11.3.
Have you a link to a broker's research report I will swot up over the w/e.
VIS , I never use broker notes. Way too many times they are wrong or paid to put out information that is leading though not illegal. Rather use my own research and if its wrong , I blame myself rather than hanger an unpleasent need for revenge !
Lost too much on ceo's , cfo's telling me lies and getting away with it.
This to me is THE most important part of the last 24 months :-
The SiFT plant has been operating for the past year at a facility in the Greater Vancouver area; processing lithium chloride produced at the Company’s Arkansas site, as well as reprocessing technical grade lithium carbonate sourced from South American brine operations into battery quality Li2CO3.
Dr. Andy Robinson, President and COO of Standard Lithium, commented, “Due to constraints imposed on our operations by the COVID-19 pandemic, we have, up until now, been running the SiFT Plant separately at a location in the Vancouver area. This work has been extremely successful, and we have produced large volumes of better-than battery quality lithium carbonate from lithium chloride concentrates made by the El Dorado Plant. We’ve also been reprocessing very large quantities of low-quality material sourced from existing South American brine producers, and have demonstrated that the SiFT technology can easily upgrade off-spec material in a single, simple step. We’re now thrilled to move the SiFT Plant to El Dorado, which was always our plan, get the plant connected and running, and then operate the only continuous, 24/7 start-to-finish brine-to-carbonate plant in North America.”
It works.
"Oil & Gas companies are entering the lithium space too. We recently completed a contract helping an oil & gas company scale their lithium extraction process.".
https://www.saltworkstech.com/news/saltworks-scores-a-lithium-hat-trick/
E3 Metals are basically doing the process inhouse thus reducing costs and keeping more of the money from the end product.
I have not seen anywhere on the internet or social media / forums put the links together !
If this is correct the supply chain has been created in full with some top class end users.
Lanxess ( Bayer ) own 100% of production, so look to what, who , where Lanxess / Bayer get lithium news from rather than Standard ?
https://www.saltworkstech.com/news/99-battery-grade-lithium-hydroxide/
Also , look for Guangzhou Tinci Materials Technology Co. to start in Leverkusen in 2022
And :- SALTIGO in the EU.
https://lanxess.com/en/Media/Press-Releases/2021/03/LANXESS-enters-battery-chemistry-business-electrolyte-production-for-lithium-ion-batteries-in-Leverkusen-Germany
CHINA in the Centre of Germany .... Now that is really topical, but they seem ok about this. Their knowledge will allow for electrolyser lithium hexafluorophosphate (LiPF6) to be the basis for lithium batteries.
https://lanxess.com/en/Media/Press-Releases/2021/10/Reliable-and-efficient-ion-exchange-resin-for-PFAS-removal. Water filtration guide. I would 100% think the Standard Lithium SiFT system is based on this proven method for iron ions extraction. Simply change the charge material to lithium ion capture . Tweaks will have been done imho.
Koch investing directly $100m is a big tick, very much like TechMet @ cusn. The big boys are moving in and all around where the big money is.