Member Info for MajorOak

"GWP Impact Mitigation Scenarios identified for the Cinovec Project, potentially including solar power, electric mining fleet, Hypex Bio explosives and use of green hydrogen for thermal energy (Cinovec Decarbonised Case) which could make Cinovec’s lithium chemicals have some of the lowest CO2 intensity in the world if all impact mitigation strategies are pursued"
I have said before that the location for CL being remote would lend itself perfectly to supply via hydrogen & solar set up. See Nel hydrogen & partner companies Hexagon Composites, Agility & Purus for the full range of remote, continual hydrogen supply.
It certainly lowers the carbon footprint of even hard rock extraction now to include tin & copper.

In their new rns , the charts on lithium v other models in the world is a slight if hand though as US sedimentary ONLY is used and NOT US Brine which will obviously come in under the cost per ton in CO2 than Cinovec mica rock project. They do try and pull the wool down on brines lol but once you read it nothing will be cheaper than brine production.

Very interesting as the lithium in Cornwall is very much the same type and grade as Cinovec.

Another Geothermal heat and lithium brine operation in the US starts drilling at Salton Sands.
There are brine operations being developed across several locations in the US & Canada. Surely they cannot all be chasing a rainbow with a pot of gold ?
Standard Lithium are the most advanced and will be first to market.
https://batteriesnews.com/ctr-drill-program-hells-kitchen-lithium-power/

vis , my brine research on sli now

Imho after half a day of deep research SLI even with the value at US$15.00 is still a buy.

True value in brines ?

Imho E3 with Alberta creating a lithium hydrogen hub. Currently with double the lithium carbonate PEA and that will increase from 8 million tons stated by their report.

At US$2.80-3.00 a share and only 10-12 months behind SLI the true value resides there imho.

THIS IS NOT FINANCIAL ADVICE. DO NOT LISTEN TO ME. PLEASE DO YOUR OWN RESEARCH and dont get fleeced by the sharks in this world !

Good luck where ever you chose to put your money.

Current new technology in DLE provides automatic simultanious removal of sodium, magnesium, pottasium with a specific extraction of lithium ions.

Capacity increases by 1.5x

Power costs are reduced by 30%

Zero Emmissions - Chlorine Gas is collected and used as a reagent for free.

Overall costs reduced by 10% currently.

SiFT extraction rates increased by 100%.

How do you like those apples then ?

Doesn't sound like "quack quack ooops - nil points"

So to STELLANTIS ( who have just signed a 6 year lithium take off deal with lithium brine producer VULCAN RESOURCES for 23,000-30,000tpa Lithium Hydroxide ) ( seems VULCAN can process lithium from brine nargh must be bonkers to think a German company has cracked getting lithium out of brine from 5km down ??? Wacko's. )
Stellantis in the US have signed a deal with LG ENERGY. In Detroit , July 26th 2021, it was stated that BOTH STELLANTIS & LG were to open up 1 US BATTERY FACTORY in Q2 2022. Hmmm aren't SALTIGO ( Laxness ) opening a German / European factory full battery / mobility chain in Q2 2022 ? Hmmm how odd?

The 1st factory for STELLANTIS / LG WILL be in the US. 40 GIGAWATT Hour plant per year.

Battery factory No2 is being discussed for Canada BUT if discussions do not work out they will open a 2nd battery factory in the US.

LAXNESS have 100% OFFTAKE from El Dorado. Stellantis who have signed an MoU with Standard Lithium / Laxness are the same guys who have done the take off deal with VULCAN brines. Simply and quietly Stellantis have set up a starting deal with Laxness who own the full 100% lithium supply.
Maybe , Laxness need to supply LiLF6 to LG / STELLANTIS and other chemicals inorder to complete the deal and are just finalising further plant and processing ? I don't know, but I do know that Standard Lithium have produced at pilot 99.8% battery grade Lithium Carbonate for Laxness.

Interestingly - watch the California licence that Standard Lithium has .... West Coast supply hub to counter Canadian West Coast Hub ?

Certainly puts Standard Lithium right centre of lithium production chains in Southern US ?

One final point on Arkansas Smackover Brines.
Companies have been processing bromine in El Dorado for decades. They had to overcome the filtration question back in 1957 and 60+ years later are doing 5 BILLION GALLONS if brine processing per year !

Question, how do they know that there are different levels of lithium or bromine in the aquifer ? How do they cope with low bromine levels ? Same applys for lithium.

2 processes are being tested.

1 - SiFT Selective Ion Filtration Technology to get lithium to a crystalised state.

2 - Classic lithium carbonate circut so lithium carbonate can still be created.

How do they know as a stated fact if you look through all the Laxness Arkansas fillings and not just the selective files put out by Blue Orca, that SiFT creates large volumes of Chlorine gas ? Hmmm. Didn't think the process worked ?
Why keep at it then ? Laxness could bin it ?

Well as weird a problem it is LAXNESS FOUND ADDING THOSE LARGE VOLUMES OF CHLORINE GAS otherwise known as a BROMINE REAGENT , the whole process of making Bromine in the Smackover brines is made so much cheaper through SiFT and the creation of BULK & FREE REAGENT for MILLIONS of gallons if bromine ! Soooo is this one extremely cash influenced reason why Laxness want SiFT ? bonkers idea again .... NOT.

So SALTIGO ( LAXNESS ) Germany abd lithium battery factory and technology ?

Back to LAXNESS , Leverkusen.
Laxness are creating that total battery chain AND EV MOBILITY model in Central Europe.
Laxness provide make DURETHA. & POCAN for EV powertrains directly being used in next generation covers, plugs, housing units, cell holders and coolant lines.
Laxness make BAYOXIDE E B IRON OXIDE LPF.
Laxness make RHENOFIT CNT-4 CARBON NANO tubes for next generation CATHODES & ANODES vastly increasing charging speeds for each battery.
Laxness are 100% in to LiPF6 in a huge way.

Laxness want a FULL BATTERY CHAIN that they can control virtually all aspects of chemical production for next generation mobility. They are actively doing this with the help of GUANGZHOU TINCI MATERIALS.

That covers where Laxness are at in Europe. Building very quietly a Chinese backed battery factory.

GUANGZHOU TINCI already have 3 producing battery factories in China and cannot forefill demand. They were desperate to expand and they have now entered the EU market. Building starts in Germany Q2 2022.

Doesn't sound like Laxness / SALTIGO are holding back or likely to suffer fools. Christ they are now in bed with the Chinese and you certainly don't f about with them !

So ask yourself this question. Why buy up options 18 months early in Standard Lithium if SLI and SiFT is so bad ? Why ? SLI only have 30%, wouldn't you just bin it off or bin SLI off ?

Would they tolerate a company who have now shown - BLUE ORCA kindly point out just how carp Standard Lithium are - and stick with them ?

I know what I know about the Chinese and big corporate America. They want the best at any cost.
Put them against eachother in a market that is going to go crazy .... They are losing ground to the big Canadian hubs of Quebec and just announced Alberta ex oil & gas and soon to be Lithium & Hydrogen hub on the WEST COAST of the CANADA / ASIA supply route.

Laxness, Leverkusen. They are about to open a battery factory IN Germany with GUANGZHOU TINCI MATERIALS using the Laxness owned SALTIGO.

Laxness IS creating a FULL BATTERY CHAIN with the lithium focus on LiPF6 Lithium Hexoflourophosphate electrolytes being one of their main focuses.
Laxness are on of the biggest companies in the world to supply Hydrofloric Acid & Phosphorous, needed for applications and with increased use to create not just LITHIUM CARBONATE, LITHIUM CHLORIDE, LITHIUM HYDROXIDE & LITHIUM PURE METAL. They see the flexibility of market price being one factor inwhich they can easily produce product with the best margins.

Laxness are specifically interested in LiFP6 as it also aids performance on battery grade CATHODE & CONDUCTIVE SALT.

Having looked at the complexity of the operations / flexibility , viability, modular and singular production in chemicals - lithium types in this case - I would think the FEED STOCK of Arkansas SmackoverbBrine system with at least 8 mt Lithium Carbonate , would by necesscity be transprocessed across multiple types of Lithium.

I suspect we are possibly at fault for thinking this is a simple extraction process to get Lithium Carbonate ? Maybe the fact that LAXNESS HAS 100% OF OFFTAKE will dictate quite what process is required once Lithium Carbonate has been produced ?

So there is a question. Why not just go for LC and leave it at that ? Well Standard Lithium's technical process , extraction and production of Lithium Carbonate at battery grade is , imho , with out question - they can and have done it.
Standard Lithium in the El Dorado project owned and ran by Laxness 70/30 split weighted in Laxness's favour does not mean that Standard Lithium has failed. I again am guessing but it would not surprise me if Laxness are covering 4 different markets within the lithium sector ( LC, Lith Hydrox, Lith Chloride & Lithium metal ) in Germany / Europe / China with SALTIGO ( LAXNESS ) supplying Tinci Metals , then maybe they are in discussions to supply roughly the same markets across America & CANADA ! ???

More to come with links to just why I believe SLI & Laxness are on to a winner. Just got to nip out.

https://www.fool.com/investing/2021/11/19/why-standard-lithium-stock-bounced-back-sharply-to/

1 - Filed recovery rates were a fraction of the PEA reported by SLI. Currently the plant is a demonstration plant and not a full production plant.
The rates of recovery will not match up during a test period when the demo plant is a set of modules being fine tuned for processing and not yet set up for full demo. The module for part of production was only shipped down from Canada - where it was functioning or why ship the damn thing down if it wasnt fully tested ?

2 - Lithium Chloride storage not at the levels expexted ? If the modular units of the demonplant are being set up and tweaked during September and October once the final part of the plant was shipped in, the only fluids being collected would be for testing. So back to recovery rates. When the initial pilot plant was set up , feed brine was sent up to Canada where it was processed and lithium carbonate at "above battery grade 99.8%" was achieved - constantly under test conditions, I see now no reason why a question over recovery rates is being brought up ?
Rates in grades are high and proven through using the exact bromine brines drilled and extracted from El Dorado.
Rates in production will not be at PEA levels after just finalising the last part of the demo plant.

3 - Storage of lithium chloride. As Standard Lithium clearly point out , there is no storage of brines due to the constant process used by SiFT. It is a constant flow of 50 gallons per MINUTE. It is not a stop start operation, it is a 24/7 7 days a week fully automated process. All current liquids are being pumped straight back in to the aquifer to retain aquifer water pressure.
The only time now with a full set up demo plant , liquid is stored is minimal and for testing. SLI do not now have to store gallons to ship off to Canada to get it processed to Lithium Carbonate, that modular part of the process is now in place and I am sure with any new facility and now being a fully set up lithium processing plant is being tested to fine tune the best run rates for more volume etc and yes still tweaking parts and monitoring who the units work, temps, flows, corrosion, leaks ? etc etc....

El Dorado plant was only fully installed in mid to late Sept. Give them a chance.

As for the final point :-

4 - The technology that Standard Lithium bring to Laxness's Bromine plants is not up to splitting out the lithium ions from the brine and impurities , well after 4 years , I would be very surprised that this was the failure?

Laxness and the El Dorado Smackover Brine Aquifer has been operational since 1957. Laxness had 3 plants extracting bromine at 5 BILLION GALLONS PER YEAR. Now call me a fool but I would think that Laxness ( Bayer Chemicals ) know how to do chemicals ?

As VIS has pointed out Cornish Lithium looked at a starting number of extraction DLE companies approx 70, then all the way down to 3-4 then spe

Hint , Arkansas bromine extracted and filtered for 60 years and some think Laxness chemicals units spun off from Bayer Chemicals Germany are not sure ?

Lol

See lse for standard lith. My immediate thoughts are shown. My research later.

£7k bought. Bought E3 too....will post my notes in 4-6 hours. Just havin break at work. My buys will indicate my feelings

VIS , hi, can you tell when that was put in place ?

https://www.reuters.com/business/energy/australias-vulcan-energy-signs-lithium-hydroxide-supply-deal-with-lg-energy-2021-07-18/

...............................bet i've put in 10 hours in 3 days reading multiple tech reports. Brain ache.

....................,.............will post around 6pm -8pm after work today. Shedload to put out there. All good, some weird stuff too in our knowledge of china but all good. Not sure how EU will think

..................if this is as I see, 110% best value alberta. Ok a little behind but in the extra wait you buy 3.00 with them or 13.00 with ark crew ? Best value by far alberta. Once uk cl news out i buy alberta big time. Add ark if you like too but 300% up to get to 13.00. ark 300% = 50.00+ thats a lot. Still see 30.00 but in 12-18 months, prob 12.

.............................5* see you at 2.30pm

Bubbles looking day the peaks were 12 and last 45 mins to close on TSX. I see we had around 160,000-180,000 traded in our gmt afternoon. Over to TSX ? Good to have this kind of pull.

Not sure about much tbh but maybe that news from CL is actually coming out ? Fingers x'd for some news anyway. Tin or Lith.