RCKS Talk

25-Oct-2018

Standard Lithium Ltd.

Breaking down the Brine; Rapid Rerate on the Horizon

Impact: Positive

Commissioning of the prototype pilot plant has started and is an important step before a commercial production decision (2020). We believe the commissioning of the prototype pilot plant is an important step towards securing an offtake agreement. This in turn would help fund the construction of a full-scale operation. We continue to believe that Standard Lithium is one of the best ways gain exposure to the space as it already has access to a producing brine field (permits in-a-hand, no exploration work required).

Highlights:
    • Another step towards commercial production. The completion of the prototype pilot plant is important, as it will determine the final process design for the pilot plant. A pilot scale plant is needed to generate enough material for battery manufacturers to test the product leading to an offtake agreement, which is the precursor to full-scale production. Operations of the prototype is expected to run for 2-3 months at which point, the company is expected initiate the construction of a pilot plant.
    • A high-quality and quick to market product is likely. Previous lab test work on the Arkansas brines yields high purity (>99.5%) of crystallized lithium product. The brines at Smackover are currently the world’s largest source of bromine, which contain elevated levels of lithium in the range of 150-500 mg/L. Standard Lithium plans to tap into the existing brine stream to harvest the lithium, and build its production facilities within already permitted areas, making this a quick to market project.
    • Finalizing off-take agreements are key, expected in Q4. We believe that once the company completes its offtake agreement with the underlying lease holder, Lanxess (ETR:LSX), we would expect it to publish a sizeable lithium resource, likely re-rating the stock and catching the attention of larger producers.
Valuation:
Re-rating expected when Smackover resource released in Q4. Standard Lithium’s unique ability to quickly generate a resource (once the off-take agreement is complete) and rapidly advance towards production make it one of the best junior mining companies in the lithium space. Upcoming Catalysts include 1) Positive results from prototype test-work (Q1/19) and 2) Completing the offtake agreement (Q4/18)

12-Sep-2018

Standard Lithium Ltd.

Standard Lithium Ticks Another Box for Lithium Extraction

Impact: Positive

Standard Lithium has provided an update on its progress in developing and constructing a large-scale Pilot Plant for deployment at its 30,000 acre project on the Smackover Formation in Southwestern Arkansas.

  • The company’s mini Pilot Plant has operated continuously for long duration's and has demonstrated that lithium can be selectively extracted from brine and converted into a concentrated and substantially purified lithium chloride solution with overall lithium extraction efficiencies achieving >90%
  • This announcement ticks another box for the company and allows for the design of the larger-scale lithium extraction Pilot Plant to be sufficiently completed, which now enables the company to start the process of procuring long lead-time equipment
  • Testwork to crystallise battery-grade lithium carbonate from the company’s lithium chloride has been successful in making high purity lithium carbonate material (>99.5% purity), which also paves the way for the company in demonstrating that the company’s proprietary crystallisation technology can be used in place of existing OEM crystallisation technologies
Standard Lithium is unique with respect to other junior lithium companies, in that, rather than developing a new resource, their plan is to tap into existing brine production, significantly reducing development costs and permitting requirements as they progress towards developing a pilot plant. Over the next few months, we believe there are going to be a number of catalysts in the near-term that should demonstrate the value of this unique company.

28-Aug-2018

Standard Lithium Ltd.

Initial Testing Delivers Good Li Grades; New Resources Coming

Impact: Positive

Standard Lithium released initial sampling results from its 30,000 acre project on the Smackover Formation in Southwestern Arkansas. We view the results positively, as they represent good Li grades, particular when you consider the in-place infrastructure.

  • Four brine samples from the project area returned grades between 347-461 mg/L, putting this project middle of the pack when looking only at Li grades globally, but front of the line for brine development projects in North America
  • Samples were taken, be re-entering existing oil wells on the project, significantly reducing exploration costs and providing the company significant exploration and development cost advantages
  • These results are expected to lead to a near-term maiden resource for this project in the very near-term. As well, the company is working on a maiden resource from its neighboring flagship operation, where it has an agreement to access lithium rich brine from a 150,000 acre active brine extraction operation
Standard Lithium is unique with respect to other junior lithium companies, in that, rather than developing a new resource, their plan is to tap into existing brine production, significantly reducing development costs and permitting requirements as they progress towards developing a pilot plant. Over the next few months, we believe there are going to be a number of catalysts in the near-term that should demonstrate the value of this unique company.

06-Jun-2018

Standard Lithium Ltd.

Saltworks Commissioned for Design & Build of Pilot Plant

Impact: Mildly Positive

Standard Lithium has announced the commissioning of Saltworks Technologies Inc. to design and build a portion of its pilot plant.
  • Saltworks will be designing a selective crystallisation plant to make battery-grade lithium carbonate in a continuous process to be fed by high-purity lithium solution produced by a full-scale Selective Extraction Pilot Plant
  • Crystallisation plant to be automated and use machine-learning to optimise crystallisation conditions
  • Data from a successful pilot plant is expected to be used in the design of a full-scale commercial plant for future production from lithium brines
Standard Lithium is unique with respect to other junior lithium companies, in that, rather than developing a new resource, their plan is to tap into existing brine production, significantly reducing development costs and permitting requirements as they progress towards developing a pilot plant.

01-Jan-2018

Standard Lithium Ltd. (TSXV:SLL)

RCKS Talk Blog Archive

We updated the look & feel of our RCKS Talk Research Blog in March 2018.

To access the historical archives of our original blog format, please click on the link(s) below to be re-directed. Please note that we no longer update those archive blog pages.

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