Tag: Standard Lithium Ltd.

Coverage Update – Discontinuing Coverage

September 4, 2020

As the result of the reallocation of resources, Red Cloud is discontinuing coverage on the following five
companies:

• Mako Mining Corp. (TSXV:MKO) – now unrated (was BUY, C$0.80/sh target, Derek Macpherson)
• Standard Lithium Ltd. (TSXV:SLL) – now unrated (was BUY, C$1.45/sh target, Derek Macpherson)
• Fission Uranium Corp. (TSX:FCU) – now unrated (was Under Review, Derek Macpherson)
• Marimaca Copper Corp. (TSSX:MARI) – now unrated (was BUY, C$5.25/sh target, Jacob Willoughby)
• Rockcliff Metals Corp. (CNSX:RCLF) – now unrated (was BUY, C$0.40/sh target, Jacob Willoughby)

Our previous estimates should no longer be relied upon.

Endangered Species List – How Has COVID-19 Changed Takeover Targets?

July 22, 2020

We are updating our Endangered Species List, first published in mid January, which is a list of mining companies that we consider most likely to go extinct (be acquired) in the next 12-18 months. Now that we are past the halfway point of this unprecedented year, we are updating our list of companies we feel are more likely than others to disappear. In our first edition, we outlined the specific criteria used for our selections and a brief rational for the companies we chose. The list of criteria has not changed, but has been tweaked to reflect recent trends. We have decided to subtract three companies from our original list and are adding three in their place.

Standard Lithium Ltd. (TSXV:SLL) – Setting the Standard for Lithium

February 26, 2020

Standard Lithium is a process technology and lithium brine project developer advancing the Smackover Project in Arkansas with joint venture (JV) partner, global specialty chemical company, LANXESS Aktiengesellschaft (XTRA:LXS). This partnership uniquely provides Standard Lithium a path into the battery supply chain, while at the same time reducing upfront capital and risk. We expect a successful run of the company’s industrial scale pre-commercial lithium extraction demonstration plant is going to drive a final investment decision by LANXESS and a re-rating of the stock. We are initiating coverage with a BUY rating and target of C$1.45 per share.

Endangered Species List – Move Over Pandas, These Names are Going the Way of the Dodo

January 14, 2020

We are publishing our first “Endangered Species List”, which is a list of mining investment assets we consider most likely to go extinct (be acquired) in 2020. In addition, we plan to update this list of names throughout the year. In this note, we outline the criteria used for being selected to our list and a brief rationale of the specific catalyst that we believe could lead to the takeout occurring.

Standard Lithium Ltd. (TSXV:SLL) – Extraction Plant Mobilized

August 23, 2019

Impact: Mildly Positive

Standard Lithium has completed it’s LiSTR direct lithium extraction demonstration plant which it will now ship for installation on site at Lanxess’ (ETR:LXS) South Plant Facility in Southern Arkansas. With an excellent PEA, which highlights a high-margin and economically robust project in Arkansas we believe Standard Lithium’s unconventional approach continues to create significant value for investors, which is not reflected in the company’s share price.

Standard Lithium Ltd. (TSXV:SLL) – PEA is Very Good; JV Makes it Even Better

June 20, 2019

Impact: Very Positive

Standard Lithium has announced excellent PEA results for its Southern Arkansas Lithium Brine Project, which highlights a high-margin and economically robust project in Arkansas, which we visited last month (site visit note here). Standard Lithium’s unconventional approach continues to create significant value for investors, which is not reflected in the company’s share price.

Standard Lithium Ltd. (TSXV:SLL) – “Non-Standard” Partnership Makes it Work

May 27, 2019

Impact: Positive

We had the opportunity to visit Lanxess’ (ETR:LXS) South Arkansas Brine operations, which is the planned location for Standard Lithium’s in-construction pilot plant (we visited the modular plant construction a few weeks ago – note here). We were impressed by both Lanxess’ operations, which Standard Lithium should benefit significantly from, and Lanxess’ commitment to lithium. We believe that Lanxess’ involvement could be a primary driver of value creation for Standard Lithium’s shareholders. Standard Lithium’s unconventional approach has created significant value for investors, which is not reflected in the company’s share price.

Standard Lithium Ltd. (TSXV:SLL) – Not your “Standard” Lithium Project

April 26, 2019

Impact: Positive

We had the opportunity to visit Standard Lithium’s in-construction pilot plant and were impressed by the progress. The company is on track to deliver the plant to site in early Q3 and we expect commissioning to be underway by the end of Q3. Standard Lithium’s unconventional approach has created significant value for investors, that is not reflected in the company’s current share price.

Standard Lithium Ltd. (TSXV:SLL) – Adding Tonnes in Arkansas

January 28, 2019

Impact: Mildly Positive

With the announcement of a second maiden resource at its South- West Arkansas Project, Standard Lithium now has a sizeable aggregated resource providing a future growth opportunity while driving its flagship South-Central Arkansas Project towards production. With the added tonnes from the second maiden resource the company trades at a further discount to peers despite being a low-risk lithium developer in North America.

Standard Lithium Ltd. (TSXV:SLL) – Prototype Pilot Plant Produces Battery Grade LCE

January 9, 2019

Impact: Mildly Positive

Standard Lithium is quickly assembling all the pieces to move into production at its South Central Arkansas Project following the successful production of battery quality lithium. As it moves its sights to commissioning a full-scale Pilot Plant, we believe the market is currently undervaluing the potential of this company which has lower risk than peers.

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Tag: Standard Lithium Ltd.

Coverage Update – Discontinuing Coverage

Endangered Species List – How Has COVID-19 Changed Takeover Targets?

Standard Lithium Ltd. (TSXV:SLL) – Setting the Standard for Lithium

Endangered Species List – Move Over Pandas, These Names are Going the Way of the Dodo

Standard Lithium Ltd. (TSXV:SLL) – Extraction Plant Mobilized

Standard Lithium Ltd. (TSXV:SLL) – PEA is Very Good; JV Makes it Even Better

Standard Lithium Ltd. (TSXV:SLL) – “Non-Standard” Partnership Makes it Work

Standard Lithium Ltd. (TSXV:SLL) – Not your “Standard” Lithium Project

Standard Lithium Ltd. (TSXV:SLL) – Adding Tonnes in Arkansas

Standard Lithium Ltd. (TSXV:SLL) – Prototype Pilot Plant Produces Battery Grade LCE

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