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Standard Lithium Ltd T.SLI


Primary Symbol: V.SLI Alternate Symbol(s):  SLI

Standard Lithium Ltd. is a Canada-based near-commercial lithium development company. The Company is focused on the sustainable development of a portfolio of lithium-brine bearing properties in the United States. The Company's projects, the Phase 1A Project and the South West Arkansas Project, are located on the Smackover Formation in southern Arkansas, a region with a longstanding and established brine processing industry. The Company has also identified a number of highly prospective lithium brine project areas in the Smackover Formation in East Texas and began a brine leasing program in the key project areas. The Phase 1A Project is a brownfield project being developed in cooperation with LANXESS Corp. The South West Arkansas Project is a greenfield project located approximately 15 miles to the west of the LANXESS facilities. In addition, the Company also has an interest in certain mineral leases located in the Mojave Desert in San Bernardino County, California.


TSXV:SLI - Post by User

Bullboard Posts
Post by Crazy_Hendersonon Jun 08, 2012 3:03pm
295 Views
Post# 19994312

SFF vs SLI

SFF vs SLI

As I write this, Seafield and St. Elias have virtually the same market cap.  Seafield has a global resource of about 3 million ounces at about 0.7 g/t.  They have done a prelimary economic assessment and determined a net present value of 249mil.  Cash costs to extract the gold are 524.00/oz. They are growing their deposits with step-out drilling and upgrading the resource category by in-fill drilling. 

 

By comparison, St. Elias has none of these things.  At the global average discovery cost of 30.00/oz and the average maiden resource estimate taking 3yrs from the point of discovery, St. Elias could expend another 3yrs and 90 million dollars to get to where Seafield is today.  And that's assuming St. Elias reports a discovery hole today, which they will not.  Additionally there are no gaurantees they ever will. 

 

While the future of St. Elias's Tesoro project is currently unknown, the saying "A bird in the hand is better than two in the bush"  is actually quite apt in this situation.  If you can get past the sexual overtones.      

Bullboard Posts