Compass Minerals International Inc (CMP) Options

Compass Minerals Signs Binding Multiyear Supply Agreement to Provide Ford Battery-Grade Lithium Carbonate

As previously announced, the company expects an annual commercial production capacity of approximately 35 kMT lithium carbonate equivalent (LCE) once fully operational, with an initial phase-one capacity of approximately 11 kMT battery-grade lithium carbonate coming online in 2025.

https://www.compassminerals.com/info/news/compass-minerals-signs-binding-multiyear-supply-agreement-to-provide-ford-with-battery-grade-lithium-carbonate/

I was correct saying months ago that the Galvanic Energy property would be sold.

You should always take a proffit.

The only Lithium stock I do not trade is Pilbara, because I get dividends.

You are young, you can hold for a long time.

I am in the "End Game" of my life.

My Queen was taken long ago.

I have a few pawns left and one bishop for prayers.

I wish you all the best in life.

Short selling on CSE.

Added more on the dip. Never sold a share

Long IBATF

You should not trust anyone on the internet. You have the right to believe what you want.

I do not think Christina, or Marc are selling. So, tell me where are all these shares are coming from?
I am pretty sure warrents are being sold.

I am a trader, I too well be selling into the rise next week. Permits take forever in the US.
Your word doesn’t mean anything to me anymore, because you make it all up
Was he trying to get cheaper OXY shares?

Nice play on Warren in this AGM he says different.


Knot legal advise also talks about Warren/Hathaway reducing shares of oxy, 7-days ago.



Court case extended again. Beautiful day in MN going for a long bike ride.

Your word doesn’t mean anything to me anymore, because you make it all up. And buffet is NOT selling his OXY https://www.investors.com/news/warren-buffett-is-buying-more-occidental-petroleum-stock-with-oil-prices-near-2023lows/

I have an insider telling me what is going on there.

It is a private message. So, I will not give the name.
2025. They have the demo plant already up and running, with several months of data on the native brine flows. Similar to Compass Minerals.

Warren Buffet decided to sell down their oxy stock as well. Warren says it is too difficult to do.

You must have selective reading because the reuters article words both companies the same way- holding talks about licensing.

Additionally, no insiders have sold any shares since Anderson in October 2022. The $4 options all expired, but by law the insiders were required to report them on SEDI.

The SLR testing results gave Galvanic its value, it doesn’t take a genius to guess where Ibats first unit will probably go

The reason I wanted a deal with Compass Minerals is they do not inject into the ground. They inject into the pond.

Injection of waste water is a big issue, in a bad way..

DEC. 19, 2022
To ease looming West Texas water shortage, oil companies have begun recycling fracking wastewater
Oil and gas companies are increasingly reusing “produced water” as West Texas aquifers are being depleted and the practice of injecting wastewater into disposal wells triggers more earthquake
https://www.texastribune.org/2022/12/19/texas-permian-basin-fracking-oil-wastewater-recycling/

In West Texas, Water Is Scarce For Fracking, Expensive For Recycling, Cheap For Disposal Wells, And It Causes M5 Earthquakes.
Jan 26, 2023,
https://www.forbes.com/sites/ianpalmer/2023/01/26/in-west-texas-water-is-scarce-for-fracking-expensive-for-recycling-cheap-for-disposal-wells-and-it-causes-m5-earthquakes/?sh=3b8f530b2c85

Which part do you not like?

Which insider sold yesterday and the last six months?

ENERGYSOURCE MINERALS is doing the Exxon property they have their pilot plant there already..

That reuters report does not say IBATF is doing Exxon or Chevron. Unless you have another article?
https://www.reuters.com/markets/commodities/inside-race-remake-lithium-extraction-ev-batteries-2023-06-16/

test

Which part do you not like?

Which insider sold yesterday and the last six months?

ENERGYSOURCE MINERALS is doing the Exxon property they have their pilot plant there already..

That reuters report does not say IBATF is doing Exxon or Chevron. Unless you have another article?
https://www.reuters.com/markets/commodities/inside-race-remake-lithium-extraction-ev-batteries-2023-06-16/

This aged well

Compass Minerals Signs Binding Multiyear Agreement to Supply Ford Motor Company with Battery-Grade Lithium Carbonate
May 22 2023 - 07:00AM

https://ih.advfn.com/stock-market/NYSE/compass-minerals-CMP/stock-news/91124851/compass-minerals-signs-binding-multiyear-agreement

That would be great news.

It is what I hope would happen a sale, I truly hope it is correct.

Thanks for the heads up Masonato. I have a stock moving up today. I gambled and loaded on the dip. I will have more funds soon.

I have been hitting the ask every morning the last few weeks. Trying hard to keep the chart looking nice.
Filled Buy 500 IBATF Limit 0.8033 -- -- 09:30:00 05/22/23

I've been told privately that IBAT is being bought by Codelco.

I told you Galvanic would sell the property.

I have been told privately who the DLE, provider is and it is not IBATF. And they have a pilot plant there and will be producing in 2025.

Burba, the man with many burnt bridges.

Does EVL have any shares left?

Not many is my guess.
https://www.marketscreener.com/quote/stock/INTERNATIONAL-BATTERY-MET-37581231/company/

The only thing left for Burba, is to crawl back to EEMMF.

I told you so. Not bad for a high school dropout.

Jeffery Terry

Has a new job.

Field Specialist
SLB · Full-time
Dec 2022 - Present · 2 mos
United States
NeoLith Lithium
https://www.linkedin.com/in/jeffery-terry/

Schlumberger Limited.
https://glossary.slb.com/

Jeffery Terry
Lithium Pilot Plant Operations Field Specialist


Lithium Pilot Plant Operator
Compass Minerals · Full-time
Sep 2021 - Dec 2022 · 1 yr 4 mos

Ogden, Utah, United States
Set up, operate, and maintain equipment associated with the lithium pilot plants and eventual full-scale operationSet up, operate, and maintain equipment associated with the lithium pilot plants and eventual full-scale operation
Skills: Manufacturing · Lean Manufacturing · Research · Research and Development (R&D) · Lab Testing · Microsoft Office · Microsoft Excel · Microsoft Word · Microsoft PowerPoint · Microsoft Outlook · Direct Lithium Extraction · Distributed Control System (DCS) · Chemical Processing · Pilot Plant · Troubleshooting

https://www.linkedin.com/in/jeffery-terry/

We Are Compass Minerals
https://www.linkedin.com/feed/update/urn:li:activity:6977667896101519360/

Koch and energysource aren't on my radar enough to occupy any of my time. Energy Source especially because they've been funneling money since 2016/2017 with no noteworthy success. Same with CTR. BHE saw the writing on the wall. Compass brought Koch on for a hybrid dle and Koch isn't even a technology provider, they're a bankroll and facilitator.

Plenty of brines in Utah, saltwerks is a good spot. I'm not all in on galvanic just yet, Mr. Wilson seems to have developed for a sale so time will tell what comes of it.

Go read my SLI post KOCH and EnergySource Minerals.Took Smckover, over with private companies using EnergySource Minerals, with weird names for the tech...

Go look at my post on pemif. messageboard and read past post here with futrcash.

The doc did say he tested Salton sea. Exciting times waiting for the tangible news.

I'm excited to watch Koch jockey for position. Not quite sure they're positioned in the realm of technology due to SLI and I can see a scenario where Koch + ibat become partners.

I don't think companies can afford Dr. Burba. Would a lump sum make sense or would lifetime royalties make sense for a retirement.

Burba, says he cannot talk about the companies because he signed an NDA.

I feel confident Galvanic will sign with EnergySource Minerals..

Koch has very deep pockets. Maybe they might buy out IBATF. I do not think they want compitition and IBATF has no cash to buy Galvanic.

I think you're reaching pretty deep. If Galvanic signed an NDA with IBAT how would they be able to release;

https://galvanicenergy.com/news/galvanic-ibat-testing-proves-smackover-brine-is-dle-compatible

If anything, the NDA(s) are signed with the other companies they evaluated. KOCH imo is starting to stray away from the Standard Project due to the inability for their technology to scale.

I'm going to post my theory here.

Galvanic signed an NDA with IBATF yet they are telling people publicly that their brines were tested by IBATF.

KOCH bought 17% of Compass and brought into SLI as well, and are also part of EnergySource Minerals.

Galvanic says others are testing.

KOCH well buy into Galvanic, that is my prediction. To me it is a no brainer. Do you think KOCH, wants competition, in Smackover?.

https://www.businesswire.com/news/home/20220914005956/en/Compass-Minerals-Announces-Selection-of-Direct-Lithium-Extraction-DLE-Technology-Provider-Attractive-Economics-and-Positive-Sustainability-Profile-for-First-Phase-of-Lithium-Project

IBATF (Mike White) Smackover hit by KOCH.

Batteries News
43,479 followers
4h • 4 hours ago

LG Energy Solution Secures Multi-Year Lithium Carbonate Supply from Compass Minerals

LG Energy Solution
Compass Minerals
Dongsoo Kim
Chris Yandell

#BatteriesNews #LithiumIonBattery #BatteryMarket #BatteryTechnology #Battery #Batteries

https://lnkd.in/dFV5bGNy

https://www.linkedin.com/feed/update/urn:li:activity:6997157682042294272/?origin=SHARED_BY_YOUR_PAGES

O.T. I'll be driving through Clayton Valley next week past Silver Peak and ALB's

evaporation ponds...lots of other potential operations out there as you well know

I'll also take a closer look at CYDVF's claims
CYPRESS DEVELOPMENT CONFIRMS PRODUCTION OF BATTERY GRADE LITHIUM CARBONATE
https://finance.yahoo.com/news/cypress-development-confirms-production-battery-100000399.html

futr

From your private message.

Interesting to see that Clayton Valley's DLE process was purchased by Koch Industries

https://www.crunchbase.com/organization/chemionex-lionex-technology

https://chemionex.com/

Craig Brown is an internationally-recognized expert in the field of aqueous-based chemical separations. Although his primary expertise is ion exchange, he also has extensive experience in electrochemistry, adsorption, filtration, membranes, evaporation and crystallization.

He was instrumental in the development and commercialization of the Recoflo® short-bed ion exchange process. Over a career spanning more than four decades, he has developed dozens of novel industrial applications in water purification, hydrometallurgy and chemistry many of which have been commercialized. One of his major developments, the APU™ acid purification unit, has become the de-facto, world-wide standard for purification of waste acid in aluminum anodizing, stainless steel pickling and copper electro-refining operations. Mr. Brown holds numerous patents and has published hundreds of papers.

After graduating from the University of Toronto in 1972 with a degree in Chemical Engineering, Mr. Brown joined Eco-Tec Limited, shortly after its inception. He held various positions in the company including Vice President Technology, Executive Vice President and General Manager. In 2005, Mr. Brown left Eco-Tec and formed Chemionex Inc. In addition to his technical expertise, he has extensive business experience in sales, marketing, business development and intellectual property. He is also an accomplished public speaker, having won numerous speaking awards.

https://chemionex.com/about-the-owner/

1. Development of the Recoflo short bed ion exchange process.
Craig was instrumental in the development of the Recoflo™ short bed ion exchange process, which is currently manufactured by Eco-Tec Inc. Thousands of Recoflo systems have been in installed around the world in dozens of different applications
https://chemionex.com/projects/


Koch Separation Solutions

MEMBRANE FILTRATION ION EXCHANGE GAS-LIQUID CONTACTOR CLEANING SOLUTIONS SEPTRAC™ SMART SYSTEM EVAPORATION & DRYING POWDER & PACKAGING CHEESE TECHNOLOGY
TECHNOLOGIES
Membrane Filtration
Ion Exchange
Gas-Liquid Contactor
Cleaning Solutions
SepTrac™ Smart System
Evaporation & Drying
Powder & Packaging
Cheese Technology

https://www.kochseparation.com/

Panu Sukitpaneenit
Senior Membrane Scientist at Koch Separation Solutions | MIT TR Innovators under 35

Koch Separation Solutions
9 yrs 6 mos
Senior Membrane Scientist
Mar 2017 - Present · 5 yrs 7 mos
Membrane Scientist
Apr 2013 - Feb 2017 · 3 yrs 11 mos
Greater Boston Area

https://www.linkedin.com/in/panu-sukitpaneenit-b2292749/

CMP: SEC Cease and desist Order:

https://www.sec.gov/litigation/admin/2022/33-11107.pdf

I was hoping IBAT got this one.

Oil field brines will still be attacked by the "Green people". They want zero oil. And some day they could be picketed with protestors at those sites.

One other site in Nevada, should have a very high chance of being tested Albemarle Corporation. I am disappointted that I did not keep an eye on them.

Permits Exploration Sites
https://desertfog.org/projects/lithium-mining-in-the-mojave-and-great-basin-deserts/exploration-sites/

Here is one with high lithium ppm.
I posted a article here.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=169974645

So, that leaves just the Geothermals. I had a 2-month debate (education for free) with the man below about Geothermal being carbon neutral.

He says when humans drill a hole into the ground there is always leakage of the CO2 and other gases traped in the Earths crust.

Michael Allen FCA
CFO Los Cerros and Sustainable Energy Advocate
https://www.linkedin.com/in/michael-allen-fca-708b2b9/

The small quantities of gases emitted from geothermal power plants aren't created during power production because there's no combustion. These gases are natural, minor constituents of all geothermal reservoirs. They eventually would vent to the atmosphere without geothermal power development, although at much slower rates. Dry steam and flash steam power plants emit mostly water vapor. Binary-cycle power plants emit virtually no gases because they operate using a closed-loop system.

https://www.energy.gov/eere/geothermal/geothermal-power-plants-meeting-clean-air-standards

I did read the corporate presentation...lots of relevant Industry info there-

I used to drive by the great salt lake regularly,on my way to ski the deep powder in the Wasatch, back in the day...so I'm familiar with the general overview

Anyway a couple of things stood out regarding Compass' lithium brine plans

the concentration of lithium in the great salt lake is rather low compared to other brines,and of course the cocktail of other minerals is specific to
that basin making the selection of a DLE process site specific and not necessarily a validation of one technology at the expense of others

the other points are the capex required and the long timeframes prior to projected commercial revenue streams

granted Compass must be a conservatively run operation,but the timeframes for full commercial production appear far from ambitious

especially when one considers the established operating history and existing infrastructure on the east side not to mention no anticipated permitting issues.

futr

Heavily shorted. Most people are bearish. I think I can swing it like Tesla. 500-shares trades.
https://stocktwits.com/symbol/CMP

I did one swing. I had to get paid for my work

MM's will move bids around they really are manipulating look at the Sayona and Core filings they got filed same day. Sept 15th
Becoming a substantial holder
https://www2.asx.com.au/markets/company/cxo
Syaona
https://www2.asx.com.au/markets/company/sya

Different bankers. You can see them borrow 3-million shares in the morning and buy back end of day. They have been doing it all summer with all these lithium companies hard rock and brines.

I read the last Compass Minerals 1/4-report they paid off some debt by selling some assets.Still have debt.

All those insane numbers (???Tons) LLKKF was pimping for their price to build seems crazy compaired to compass 11k + 24k = 35k.

$450-million was a number Burba, used in his first pr with Ensorcia in 2018. Before it became mobile.

Page 7
Phase 1
11k tones

Phase 2
24k tones

https://s22.q4cdn.com/834578860/files/doc_presentations/2022/09/Strategic-Update-Presentation-Final-for-Posting-(09.14.22).pdf

You're a great researcher T.C.

you've got my interest

futr

I clicked the link and then I was interrupted and missed the whole thing.

LITHIUM STRATEGY UPDATE // Sept. 15, 2022

https://s22.q4cdn.com/834578860/files/doc_presentations/2022/09/Strategic-Update-Presentation-Final-for-Posting-(09.14.22).pdf

Patents Assigned to ENERGYSOURCE MINERALS LLC

https://patents.justia.com/assignee/energysource-minerals-llc

Compass Minerals Announces $252 Million Strategic Equity Investment Partnership with Koch Minerals & Trading LLC
SEPTEMBER 14, 2022

Koch is hooked up with the company that has some of Molycorp old patents. I'll find that name later today.

I think chances are less now that IBATF is one of the testers, but Burba, did file a patent with them also within the last 2-years. I am flip flopping as I type.

I'll find those patent later. I am going to put all DLE patent links in the IBOX here, Maybe some of the sorbent companies I found private and public.

We will know tomorrow.

Approximately $200 million of the proceeds from the investment are expected to be used to advance the first phase of the company’s sustainable lithium development project. This figure represents approximately 75% of total phase-one funding needs, according to the company’s FEL-1 level project cost estimates, including the full funding required through calendar year 2024 toward the construction of a commercial scale, direct lithium extraction (DLE) and lithium conversion plant at the company’s Ogden, Utah, solar evaporation facility. Compass Minerals expects the project’s annual commercial production capacity to ultimately be approximately 35 kMT LCE, with an initial phase-one capacity of approximately 11 kMT LCE coming online by 2025.

https://investors.compassminerals.com/investors-relations/investor-news/press-release-details/2022/Compass-Minerals-Announces-252-Million-Strategic-Equity-Investment-Partnership-with-Koch-Minerals--Trading-LLC/default.aspx

Rich Brown
Executive Vice President at Compass Tech International. 10,000+ LinkedIn connections
13h • 13 hours ago

Honda announces plan to build $4.4 billion Ohio plant battery plant with an annual production capacity of about 40 gigawatt-hours and will supply its output exclusively to Honda facilities in North America, The new facility is one of the first major investments Honda has made in building out its own EV battery supply chain.

https://www.linkedin.com/feed/update/urn:li:activity:6969995503384072193/?commentUrn=urn%3Ali%3Acomment%3A(activity%3A6969995503384072193%2C6970179398880673792)&dashCommentUrn=urn%3Ali%3Afsd_comment%3A(6970179398880673792%2Curn%3Ali%3Aactivity%3A6969995503384072193)

Let's remind each other the day before.

It is an early one 8;30 am need to be on the right time zone.

Thanks for the heads up on this one, strategy conferences are always full of information.

Adding to my calendar, block off that time before someone schedules a meeting

SEPTEMBER 15, 2022 08:30 AM EST
Lithium Strategy Update

I signed up for the reminder for this webcast.


https://investors.compassminerals.com/investors-relations/events-and-presentations/events-calendar/default.aspx

Compass Minerals Lithium

https://vimeo.com/723427046

Compass Minerals Declares Fiscal Fourth Quarter Dividend
AUGUST 25, 2022
OVERLAND PARK, Kan.--(BUSINESS WIRE)-- The board of directors of Compass Minerals (NYSE: CMP), a leading global provider of essential minerals, has declared a quarterly cash dividend of $0.15 per share. This dividend is payable Sept. 20, 2022, to shareholders of record as of the close of business on Sept. 9, 2022.

https://investors.compassminerals.com/investors-relations/investor-news/press-release-details/2022/Compass-Minerals-Declares-Fiscal-Fourth-Quarter-Dividend/default.aspx

James B. Suubam, MBA
• 3rd+
Senior Technical Project Manager
1d • 1 day ago

With the steady growth of the emerging Cleantech industry, I’m happy to share that I’m starting a new position as Senior Technical Project Manager at Controlled Thermal Resources US Inc. CTR is in the advanced stages of developing a battery grade DLE(direct lithium extraction) & conversion facility and a geothermal power plant located in the California ‘Lithium Valley’. Looking forward to the safe execution and efficient delivery of this world-class project.Many thanks to Compass Minerals for an amazing and rewarding experience in the past 2+ years.
#CleanEnergy #CleanLithium #LithiumValley #RenewableEnergy #GeothermalEnergy #cleantech

https://www.linkedin.com/in/engjamessuubam/recent-activity/shares/

“In all, Compass Minerals anticipates eventually being able to produce 30,000 to 40,000 metric tons of lithium carbonate equivalent per year, with an initial capacity of 10,000 metric tons by 2025, when it plans to start production.”

With those estimates it kinda sounds like they are testing with the tech.

Timelines kinda matchup with equipment assembly and testing.

Compass Minerals in talks with Ford, LG Energy to supply lithium products
By Tim Vandenack - | Aug 8, 2022

They must have had great results with Burba's tech.

https://www.standard.net/news/business/2022/aug/08/compass-minerals-in-talks-with-ford-lg-energy-to-supply-lithium-products/

And ibatf gets to keep those 5-million shares.

Bottom line she never met the milestones.

It said, in one of the filings, I feel confident saying that with out a link.

I waited to go on vacation, be spending some time down south this winter. We are going to rent an RV down south for the winter.
Looking forward to the season, but not really, want to enjoy the summer a bit more

Go get your money John.

The only thing they were awarded out of all that was their name tied to a patent.

And John probably has that figured out to file a new one and nix that one so there is no royalties paid out to those two or the company.

Training camp has started.

Looking forward to the season, but not really, want to enjoy the summer a bit more

Vikings draft report ranked best among all four teams, Bears second and Packers third.

Some how I missed this the other day.