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So I can speak to one deal just cause it dealt with what I do at work. The Lithium America Thacker Pass Mine has been in development for 6-8 years… can't remember off the top of my head… the biggest issue facing them has been enviro/greens lawsuits against them 24/7.
Last year DOE gave them a ~$2 billion loan to help speed up development of it. The Trump admin switched details of the loan to not only a stake but also extended the loan repayment by another 10 years I think. This change also comes with an exit plan that when the mine/company hit different milestones the government will be selling off the 2% stake they have (stake in company could be more but the stake in the mine is only 2%).
One of the biggest positives for this pseudo-acquisition I that the permitting is now able to be supercharged and the project can't keep getting sued for the same thing over and over.
Do I love it? No but I do think it's better than the loans… loans we got nothing out of it no sort of collateral but in this way we do.
loans we got nothing out of
Wasn't there an interest rate?
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100 sats \ 1 reply \ @Cje95 23 Oct
Loans through the DOEs Loan Program Office carry a very very low interest loan. Often it is just a couple percentage points/ the applicable U.S. Treasury rate. Right now that is 3-4 percent from what I am finding but DOE loans have been as low as 2 so....
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Yes, I found this:
Loan size: $2.26 billion (including $1.97 billion of principal and $289.7 million of capitalized interest)
So that's probably neutral vs treasury cost. 1
I'm not sure if the ownership is long-term beneficial unless there is zero chance of adversarial office holders in the future, but that's another discussion.

Footnotes

  1. Also, for scale, this is about 17h worth of total US debt interest. By the time you wake up tomorrow morning, this has been spent.
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