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re: Diving deeper on Standard Lithium?
Posted on 4/9/24 at 10:23 pm to ev247
Posted on 4/9/24 at 10:23 pm to ev247
quote:
Any indication if April is still too soon to get the decision Smack?
Have no clue. I thought it was going to be settled at the last meeting. I know Exxon is playing some games. I'm ready to see Albermarle give some input. Somehow, they've gotten a free pass.
Posted on 4/9/24 at 10:47 pm to SmackoverHawg
I’m a little optimistic that we’ve known since Jan that they wouldn’t hear it again til April. Why skip March hearing? Makes me think that some specific hurdle wouldn’t have been cleared in time for March hearing but would be by April. IR sounded confident that decision would come in Apr but won’t respond lately.
We do know that in Dec the commission wanted the Lanxess agreements and Standard was saying that it was confidential. Either way, Standard couldn’t have provided them in Dec because they were still being negotiated as of Standard’s Feb earnings call. Hopefully Lanxess negotiations are done by this coming hearinng.
I did read Albemarle’s objection to Standard’s royalty proposal though. They said they didn’t want the royalty paid to expose the price received for lithium, as no one wants their competitors to know the price they’re selling lithium for. Makes sense.
Hopefully we can get a resolution soon so we can rest our speculator muscles for once.
I appreciate your insight SmackoverHawg
We do know that in Dec the commission wanted the Lanxess agreements and Standard was saying that it was confidential. Either way, Standard couldn’t have provided them in Dec because they were still being negotiated as of Standard’s Feb earnings call. Hopefully Lanxess negotiations are done by this coming hearinng.
I did read Albemarle’s objection to Standard’s royalty proposal though. They said they didn’t want the royalty paid to expose the price received for lithium, as no one wants their competitors to know the price they’re selling lithium for. Makes sense.
Hopefully we can get a resolution soon so we can rest our speculator muscles for once.
I appreciate your insight SmackoverHawg
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