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re: Diving deeper on Standard Lithium?

Posted on 4/4/24 at 12:42 pm to
Posted by jimjackandjose
Member since Jun 2011
6498 posts
Posted on 4/4/24 at 12:42 pm to
Posted by Shepherd88
Member since Dec 2013
4592 posts
Posted on 4/4/24 at 12:50 pm to
XOM just articulated how green that method is in 4 minutes, what SLI couldn’t spell out (publicly) over 4 years.
Posted by Fe_Mike
Member since Jul 2015
3154 posts
Posted on 4/4/24 at 1:28 pm to
Yeh he's saying it is still going to be scheduled for the April 23 meeting.

Now, that's like third hand information at this point, but at least encouraging that it sounds like this isn't a delay and just a change to the royalties request.
Posted by ColoradoAg03
Denver, CO
Member since Oct 2012
6219 posts
Posted on 4/4/24 at 2:58 pm to
But let's welcome our new members!
Posted by jamiegla1
Member since Aug 2016
7014 posts
Posted on 4/4/24 at 9:19 pm to
Exxon has a Nobel Prize winning chemist. SLI has Robert Mintak, Prince of PayPal
Posted by SmackoverHawg
Member since Oct 2011
27379 posts
Posted on 4/4/24 at 9:50 pm to
I'm about ready to drive over there next time corporate is around in my '68 gas guzzling Camaro Punisher style and start kickin' dicks. It's time to shite or get off the pot.

Posted by Auburn1968
NYC
Member since Mar 2019
19662 posts
Posted on 4/5/24 at 10:57 am to
quote:

quote:
SLI needs to do independently audited proofs of concept because there are still many who don't really know if the process really works. The last proofs of concept were three years ago and supposedly they have been tweaking the science project ever since then. SLI show your work!


Why haven't you mentioned this before?


I had to replace the skin on my drum. I did send it to SLI also, but I need a bigger drum.
Posted by ev247
Member since Nov 2022
317 posts
Posted on 4/5/24 at 12:31 pm to
New drilling permit for 7/15/2024 showed up today, as a periodic proof of life
Posted by CarbonAce
Member since Apr 2021
105 posts
Posted on 4/5/24 at 12:45 pm to
There was also a visit at Capital Hill this week.
This post was edited on 4/5/24 at 12:47 pm
Posted by Auburn1968
NYC
Member since Mar 2019
19662 posts
Posted on 4/6/24 at 8:41 am to
quote:

XOM just articulated how green that method is in 4 minutes, what SLI couldn’t spell out (publicly) over 4 years.


Simple, clear, clean and green well illustrated as a presentation. However, it's just an illustration and not a plant that has actually been working for more than three years.
This post was edited on 4/6/24 at 3:28 pm
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2015 posts
Posted on 4/6/24 at 8:48 am to
Makes you question how serious SLI is.
Posted by Auburn1968
NYC
Member since Mar 2019
19662 posts
Posted on 4/6/24 at 3:28 pm to
quote:

Makes you question how serious SLI is.


Or how bad the PR is.
Posted by CarbonAce
Member since Apr 2021
105 posts
Posted on 4/6/24 at 3:49 pm to
How do we know they do not have it all worked out and are not worried about stock price because it will all be announced when time is right!
Posted by Pendulum
Member since Jan 2009
7056 posts
Posted on 4/6/24 at 4:13 pm to
quote:

However, it's just an illustration and not a plant that has actually been working for more than three years.


A demonstration plant operating for so long without any real data coming out, seems more and more like a red flag to me. It's like something a movie producer would do.
This post was edited on 4/6/24 at 4:14 pm
Posted by Auburn1968
NYC
Member since Mar 2019
19662 posts
Posted on 4/7/24 at 8:32 am to
quote:

A demonstration plant operating for so long without any real data coming out, seems more and more like a red flag to me. It's like something a movie producer would do.


I think a lot of people have the same doubts. I hope it is just due to poor PR though.

Posted by Auburn1968
NYC
Member since Mar 2019
19662 posts
Posted on 4/7/24 at 8:37 am to
quote:

Why haven't you mentioned this before?


My email to SLI:

quote:

As someone who has spent a lifetime in media of many types, I suggest that SLI rework its PR effort.

The first and easiest thing to do is to rework the SLI logo and change the color scheme to deep green along with a tag line something like “Green Lithium,” “The First In Green Lithium Production,” or “The Cleanest and Greenest Lithium.” This of course needs follow up with some real PR directed at the green corners of the political, ecological and financial world.


Exon did a nice little presentation that presents the case for DLE, but its just a presentation. SLI has an actual demo plant that has been running for several years. A 3D graphic animation illustrating the process similar to Exon’s would be very effective combined with some video walk throughs of the actual demo plant.

LINK

A lot of people have doubts about SLI’s DLE process even among those who have follow it closely for years.

I see a lot of this kind of doubt in Seeking Alpha’s commentary in the SLI articles. A lot of data has come out in bits and pieces in a “sciencey” kind of way, but only someone following the bouncing ball closely over the years gets the full picture.

The cure to this weakness in PR is to do a few proof of concept runs of lithium production audited by a trustworthy outside source producing X amount of battery grade product. Each proof of concept run becomes a PR splash with the full demo plant walk-through and Exon like animation illustrating the process for how it works clean, green and as a secure domestic source. Some video variants can include contrasting images of strip mines and evaporation ponds.


Posted by Shepherd88
Member since Dec 2013
4592 posts
Posted on 4/7/24 at 11:08 am to
Just to clarify, I think a lot of the DLE doubts are specific to high volume production. Most of the comments I see on SA pertain to that, and it’s not just SLI, but is it actually viable when you turn this on in a commercial scale.
Posted by Shepherd88
Member since Dec 2013
4592 posts
Posted on 4/8/24 at 6:15 pm to
Analyst comment in the SA article. Thought this was pretty informative

quote:

FYSA, Standard Lithium is shipping samples out or material for people to verify to places like South Korea and Germany. Go to the AOGC (Arkansas Oil and Gas Commission) www.aogc.state.ar.us/... You will see various files by year. Click 2023 to expand it. Read the various AOGC reports by quarter and note places material has shipped to. I'd guess that South Korea = LG? Germany = BASF? Tesla plant in Germany? Take a pick.. who knows... South Africa = ????? Also note that SLI can't commercially product product yet other than samples per the AOGC. Second, this is just a puzzle piece to the big equation. Do not get overly wrapped up in this.
Posted by Ballstein32
Member since May 2020
367 posts
Posted on 4/8/24 at 6:37 pm to
If feel like the AOGC is the real hindrance in everything right now.....
This post was edited on 4/8/24 at 6:39 pm
Posted by jamiegla1
Member since Aug 2016
7014 posts
Posted on 4/8/24 at 8:30 pm to
why do we have to find this out via an analyst comment on a Seeking Alpha article? Why could SLI produce some form of PR and beat this drum as often as they send out samples?
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