ev247

Wait are you saying that the AOGC already has a value for brine of $0.364/bbl?...

I was wondering how they performed this last year vs other lithium companies to have better perspective. Compared 5 lithium stocks’ 1 year change: Albemarle -38% Standard Lithium -58% Lithium Americas (Joe Lowry’s baby) -58% Sigma Lithium -58% Piedmont Lithium -75% I’d love to see how Mint...

I played with a 10% gross royalty based on the worst case that I'd heard. You know these details of Exxon's offer? I remember reading that the East Texas lease options include all minerals but that Tetra has only leased to SLI rights to extract lithium. So bromine/potash/sodium/calcium/etc are ir...

I'm still not sure how these leasing "territories" work. Like, oil/gas companies can run around and outbid one another for leases, as long as the royalty offered is higher than the state minimum of 12.5%. Why isn't the AOGC setting the lithium minimum at 2% and letting brine/lithium producers try to...

Speaking of royalties, the May hearing has been cancelled. They're still negotiating a brine/infrastructure deal with Lanxess for 1A anyway, so it's not like the royalty is the only holdup. [img]https://i.postimg.cc/RFn0GhL3/mayhearingcancelled.png[/img]...

Just listened to the fireside chat where Water Tower Research interviewed CFO Salah Gamoudi and all I can say is in terms of speaking, I'd vote for him over Mintak as CEO without hesitation. Either way, glad things are progressing :cheers: PS He did say that they are aiming for 1H 2025 for SWA D...

I signed up for lending today and wanted to ask those of yall with experience if you've run into any issues with default/other risks?...

[quote]Now, just announce a licensing / partnership deal with xom to develop their minerals and the wine mixer is back on.[/quote] and the potash and bromine partner(s) in East Texas!...

Tell me about it. I own some minerals at basically the midpoint between Lanxess and SWA. Which would fall into Albemarle's territory at least, but I'm like 5 miles too far north for Albemarle. Can only hope for continued expansion. Glad to hear that their success will mean some success for you Sm...

It makes sense that they wanted to wait for Equinor to be in the royalty process with them. Seems less likely now that Exxon could bully SLI through higher royalty tolerance. I’m on the lookout for this month’s hearing applications and will post if ours appears. Just finished reading the new [...