re: Diving deeper on Standard Lithium?

A little late night SLI info drop....

LINK


Standard Lithium Ltd. (“Standard Lithium” or the “Company”) (TSXV:SLI) (NYSE American:SLI) (FRA:S5L), a leading near-commercial lithium development company, is pleased to announce that it has successfully installed a commercial-scale Direct Lithium Extraction (“DLE”) column at its Demonstration Plant near El Dorado, Arkansas. The column is a LiPRO™ Lithium Selective Sorption (“LSS”) unit, supplied by Koch Technology Solutions, LLC (“KTS”).

The column has been installed and integrated with the Company’s existing Demonstration Plant to test and derisk the design for commercial applications of the LiPRO™ LSS technology. It is the same size and design as those that the Company intends to use (in multiple trains) in its commercial applications for the Phase 1A and South West Arkansas projects (as described in the Company’s recent Definitive Feasibility Study for the Phase 1A project and Preliminary Feasibility Study for the South West Arkansas project).......

This column has been in operation for a little over a month now. It's an upgrade from what they were using in their initial pilot plant, but not by much. They would need A LOT of these columns in place for this operation to be commercially viable, which raises a lot of questions about whether their pilot plant results are scalable. SLI's focus remains on Magnolia (Southwest Arkansas), not so much on Phase 1A on the Lanxess site.

quote:

---

“The long-term operation of our Demo Plant has been crucial in replicating and understanding the real-world dynamic conditions of continuous commercial-scale operations,” said Dr. Robinson. “With our partner Koch Technology Solutions, we have been able to tailor and optimise the multi-step flowsheet that will allow the Plant to be scaled for commercial production. The knowledge we have on-hand from over four years of operations, combined with an optimised flowsheet and now a commercial-scale DLE column, puts us in a strong position as we continue to advance our projects.”

Dr. Robinson added: “One of the fundamental findings of the Demonstration Plant is the necessity of long-duration, on-site continuous processing of real brine. Our Demo Plant handles real Smackover brine directly from the resource, whereas in traditional small-scale, short-term off-site batch processes, brine is isolated, transported and often undergoes physical and chemical changes before testing. With the commercial-scale LSS column, we can continuously test real brine from the Smackover at a commercial level.”

---

Let's f*ckin GEAUX!!

The only place I remember seeing any specifics re Koch DLE vs Standard DLE is from Water Tower Research’s Initiation of Coverage here


“The sorption process at SLI’s Phase 1A Project and South West Arkansas project will use Koch’s LSS DLE extraction process. The technology is less water intensive and requires less reagents than LiSTR (lower cost), which will decrease the environmental impact and operating costs of the projects.”

Periodic reminder that the same guy (Craig Brown) invented them both.

So are we at that point where even good news is not that big of a deal? I wasn’t excited about the commercial use news but it seems like y’all think it’s meh?

Do we know yet if and when dilution will occur? I’d like to invest more but want to wait until after dilution event

quote:

---

I’d like to invest more but want to wait until after dilution event

---

If this gets diluted anymore with out a reverse stock split then it’s going to be delisted from the exchange and that really won’t be good.

I'm not terribly worried about delisting yet. If it falls below $1 for 30 consecutive trading days they will receive a letter of non-compliance, then they'll be given 180 days to regain compliance by trading over $1 for 10 consecutive trading days. I'm following another company that's dealing with this and they've been under $1 for over 3 months and will possibly reverse split after another 2 months. So if SLI slid that hard they'd have a few months to hold over $1 for 10 days before reverse splitting

US Offers Record $2.26 Billion Loan for Nevada Lithium Plant

Well, if LAC can get this funding…

Lithium Americas-targeting production 2027
SLI SWA-targeting production in 2027

Lithium Americas-targeting 40k tons li carb
SWA-targeting 30k tons li hydroxide

Lithium Americas-$650M offtake from GM
SWA-in “advanced” offtake negotiations

Lithium Americas-$2.2B DOE loan
SWA-? tbd

quote:

---

US Offers Record $2.26 Billion Loan for Nevada Lithium Plant

Well, if LAC can get this funding…

---

I wonder where they are going to get the needed water in Nevada?