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re: Diving deeper on Standard Lithium?
Posted on 4/3/24 at 10:35 pm to ev247
Posted on 4/3/24 at 10:35 pm to ev247
I don’t see what that bullish case could be. They churched it up like it was going to be 100% settled at the Li Summit.
It impacts all the producers so maybe they’ve pulled it to all go in together? They talked about the unique partnership with Lanxess leading to issues determining the royalty which would establish a base case for future leases. That was the hold up prior. Mintak and the brass from Tetra and Exxon met with the governor during the summit, I was there.
I’m running out of straws to grasp. Arkansas wants it badly, especially the gov.
It impacts all the producers so maybe they’ve pulled it to all go in together? They talked about the unique partnership with Lanxess leading to issues determining the royalty which would establish a base case for future leases. That was the hold up prior. Mintak and the brass from Tetra and Exxon met with the governor during the summit, I was there.
I’m running out of straws to grasp. Arkansas wants it badly, especially the gov.
1
Posted on 4/3/24 at 11:06 pm to ArkyLi
Yeah I specifically asked SLI IR in January if they were anticipating a decision in April, or if April just represents the earliest possible timeframe for such a decision. They said it was their current understanding that the decision was likely in April.
After watching and rewatching the December AOGC hearing I couldn't figure out how they would reconcile their desire to see SLI's agreements with Lanxess and SLI's desire to keep those agreements confidential. Maybe they didn't reconcile those?
Hope it isn't the bigger companies lobbying for a higher royalty than SLI can survive and that they just withdrew so all companies can consolidate an application like you said. I know SLI wanted Lanxess royalty to be unique due to lower lithium grade but last I read in some official comment from Exxon, Exxon wanted one royalty for the whole state.
After watching and rewatching the December AOGC hearing I couldn't figure out how they would reconcile their desire to see SLI's agreements with Lanxess and SLI's desire to keep those agreements confidential. Maybe they didn't reconcile those?
Hope it isn't the bigger companies lobbying for a higher royalty than SLI can survive and that they just withdrew so all companies can consolidate an application like you said. I know SLI wanted Lanxess royalty to be unique due to lower lithium grade but last I read in some official comment from Exxon, Exxon wanted one royalty for the whole state.
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