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re: Diving deeper on Standard Lithium?
Posted on 5/9/24 at 7:46 am to Fe_Mike
Posted on 5/9/24 at 7:46 am to Fe_Mike
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 investor presentation.
Biggest takeaway is that they expect to make FID on SWA project in 2025. Back to the royalty so Phase 1A can have its FID sooner. Presentation reminded me of when Mintak said that Phase 1A has worse economics because it won’t benefit from economies of scale. Maybe SLI can now leverage relationships/scale from the Equinor partnership to improve Phase 1A’s economics as well?
Presentation also says they have an office in Austin Tx now.
Just finished reading the new investor presentation.
Biggest takeaway is that they expect to make FID on SWA project in 2025. Back to the royalty so Phase 1A can have its FID sooner. Presentation reminded me of when Mintak said that Phase 1A has worse economics because it won’t benefit from economies of scale. Maybe SLI can now leverage relationships/scale from the Equinor partnership to improve Phase 1A’s economics as well?
Presentation also says they have an office in Austin Tx now.
2
Posted on 5/9/24 at 7:55 am to ev247
Posted on 5/9/24 at 8:24 am to ev247
quote:
Presentation also says they have an office in Austin Tx now.
Yeah, sucks for me that everything seems to be moving west. I'll still benefit from SWA project. As far as I know, phase I is still a go. I stand has a nice income stream coming from SLI as they get those two built and going.
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