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re: Diving deeper on Standard Lithium?

Posted by ev247 on 5/17/24 at 1:41 pm
Okay on second thought my last post was ridiculous, they have to have those "units," as they call them, since two different companies can't feasibly get two neighbors' brines. I'd love to know what came of that one AOGC commissioner's request for the best existing brine lease that anyone could f...

re: Diving deeper on Standard Lithium?

Posted by ev247 on 5/17/24 at 1:26 pm
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...

re: Diving deeper on Standard Lithium?

Posted by ev247 on 5/17/24 at 12:30 pm
I edited an Arkansas brine territories map to show how a 10% royalty would affect the operating costs of 1A and SWA, using their DFS and PFS. Notice just how much stronger SWA is than 1A. $15,000/ton seems to be the neighborhood where lithium spot prices have been for the past several months. [im...

re: Diving deeper on Standard Lithium?

Posted by ev247 on 5/17/24 at 11:30 am
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]...

re: Diving deeper on Standard Lithium?

Posted by ev247 on 5/14/24 at 12:48 pm
Try this [link=(https://us06web.zoom.us/w/83267884482?tk=AIlc3Zaot7-JIWa03IaDku7u8fyGM_WCm_x26CmRv-M.DQYAAAATYycVwhY0OW13OUV3MVF6Q0h4RVFEWG1scDJnAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA&pwd=qaJIIbdPbpPtSFXvnDQb1RYRdAuZxL.1&uuid=WN_Q-lAJ7qESBiQMqH_svN5Ew)]link[/link]...

re: Diving deeper on Standard Lithium?

Posted by ev247 on 5/14/24 at 10:54 am
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...

re: Diving deeper on Standard Lithium?

Posted by ev247 on 5/11/24 at 9:16 am
On Fidelity there was no invitation needed and took less than 5 minutes to sign up. Minimum account value of $25k seemed like the only requirement...

re: Diving deeper on Standard Lithium?

Posted by ev247 on 5/10/24 at 10:04 pm
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?...

re: Diving deeper on Standard Lithium?

Posted by ev247 on 5/10/24 at 8:58 am
Not to mention the scale of TX. They called it a multiple of SWA, while SWA has an after-tax NPV over $3B. I don't intend to sell anything until those questions get answered, but I've never seen something like a ride from $1-$10...

re: Diving deeper on Standard Lithium?

Posted by ev247 on 5/9/24 at 12:38 pm
[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!...

re: Diving deeper on Standard Lithium?

Posted by ev247 on 5/9/24 at 12:35 pm
What Mike said is right; I have verified it with AI by asking many simple and clarifying questions about the PR. Painstakingly so. Eta enjoy the beach Mike, and make it back!...

re: Diving deeper on Standard Lithium?

Posted by ev247 on 5/9/24 at 9:02 am
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...

re: Diving deeper on Standard Lithium?

Posted by ev247 on 5/9/24 at 7:55 am
[embed]https://twitter.com/WTR_Research/status/1788307266543735147[/embed]...

re: Diving deeper on Standard Lithium?

Posted by ev247 on 5/9/24 at 7:46 am
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 [...

re: Diving deeper on Standard Lithium?

Posted by ev247 on 5/8/24 at 9:30 am
I’d imagine that today’s announcement will excite institutional investors whose actions will then excite retail (many of whom probably believe that someone just bought half of SLI for $160M lol) FeMike does the fact that they have announced this partnership before a Phase 1A partnership affect yo...

re: Diving deeper on Standard Lithium?

Posted by ev247 on 5/8/24 at 7:55 am
Whoops, I shouldn't have been posting so fresh off a night's sleep lol So Equinor will be providing these upfront payments and then they will share the remainder of capex, right? Isn't that what pro-rata means in this line for example "Equinor to solely fund the first US$40 million of developm...

re: Diving deeper on Standard Lithium?

Posted by ev247 on 5/8/24 at 7:31 am
Edit: Google gave me bad data on Equinor’s annual revenues. Their market cap is around 85B (Edit: The following is also wrong. Keep reading the thread) I don't know what I was expecting, but 45% ownership on 2 projects where you've paid $160M toward like $3B capex needed seems like a steal. Am...

re: Diving deeper on Standard Lithium?

Posted by ev247 on 5/8/24 at 7:03 am
[link=(https://www.standardlithium.com/investors/news-events/press-releases/detail/171/standard-lithium-and-equinor-form-partnership-to-develop)]Standard Lithium and Equinor Form Partnership to Develop South West Arkansas and East Texas Lithium Projects[/link] “Equinor Commits to Contribute up to...

re: Diving Deeper on Origin Materials?

Posted by ev247 on 5/2/24 at 10:58 am
Seems like there’s a chance that their new PET cap invention will keep them afloat while continuing to develop their core biomass conversion tech. [link=(https://investors.originmaterials.com/news-releases/news-release-details/origin-materials-partners-packsys-global-worlds-first-pet-cap)]Tuesda...

re: Diving deeper on Standard Lithium?

Posted by ev247 on 5/1/24 at 10:24 pm
Just noticed half a million after hours. Man I hope there's good news that isn't a buyout this soon/low [img]https://i.postimg.cc/8586Bx1R/sliah.png[/img]...