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re: Diving deeper on Standard Lithium?

Posted on 5/10/24 at 4:09 pm to
Posted by BlastOff
New Orleans
Member since Feb 2016
767 posts
Posted on 5/10/24 at 4:09 pm to
Bro, I prefer to zoom in...

On pictures of a sweet 42' Freeman that I plan on purchasing once this thing hits $25/share
Posted by jamiegla1
Member since Aug 2016
7014 posts
Posted on 5/10/24 at 4:56 pm to
I was there too, bro. but I learned a valuable lesson
Posted by LChama
Member since May 2020
1662 posts
Posted on 5/10/24 at 5:43 pm to
Who was the guy that was sellin at $10 regardless of where we thought it was going. He was gonna pay y cash for a sierra pickup i believe
Posted by ev247
Member since Nov 2022
317 posts
Posted on 5/10/24 at 10:04 pm to
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?
Posted by FLObserver
Jacksonville
Member since Nov 2005
14488 posts
Posted on 5/11/24 at 5:19 am to
quote:

Should I buy? When’s it gonna go back to 1.30

I got back in around 1.30 when they made the deal to partner. Needed something real and believe this was it.
Posted by jerryc436
Franklin
Member since Jan 2014
519 posts
Posted on 5/11/24 at 8:39 am to
Do you have to be invited to lend out shares?
Posted by ev247
Member since Nov 2022
317 posts
Posted on 5/11/24 at 9:16 am to
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
Posted by jerryc436
Franklin
Member since Jan 2014
519 posts
Posted on 5/11/24 at 9:21 am to
I use Schwab and under share lending I says you will receive an email I you have shares to lend. I have not received one yet. I do have the minimum required balance.
Posted by GrizzlyAlloy
Member since Aug 2020
1673 posts
Posted on 5/11/24 at 9:26 am to
quote:

Who was the guy that was sellin at $10 regardless of where we thought it was going. He was gonna pay y cash for a sierra pickup i believe


It was a Tundra. But I put 100k down on a house I built instead. Thank you SLI.

This post was edited on 5/11/24 at 9:32 am
Posted by AUHighPlainsDrifter
South Carolina
Member since Sep 2017
3109 posts
Posted on 5/11/24 at 9:43 am to
Wise move. Congrats!

RAM + house > Tundra
Posted by SmackoverHawg
Member since Oct 2011
27379 posts
Posted on 5/11/24 at 11:16 am to
Posted by LChama
Member since May 2020
1662 posts
Posted on 5/11/24 at 12:43 pm to
quote:

It was a Tundra. But I put 100k down on a house I built instead. Thank you SLI.


Gonna get back in?
Posted by GrizzlyAlloy
Member since Aug 2020
1673 posts
Posted on 5/11/24 at 1:49 pm to
I bought some in my ROTH when Koch bought in around $7
Posted by DawgCountry
Great State of GA
Member since Sep 2012
30571 posts
Posted on 5/13/24 at 6:02 am to
Up pre market. Keep on trucking baby
Posted by SwampCollie
Louisiana
Member since Nov 2018
221 posts
Posted on 5/13/24 at 7:11 am to
Interesting that through the YTD slide and partnership announcement institutional ownership hasn’t moved.

That’s the needle moving $ and wave we need to ride into the wine mixer
Posted by MikelArteta
Your mother's
Member since Apr 2024
28 posts
Posted on 5/13/24 at 7:30 am to
(no message)
This post was edited on 5/13/24 at 7:53 am
Posted by FMtTXtiger
Member since Oct 2018
3746 posts
Posted on 5/13/24 at 8:46 am to
How do we get hitched to the GameStop roaring kitty ?

Posted by Beerinthepocket
Dallas
Member since May 2011
856 posts
Posted on 5/13/24 at 11:02 am to
I listened to the earnings call. All good news, but still no clarity on what’s going on with the AOGC setting the royalty rate. The CFO mentioned the royalty rate, but made it sound like the ball was in the AOGC’s court.

Other items of note were the following:

- Equinor has already paid the $30M to Standard Lithium

- The value of Standard Lithium implied by the Equinor deal is significantly higher than SLI’s current market cap.

- SLI is fully funded for expansion of leasing in East Texas and fully funded through completion of the DFS and FEED for SWA.

-FID for Lanxess project is pending final agreement with Lanxess regarding the brine feed and royalty determination by the AOGC.

-SLI still has no debt.

- SWA FID will be sometime in 2025, would not say 1H or 2H.

- Lithium brine grade is the single biggest lever to reduce operation cost, making East Texas and SWA significantly cheaper to operate than the Lanxess project.

-Commercial column in place at the pilot plant is the exact same as what will be used in the commercial plants. SLI has processed 17M gallons of brine through 8,500 cycles. SLI has the most robust understanding of DLE of any company in the space.

- Equinor has several years of experience in the DLE space, has an investment in another DLE project in France, and Equinor had been in communication with SLI since 2018. Equinor vetted the tech used by SLI and was happy with it.

- SLI has been receiving significant interest in offtake agreements domestically and internationally from Europe, Japan, and Korea. SLI expects the Equinor partnership to open additional doors related to offtake agreements.
Posted by ColoradoAg03
Denver, CO
Member since Oct 2012
6219 posts
Posted on 5/13/24 at 11:21 am to
quote:

but still no clarity on what’s going on with the AOGC setting the royalty rate


and

quote:

SLI has been receiving significant interest in offtake agreements


Are big pre-revenue variables for profitability.
Posted by MikelArteta
Your mother's
Member since Apr 2024
28 posts
Posted on 5/13/24 at 11:30 am to
Thank you for this sir
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