- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Diving deeper on Standard Lithium?
Posted on 5/13/24 at 1:19 pm to Beerinthepocket
Posted on 5/13/24 at 1:19 pm to Beerinthepocket
I also found it interesting that they're planning to bring brine from SWA to the commercial DLE column and see how the flowsheet responds.
Wonder if that will play any role in the SWA FEED and DFS?
Wonder if that will play any role in the SWA FEED and DFS?
Posted on 5/13/24 at 1:25 pm to gautamj
They can scale the original product down if they need to use resources elsewhere. The big deal there is all the infrastructure in place and it would be the fastest to production. That will allow them to refine and optimize before and as they build out SWA and east Texas.
Posted on 5/13/24 at 2:30 pm to SmackoverHawg
It’s been a ride! I’m green at $1.60
The crypto gains I would have made had I sold at $12 :’(
The crypto gains I would have made had I sold at $12 :’(
Posted on 5/13/24 at 2:32 pm to BootUpCustoms
How do I lend out shares on fidelity? I meet all the requirements
ETA: website says
“Once enrolled, there are no extra steps. All eligible securities in your account, now or in the future, will be considered for borrowing based on demand in the lending market.”
ETA: website says
“Once enrolled, there are no extra steps. All eligible securities in your account, now or in the future, will be considered for borrowing based on demand in the lending market.”
This post was edited on 5/13/24 at 2:42 pm
Posted on 5/13/24 at 4:28 pm to BootUpCustoms
Ya you just have to enroll and then it's up to Fidelity at that point. I've been enrolled in Schwab, but none of my shares have been lent out for several months now. They were for a while before the recent dry spell.
Posted on 5/13/24 at 10:34 pm to BootUpCustoms
Yeh I’m not sure how they “prioritize” what/whose shares get leant out.
Mine all got returned on the 7th and are starting to go back out now but still only about a third are out. Rate is down around 7% too. Still not bad, but I’d like 20% again at $5/share.
Mine all got returned on the 7th and are starting to go back out now but still only about a third are out. Rate is down around 7% too. Still not bad, but I’d like 20% again at $5/share.
Posted on 5/14/24 at 10:54 am to Fe_Mike
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
PS He did say that they are aiming for 1H 2025 for SWA DFS completion.
PS He did say that they are aiming for 1H 2025 for SWA DFS completion.
Posted on 5/14/24 at 12:39 pm to ev247
crap !! i totally forgot about that.. hope they release a recording.
Posted on 5/14/24 at 12:40 pm to ev247
1H 2025 is great news.. wonder why he was able to share that when Robinson stated he can't commit to H1 or H2 in the earnings call?
Posted on 5/14/24 at 4:52 pm to ev247
After seeing the Equinor deal, listening to the earnings call and the fireside chat, I’m more confident on the prospects of this company than I have been at any point since I bought my first shares. I’m having a hard time not liquidating some of my other holdings and throwing it all in on SLI.
Posted on 5/15/24 at 4:32 am to Beerinthepocket
Hogs get slaughtered
Posted on 5/15/24 at 8:31 am to gautamj
quote:
Can someone explain these numbers from Slide 9 of the new management deck and what this means for SP, as compared to the numbers Mike put out?
Just FYI, finally got the chance to go through the deck.
I think the valuation numbers that SLI put out jive with my earlier estimates pretty closely. I'd say all are in agreement.
SLI's numbers only included real valuations of the current transactions, though. My 'loftier' numbers were estimates of implied value based on future projects and investments. SLI can't put numbers like that into an investor deck because it's just too speculative to be covered under 'forward-looking statements' protections. Maybe after DFS is done on one of those projects, and almost certainly after an FID is made, they could then speak to implied valuations closer to what my latter projections were.
Posted on 5/15/24 at 10:19 am to ev247
Looking at lithium prices over the last five years is like a crazy rollercoaster. Up 600% and now back to earth.
https://tradingeconomics.com/commodity/lithium
https://tradingeconomics.com/commodity/lithium
This post was edited on 5/15/24 at 3:27 pm
Posted on 5/15/24 at 1:22 pm to Fe_Mike
Iron Mike what valuations did you put outt? Sorry I didn’t see them
Posted on 5/15/24 at 2:09 pm to Auburn1968
looks just like SLIs 5 year chart.
Posted on 5/15/24 at 2:27 pm to Pierre
quote:
Absolute worst case scenario, SLI just got a $160M investment for 45% of the company. That's a $350 mil valuation which should put the share price over $2. So if you're reading this in the most pessimistic way possible, share price should still be 60% higher. In reality, SLI just got $160M (with $30M cash up front) to fund near term operations and development that is no strings attached. No repayment, no interest, no nothing. It's a good faith down payment. Equinor will fund 45% of the capex for SWA Ark ($600M) and 45% of the capex for East TX (who knows, probably represents north of $1B extremely conservatively). That basically represents a back of the napkin $2B investment for 45% of the company assuming success, or a valuation of 4.4 billion. $25/share.
For reference, SLI’s published implied valuation of the deal was $300M
Just tried to figure out where our discrepancy was and it looks like SLI’s valuation discounts the $60M for the workplan as those are project payments. SLI only owns 55% of the projects so technically only realize $33M of the $60M commitment. So SLI will see $133M from this deal, not $160. Pre-FID.
This post was edited on 5/15/24 at 2:38 pm
Posted on 5/16/24 at 9:10 am to Fe_Mike
If AOGC ends up setting an obnoxiously high royalty rate like 10%, do you folks think SWA will be financially viable?
I think someone from SLI quoted before AOGC that 1A will not be viable at that high royalty rate.
I think someone from SLI quoted before AOGC that 1A will not be viable at that high royalty rate.
Posted on 5/16/24 at 9:20 am to gautamj
It's hard to tell what is posturing and what isn't. 10% would be obnoxiously high and seemingly out of line with most commodities.
Posted on 5/16/24 at 9:35 am to ApexHunterNetcode
Time for the "3.5% royalties on an active DLE project beating 10% of nothing" speech.
Popular
Back to top
Follow TigerDroppings for LSU Football News