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re: Diving deeper on Standard Lithium?
Posted on 4/7/24 at 8:37 am to ThermoDynamicTiger
Posted on 4/7/24 at 8:37 am to ThermoDynamicTiger
quote:
Why haven't you mentioned this before?
My email to SLI:
quote:
As someone who has spent a lifetime in media of many types, I suggest that SLI rework its PR effort.
The first and easiest thing to do is to rework the SLI logo and change the color scheme to deep green along with a tag line something like “Green Lithium,” “The First In Green Lithium Production,” or “The Cleanest and Greenest Lithium.” This of course needs follow up with some real PR directed at the green corners of the political, ecological and financial world.
Exon did a nice little presentation that presents the case for DLE, but its just a presentation. SLI has an actual demo plant that has been running for several years. A 3D graphic animation illustrating the process similar to Exon’s would be very effective combined with some video walk throughs of the actual demo plant.
LINK
A lot of people have doubts about SLI’s DLE process even among those who have follow it closely for years.
I see a lot of this kind of doubt in Seeking Alpha’s commentary in the SLI articles. A lot of data has come out in bits and pieces in a “sciencey” kind of way, but only someone following the bouncing ball closely over the years gets the full picture.
The cure to this weakness in PR is to do a few proof of concept runs of lithium production audited by a trustworthy outside source producing X amount of battery grade product. Each proof of concept run becomes a PR splash with the full demo plant walk-through and Exon like animation illustrating the process for how it works clean, green and as a secure domestic source. Some video variants can include contrasting images of strip mines and evaporation ponds.
Posted on 4/7/24 at 11:08 am to Auburn1968
Just to clarify, I think a lot of the DLE doubts are specific to high volume production. Most of the comments I see on SA pertain to that, and it’s not just SLI, but is it actually viable when you turn this on in a commercial scale.
Posted on 4/8/24 at 6:15 pm to Auburn1968
Analyst comment in the SA article. Thought this was pretty informative
quote:
FYSA, Standard Lithium is shipping samples out or material for people to verify to places like South Korea and Germany. Go to the AOGC (Arkansas Oil and Gas Commission) www.aogc.state.ar.us/... You will see various files by year. Click 2023 to expand it. Read the various AOGC reports by quarter and note places material has shipped to. I'd guess that South Korea = LG? Germany = BASF? Tesla plant in Germany? Take a pick.. who knows... South Africa = ????? Also note that SLI can't commercially product product yet other than samples per the AOGC. Second, this is just a puzzle piece to the big equation. Do not get overly wrapped up in this.
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