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re: Diving deeper on Standard Lithium?

Posted on 5/9/24 at 10:25 am to
Posted by gautamj
Member since Sep 2023
57 posts
Posted on 5/9/24 at 10:25 am to
Thanks for all the insights folks !!
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?



Edit: I tried to add a screenshot of the numbers as an image uploaded on ImgBB and Imgur but somehow the image isn't showing up in my post.
This post was edited on 5/9/24 at 10:28 am
Posted by Fe_Mike
Member since Jul 2015
3210 posts
Posted on 5/9/24 at 10:51 am to
Haven’t gone through the new slide deck. I’m at the beach, no time for diving deeper. My thoughts are just from the PR.

If my info contradicts please default to company posted info and don’t trust me haha.
Posted by Fe_Mike
Member since Jul 2015
3210 posts
Posted on 5/15/24 at 8:31 am to
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.
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