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re: Diving deeper on Standard Lithium?

Posted on 5/14/26 at 7:35 am to
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
4019 posts
Posted on 5/14/26 at 7:35 am to
Not sure permitting will do much. Just getting ahead of fid which should get this pig moving.
Posted by SmackoverHawg
Member since Oct 2011
31607 posts
Posted on 5/14/26 at 8:41 am to
quote:

Not sure permitting will do much. Just getting ahead of fid which should get this pig moving.

This. Looks like I should've waited a bit longer to add, but they seem to like to release shite in a rapid fire manner sometimes. They are also holding back info about east Texas. They've hinted that it's far bigger than what has been made public.

Posted by LSUGrad2005
Member since Aug 2018
862 posts
Posted on 5/14/26 at 8:49 am to
Smack, I hope you are right. Is there a construction completion date for the Arkansas project?
Posted by SmackoverHawg
Member since Oct 2011
31607 posts
Posted on 5/14/26 at 9:00 am to
Production projected for late 2028 early 2029. I'm hoping they are under promising and can deliver by late 2028, but early 2029 is what they've stated publicly.
Posted by LSUGrad2005
Member since Aug 2018
862 posts
Posted on 5/14/26 at 9:04 am to
Thanks for the updates, do they have the full funding for the project, or will they need to dilute the stocks to finish the project?

Posted by ColoradoAg03
Denver, CO
Member since Oct 2012
6654 posts
Posted on 5/14/26 at 11:00 am to
That's what the FID should address once it's announced, no?

The funding should come from SLI, Equinor, and/or Koch and not more dilution?
Posted by SmackoverHawg
Member since Oct 2011
31607 posts
Posted on 5/14/26 at 11:52 am to
They shouldn't have to do anymore dilution. Appear to have plenty of funding and working on more from gov't to expedite east Texas. That's just speculation, but from what I hear, funding will not be an issue. Those paying attention knew the last dilution was coming, just not when. Had to show the ability to raise funds for further funding and to meet criteria for the $225 million gov't grant. The grant money also slowed things down by 6-8 months or more due to extra environmental permitting which was just completed.
Posted by SETH6180
TEXAS
Member since Feb 2020
1178 posts
Posted on 5/15/26 at 10:16 am to
Man I hope we don't see 2's again with this damn thing.
Posted by SmackoverHawg
Member since Oct 2011
31607 posts
Posted on 5/15/26 at 11:32 am to
If we do, and it's soon, I'll buy everyone's shares. Adding again today.
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