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re: Diving deeper on Standard Lithium?

Posted on 9/14/21 at 5:08 pm to
Posted by GeneralLee
Member since Aug 2004
13877 posts
Posted on 9/14/21 at 5:08 pm to
Yeah I think they don't really care too much about the stock price day to day.
Posted by Elusiveporpi
Below I-10
Member since Feb 2011
2637 posts
Posted on 9/14/21 at 5:13 pm to
quote:

El Gaucho this you?


I was about to post the same thing! ??
Posted by L LiSTR
El Dorado AR
Member since Sep 2021
198 posts
Posted on 9/14/21 at 5:17 pm to
they know the big picture, just how it is in Germany. Build it and they will come!....Goal is just enough PR to satisfy the "if and because" and all hoops jumped thru for validity. GOAL is GULF KING of Sustainable, clean, low cost lithium....Wonderful area and will be a great strength for the whole ARKLATEX....we the stock holders should not think of this as a strugglin young company...it is back by the BIG DADDO of Techno-Lithium.....their timing, their show....and if we hang on for dear life....our profits and praise singing retirees. God Bless America Lithium Growth!
Posted by GrizzlyAlloy
Member since Aug 2020
2581 posts
Posted on 9/14/21 at 8:24 pm to
The carbon capture PR mentions "Regionally sourced CO2 may be utilized to optimize the flowsheet, reduce reagent costs." Don't they use reagents in the DLE process? I know that Mintak mentioned that the reagents they use in their process are available in the same zip code. Is this not the same thing? Instead of buying it, they get it "free" as a take off from a partner? Seems this is directly related to the lithium project.
This post was edited on 9/14/21 at 8:26 pm
Posted by jamiegla1
Member since Aug 2016
7558 posts
Posted on 9/14/21 at 9:15 pm to
As a chemical engineer, on its face, this sounds like bullshite. I don’t know the process but I know the game
Posted by SmackoverHawg
Member since Oct 2011
28919 posts
Posted on 9/14/21 at 10:31 pm to
Y'all forget so soon? SLi is not a lithium mining company, they are a tech company. Today's PR just further confirms that. Another Canadian company is doing carbon capture off a local chemical plant. This will be the second carbon capture project in the area. The goal is to be zero emission overall. They are the greenest extraction technique. Now they are getting into carbon capture.

Do they get carbon credits for leases? Wonder if that's part of lease, or does landowner retain?
Posted by SmackoverHawg
Member since Oct 2011
28919 posts
Posted on 9/14/21 at 10:38 pm to
quote:

Disagree completely, they wouldn’t be fooling around with this if the Lanxess plants weren’t going up soon.

\
Misread this initially. Correct. They want carbon capture on the new facilities as they are built. Not retrofitted later. Expansion should start around or maybe before first of the year.

The goal isn't just lithium production, it's being the greenest of the green and cost competitive. Takes a lot of fossil fuel to get that shite from Peru, China, Argentina. Lots of nasty CO2 produced in mining, extraction, refining and transporting. Why take your foot off the gas? Green these mf'ers to death.
Posted by GeneralLee
Member since Aug 2004
13877 posts
Posted on 9/15/21 at 5:52 am to
quote:

Do they get carbon credits for leases? Wonder if that's part of lease, or does landowner retain?


These markets are still in their infancy, but should be a lot more functional in a few years. In my industry for example in agriculture, we are looking at a situation where a winter rotational crop will sequester about 1 ton per acre of CO2, and the value of that sequestration contract (to the landowner) would be about $20/acre. Obviously they can't measure each actual ton of CO2 that gets sequestered (in this example with a crop), but in this case I think they could actually measure all the CO2 (as all the gizmos in the plant would be measuring all of this 24/7 right?) being used which would presumably get a premium as there would be data to back it all up.
Posted by GeneralLee
Member since Aug 2004
13877 posts
Posted on 9/15/21 at 5:53 am to
quote:

Misread this initially. Correct. They want carbon capture on the new facilities as they are built. Not retrofitted later. Expansion should start around or maybe before first of the year


The PR said pilot plant (for CO2 with NG from Mission Creek) construction in Q4 2021 with starting operations in Q1-Q2 2022. Presumably putting this in the Lanxess plants would be on the back end of construction, so that'd give them perhaps enough time to put this on new facilities and not retrofit.
Posted by molsusports
Member since Jul 2004
36664 posts
Posted on 9/15/21 at 6:56 am to
I don't know what the carbon capture mentioned will specifically be but the E3 metals CEO had been making similar noise about pumping/sequestering CO2 into the post DLE brine which goes back underground. If that were the technical approach I would still need to hear engineers etc say whether they could add in that step earlier or later in the construction process.
Posted by Boomer Rick
Member since Apr 2021
247 posts
Posted on 9/15/21 at 7:10 am to
Everyone is a “tech company” now. Hell, I was joking the other day that I was going to rebrand my law firm as a tech company.
Posted by CollegeFBRules
Member since Oct 2008
24785 posts
Posted on 9/15/21 at 8:25 am to
quote:

Boomer Rick


You’re too old to have a tech company.
Posted by Fe_Mike
Member since Jul 2015
3538 posts
Posted on 9/15/21 at 8:59 am to
Aw yeh, you know what time it is.

Posted by el Gaucho
He/They
Member since Dec 2010
56782 posts
Posted on 9/15/21 at 9:11 am to
My ex wife just texted me fellas

I told chip not to get excited but that mommy might be coming back since Sli is green
Posted by LChama
Member since May 2020
2652 posts
Posted on 9/15/21 at 9:15 am to
Same pattern day after day
Posted by el Gaucho
He/They
Member since Dec 2010
56782 posts
Posted on 9/15/21 at 9:20 am to
Damn ima sell out next time it goes up 3% I hate this stupid stock
Posted by Fe_Mike
Member since Jul 2015
3538 posts
Posted on 9/15/21 at 9:23 am to
This thing definitely is an early riser. Then it just naps all day.

Gonna be a lot of this until the PEA comes out. Guessing 8 more trading days.
Posted by el Gaucho
He/They
Member since Dec 2010
56782 posts
Posted on 9/15/21 at 9:31 am to
The only pea we get from standard lithium is all over our faces and portfolios day after day after day
Posted by Chucktown_Badger
The banks of the Ashley River
Member since May 2013
33896 posts
Posted on 9/15/21 at 9:38 am to
quote:

The only pea we get from standard lithium is all over our faces


Posted by Fe_Mike
Member since Jul 2015
3538 posts
Posted on 9/15/21 at 9:42 am to
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