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JDPndahizzy
LSU Fan
JDP
Member since Nov 2013
3107 posts

re: Diving deeper on Standard Lithium?
quote:

I also think that, being from Louisiana, we have a programmed bias for O&G. Any acknowledgement of alternative fuels as a possibility and therefore a wise investment throws many of these baws into an existential crisis.


Guilty


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SouthMSReb
Ole Miss Fan
Member since Dec 2013
2942 posts

re: Diving deeper on Standard Lithium?
quote:

I just wish there were based things to invest in instead of only cringe. What’s even worse is when you invest in cringe like lithium and it only goes down.


That's why I only invest in Phillip Morris.


Grassy1
LSU Fan
Member since Oct 2009
5341 posts

re: Diving deeper on Standard Lithium?
Lake Resources drops a PR at least once a week. More often than not, it's about one of their guys speaking at a conference, or something minor like that.

I've got to believe that that little email and PR every week helps support the price when there's no real news.

No clue how important or relevant the one SLI released today, but maybe it helps hold our price up a few days, although the positive green message could be a real positive with some folks.

Sometimes I wonder if the SLI management really care about the price per share at the moment, so to me, this PR shows Something.


jamiegla1
Member since Aug 2016
3204 posts

re: Diving deeper on Standard Lithium?


L LiSTR
LSU Fan
El Dorado AR
Member since Sep 2021
15 posts

re: Diving deeper on Standard Lithium?
dont think share/price to them is an issue. Thinking maybe the project is "the force" and they are saying "may the force be with you".....all about the big picture, and this will be a series of series, and epic events....making myself smile with "rise of SLIwalker....
This post was edited on 9/14 at 4:35 pm


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42
GeneralLee
LSU Fan
Member since Aug 2004
11533 posts

re: Diving deeper on Standard Lithium?
Yeah I think they don't really care too much about the stock price day to day.


Elusiveporpi
LSU Fan
Below I-10
Member since Feb 2011
2247 posts

re: Diving deeper on Standard Lithium?
quote:

El Gaucho this you?


I was about to post the same thing! ??


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10
L LiSTR
LSU Fan
El Dorado AR
Member since Sep 2021
15 posts

re: Diving deeper on Standard Lithium?
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!


GrizzlyAlloy
Liberty Fan
Member since Aug 2020
557 posts

re: Diving deeper on Standard Lithium?
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 at 8:26 pm


jamiegla1
Member since Aug 2016
3204 posts

re: Diving deeper on Standard Lithium?
As a chemical engineer, on its face, this sounds like bull shite. I don’t know the process but I know the game


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12
SmackoverHawg
Arkansas Fan
Member since Oct 2011
23662 posts

re: Diving deeper on Standard Lithium?
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?


SmackoverHawg
Arkansas Fan
Member since Oct 2011
23662 posts

re: Diving deeper on Standard Lithium?
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.


GeneralLee
LSU Fan
Member since Aug 2004
11533 posts

re: Diving deeper on Standard Lithium?
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.


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30
GeneralLee
LSU Fan
Member since Aug 2004
11533 posts

re: Diving deeper on Standard Lithium?
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.


molsusports
Ohio State Fan
Member since Jul 2004
31835 posts

re: Diving deeper on Standard Lithium?
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.


Boomer Rick
Member since Apr 2021
50 posts

re: Diving deeper on Standard Lithium?
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.


CollegeFBRules
LSU Fan
Member since Oct 2008
23460 posts
 Online 

re: Diving deeper on Standard Lithium?
quote:

Boomer Rick


You’re too old to have a tech company.


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50
Fe_Mike
Mississippi St. Fan
Member since Jul 2015
1941 posts

re: Diving deeper on Standard Lithium?
Aw yeh, you know what time it is.



el Gaucho
LA-Lafayette Fan
bawcomville
Member since Dec 2010
44352 posts

re: Diving deeper on Standard Lithium?
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


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40
LChama
Member since May 2020
703 posts

re: Diving deeper on Standard Lithium?
Same pattern day after day


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