re: Diving deeper on Standard Lithium?

Meeting is starting.

Just scrolled through the slides and doesn’t look like much/any new info. Seems like they are going to go into the carbon capture tech in a little more depth. Some talk about partners (Lanxess and Koch).

Will take notes, Mintak just started talking.

Any talk of how their DriFit line of apparel is selling?

RM said that they started talking to Koch in the spring of '21.

this is the only thing i can think of as i watch

RM said hoping for feasibility study/FID in the second half of this year. Don't think the market is gonna like that statement. But that matches my guess with 1H 2023 for construction and 1H 2024 for commercial production.

Now, i mean, it's possible that Lanxess "enters the JV" before FID, maybe even this quarter. But I think some of our hopes for Koch really fast tracking this might be for naught.

I submitted a question asking if he could expound on what areas of the Lanx project could benefit from and be 'rapidly progressed' by the Koch investment.

1. Optimist in me says that any JVs will need to ironed out months to a year in advance of actual production.

2. The announcement of a Joint venture will cause institutional money to pour in.

3. ???

4. Profit

quote:

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I really wish the demo plant was producing finished product.

I also wish they wouldn't get distracted by "carbon capture" or any academic fiddling around

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Eh, with their infrastructure, it's a no-brainer. They probably already inject carbon dioxide back into the formation to keep the brine wells charged. Slap a sticker on it and now you're appealing to the "greenies" (aka potential protestors). This is a PR move and isn't taking any significant time away from the money making discussions.