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Message
re: Diving deeper on Standard Lithium?
Posted on 3/21/22 at 2:50 pm to SwampCollie
Posted on 3/21/22 at 2:50 pm to SwampCollie
quote:
Zero legit questions frod the $ board? My call w/ SVP of the PR group is today.
If zero fricks are given at this point I understand and won't waste your time or mine.
You could always ask for updated timelines.
Why did they post an operator job?
I did sell 1 share today. For some reason I bought 1 share at like $11.XX.
0
Posted on 3/21/22 at 2:54 pm to SwampCollie
quote:
If zero fricks are given at this point I understand and won't waste your time or mine.
Would like to know what their plan is as a PR group. How are they going to combat the misinformation in the two attacks and how will they react if another were to occur?
Why have they/SLI failed to emphasize the truly "green" nature of their extraction methods? This is what truly sets them apart from the other lithium companies, infrastructure all in place, will tap into an already existing resource and actually it will be cleaner when they reinject it.
The biggest argument you see against EV's from a climate standpoint is the way lithium is mined. SLI eliminates that problem and argument.
Posted on 3/21/22 at 2:57 pm to SmackoverHawg
THANK YOU - keep them coming please
I will summate the Q/A's following the call this afternoon
I will summate the Q/A's following the call this afternoon
Posted on 3/21/22 at 2:57 pm to SwampCollie
And please ask them to point out that SLI is NOT A MINER!!!
They are a tech company who is currently focused on using their tech to extract lithium from an already existing source. They are simply cleaning a toxin from Lanxess's waste water that has a nice little market value to it.
They are a tech company who is currently focused on using their tech to extract lithium from an already existing source. They are simply cleaning a toxin from Lanxess's waste water that has a nice little market value to it.
Posted on 3/21/22 at 3:02 pm to SwampCollie
quote:
THANK YOU - keep them coming please
I will summate the Q/A's following the call this afternoon
Hopefully they'll point out that the Koch deal is as big or bigger than the original Lanxess JV would've been. Koch is convinced enough to put $100million in.
Posted on 3/21/22 at 3:04 pm to SmackoverHawg
Couple of observations I intend to mention:
-$15k/mo retainer has resulted in almost zero PR
-Standard Lithium isn't listed on LHAs website under "clients" despite many "who TF is that" types that made the cut
-Piedmonts PR vs SLI is a case study on how to vs how not to PR
-$15k/mo retainer has resulted in almost zero PR
-Standard Lithium isn't listed on LHAs website under "clients" despite many "who TF is that" types that made the cut
-Piedmonts PR vs SLI is a case study on how to vs how not to PR
This post was edited on 3/21/22 at 3:05 pm
Posted on 3/21/22 at 3:07 pm to SwampCollie
quote:
$15k/mo retainer has resulted in almost zero PR
That's no shite. We need to vote their asses out and take it over ourselves if they don't show some work. I'd bet they don't even understand the tech and how ideal the set up is with rail lines, cheap electricity, central location, trained workforce in brine industry etc.
Hard to pitch something you don't understand. Maybe they're waiting on a more favorable market atmosphere.
Posted on 3/21/22 at 3:10 pm to SwampCollie
The “project” in California.
Can you give me something? Anything? Plans? Ideas?
I find it odd the project is mentioned in every press release, but there has never been a mention of it. At least not on the record. Thank you for your services
Can you give me something? Anything? Plans? Ideas?
I find it odd the project is mentioned in every press release, but there has never been a mention of it. At least not on the record. Thank you for your services
Posted on 3/21/22 at 3:10 pm to SmackoverHawg
Certainly appears that the PR strategy is stay quiet.
Political climate, market, sneak attack?
Political climate, market, sneak attack?
Posted on 3/21/22 at 3:11 pm to SwampCollie
Can you ask them to make tank tops
Posted on 3/21/22 at 3:12 pm to CecilShortsHisPants
quote:
he “project” in California.
Can you give me something? Anything? Plans? Ideas?
I find it odd the project is mentioned in every press release, but there has never been a mention of it. At least not on the record. Thank you for your services
It's on their website. The Mojave Project. It will be on down the line. Not as favorable with lower lithium concentrations in brine. Plus in Cali, higher taxes and electricity costs.
Posted on 3/21/22 at 3:12 pm to SwampCollie
quote:
Zero legit questions frod the $ board? My call w/ SVP of the PR group is today.
If zero fricks are given at this point I understand and won't waste your time or mine.
These may have been answered by them already, but off the top of my head.
Any plans to start producing from the pilot plant?
Any plans to lease the technology out?
Any movement at bristol lake?
Is there any danger here of losing out on mineral leases/agreements due to a lack of activity or production?
Did anything positive come out of the Roth Conference?
When will the swag shop open?
Any adjustments on their projected expense/ton estimates?
This post was edited on 3/21/22 at 3:18 pm
Posted on 3/21/22 at 3:13 pm to SmackoverHawg
quote:
They are a tech company who is currently focused on using their tech to extract lithium from an already existing source. They are simply cleaning a toxin from Lanxess's waste water that has a nice little market value to it.
A lithium remediation company, if you will.
Posted on 3/21/22 at 3:15 pm to Lightning
I was wondering why they weren’t running the demo unit and selling the lithium extracted to help with costs. With the spot price, seems like it would help.
Posted on 3/21/22 at 3:25 pm to PotatoChip
Were the mineral rights for the landowners ever settled?
Posted on 3/21/22 at 4:44 pm to SmackoverHawg
I am down with that, I am in need of a change in scenery, both professionally and where I live.
Posted on 3/21/22 at 5:32 pm to PotatoChip
quote:
I was wondering why they weren’t running the demo unit and selling the lithium extracted to help with costs.
They can’t do this. They aren’t permitted to sell anything they produce in the demo plant. Still lots to do in the permitting process before they are allowed to sell anything.
ETA Although that would be a good question. Where are they at with permits, how do they see that unfolding, and any potential roadblocks?
This post was edited on 3/21/22 at 5:36 pm
Posted on 3/21/22 at 6:10 pm to GREENHEAD22
Talk for 30 mins. He didn't devulge anything not public for obvious reasons. If you're up to speed on SLI - move along. If not, perhaps something useful
(1) Asked him to elevator pitch me on SLI. Response was acceptable but could have been stronger, which we discussed at length. (ex: heavier emphasis on Green, turnkey bolt on, geographically favorable, permits in place, proximity to upcoming battery plants, domestic cathode capabilities for said plants, inherent value/competitive advantages of Li rich leases, skyrocketing domestic demand / govt funding, global pressures etc). Green brining > Red Mining = my postcard pitch.
(2) Apparently a separate "Media Relations" group exists representing SLI. Expressed my displeasure w/ seemingly nonexistant effort relative to peers. He countered w/ they came on shortly after the first SS report and it was insinuated this derailed focus. Majority of time spent fielding calls from retail investors. Insitutional calls ended much sooner, presumably getting answers they needed and disregarding the noise.
(3) Timeline still expected as FEED complete & presented to LANXESS Q4, FID Q1. Then 18 months to cash flow. Two more plants planned, have been discussions with other leases. ~2k monitoring devices collecting data 24/7 to optimize. Iterative locations will have source specific configs
(4) No concerns about cash. Current or future. Cash on hand Dec = $120M. Burn rate ~$2M/mo.... roughly $20M to get through feasibility study. Implication is they have plenty and multiple lines to more w/ or w/o Lanxess.
(5) Asked about convo's or agreements with Auto mfg's w/ plans to build plants in the area? Response was "that's a safe assumption.....multiple supply arrangements discussed in/out of auto space" or something to that effect.
(6) Mentioned "politically friendly environment" and "Support from representatives in Congress" Undervalued asset IMO.
No "revelations" per se but hearing things off the cuff vs in prepared statements offered a different perspective. FWIW I'm more bullish on SLI than I was an hour ago.
If this is legit we're all still VERY early here....the right multiple on this potentially ridiculous P&L will be a wildfire story. Or it'll totally crash n F'n burn.
For now - I'm riding
(1) Asked him to elevator pitch me on SLI. Response was acceptable but could have been stronger, which we discussed at length. (ex: heavier emphasis on Green, turnkey bolt on, geographically favorable, permits in place, proximity to upcoming battery plants, domestic cathode capabilities for said plants, inherent value/competitive advantages of Li rich leases, skyrocketing domestic demand / govt funding, global pressures etc). Green brining > Red Mining = my postcard pitch.
(2) Apparently a separate "Media Relations" group exists representing SLI. Expressed my displeasure w/ seemingly nonexistant effort relative to peers. He countered w/ they came on shortly after the first SS report and it was insinuated this derailed focus. Majority of time spent fielding calls from retail investors. Insitutional calls ended much sooner, presumably getting answers they needed and disregarding the noise.
(3) Timeline still expected as FEED complete & presented to LANXESS Q4, FID Q1. Then 18 months to cash flow. Two more plants planned, have been discussions with other leases. ~2k monitoring devices collecting data 24/7 to optimize. Iterative locations will have source specific configs
(4) No concerns about cash. Current or future. Cash on hand Dec = $120M. Burn rate ~$2M/mo.... roughly $20M to get through feasibility study. Implication is they have plenty and multiple lines to more w/ or w/o Lanxess.
(5) Asked about convo's or agreements with Auto mfg's w/ plans to build plants in the area? Response was "that's a safe assumption.....multiple supply arrangements discussed in/out of auto space" or something to that effect.
(6) Mentioned "politically friendly environment" and "Support from representatives in Congress" Undervalued asset IMO.
No "revelations" per se but hearing things off the cuff vs in prepared statements offered a different perspective. FWIW I'm more bullish on SLI than I was an hour ago.
If this is legit we're all still VERY early here....the right multiple on this potentially ridiculous P&L will be a wildfire story. Or it'll totally crash n F'n burn.
For now - I'm riding
Posted on 3/21/22 at 6:37 pm to SwampCollie
Welcome to the long club.
...and tell those nervous Nellies to put a sock in it.
...and tell those nervous Nellies to put a sock in it.
Posted on 3/21/22 at 7:01 pm to SwampCollie
Thanks! Good update. One question. You said fid is coming in qtr 1? That is qtr 1 next year correct? So 18 months after that cash flowing?
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