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re: Diving deeper on Standard Lithium?
Posted on 5/9/23 at 4:19 am to Wraytex
Posted on 5/9/23 at 4:19 am to Wraytex
There had been some mention of SLI using Koch’s DLE in an earlier article. I’m glad to see they will have the exclusive rights to the process they are working on, in the Smackover formation. Just waiting now to see how much will be payable to Koch and how this will change the bottom line.
LINK
LINK
2
Posted on 5/9/23 at 5:42 am to bet84
I may have to start buying again. Just feels like Koch may know what they have here.
Posted on 5/9/23 at 6:06 am to BallsEleven
The ticker on cnbc says Elon musk begins construction on lithium refinery in Texas enough to produce enough lithium for 1 million vehicles by 2025.
Anyone be have more details ?
Anyone be have more details ?
Posted on 5/9/23 at 6:30 am to BallsEleven
I dont know. Maybe im a big pessimist with this but that press release seemed like a big nothing burger to me. Compare that to Tesla
When did Tesla get into lithium refining? It couldnt have been that long ago.
quote:
Musk said Tesla aimed to finish construction of the factory next year and then reach full production about a year later.
When did Tesla get into lithium refining? It couldnt have been that long ago.
Posted on 5/9/23 at 6:48 am to jamiegla1
My fear with SLI was always that they were moving too slow and may get beat in the race to production. I hope this isn’t the case with Tesla, but they just decided to up and go instead of doing technology shows for three years. SLI needs a fire lit.
Posted on 5/9/23 at 7:06 am to PotatoChip
quote:
My fear with SLI was always that they were moving too slow and may get beat in the race to production.
Absolutely
Posted on 5/9/23 at 7:13 am to bet84
I don’t know what to make of this release. To your (below) average joe like me it almost comes off as SLI’s DLE tech is insufficient so Koch’s DLE tech has had to be brought in. I’m sure the techs work together though or Koch could have deployed its tech without having to deal with SLI. But maybe Koch just wants SLI for its brine access? Does anyone have a more optimistic view of this release?
Posted on 5/9/23 at 7:54 am to ev247
quote:
But maybe Koch just wants SLI for its brine access?
I think if that were the case Koch would have been making moves to secure it's own brine leases.
Although I'm not happy with the rate of progress, I try to temper that with the belief that if this is the grail of lithium extraction, they could hit the ground running and pass up all other miners in speed, cost, and purity. -to drag up the points that used to be brought out when stlhf was first being introduced here.
Posted on 5/9/23 at 8:35 am to Wraytex
Craig Brown was a key developer of LiSTR which SLI selected for their DLE process. I believe Craig Brown was also the key developer of the Lionex DLE process that was acquired by Koch and incorporated into their Li-Pro process.
Century Lithium was initially using the Lionex process but is now working with Koch using the Li-Pro process because of the acquisition by Koch.
Grounded Lithium is also evaluating the Li-Pro process.
I’m thankful at this point that SLI has an agreement for exclusive rights for their projects in the Smackover Formation because other companies seem to be evaluating the same process even tho maybe with clay instead of brine water. There will be a cost tho for using Koch’s process.
I had hoped that SLI would be signing license agreements for their LiSTR process with their patent, but Koch seems to be moving into that space with the Li-Pro process (except for the Smackover SLI projects carve out).
I welcome other viewpoints if I am off base here.
Century Lithium was initially using the Lionex process but is now working with Koch using the Li-Pro process because of the acquisition by Koch.
Grounded Lithium is also evaluating the Li-Pro process.
I’m thankful at this point that SLI has an agreement for exclusive rights for their projects in the Smackover Formation because other companies seem to be evaluating the same process even tho maybe with clay instead of brine water. There will be a cost tho for using Koch’s process.
I had hoped that SLI would be signing license agreements for their LiSTR process with their patent, but Koch seems to be moving into that space with the Li-Pro process (except for the Smackover SLI projects carve out).
I welcome other viewpoints if I am off base here.
This post was edited on 5/9/23 at 8:42 am
Posted on 5/9/23 at 8:37 am to Wraytex
As the press release states several times, this move is to expedite the design process. Sounds like SLI and Kock will start on some of the finer details of the project even before the DFS and the final commitment to build.(fast tracking)
Hopefully the Kock Tech and the SLI tech can be combined to have a far superior process than any of the other players.
Hopefully the Kock Tech and the SLI tech can be combined to have a far superior process than any of the other players.
Posted on 5/9/23 at 8:50 am to BallsEleven
Koch still has over 13M shares of SLI which they acquired at 2x the price of their current market value. I doubt they’d be holding and making exclusive agreements with SLI if they thought this wasn’t going to be a cash cow.
If the Smackover truly is the Permian Basin of Lithium then the exclusivity agreement is an even bigger deal. Koch is betting it all on SLI in the biggest lithium brine reserve in the US.
If the Smackover truly is the Permian Basin of Lithium then the exclusivity agreement is an even bigger deal. Koch is betting it all on SLI in the biggest lithium brine reserve in the US.
Posted on 5/9/23 at 9:00 am to Beerinthepocket
I think we are still a couple of years out before SLI lithium goes into an actual product Lots of hurdles to jump still
The run up to $12 was a fluke Doubt we see that anytime soon again and believe we will see several
ups and downs and I am fine with that. The long term value is what I bought in for
Already sold half to recoup my money back. The rest is house money
The OGs in this thread have dumped on us long time ago. They may still own some shares but they dumped a bunch
#realtalk
The run up to $12 was a fluke Doubt we see that anytime soon again and believe we will see several
ups and downs and I am fine with that. The long term value is what I bought in for
Already sold half to recoup my money back. The rest is house money
The OGs in this thread have dumped on us long time ago. They may still own some shares but they dumped a bunch
#realtalk
Posted on 5/9/23 at 9:17 am to Ron Cheramie
quote:
They may still own some shares but they dumped a bunch
Posted on 5/9/23 at 9:29 am to Ron Cheramie
quote:
The OGs in this thread have dumped on us long time ago
I've flipped a bunch of shares (far from optimally) but overall have a larger position than 2 yrs ago and have made some $... per share cost basis today is 4x my original position
At one point I was up $70k...
Posted on 5/9/23 at 9:51 am to SwampCollie
Yea count me in for that too. I got in originally at $1 but didn’t have as many shares as I have today. I’ve flipped some and ultimately probably got my original cost out but still sitting in this deep.
Posted on 5/9/23 at 10:11 am to Beerinthepocket
Koch definitely has a reason to contribute towards success of the project. I believe the exclusive agreement applies to SLI’s projects in the Smackover formation, including the East Texas brine leases.
I really like the sound of the performance guarantees that de-risk the projects. Koch has the experience and resources to back up such guarantees and must have great confidence in the process.
I really like the sound of the performance guarantees that de-risk the projects. Koch has the experience and resources to back up such guarantees and must have great confidence in the process.
Posted on 5/9/23 at 10:40 am to bet84
Koch is also involved with Gevo who is a disorganized mess promising to produce SAF. They aren’t particularly honest or forthright and have made very little progress for the 3+ years I’ve been following.
Koch involvement doesn’t move the needle for me.
Koch involvement doesn’t move the needle for me.
Posted on 5/9/23 at 11:18 am to bet84
quote:
Here is a link to info about Tesla’s lithium refinery in South Texas. They just had the ground breaking ceremony.
The article didn't say anything about the processes they are using or the source of the lithium.
Posted on 5/9/23 at 11:50 am to Auburn1968
This article mentions Albemarle, Livent and Piedmont as possible suppliers for the Tesla refinery. Smackover Hawg mentioned Tesla has visited SLI so may be some interest there.
I believe Lanxess has 1st rights for the lithium produced using their brine? I believe they either pay market price or 80% according to how much they participate in the capital expenditure? Going from memory here so could be wrong %. Waiting on final agreements to see how that ends up.
LINK
I believe Lanxess has 1st rights for the lithium produced using their brine? I believe they either pay market price or 80% according to how much they participate in the capital expenditure? Going from memory here so could be wrong %. Waiting on final agreements to see how that ends up.
LINK
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