re: Diving deeper on Standard Lithium?

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We see where Exxon bought land

Right next to SLI land

There is no concrete information that they plan to add modules or trains or even refine the lithium themselves. They have an expertise in drilling. They may just want the upstream side

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Just says they've had "talks". Odd that SLI isn't mentioned in connection with SLI. Exxon doesn't leak info I thought. SLI is the only company that has extracted lithium from the Smackover brine. 99.9%+ purity at that. Tetra sold their SLI shares and are now having regrets and trying to get back in the game IMO. Koch has sold O shares. Lanxess needs the money and yet has sold 0 shares. Tetra was never in the know regarding the process or progress. They couldn't make their plant profitable and shut it down a few years back.

I think it's obvious that SLI is the leader and I think Albermarle is still in play as their attempt at DLE shite the bed. SLI has patents and will be proceeding with the build out of their commercial plants. The money being spent and the work being done currently wouldn't be happening if they weren't pretty damn confident. Nor would Mintak have wasted money forming subsidiary drilling companies to find those record high lithium concentration brines for some tech they knew wasn't going to work.

Not to mention the SLI guys are cocky as f$%k right now.

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Not to mention the SLI guys are cocky as f$%k right now.

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Hookers and blow level cocky?

Guys, SLI is still 2 years away from production. That is my love/hate with it. We are still not sure that the tech can scale. My hope is that it does. I have been off and on for 4 years with this beast. The reality is that we are 2 years away. Until then, this is a swing trade for me.

Mike,

I appreciate your perspective.

Historically, have you been riding this one out, purchasing additional shares, or have been trading this stock ?

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Nor would Mintak have wasted money forming subsidiary drilling companies to find those record high lithium concentration brines for some tech they knew wasn't going to work.

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That was a good thing to keep on the quiet side while mineral rights were being secured.

Did Arkansas ever iron out royalties for lithium? I thought that was another impediment about a year or so ago.

From this most recent royalty update that I know of (11/28/22):

"The companies also want the determination of fair compensation to be deferred until after commercial processing facilities are in operation."

I remember reading somewhere else that they didn't want to create a big ordeal where mineral owners hear about their new royalties before lithium starts getting produced and asking where their payments are etc.

Mike Huckabee was asked about us on FOX business. Good PR. No specific mention of SLI, but Exxon bringing eyes to projects and eventually money.

Exxon and Albermarle are two big, swinging dicks in the business world, but when SLI struts into the DLE shower, they cover up. We got a meatloaf dick.

I don't know how earnings will fit into PR timing but SLI's last 3 earnings were on 5/11/23, 2/9/23, and 11/10/22 so expecting the next to be around 8/11/23.


Exxon earnings call on 7/28
Tetra financial report on 7/31
Albemarle earnings statement on 8/2

in case any of them plan to drop some Arkansas lithium news for us to chew on.

This came up on a FB group. Mentions sli
SLI mention