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Started By
Message
re: Diving deeper on Standard Lithium?
Posted on 8/17/23 at 5:14 pm to Auburn1968
Posted on 8/17/23 at 5:14 pm to Auburn1968
Looking like this will hit the 2's with the worst month for the stock market approaching. Unless they do something to stop the bleeding.
1
Posted on 8/17/23 at 6:04 pm to FLObserver
Any September conferences that can be announced?
Posted on 8/17/23 at 7:49 pm to Wraytex
There was an fb post that Mintak will be speaking at an aerospace and defense summit late next week. Aug 23-24 in Rogers, Ark.
Posted on 8/17/23 at 11:35 pm to Shepherd88
We trying to make lithium powered rocket ships and aircraft carriers now?
A guy on another board claimed that SLI listed Q3/Q4 for the DFS on the recent shelf prospectus filing. I checked it out and it seems ambiguous to me:
""Completion of a DFS and FEED study in respect of the LANXESS 1A Project; $2,500,000 (Q3/4 2023)"
Like they're saying the DFS and FEED studies are both expected in Q3/4 or the DFS is expected in Q3 and FEED expected in Q4.
Google says FEED usually comes first.
Emailed Investor Relations and will provide response if it comes.
A guy on another board claimed that SLI listed Q3/Q4 for the DFS on the recent shelf prospectus filing. I checked it out and it seems ambiguous to me:
""Completion of a DFS and FEED study in respect of the LANXESS 1A Project; $2,500,000 (Q3/4 2023)"
Like they're saying the DFS and FEED studies are both expected in Q3/4 or the DFS is expected in Q3 and FEED expected in Q4.
Google says FEED usually comes first.
Emailed Investor Relations and will provide response if it comes.
Posted on 8/18/23 at 9:50 am to ev247
Literally 3.50, the rant’s favorite number
Posted on 8/18/23 at 2:06 pm to CamdenTiger
Posted on 8/18/23 at 2:09 pm to Fe_Mike
I know right!
Posted on 8/18/23 at 2:19 pm to CarbonAce
I'm glad I took profits last week. Everything is bleeding red this week.
Posted on 8/18/23 at 6:17 pm to ev247
Investor Relations responded today.
Question: For the Lanxess 1A project, is the FEED study expected to be completed before or after the Definitive Feasibility Study?
Answer: Basically, the FEED provides input into the DFS, which will be summarized in the NI 43-101 report. The FEED is ultimately finalized after that. Below is an excerpt from the September 7, 2022 press release re. the project. (As you are aware, the expected completion time of the DFS was more recently shifted into Q3 2023.)
"…The FEED study will initially consider various process optimization and trade-off studies, after which the design of the facility will be advanced sufficiently to support the delivery of a Definitive Feasibility Study (DFS) and final investment decision (FID) process. At conclusion of the study it is expected the design will be sufficiently developed to allow conversion of the FEED study into a lump-sum engineering, procurement and construction (EPC) contract. The results of the FEED study will be summarized in a NI 43-101 DFS report in H1 2023."
Be happy to talk next week if you wish to give a call.
Sending another message to directly ask if the shelf offering estimate is a departure from the most recent PR estimates on DFS completion.
Question: For the Lanxess 1A project, is the FEED study expected to be completed before or after the Definitive Feasibility Study?
Answer: Basically, the FEED provides input into the DFS, which will be summarized in the NI 43-101 report. The FEED is ultimately finalized after that. Below is an excerpt from the September 7, 2022 press release re. the project. (As you are aware, the expected completion time of the DFS was more recently shifted into Q3 2023.)
"…The FEED study will initially consider various process optimization and trade-off studies, after which the design of the facility will be advanced sufficiently to support the delivery of a Definitive Feasibility Study (DFS) and final investment decision (FID) process. At conclusion of the study it is expected the design will be sufficiently developed to allow conversion of the FEED study into a lump-sum engineering, procurement and construction (EPC) contract. The results of the FEED study will be summarized in a NI 43-101 DFS report in H1 2023."
Be happy to talk next week if you wish to give a call.
Sending another message to directly ask if the shelf offering estimate is a departure from the most recent PR estimates on DFS completion.
Posted on 8/21/23 at 10:07 am to Fe_Mike
It was nice to see the Chairman of the Committee on Natural Resources Representative Bruce Westerman include Standard Lithium in his responses and talk about how SLI is ahead of the curve with their pilot plant. It would be easy to let Exxon suck all of the air out of the discussions, so I was glad Standard Lithium was mentioned in such a positive way.
Interview with Representative Bruce Westerman
Interview with Representative Bruce Westerman
Posted on 8/21/23 at 11:22 am to bet84
quote:
It was nice to see the Chairman of the Committee on Natural Resources Representative Bruce Westerman include Standard Lithium in his responses and talk about how SLI is ahead of the curve with their pilot plant.
Is there any way to find out if he owns any?
Posted on 8/21/23 at 3:39 pm to Fe_Mike
quote:
Sent an email to IR this morning.
They got back with me and I've got a call scheduled for tomorrow morning. Going to cover the DFS in whatever depth we can with non-material info. Probably won't get too much there seeing as DFS is pending. Going to discuss the DLE tech choice and implications. Going to discuss Lanxess project capital plans (hopefully) - I'll prod about Lanxess funds, SLI doing a capital raise/offering (speaking of which I need to go check out the shelf offering in more detail) and the potential for fed grants.
Not sure how much time I'll get for open forum Q&A but let me know if you all have any questions/interests and I'll try to fit in whatever I can.
Posted on 8/21/23 at 3:49 pm to Fe_Mike
Doing the lord's work, Mike. Appreciate you.
Posted on 8/21/23 at 4:21 pm to Fe_Mike
Thanks Mike, looking forward to your synopsis.
I have a general question for yall. Does a typical Investor Relations firm have more information than the public does? I mean, they aren't considered insiders are they?
Eta I am enjoying this ad on Magnolia Reporter's site
I have a general question for yall. Does a typical Investor Relations firm have more information than the public does? I mean, they aren't considered insiders are they?
Eta I am enjoying this ad on Magnolia Reporter's site
This post was edited on 8/21/23 at 4:35 pm
Posted on 8/22/23 at 11:30 am to ev247
I was joking before but Mintak actually will be connecting SLI to aerospace on Thursday.
On the one hand, is it just pure audacity to do a presentation across the room from a 6,000 pound lateDFS elephant, or is this better than not seeing anything from the company during a delay such as this?
On the one hand, is it just pure audacity to do a presentation across the room from a 6,000 pound lateDFS elephant, or is this better than not seeing anything from the company during a delay such as this?
Posted on 8/22/23 at 11:34 am to ev247
Posted on 8/22/23 at 11:55 am to ev247
he seems like the wrong guy for the job. hate to say it and hope im wrong. but leadership matters
Posted on 8/22/23 at 11:56 am to ev247
Well it certainly puts him in the spotlight to start answering questions either way.
Posted on 8/22/23 at 12:17 pm to ev247
Feel like we will never get to the moon, now…
Posted on 8/22/23 at 12:17 pm to ev247
That's uh.....that's certainly interesting.
Unrelated, my phone call got pushed. Chatting with them tomorrow now - hopefully. Guess I can add a question about what market they are looking at re: lithium in aerospace. Not sure if that is like....actual energy storage...or lithium alloys for lightweight applications or something else.
Unrelated, my phone call got pushed. Chatting with them tomorrow now - hopefully. Guess I can add a question about what market they are looking at re: lithium in aerospace. Not sure if that is like....actual energy storage...or lithium alloys for lightweight applications or something else.
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