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Started By
Message
re: Diving deeper on Standard Lithium?
Posted on 9/26/23 at 12:29 pm to Auburn1968
Posted on 9/26/23 at 12:29 pm to Auburn1968
2
Posted on 9/26/23 at 12:32 pm to CarbonAce
You can look at the agenda for today's meeting.
LINK
Notables are tetra discussion, and two lanxess.
One of the items is a discussion for extension of the pilot plant. But the other topic to the sane line item is a discussion of continuance for determining royalties which to me means they aren't going to sell anything still. So may be a plus minus
LINK
Notables are tetra discussion, and two lanxess.
One of the items is a discussion for extension of the pilot plant. But the other topic to the sane line item is a discussion of continuance for determining royalties which to me means they aren't going to sell anything still. So may be a plus minus
Posted on 9/26/23 at 2:16 pm to CarbonAce
Thanks Ace. I don’t know where they found the December detail but the article you shared seems to settle this for now:
“The commission will set a lithium royalty eventually, and is holding a hearing tomorrow to consider the companies’ request for a continuance on the royalty issue until December.”
To Jamie, sorry for the false hope that we’d get a royalty decision today. The previous Order was all I had to go off of.
Assuming we get pilot continuation today, I’m looking forward to whatever the Magnolia Reporter was talking about with their vague optimism for end October. Not sure what company even, but I’ll take even adjacent action in this slow time.
“The commission will set a lithium royalty eventually, and is holding a hearing tomorrow to consider the companies’ request for a continuance on the royalty issue until December.”
To Jamie, sorry for the false hope that we’d get a royalty decision today. The previous Order was all I had to go off of.
Assuming we get pilot continuation today, I’m looking forward to whatever the Magnolia Reporter was talking about with their vague optimism for end October. Not sure what company even, but I’ll take even adjacent action in this slow time.
Posted on 9/26/23 at 2:47 pm to ev247
quote:
To Jamie, sorry for the false hope that we’d get a royalty decision today. The previous Order was all I had to go off of.
what are you talking about? This entire thread is false hope! Just kidding. That was a great find by you with the hearings. Ill be downloading the minutes from today when theyre available.
Posted on 9/26/23 at 3:06 pm to ev247
quote:
Assuming we get pilot continuation today,
Is the Pilot plant SLI's prototype, or was in converted to Koch's DLE process? From what I remember SLI will be using Koch's DLE process for the new plant. And if that is the case, why is SLI involved at all? The only reason I could see is the Mineral leases and Lanxess deals make the initial site cheaper and faster to production.
SLI does have a patent on their own DLE process so I'm assuming they are still experementing with it.
Posted on 9/26/23 at 3:15 pm to Elusiveporpi
Re: Koch coming in and beating SLI at their own game, I asked that a week or two ago. Then when I mentioned that same thing to the Facebook investors moderator, he asked about my other investments then started pitching me a crypto site. I hear what they are saying, but my eyes keep seeing "fake it until you make it" out of this outfit.
Posted on 9/26/23 at 3:21 pm to Wraytex
If this keeps dropping maybe Exxon can go ahead and just buy this as well. 
Posted on 9/26/23 at 3:27 pm to Wraytex
quote:
Koch coming in and beating SLI at their own game
Koch has been developing this for a while. It's a version of other separation/extraction technologies they have sold to customers for decades.
Koch Li-Pro
Posted on 9/26/23 at 3:45 pm to Wraytex
quote:
Then when I mentioned that same thing to the Facebook investors moderator, he asked about my other investments then started pitching me a crypto site
same guy that deleted a user for questioning the "lets welcome our new members" posts?
Posted on 9/26/23 at 3:51 pm to Elusiveporpi
According to the recent DFS,
"The LSS [Koch] process has been in operation at the Demonstration Plant since October 2022."
So the tech that will be used on the Lanxess and SWA projects has been running in the pilot plant for one year.
Mintak has said that their long-term vision is to develop all along the Smackover and that its chemistry can vary. I say that to say it's probably too early to declare the 3 years of LiSTR testing (SLI's tech) a waste of time.
I'm with you on wondering why Koch didn't just plow forward on their own. I would say they want SLI to de-risk it for them before buying SLI, but Koch is the one de-risking the project with performance guarantees on the tech. I don't understand the dynamic from Koch's point of view.
"The LSS [Koch] process has been in operation at the Demonstration Plant since October 2022."
So the tech that will be used on the Lanxess and SWA projects has been running in the pilot plant for one year.
Mintak has said that their long-term vision is to develop all along the Smackover and that its chemistry can vary. I say that to say it's probably too early to declare the 3 years of LiSTR testing (SLI's tech) a waste of time.
I'm with you on wondering why Koch didn't just plow forward on their own. I would say they want SLI to de-risk it for them before buying SLI, but Koch is the one de-risking the project with performance guarantees on the tech. I don't understand the dynamic from Koch's point of view.
Posted on 9/26/23 at 4:41 pm to Wraytex
Dude pitched me the same bs crypto site. It was pretty sad and his posts boasts about buying multiple thousand shares on each dip. I’ve been in thinking SLI was within two years of production the last three years. We are getting back to the price where a lot of individuals got in this 833 page thread. I still feel we are two years away and SLI still needs funding for construction. It sucks bc I feel like this has so much potential but leadership has let this company down the last couple years. Big guys will pass us up as we fiddle around (I feel some already have). More pr is needed and maybe someone new in a leadership role whose main goal is to get this to production. It’s really go time. It sucks that costs if borrowing money has become so expensive bc now the big guys have gained an advantage.
Posted on 9/26/23 at 5:17 pm to jamiegla1
quote:
same guy that deleted a user for questioning the "lets welcome our new members" posts?
Affirmative.
Posted on 9/26/23 at 5:18 pm to PotatoChip
So XOM is partnered with e3 lithium (EEMMF) who has been working on their own proprietary DLE tech from what I understand?
Does anyone know how far along this company is with their tech compared to SLI/Koch?
That should give us a reasonable understanding of where we stand in the field.
Does anyone know how far along this company is with their tech compared to SLI/Koch?
That should give us a reasonable understanding of where we stand in the field.
Posted on 9/26/23 at 6:42 pm to ev247
Link They put out a new presentation today or yesterday because the new CFO is in it.
I thought this was an interesting bit to include in a presentation
DLE step still listed as "LSS or LiSTR" even though first two projects use LSS.
Surprised Texas Expansion is so close behind SWA
Also, still puzzled as to why Lanxess 1a (brownfield) takes almost as long to build as SWA (greenfield)
I thought this was an interesting bit to include in a presentation
DLE step still listed as "LSS or LiSTR" even though first two projects use LSS.
Surprised Texas Expansion is so close behind SWA
Also, still puzzled as to why Lanxess 1a (brownfield) takes almost as long to build as SWA (greenfield)
Posted on 9/26/23 at 6:47 pm to ev247
quote:
Salah Gamoudi new Standard Lithium CFO, Kara Norman becomes CAO
quote:
In connection with this appointment, Gamoudi has been granted 350,000 incentive stock options exercisable at a price of $4 until September 25, 2028. The options vest and become exercisable over a 36-month period, with 100,000 vesting after six months and the balance in three equal parts on each anniversary.
LINK
Posted on 9/26/23 at 7:11 pm to ev247
quote:
Also, still puzzled as to why Lanxess 1a (brownfield) takes almost as long to build as SWA (greenfield)
Only reason I can think of is material lead time. Can’t order material till full funding. you can possibly buy long lead items with money already available, but then the risk is more on the owner if the rest of the funding is not found.
Posted on 9/26/23 at 7:12 pm to boogiewoogie1978
Sales pitch if I ever saw one! They are horrible at news!
Posted on 9/26/23 at 7:14 pm to boogiewoogie1978
Yeah they're going to try and get back to where we were just before DFS over the next 5 years.
Posted on 9/26/23 at 7:42 pm to Shepherd88
quote:
So XOM is partnered with e3 lithium (EEMMF) who has been working on their own proprietary DLE tech from what I understand?
Does anyone know how far along this company is with their tech compared to SLI/Koch?
They have a pilot plant. They are doing feasibility studies. The interesting thing to note about them is that they are using their proprietary DLE but also testing two third party dle tech. I'll be interested to know what third party tech they are using. But it seems they could just easily end up in a SLI type of situation where the value is not the tech but the leases of resources to use.
Posted on 9/27/23 at 3:55 pm to Puffoluffagus
This shite is so sad. I wish I sold at $12
I’d have an extra $250k
frick this company
I’d have an extra $250k
frick this company
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