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re: Diving deeper on Standard Lithium?
Posted on 11/9/23 at 10:26 am to ThermoDynamicTiger
Posted on 11/9/23 at 10:26 am to ThermoDynamicTiger
I got those from Mintak on the Don't Waste Water podcast episode. He was talking about why Koch is a good partner being complementary to Lanxess and not their competitor. Specifically mentioned that Koch isn't in the chemicals or water treatment businesses as though that's important for partnership on the Lanxess Project.
Can probably have any partner on the SWA Project or East Texas project(s), but will they have a non-chemical partner for Lanxess 1a and separate partner on SWA?
Dock, thanks for pointing out that Exxon does deal in chemicals. Back to speculation square one!
Can probably have any partner on the SWA Project or East Texas project(s), but will they have a non-chemical partner for Lanxess 1a and separate partner on SWA?
Dock, thanks for pointing out that Exxon does deal in chemicals. Back to speculation square one!
0
Posted on 11/9/23 at 10:34 am to Nshore96
quote:
I spoke to someone who bid the project. They went with a different contractor stating their schedule was not aggressive enough.
The SLI Plant?? Don't think SLI has an Engineering Package yet. Last I heard its in detailed design for the next 6 months or so. Sure you can get a blue sky quote from a contactor, but it would never get rejected or rewarded.
Posted on 11/9/23 at 5:00 pm to ev247
quote:
So not Albemarle. Not Tetra. Is Exxon our only guess at this point?
Mattel?
Posted on 11/9/23 at 6:50 pm to CecilShortsHisPants
I added about 7% to my position this morning so, while I have no evidence, it is almost certain today’s drop was entirely my fault.
Posted on 11/9/23 at 7:34 pm to Fe_Mike
Posted on 11/9/23 at 7:40 pm to ev247
Glossed it, we appointed lots of people, we got our study done, we're de risking, really, we are. We bought some land and drilled more wells.
This thing is going to continue with the malaise for quite awhile. The EV's beating in the press lately isn't going to help matters in the near term.
This thing is going to continue with the malaise for quite awhile. The EV's beating in the press lately isn't going to help matters in the near term.
Posted on 11/9/23 at 7:44 pm to Wraytex
I know drilling and studies cost a lot but I'm still a little shocked that we're down to $26,939,310 cash as of 9/30/23. Something has to happen soon, right?
Posted on 11/9/23 at 7:50 pm to ev247
Also, there's an online conference tomorrow
Posted on 11/10/23 at 5:48 am to ev247
Schwab lending rate increased again to 16.5% today.
Posted on 11/10/23 at 8:19 am to ev247
quote:
hocked that we're down to $26,939,310 cash
Dam. We had 130MM a year or 2 ago.
Posted on 11/10/23 at 9:11 am to Elusiveporpi
quote:
We had 130MM a year or 2 ago.
I wish someone would give me $130million to build a metal building.
Posted on 11/10/23 at 9:15 am to kengel2
Drilling wells ain'[t cheap.
Posted on 11/10/23 at 9:25 am to SmackoverHawg
Of course I bought back into this stock 2 days ago at 2.75 and it’s done nothing but tank since
Posted on 11/10/23 at 9:34 am to deltaland
Anyone have a Barrons account?
https://www.barrons.com/articles/koch-green-energy-lithium-batteries-ev-esg-17dfe219
https://www.barrons.com/articles/koch-green-energy-lithium-batteries-ev-esg-17dfe219
Posted on 11/10/23 at 10:34 am to Elusiveporpi
Leasing land is expensive
Posted on 11/10/23 at 10:50 am to ev247
Crap !! Missed Mintak's presentation.. Anyone here saw it? Was there anything useful?
This post was edited on 11/10/23 at 10:53 am
Posted on 11/10/23 at 11:55 am to wickowick
I’ve lost more money on stock picks from this board than I ever have gambling at a casino or really anywhere else.
Posted on 11/10/23 at 11:59 am to Breesus
Yeah Boy. This Turd(SLI),AUPH, FSLY that's just right off the top of my head. Glad i dont really buy penny stocks but the recommendations on here have not been stellar but hey next year is the year. 
Posted on 11/10/23 at 12:16 pm to gautamj
Watching now, Mintak seems a little choppy with his delivery today but some takeaways
- Going from demo plant to Phase 1A will see brine processing increase from 50 gal/min to 3,000 gal/min
- Plan to finance majority of 1A with debt and reiterates the word “nondilutive” beyond that
- Expect to start DFS and FEED for SWA Project this year and completion in Q3/Q4 of 2024
- Re Lanxess, waiting on their decision but for this project “I’ve been told by my team [to] expect the busiest six months of our career at Standard Lithium to date.”
- Going from demo plant to Phase 1A will see brine processing increase from 50 gal/min to 3,000 gal/min
- Plan to finance majority of 1A with debt and reiterates the word “nondilutive” beyond that
- Expect to start DFS and FEED for SWA Project this year and completion in Q3/Q4 of 2024
- Re Lanxess, waiting on their decision but for this project “I’ve been told by my team [to] expect the busiest six months of our career at Standard Lithium to date.”
Posted on 11/10/23 at 1:30 pm to ev247
quote:
“I’ve been told by my team [to] expect the busiest six months of our career at Standard Lithium to date.”
So exactly how many investor conferences are there over that span?
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