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re: Diving deeper on Standard Lithium?
Posted on 12/1/23 at 9:50 am to SmackoverHawg
Posted on 12/1/23 at 9:50 am to SmackoverHawg
1800 more to give me a round number. 
0
Posted on 12/1/23 at 10:51 am to bet84
quote:
I'm not sure how Lanxess right to buy potentially all of the off-take will affect SLI's ability to find a partner to share the build-out costs
Could be they've already declined their option to purchase the lithium.
quote:
LANXESS will no longer pursue the possibilities of a financial investment into a project entity or a direct lithium sourcing
That seems to imply they aren't going to be buying the lithium either.
Posted on 12/1/23 at 11:14 am to Fe_Mike
quote:
Posted by Fe_Mike online on 11/29/23 at 7:48 pm to Thundercles
Had a couple huge lucky hits during COVID that I actually managed to get out of at great profits
All in all I'm up a decent amount on my super high risk speculative plays because of the COVID luck. Take that insanity out and I'm down pretty big. Y'all stop taking my advice.
Baw This post was edited on 12/1/23 at 11:15 am
Posted on 12/1/23 at 11:20 am to Breesus
the EV news the past few weeks has been really negative and macro US working against the future trend. But politics will keep pushing this
Posted on 12/1/23 at 12:24 pm to FMtTXtiger
quote:
the EV news the past few weeks has been really negative and macro US working against the future trend. But politics will keep pushing this
Yeah, EV's are having some teething pains. Every manufacturer going headlong into EV's while the market is not really that strong and the infrastructure is not really there too. Add to that, cost of insurance with not so major damage to a battery resulting in the car being totaled, lower resale value and high cost of battery replacement.
I guy I know really wanted to buy a BMW EV, but he lived in a rental apartment in a 60 year old building. Charging it on 110 volts was going to take 40 hours.
Posted on 12/1/23 at 1:24 pm to Auburn1968
quote:
Yeah, EV's are having some teething pains
Everyone but Tesla.
Posted on 12/1/23 at 1:32 pm to Fe_Mike
I guess we'll see a news release after-market today or before market opens on Monday?
Posted on 12/1/23 at 5:02 pm to gautamj
quote:
I guess we'll see a news release after-market today or before market opens on Monday?
My guess is after they finish this $50million fundraiser.
Met with them today. The timeline I was given was late 2024 for actual construction of the plant. Site prep will begin in early 2024. Production early 2026.
More and more local rumors that Exxon will be using SLI DLE. I'm not making any moves based on rumors, but they are coming from people higher up in the oil and gas food chain around here.
I will be increasingly involved with them over the next year and will be on site from time to time. Supposed to have a meeting with corporate and tour the current facilities after the first of the year.
Posted on 12/1/23 at 5:13 pm to SmackoverHawg
quote:
Site prep will begin in early 2024
Beginning with partner/agreement PR, things should start moving for SLI before too long.
Posted on 12/1/23 at 6:15 pm to Fe_Mike
quote:
In view of the planned model of cooperation, LANXESS will no longer pursue the possibilities of a financial investment into a project entity or a direct lithium sourcing
So Lanxess has opted out of participating in the project and the offtake. I understand not wanting to participate, but it has never crossed my mind that they wouldn't exercise their right to discounted offtake. This should be great in the SLI short term since it paves the way for new partnership announcement. Would have been interesting to hear Lanxess' internal deliberations behind this decision.
Curious what you get from IR on this.
Posted on 12/1/23 at 6:27 pm to Fe_Mike
Running Timeline from FeMike's past comms with SLI [and add-ons]
[x]DFS filed by mid Oct
[x]Lanxess decision
[Royalty/demo extension decision December 5]
[SWA DFS commences in 2023, per Mintak]
Offtake agreements/prepays
Financing details for Phase 1A [thru Q1 24, per $50M equity filing]
Official FID for Phase 1A
Grant announcements [allocation decisions by 3/31/24]
[East Texas lease portfolio building thru Q3 24, per $50M equity filing]
East Texas PFS commencement
Additions/corrections welcome
[x]DFS filed by mid Oct
[x]Lanxess decision
[Royalty/demo extension decision December 5]
[SWA DFS commences in 2023, per Mintak]
Offtake agreements/prepays
Financing details for Phase 1A [thru Q1 24, per $50M equity filing]
Official FID for Phase 1A
Grant announcements [allocation decisions by 3/31/24]
[East Texas lease portfolio building thru Q3 24, per $50M equity filing]
East Texas PFS commencement
Additions/corrections welcome
This post was edited on 12/2/23 at 2:55 pm
Posted on 12/1/23 at 7:16 pm to SmackoverHawg
If XOM makes a deal with SLI on their tech then I’ll see you baws on the bourbon trail for a celebration
Posted on 12/1/23 at 7:30 pm to Shepherd88
I love SLI, bourbon and money. See you there
Posted on 12/1/23 at 7:43 pm to SmackoverHawg
Why would Exxon use SLI’s tech but SLi doesn’t use SLI’s tech
Posted on 12/1/23 at 9:44 pm to jamiegla1
Everyone knows you don’t get high on your own supply.
This post was edited on 12/1/23 at 9:55 pm
Posted on 12/2/23 at 12:04 pm to Tower_Tiger12
quote:
I love SLI, bourbon and money.
Would make a great tshirt
Posted on 12/2/23 at 12:20 pm to wickowick
AI has created us some tshirt designs:
Posted on 12/2/23 at 1:06 pm to wickowick
We gonna show up to buffalo trace distillery like it’s a family reunion.
Posted on 12/2/23 at 2:27 pm to jamiegla1
quote:
Why would Exxon use SLI’s tech but SLi doesn’t use SLI’s tech
It's a good question. Mintak's answer seems to be "derisking through Koch's performance guarantees" since the scale up is still 60x current production rate.
As an SLI owner, I'm convinced (lol) of this logical chain
1. SLI and Koch tech were invented by the same guy-Craig Brown (true)
2. These two techs are the most efficient available DLE for Smackover (please be true)
3. Koch's tech is marginally more efficient, so SLI goes with it (true)
4. Exxon would like to go with Koch's tech (please be true), but can't since SLI has exclusive Smackover rights to Koch's tech (true)
5. Therefore, Exxon goes with its second best option, SLI's tech (mixer)
This post was edited on 12/2/23 at 2:29 pm
Posted on 12/3/23 at 6:42 pm to ev247
Exxon developed the lithium battery
Why do we think they would go into the arkansas play without a means to extract the lithium?
Fwiw. I saw a post on LinkedIn where one of the XOM employees commented on the article about XOM announcing the lithium play in Ark.. the comment was something to the effects "yes! Been working on this for years. Excited to see this commercialiIng"
I don't think exxon needs SLI
Why do we think they would go into the arkansas play without a means to extract the lithium?
Fwiw. I saw a post on LinkedIn where one of the XOM employees commented on the article about XOM announcing the lithium play in Ark.. the comment was something to the effects "yes! Been working on this for years. Excited to see this commercialiIng"
I don't think exxon needs SLI
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