re: Diving deeper on Standard Lithium?

Thank you for the highlights from the article. Someone had blogged that SLI was negotiating leases in Franklin County as I mentioned in a post on 8/30/23.

I researched mineral leases online and believe I have the shell company name for the Franklin County leases, but SLI is trying to be "secretive" about the Texas leases according to a Facebook post. So maybe I shouldn't share the name. I'm sure Exxon and others already know, since it was easy for me to figure out.

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Lanxess and Arkansas Lithium appeared before the Oil & Gas Commission and met most of the requirements of the commission except for one. So the matter has been postponed or rescheduled for April 23 of this year.” Wonder what that one requirement is.

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This is when you slip a Manila envelope of cash under the table of the commission. These fricks don’t how things operate down here

Could be siblings who inherited equal undivided interests?

Looking at this picture from the Nov presentation I can't understand how Robinson is characterizing the scale of East TX as "many x" of SWA



Looks like roughly 3-4x scale to me

East TX also has higher concentrations though, so I'm sure that factors into the 'scale'.

Unrelated, ETrade just alerted me that SLI has been initiated as outperform.

I put that into google translate and it said it means "to the moon". Pretty sure.

Did anyone see this news on Exxon today? Looks like the same formation.
LINK

If they just start producing battery grade lithium continually at the demo plant, even if they can't sell it, it would blow away the skeptics and Mintak's haunting past. Then maybe they wouldn't have to dilute with a price of <$2.

Who was one through four?

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Who was one through four?

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1. Lithium Argentina (LAAC) - With limited production having occurred and the bulk of ramping lithium production is near term, I view the company as exceptionally low risk from a business standpoint and LAAC sports a rich war chest. It doesn't hurt that, from a long term standpoint, they have plenty of projects and land on which to expand.

2. Nano One (NNOMF) - The company has several agreements with various unnamed car makers that may or may not ever germinate into massive revenue-producing agreements. Nano One also has a Canadian cathode plant which they are using to test and optimize patented lithium "One-Pot process" which improves lithium longevity. Combine that with a very friendly and financially supportive Canadian government and I think they are worth a roll of the dice. A healthy treasury does not hurt either.

3. Lithium Americas (LAC) - Having recently written on LAC, the short story is they have a monstrous war chest of capital and land in Nevada. Combine that with a deep pocket partner in General Motors (who are eying a second investment in the company) along with potential government loans to the tune of around $1 billion and I think we have a winner. Recent court victories only add icing on the white lithium cake. Below we can see some construction progress at Thacker Pass. Click to expand.

4. Century Lithium (OTCQX:CYDVF) - Century is a project that is getting very little love at the moment. While they possess a small war chest, they really need to accelerate the pacing. The DFS (definitive study of the project) has been delayed time and time again. The reason for the delays is logical as they have entered into a collaboration with none other than powerhouse KOCH. KOCH has brought optimizations into the direct lithium extraction (DLE) process which has resulted in some impressive results. Yet this and brining in other companies such as Saltworks has led to delay after delay in publishing the DFS. I understand that you only get one chance to get it right, but few speculators have patience and this has impacted the share price. One might argue that this creates opportunity though, and maybe it does to some extent, but at some point the company simply has to finish the DFS and enlist the help of financial institutions for funding to move the project forward (much like LAC did). On a bright note, the company did announce they are looking into selling a by-product of lye to increase the potential revenue and marketability of the project.

5. Standard Lithium (SLI) - Standard is one of my favorite lithium projects being that the project is in water rich Arkansas. Ample infrastructure from power, transportation, rail, and a very supportive community beckon me to increase my position therein. A lithium summit (Feb 15th-16th) should provide ample new information to ponder. Do note the increasing grades of lithium brine as the company projects move west.

im starting to think Mintak is just financing boondoggles