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re: Diving deeper on Standard Lithium?
Posted on 4/16/24 at 2:16 pm to ThermoDynamicTiger
Posted on 4/16/24 at 2:16 pm to ThermoDynamicTiger
If they dilute to 200M shares (which seems like a reasonable estimate if they use the full $50M available) and convince someone that their current NPV projections are reasonable and attainable, that would make them worth $26.36/share before setting a foot in Texas.
In the meantime, I'm pretty discouraged that IR has ignored me for a month and that SLI is mentioned nowhere in the 14 current applications for next Tuesday's hearing. Has anyone else heard from them?
In the meantime, I'm pretty discouraged that IR has ignored me for a month and that SLI is mentioned nowhere in the 14 current applications for next Tuesday's hearing. Has anyone else heard from them?
This post was edited on 4/16/24 at 2:28 pm
1
Posted on 4/17/24 at 11:22 am to ev247
quote:
In the meantime, I'm pretty discouraged that IR has ignored me for a month
Something must be afoot. I wonder if that is a bad thing or a good thing.
Posted on 4/18/24 at 8:55 am to Auburn1968
At $1.06 this morning I'll say it prolly aint good.
Posted on 4/18/24 at 8:57 am to JDPndahizzy
Scamming
Lithium
Investors?
Lithium
Investors?
Posted on 4/19/24 at 8:01 am to JDPndahizzy
Down 5% premarket.
If you've been waiting for sub dollar to buy, get your trigger finger ready. Might get it today.
If you've been waiting for sub dollar to buy, get your trigger finger ready. Might get it today.
Posted on 4/19/24 at 8:24 am to Fe_Mike
Damn, I did say that.
Posted on 4/19/24 at 10:09 am to Wraytex
Is there any reason to be a buyer here? Or do we just need to wait and see where the royalty roulette wheel lands?
Posted on 4/19/24 at 12:04 pm to Pierre
quote:
Or do we just need to wait and see where the royalty roulette wheel lands?
At least for the demo plant, have not the royalties already been paid on the brine by Lanxess? Or are they just paying royalties on bromine?
Posted on 4/19/24 at 1:19 pm to Auburn1968
Lanxess is only paying the royalty on bromine. Landowners will be making two separate royalties on the same gallon of brine once lithium is decided.
To the poster above, I'm buying more here while trying to get to a certain number of shares, but I wouldn't advise my family/friends to buy until the royalty is out the way. Since it would still be a good price (doubt the royalty will be a massive catalyst) then with less risk
To the poster above, I'm buying more here while trying to get to a certain number of shares, but I wouldn't advise my family/friends to buy until the royalty is out the way. Since it would still be a good price (doubt the royalty will be a massive catalyst) then with less risk
This post was edited on 4/19/24 at 1:23 pm
Posted on 4/20/24 at 10:55 pm to ev247
Well I was on the AOGC website today and bring bad news.
Under the Hearing Agenda section, there is a file named "April 2024 Agenda Final.Pdf" and that final agenda does not include a royalty decision. It shows Standard's dismissed application, but no replacement for it. No wonder they won't answer investor inquiries. Man...
Under the Hearing Agenda section, there is a file named "April 2024 Agenda Final.Pdf" and that final agenda does not include a royalty decision. It shows Standard's dismissed application, but no replacement for it. No wonder they won't answer investor inquiries. Man...
Posted on 4/21/24 at 4:02 am to ev247
I bet its bc those ole Exxon boys threw a brick through Mintak's window while he was sleeping. The note said "we dont take too kindly to your type 'round here"
This post was edited on 4/21/24 at 5:36 am
Posted on 4/22/24 at 6:46 pm to ev247
No clue as to why?
Posted on 4/22/24 at 7:31 pm to Auburn1968
Nope none.
Now that I think about it, some things stand out from the last PR about the commercial-scale DLE column that make the royalty moot for now
-they called it the final de-risking step
-the subtitle of the PR explicitly gives 6 months to test it
-they expected to ramp it end of March
The “de-risking” part makes me think that 6 months of column testing is essential before anyone will finance construction.
Before, I thought that the royalty was the only holdup on FID, but now I think this “last derisking” step is effectively a holdup in itself.
Tldr-expect them to test the commercial DLE column from Apr-Sep before announcing anything big about financing. (Also no royalty rush until then)
Now that I think about it, some things stand out from the last PR about the commercial-scale DLE column that make the royalty moot for now
-they called it the final de-risking step
-the subtitle of the PR explicitly gives 6 months to test it
-they expected to ramp it end of March
The “de-risking” part makes me think that 6 months of column testing is essential before anyone will finance construction.
Before, I thought that the royalty was the only holdup on FID, but now I think this “last derisking” step is effectively a holdup in itself.
Tldr-expect them to test the commercial DLE column from Apr-Sep before announcing anything big about financing. (Also no royalty rush until then)
Posted on 4/22/24 at 9:06 pm to ev247
Also, Mintak said in the last ER that they're expecting to hear back about the "larger grants" by the end of summer. That's another reason that an April royalty wouldn't have helped speed things along. So
1. Grants known by end of summer
2. Commercial-scale DLE column tested (derisked) by September
3. Royalty sometime between now and September
4. Profit
1. Grants known by end of summer
2. Commercial-scale DLE column tested (derisked) by September
3. Royalty sometime between now and September
4. Profit
Posted on 4/23/24 at 2:09 pm to ev247
I wondering how low this will go...
SLI has been strangely silent on PR for a while now.
SLI has been strangely silent on PR for a while now.
This post was edited on 4/23/24 at 5:02 pm
Posted on 4/23/24 at 5:59 pm to Auburn1968
A part of me has this bullish theory that Telescope Innovations’ breakthrough in January creates such an efficient DLE process that some of Koch’s pretreatment steps are no longer necessary so Standard is having to renegotiate their license with Koch and negotiate a license with Telescope.
I mean, Standard was paying Telescope for that research, Telescope delivered on it, and it’s only applicable to Phase 1A (carbonate).
So unless they decide to change the SWA project from hydroxide to carbonate, they need to use Telescope’s new tech for the first project.
I mean, Standard was paying Telescope for that research, Telescope delivered on it, and it’s only applicable to Phase 1A (carbonate).
So unless they decide to change the SWA project from hydroxide to carbonate, they need to use Telescope’s new tech for the first project.
Posted on 4/24/24 at 7:07 am to ev247
Posted on 4/24/24 at 7:28 am to ColoradoAg03
Now theyll dilute with a gazillion shares
Posted on 4/24/24 at 7:45 am to ColoradoAg03
Folks that has been asking for more proof the tech works, does this latest PR satisfy that? Sounds like the info in the PR was validated by an independent third party.
Posted on 4/24/24 at 8:08 am to Beerinthepocket
Hmmm. That's the first really good PR i've seen in quite some time. Good Job SLI.
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