- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Coaching Changes
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Diving deeper on Standard Lithium?
Posted on 9/24/24 at 1:58 pm to GeauxldMember
Posted on 9/24/24 at 1:58 pm to GeauxldMember
Sold everything at 11. Never timed anything so well. Then I went and bought all back at 8. I've got my average down to 5
Posted on 9/24/24 at 2:54 pm to CarbonAce
quote:
Well not the day I was expecting!
Plot twist. They just brought Mintak on as a consultant
Posted on 9/24/24 at 4:54 pm to jamiegla1
He can’t resist trying to take a piece of that grant money for comp.
Posted on 9/24/24 at 8:11 pm to Shepherd88
He needs a new bespoke coif
Posted on 9/24/24 at 8:36 pm to jamiegla1
So what was all the selling today? People that bought at 1.20 or less?
Posted on 9/25/24 at 7:07 am to CarbonAce
Probably. Went from 1.10 to 1.70 in a two weeks stretch. That's a quick 55% gain, so there's going to be some profit taking. Hopefully we stabilize and build some support for the next leg up
Posted on 9/25/24 at 7:55 am to Neauxla_Tiger
Looks like it's going sub $1.50 based on the pre market. Time to buy the dip?
Posted on 9/25/24 at 8:34 am to GeneralLee
who is selling at this level? makes no sense.
Posted on 9/25/24 at 8:35 am to FMtTXtiger
Tried to pick up the dip but missed my limit order by 1 cent, ugh!
Posted on 9/25/24 at 8:36 am to GeneralLee
That was a really weird flash drop. Someone really wanted out.
Posted on 9/25/24 at 8:40 am to GeneralLee
What would you consider a good royalty rate?
Posted on 9/25/24 at 8:53 am to SmackoverHawg
I have not studied the economics enough to determine that. I think you want a balance between the landowner and operator's consideration. In the current situation where the economics are pretty unknown, I think you should default to royalty rates that are a bit more friendly to the operator to unsure the resource gets developed. That's clearly where the government's interest should be.
Posted on 9/25/24 at 8:59 am to GeneralLee
Agree, rates favorable to producers to get on their feet, then revisit the issue.
Posted on 9/25/24 at 9:20 am to Wraytex
Once rates are established to get production going, can they be renegotiated later to balance it for both sides (if that's even needed)?
I'm not a landowner, btw. Just curious based on a couple of posts above.
I would hope they can, as I agree with GeneralLee. I would want them favorable to both sides, with an edge to the company, so we can get this show on the road.
I'm not a landowner, btw. Just curious based on a couple of posts above.
I would hope they can, as I agree with GeneralLee. I would want them favorable to both sides, with an edge to the company, so we can get this show on the road.
Posted on 9/25/24 at 9:31 am to KCRoyalBlue
Is there precedent for the situation where if they miss on the low side, that a retroactive bonus can be sent to the landowners?
Posted on 9/25/24 at 9:33 am to GeauxldMember
An old friend and former client started following early in this saga. He mentioned it to some of his friends, but now they won't talk to him. (joking).
Posted on 9/25/24 at 10:28 am to Auburn1968
Not sure anyone has asked, but what's the "conditional" requirements for the DoE grant?
We're good there, right?
We're good there, right?
Posted on 9/25/24 at 1:17 pm to KCRoyalBlue
Here's an article I don't like regarding IBAT and lithium pricing. Comments?
A quick Reuters lithium article
A quick Reuters lithium article
Posted on 9/25/24 at 1:58 pm to KCRoyalBlue
That project was going to be with US Magnesium at the Great Salt Lake in Utah. According to this article, lithium concentrations there are around 50 mg/L. That's low.
This postponed project: 50 mg/L
SLI's Phase 1A: 217 mg/L
SLI's SWA: 437 mg/L
This project didn't stand a chance with lithium prices where they are. The lithium that Standard's SWA project could capture in one cycle would take the project in question over 8 cycles to capture. That's too expensive.
Standard's current presentation says SWA will cost $4,073/ton so even if the lithium carbonate "price" is a low $10,000 right now SWA is fine to proceed while low grade projects like this US Magnesium one have to shut down.
This postponed project: 50 mg/L
SLI's Phase 1A: 217 mg/L
SLI's SWA: 437 mg/L
This project didn't stand a chance with lithium prices where they are. The lithium that Standard's SWA project could capture in one cycle would take the project in question over 8 cycles to capture. That's too expensive.
Standard's current presentation says SWA will cost $4,073/ton so even if the lithium carbonate "price" is a low $10,000 right now SWA is fine to proceed while low grade projects like this US Magnesium one have to shut down.
This post was edited on 9/25/24 at 1:59 pm
Popular
Back to top


0






