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1
Posted on 9/25/24 at 4:25 pm to KCRoyalBlue
You're welcome. I'm a layman myself, just spend a lot of time keeping up with this one.
Posted on 9/25/24 at 4:30 pm to ev247
They've updated the management presentation for September to include the $225M grant.
In August, first production was expected in 2027. Now it's 2027-2028
In August, the capital stack pyramid said "federal funding." Now it says "government funding." (Is there state funding in play?)
FWIW The first slide dedicated to Phase 1A is now on slide 26, down from slide 21 in August
In August, first production was expected in 2027. Now it's 2027-2028
In August, the capital stack pyramid said "federal funding." Now it says "government funding." (Is there state funding in play?)
FWIW The first slide dedicated to Phase 1A is now on slide 26, down from slide 21 in August
Posted on 9/25/24 at 4:43 pm to ev247
Great find. Hmmm. 2027-2028. This really WILL be a long process. Sigh.
Can't believe I've been in since 2021.
Can't believe I've been in since 2021.
Posted on 9/25/24 at 4:47 pm to KCRoyalBlue
It really will. And I'm gaining confidence (right or wrong) that Phase 1A will be skipped, so not much hope of 2026-2027 production for me. The exciting event I can see in the near term is the East Texas resource definition. Then the slow wait for SWA DFS sometime in 2025
This post was edited on 9/25/24 at 4:56 pm
Posted on 9/25/24 at 4:53 pm to ev247
Now we are back to waiting on the royalty for the next bump. I'll probably exercise a swing position at that time.
Posted on 9/26/24 at 8:43 am to Wraytex
Lithium market up big time today, and again we're treading water. I really can't say I understand it. We should be at $2 minimum after that grant.
I know I'm biased, but the street is drunk. Makes no sense at all.
I know I'm biased, but the street is drunk. Makes no sense at all.
Posted on 9/26/24 at 9:41 am to Fe_Mike
Too many people flipping for pennies maybe Idk?
Posted on 9/27/24 at 9:52 am to CarbonAce
1.75 let’s go!!
Posted on 9/27/24 at 12:01 pm to Pierre
Usual mid day lull. I think we finish the day strong barring any unforeseen market events.
Posted on 9/27/24 at 1:32 pm to ev247
This was a pretty good interview right here.....
Challenges and opportunities in the lithium development
David Park, chief executive officer of Standard Lithium, joins BNN Bloomberg and provides an update on the company’s brine extraction plans
September 25, 2024 at 3:10PM EDT
LINK
Challenges and opportunities in the lithium development
David Park, chief executive officer of Standard Lithium, joins BNN Bloomberg and provides an update on the company’s brine extraction plans
September 25, 2024 at 3:10PM EDT
LINK
Posted on 9/27/24 at 1:33 pm to SmackoverHawg
quote:
Usual mid day lull. I think we finish the day strong barring any unforeseen market events.
She wants to run so bad
Posted on 9/27/24 at 2:34 pm to Ballstein32
Thanks for sharing. Nice to hear from the new CEO.
Not as nice to learn that the new Phase 1 of SWA will cost more than the previous SWA plan while producing less.
Previous plan: $1.3B for 30,000 tons
New plan's Phase 1: $1.5B for 22,500 tons
Does anyone know if any of the money from the Equinor deal would count toward this massive capex?
Not as nice to learn that the new Phase 1 of SWA will cost more than the previous SWA plan while producing less.
Previous plan: $1.3B for 30,000 tons
New plan's Phase 1: $1.5B for 22,500 tons
Does anyone know if any of the money from the Equinor deal would count toward this massive capex?
Posted on 9/27/24 at 4:17 pm to ev247
quote:
Not as nice to learn that the new Phase 1 of SWA will cost more than the previous SWA plan while producing less.
If we'd waited for the inflation adjusted Mintak numbers, it might be double that in 2032
Posted on 9/29/24 at 10:16 am to Wraytex
Posted on 9/30/24 at 12:56 pm to LSUcam7
So, did they reschedule the royalty hearing? How much longer are we gonna punt on this!
Posted on 9/30/24 at 1:26 pm to ThermoDynamicTiger
As I understand it
Dozens of landowners object > they are lumped into 2 formal objections > formal objection A claims the application breaks x laws > Standard and friends submitted motion for judge to rule on these legal matters before a next hearing > formal objection B claims the application breaks y laws > Standard and friends submitted motion for judge to rule on these legal matters before a next hearing.
The next move is on the judge.
Hopefully he settles the legal disputes ahead of time so the next hearing, whenever it may be, is only about if the royalty is "fair and equitable" and not about if such and such institution has such and such authority etc.
Dozens of landowners object > they are lumped into 2 formal objections > formal objection A claims the application breaks x laws > Standard and friends submitted motion for judge to rule on these legal matters before a next hearing > formal objection B claims the application breaks y laws > Standard and friends submitted motion for judge to rule on these legal matters before a next hearing.
The next move is on the judge.
Hopefully he settles the legal disputes ahead of time so the next hearing, whenever it may be, is only about if the royalty is "fair and equitable" and not about if such and such institution has such and such authority etc.
Posted on 10/2/24 at 6:52 am to ev247
Looks like new Royalty meeting will be Nov 4th and 5th!
Posted on 10/2/24 at 11:26 am to CarbonAce
On Election Day when no one is paying attention
Some one talk me out of clawing a little cheddar off the top this week when it reaches $1.70
Some one talk me out of clawing a little cheddar off the top this week when it reaches $1.70
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