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Oh today was the last day for the 4M+ additional shares to be bought through the equity offering at like $4.35/share. Did that contribute to the price running up this morning?
1
Cruising pre market, $4.60 on 67k volume so far
re: Diving deeper on Standard Lithium?
Posted by ev247 on 11/13/25 at 7:12 pm to SmackoverHawg
Maybe he can start buying Robert Cross's shares behind closed doors, keep Cross's sells from hurting sentiment
Edit- what Wraytex said
Edit- what Wraytex said
Listening to Joe Lowry's podcast from the recent summit in Arkansas. I thought so but now it's more official that FID is pushed into 2026.
Joe Lowry: "When do you have to have an FID to be in production by 2028, in your mind?"
Allie Kennedy Thurmond: "In my mind we're targeting Q1, early next year."
Joe Lowry: "When do you have to have an FID to be in production by 2028, in your mind?"
Allie Kennedy Thurmond: "In my mind we're targeting Q1, early next year."
He created the DLE tech that Standard owns/isn't using and the better DLE tech that Standard is licensing to use
Basically
1. Landowner lets Lanxess extract their brine
2. Lanxess is required to compensate landowner for what's in the brine
3a. Lanxess pays landowner a royalty for the brine itself
3b. Lanxess pays landowner a royalty for the bromine in the brine
3c. Lanxess cannot pay landowner a royalty for the lithium in the brine until there's a lithium royalty amount set for that specific region, so Lanxess can't sell the lithium
PS they would make next to nothing even if they could sell the tiny amount being produced at the Lanxess site
1. Landowner lets Lanxess extract their brine
2. Lanxess is required to compensate landowner for what's in the brine
3a. Lanxess pays landowner a royalty for the brine itself
3b. Lanxess pays landowner a royalty for the bromine in the brine
3c. Lanxess cannot pay landowner a royalty for the lithium in the brine until there's a lithium royalty amount set for that specific region, so Lanxess can't sell the lithium
PS they would make next to nothing even if they could sell the tiny amount being produced at the Lanxess site
They can’t sell from their current setup because the royalty that was given was for a brine unit located within the SWA territory. There isn’t a royalty set for the Lanxess area at this time
Wow, the letter is basically 3 senators requesting another grant for SLI from what i understand :)
Robert Cross has been (only) selling shares the entire 3ish years I’ve been invested here so I just block it out
Mine were also lent for the last several months up until last week. Through Fidelity
Maybe this is why they made that subtle change to the investor presentation where in August it said FID “by end of 2025” then Sep FID “around” end of 2025.
Either way we’ve waited this long what’s another month or two to clear permitting and FID closer to March
Either way we’ve waited this long what’s another month or two to clear permitting and FID closer to March
ETx report within the next two weeks certainly shouldn’t hurt :)
re: Diving deeper on Standard Lithium?
Posted by ev247 on 9/9/25 at 9:58 pm to Elusiveporpi
edit my math above doesn’t work but the bottom line is that he said $150M for SLI’s equity portion. Will need to relisten and update my post later
Just finished the Fireside chat with CFO. One major new piece of info for us shareholders is the capex breakdown. If I caught what the CFO said correctly:
$1.45B total capex - $1B debt assumed - $225M grant - $40M conditional payments from Equinor after FID = $300M equity needed
Equinor’s 45% of that $300M = $135M
SLI’s 55% of that $300M = 165M
Maybe I missed a piece because CFO said SLI would be responsible for only $150M in equity. Also said something like there being creative options that shareholders would appreciate (offtakes included in equity portion?). I was expecting more equity needed. Maybe that massive $1B shelf offering was just a formality to decrease risk for lenders (that SLI could repay them using the shelf if needed)
$1.45B total capex - $1B debt assumed - $225M grant - $40M conditional payments from Equinor after FID = $300M equity needed
Equinor’s 45% of that $300M = $135M
SLI’s 55% of that $300M = 165M
Maybe I missed a piece because CFO said SLI would be responsible for only $150M in equity. Also said something like there being creative options that shareholders would appreciate (offtakes included in equity portion?). I was expecting more equity needed. Maybe that massive $1B shelf offering was just a formality to decrease risk for lenders (that SLI could repay them using the shelf if needed)
I see it scheduled for tomorrow at 10am. Looking forward to it
re: Diving deeper on Standard Lithium?
Posted by ev247 on 9/5/25 at 5:27 pm to SmackoverHawg
Yeah they did the field pilot at SWA and didn’t even tell us they were gonna do that so it cant be that big of an ordeal..
It’s beautiful seeing SLI doing what they say they’ll do.
Also, heads up that the September management presentation dropped today and the one change that stands out from the August one is that the August one says “FID targeted BY” end of 2025 and September one says “Targeted AROUND” end of 2025. Im not a wordician but am primed for it to possibly come in January.
It’s beautiful seeing SLI doing what they say they’ll do.
Also, heads up that the September management presentation dropped today and the one change that stands out from the August one is that the August one says “FID targeted BY” end of 2025 and September one says “Targeted AROUND” end of 2025. Im not a wordician but am primed for it to possibly come in January.
re: Diving deeper on Standard Lithium?
Posted by ev247 on 8/18/25 at 12:46 pm to SmackoverHawg
I remember there being commercial levels of bromine (and potash) at the East Texas leases so Standard will need a relationship with someone in the bromine world..
re: Diving deeper on Standard Lithium?
Posted by ev247 on 8/15/25 at 8:26 pm to SmackoverHawg
They can’t sell lithium from the pilot plant because there’s no royalty set for that area. The royalty that Standard got is specifically for their Reynolds Unit, which is in SWA territory
re: Diving deeper on Standard Lithium?
Posted by ev247 on 8/14/25 at 10:55 pm to Elusiveporpi
They did announce a successful field-pilot for SWA earlier this year so maybe there will be something more like this in East Texas and not a full-scale pilot like what's at Lanxess?
3/11/25 field pilot PR
Hopefully I can fill out my position before the Texas and DFS announcements come after I tanked my spec portfolio a couple of months ago by selling some SLI and buying more ORGN :wah:
3/11/25 field pilot PR
Hopefully I can fill out my position before the Texas and DFS announcements come after I tanked my spec portfolio a couple of months ago by selling some SLI and buying more ORGN :wah:
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