Beerinthepocket

They stated the environmental assessment would be completed by the end of the year; FID by early 2026.

I’m up 420% on this but my dumb arse only bought 25 shares.

There number of analysts asking questions definitely increased on this call.

I listened to the Global Lithium Podcast with Jesse Edmundson from SLI so y’all don’t have to. Some nuggets were the following:

Jesse explained the pivot away from the Lanxess project was due to the delay in setting the royalty rate and Equinor wanting a larger scale.

Federal/State/Local government are all on board with making Arkansas a hub for lithium innovation. They are actively working on getting companies downstream from lithium production to come to Arkansas.

Yes I got an email notification. Interest rate is only 2% so there must not be that much demand.

Very positive article in the Financial Times today.

Royalty application submitted and hearing set for May 28 per this morning’s PR.

Koch purchased ~7M more shares bringing their total to around 20.5M shares.

It seems to me that this stock is priced as if they will never receive the money from the DoE conditional grant. If DoE actually moves quickly to approve this prior to Jan 20, I think SLI rockets up.

I don’t see why they don’t just make this simple. Look at that Ernst & Young Lithium royalty study and make the royalty the average. ~2.6%