re: Diving deeper on Standard Lithium?

Yeah, there are some general lithium head winds going on. EV's are piling up at dealerships as car companies jump with both feet into a soft market in part due to government pressure.

Then too EV's themselves are having their teething pains with too many being totaled by insurance because the battery is damaged and too expensive to replace. This causes insurance rates to go up.

EV resale value is not so good either.

Gov put a lot of money into chargers, but haven't installed any.

Then too current gov is pushing EV's and thus electric demand, but also cutting power generation at coal fired plants. No new power plants are being pushed. That's not going to work.

quote:

---

Citi or a Goldman-Sachs only comes in as either a mezzanine prior to IPO (which SLI has already done obviously) or if they believe they can broker a strategic investor into the deal for a public or private company.

The art for us is in the terms of whatever deal they broker. They make money on the transaction, not the actual deal. Should be interesting.

---

Could be leading debt syndication too. It's certainly transaction related - either equity, debt or some type of mezzanine/preferred equity arrangement.

quote:

---

EV's are piling up at dealerships

---

Meh.. this is kinda a misleading headline being pushed by the media. Teslas are selling like hot cakes right now. A lot of car dealerships are filling back up as it is anyway bc of supply chain issues finally resolving themselves, demand is softening, higher interest rates. There’s brand new 2022 jeeps all over the lot.

Is this still a good buy at sub $2?

quote:

---

anyone here willing to share the price at which you'll sell your SLI holdings?

---

$0.94/share, it’s looking like…

quote:

---

I asked AI to help me make a DCFA model for projects Phase 1A and SWA. I came out with value of .76/share for Phase 1A and 12.44/share for SWA, totaling 13.20/share. If we get a PFS for East Texas I will include it.

I will throw this all away if I totally lose trust in the company, but until then I won't sell until it breaks $13.20.

---

That at current lithium prices I suppose?

Sorry, it's using our most current reports- DFS for Phase 1A and PFS for SWA. So $30k/ton base case selling prices

AOGC's agenda says it was. Not expecting the order for 3 weeks like last time, but maybe the local papers will leak something before then?



Also, I tend to forget this so I thought I'd share a reminder here... SLI has specifically asked in their royalty proposal that this royalty decision only apply to Lanxess projects and not be used as precedent for future projects, so we may have to do this dance again.



This is old but I'm just seeing it. Probably what's taking the royalty decision so long is that Lanxess (SLI) is proposing to pay $57.59/acre per year for lithium royalties. I can't imagine these two ideas being at peace in the mind of Arkansans:
1. This lithium rush is gonna be bigger than the oil booms was!
2. We'll give you $57.59/acre/year for your lithium brine.

A land man in Arkansas recently told me that this is about the same as bromine royalties. And it may be fair, it just wouldn’t surprise me if landowners are holding up the decision by trying to push for more.