re: Diving deeper on Standard Lithium?

quote:

---

Can someone explain these numbers from Slide 9 of the new management deck and what this means for SP, as compared to the numbers Mike put out?

---

Just FYI, finally got the chance to go through the deck.

I think the valuation numbers that SLI put out jive with my earlier estimates pretty closely. I'd say all are in agreement.

SLI's numbers only included real valuations of the current transactions, though. My 'loftier' numbers were estimates of implied value based on future projects and investments. SLI can't put numbers like that into an investor deck because it's just too speculative to be covered under 'forward-looking statements' protections. Maybe after DFS is done on one of those projects, and almost certainly after an FID is made, they could then speak to implied valuations closer to what my latter projections were.