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re: Diving deeper on Standard Lithium?
Posted on 4/22/24 at 7:31 pm to Auburn1968
Posted on 4/22/24 at 7:31 pm to Auburn1968
Nope none.
Now that I think about it, some things stand out from the last PR about the commercial-scale DLE column that make the royalty moot for now
-they called it the final de-risking step
-the subtitle of the PR explicitly gives 6 months to test it
-they expected to ramp it end of March
The “de-risking” part makes me think that 6 months of column testing is essential before anyone will finance construction.
Before, I thought that the royalty was the only holdup on FID, but now I think this “last derisking” step is effectively a holdup in itself.
Tldr-expect them to test the commercial DLE column from Apr-Sep before announcing anything big about financing. (Also no royalty rush until then)
Now that I think about it, some things stand out from the last PR about the commercial-scale DLE column that make the royalty moot for now
-they called it the final de-risking step
-the subtitle of the PR explicitly gives 6 months to test it
-they expected to ramp it end of March
The “de-risking” part makes me think that 6 months of column testing is essential before anyone will finance construction.
Before, I thought that the royalty was the only holdup on FID, but now I think this “last derisking” step is effectively a holdup in itself.
Tldr-expect them to test the commercial DLE column from Apr-Sep before announcing anything big about financing. (Also no royalty rush until then)
2
Posted on 4/22/24 at 9:06 pm to ev247
Also, Mintak said in the last ER that they're expecting to hear back about the "larger grants" by the end of summer. That's another reason that an April royalty wouldn't have helped speed things along. So
1. Grants known by end of summer
2. Commercial-scale DLE column tested (derisked) by September
3. Royalty sometime between now and September
4. Profit
1. Grants known by end of summer
2. Commercial-scale DLE column tested (derisked) by September
3. Royalty sometime between now and September
4. Profit
Posted on 4/24/24 at 9:01 am to ev247
quote:
The “de-risking” part makes me think that 6 months of column testing is essential before anyone will finance construction.
So does this new PR mean that the 6 months of column testing is no longer needed in your view?
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