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Posted on 9/9/25 at 10:49 am to ev247
CFO said they expect to finance SWA Phase 1 with $1B in debt, the $225M Dept of Energy grant, milestone payments from Equinor, and that they expect to have to come up with $150M in cash from equity.
Posted on 9/9/25 at 10:55 am to CarbonAce
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)
This post was edited on 9/9/25 at 2:20 pm
Posted on 9/9/25 at 11:20 am to ev247
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
Posted on 9/9/25 at 3:01 pm to ev247
Does anyone have a link to the Fireside Chat?
Posted on 9/9/25 at 9:58 pm to Elusiveporpi
Posted on 9/10/25 at 10:17 am to ev247
Made a few trades today, ended up with some loose change to burn, added 115 more shares. Puts my total position at 10,290. Didn't move the needle much but figured it was a good time to add a little more before it establishes a solid floor above $3.
This post was edited on 9/10/25 at 10:18 am
Posted on 9/10/25 at 11:40 am to ColoradoAg03
A good buddy of mine that has a ranch outside of Emory, TX just texted me that a Landman for Tomahawk Energy out of Midland sent him a lease agreement on behalf of their client, Tres Osos Lithium, offering a royalty rate of 2.5% (same as SLI's in AR) and $150/acre bonus. He owns surface and minerals.
This post was edited on 9/10/25 at 11:42 am
Posted on 9/12/25 at 9:39 am to ColoradoAg03
been holding some from the recent dip in April. from a TA standpoint, looks like it will come back down to $2.40ish before making its final move up
unless we get monumental news
unless we get monumental news
Posted on 9/15/25 at 3:05 pm to donRANDOMnumbers
Benefitting from a good day in the sector today.
Hopefully we can actually hold $3 this time. Would be nice to see some continuation tomorrow and start getting closer to that $3.50 range.
Hopefully we can actually hold $3 this time. Would be nice to see some continuation tomorrow and start getting closer to that $3.50 range.
Posted on 9/15/25 at 3:19 pm to Fe_Mike
There's been a few upgrades that haven't hurt.
Posted on 9/15/25 at 5:09 pm to Fe_Mike
ETx report within the next two weeks certainly shouldn’t hurt :)
Posted on 9/15/25 at 5:52 pm to Wraytex
Yep. Saw one of the upgrades last week to like $4.70 I think.
Artificial intelligence says average analyst target is $4.50 for SLI right now. I’ll take it.
Artificial intelligence says average analyst target is $4.50 for SLI right now. I’ll take it.
Posted on 9/15/25 at 6:19 pm to Fe_Mike
quote:
Yep. Saw one of the upgrades last week to like $4.70 I think.
Artificial intelligence says average analyst target is $4.50 for SLI right now. I’ll take it.
US or Canadian?
Posted on 9/15/25 at 8:54 pm to SmackoverHawg
Standard George marks.
Disclaimer this is an AI search result not my actual DD, quite lazy.
Disclaimer this is an AI search result not my actual DD, quite lazy.
Posted on 9/16/25 at 8:33 am to SmackoverHawg
Has there been any mention of a big facility upgrade? I work for a big industrial construction company here in Baton Rouge and a package came through the office last week for a couple hundred million dollar project in Arkansas with Standard Lithium's name on it. They are looking for a TIC value on the engineering and construction. I didn't know if this was public information or not.
This post was edited on 9/16/25 at 9:27 am
Posted on 9/16/25 at 8:40 am to Fe_Mike
quote:
Disclaimer this is an AI search result not my actual DD, quite lazy.
Don't sweat it, your usual DD hasn't gotten us anywhere.
IOW, just like my DD.
This post was edited on 9/16/25 at 9:47 am
Posted on 9/16/25 at 9:46 am to Wraytex
Posted on 9/16/25 at 12:38 pm to PlootyPlucker90
quote:
TIC value on the engineering and construction
I thought that is what the DFS was for?
Great to hear though. So is your company basically bidding on the design /build package? When are bids due?
This post was edited on 9/16/25 at 5:14 pm
Posted on 9/16/25 at 6:15 pm to Elusiveporpi
(no message)
This post was edited on 9/16/25 at 6:21 pm
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