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[$slis](/topic/$slis)

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"$SLI's SWA project looks expensive. Latest DFS has a capex of $1.45bn for a 22.5ktpa LC capacity. The 2023 PFS had a capex of $1.27bn for 30ktpa LiOH. Also interesting they've switched the target product to LC from LiOH. The timeline of 2028 production looks optimistic. "The development schedule for the Project is estimated at XX months from start of construction to the commercial operation date (COD) and remains subject to multiple factors." I estimate the company needs to raise $600m (net of DOE and Equinor financing) to build this project. Based on SLI's own sensitivity analysis XX% off"  
[X Link](https://x.com/usuallyYJLee/status/1963792759795654809) [@usuallyYJLee](/creator/x/usuallyYJLee) 2025-09-05T02:34Z 3608 followers, 4719 engagements


"🏛 $IHSG / $JKSE Slides Further on Market Pressures IDX Composite $JCI: 7736 IDR (94.43 1.21%) 🎢 Climbers 🔥 $SLIS (+34.38%) 🔥 $WOWS (+34.07%) 🔥 $PIPA (+13.07%) 🔥 $GTSI (+12.36%) 🔥 $DKHH (+9.80%) 🍌 Slippers ⚠ $BSBK (12.05%) ⚠ $ELTY (8.33%) ⚠ $SURI (7.69%) ⚠ $ATLA (7.14%) ⚠ $WSBP (7.14%) Investor Chit-Chat ☕ 📉 Chief Economic Minister Airlangga Hartarto reaffirmed that Indonesias economy is fundamentally strong with an upcoming incentive package to help cushion protests impact. 📊 Julys trade surplus narrowed to USD 4.18B from USD 5.01B a year earlier as exports grew XXXX% YoY but"  
[X Link](https://x.com/aideninvestment/status/1962450171717095653) [@aideninvestment](/creator/x/aideninvestment) 2025-09-01T09:39Z XXX followers, XXX engagements