Member Info for MajorOak

STANDARD LITHIUM SIGNS LOI with KOCH Special Platforms.
https://www.standardlithium.com/investors/news-events/press-releases/detail/107/standard-lithium-signs-letter-of-intent-with-koch

STANDARD LITHIUM links to Koch Specialist Platform Investment and FREYR have invested $70 million in convertible promissory notes with 24M, under which KSP and FREYR will initially invest $50 million and $20 million, respectively.

https://www.greencarcongress.com/2021/10/20211013-freyrkoch.html

Who have 24M just got a deal with ?

https://www.spglobal.com/platts/en/market-insights/latest-news/energy-transition/120821-volkswagen-forms-ev-battery-partnership-with-24m-technologies

Only V W USA.... Who out of all the links will supply the lithium ?

STANDARD LITHIUM - US LITHIUM SUPPLY
FREYR - LITHIUM FOR BATTERY FACTORY NEEDED.
24M - LITHIUM NEEDED FOR BATTERY FACTORIES X2

STELLANTIS ( RENAULT, CHRYSLER, DODGE, RAM, CITROEN GROUP ) MoU with STANDARD LITHIUM.
STELLANTIS SIGN DEAL WITH LG ENERGY USA - now they have access to STANDARD LITHIUM SUPPLY through MoU !

In some form or another STANDARD LITHIUM are linked to FREYR US, 24M US - VW , STELLANTIS - LG ENERGY.

STANDARD LITHIUM SIGNS LOI with KOCH Special Platforms.
https://www.standardlithium.com/investors/news-events/press-releases/detail/107/standard-lithium-signs-letter-of-intent-with-koch

Another day another single big buy 9m + a little 2m in too. Both buys on the price level. Thats about NK30m in 4 buys in 3 days. Not usual.

E3 is the value play now. SLI banker with the LOI and $100m direct investment. Koch bring in players but its on sli forum.
Thats it guys , sorry for the off topic, but tyson and myself have a trust and in here for tin and lithium.

Likewise checkout E3 who are now running at this very moment a two phased test of pilot plant production methods, news in early Jan, just 5-6 weeks.

STANDARD LITHIUM Letter of Intent signed with Global Koch Specialist Platform on front end processing. Things are about to move forward and within a month or two as the demo plant for lithium brine is already up and running at test levels.
This next step looks to me like SCALE UP at the beginning of the process so the BULK LITHIUM BRINE to Chlorine process. They have tested, go to the engineering sector, recieved $100 million direct investment from Koch and it is specific engineering.
Looking good and fine tweaks. See the battery links Koch have in the All sold out production thread with links included. Strong buy at these levels.
https://www.standardlithium.com/investors/news-events/press-releases/detail/107/standard-lithium-signs-letter-of-intent-with-koch

“KES is focused on accelerating growth in energy transformation with an eye on the fast-growing renewables market. Our collaboration with Standard Lithium showcases KES’s commitment to working with our partners to provide best-in-class process equipment, engineering, procurement, and construction services. We are excited to help grow the battery value chain and look forward to working with Standard Lithium on this historic project,” said Dan Haycook, chief commercial officer for Koch Engineered Solutions.

Standard Lithium’s President and COO, Dr. Andy Robinson commented “The Company is undergoing a period of transformational growth, and we must add to our team in order to move fast and efficiently towards the first commercial plant. The deep bench-strength and world-class resources that the KES businesses bring is vital to us building the strongest possible project execution team.”

Sorry everyone one for tyson

Standard Lithium SOLD ALL PRODUCTION ?
Koch Strategic Platform US$100M Direct buy in at end of Nov.

https://www.standardlithium.com/investors/news-events/press-releases/detail/105/standard-lithium-completes-us100-million-direct-investment

FREYR Battery has formed a 50:50 joint venture in the United States with Koch Strategic Platforms (KSP) to develop an initial 50 GWh of Gigafactory-scale battery cell manufacturing capacity in the US. So I guess Koch bought in to JV with Freyr US October need supply of lithium so US$100M direct investment ( CUSN / CL went nuts over £18m ).

https://www.greencarcongress.com/2021/10/20211013-freyrkoch.html

https://m.marketscreener.com/quote/stock/FREYR-BATTERY-124600277/news/FREYR-Battery-to-Accompany-Crown-Prince-of-Norway-on-Official-U-S-Visit-37240902/
Then back in June we follow the path to LITHION BATTERY which Koch S P invest in "We believe Lithion's customizable cell and battery module solutions will be a game changer for industry seeking electrification technology beyond the 'one size fits all' approach. KSP is excited to partner with Lithion and help accelerate their delivery to market," said Jeremy Bezdek, Managing Director for Koch Strategic Platforms.

STANDARD LITHIUM SIGNS LETTER OF INTENT WITH KOCH ENGINEERED SOLUTIONS TO SUPPORT COMMERCIAL LITHIUM PROJECT DEVELOPMENT

Wood Engineering & Nel Hydrogen secure OVER 30 CONTRACTS IN H1 2021 !!!
"Wood forecasting future hydrogen growth after securing over 30 contracts in 2021
Engineering and consultancy services firm Wood landed more than 30 separate hydrogen awards in the first half of the year."
https://www.energyvoice.com/renewables-energy-transition/hydrogen/342460/wood-forecasting-future-hydrogen-growth-after-securing-over-30-contracts-in-2021/

Is ANY growth being factored in to the share price here ? Nels beand new spanking cutting edge world leading 24/7 fully automated electrolyser factory is now open since Oct/ Nov. This WILL make a HUGE difference v historic and competition production.
Be prepared to see fast growth from now.

NEL HYDROGEN & WOOD ENGINEERING
"Wood also entered into a three-year engineering framework agreement with Norway-based NEL Hydrogen in March to develop and execute large scale, complex green renewable hydrogen projects globally.

And last month the company became a steering group member of the Hydrogen Council, a CEO-led initiative which brings together more than 100 companies.

Andrew Stewart, executive president of strategy and development at Wood, said: “Hydrogen is a key growth area in our business strategy, and we are encouraged by the strong momentum in this market.

“Team Wood has over 60 years’ experience across the value chain from project development support through to proprietary hydrogen technology, modular equipment and engineering, procurement, and construction delivery. We have the best engineers in the world with deep domain expertise in this field and continue to invest in our technology to remain industry leading.

“As the world’s population increases the demand for clean, affordable and reliable energy is unrelenting. Together with our clients, we’re unlocking hydrogen at pace and at an industrial scale as one of the mission critical pathways to a more sustainable future.”

NEL HYDROGEN the bigger picture to remember in what feels like bleak times and a silly sp drop.
Q4 results due early Jan so get ready for a step up ...
https://www.spglobal.com/platts/en/market-insights/latest-news/electric-power/102121-nel-doubles-electrolyzer-order-pipeline-since-january-as-hydrogen-interest-grows

NEL HYDROGEN NIKOLA CORP ULM GERMANY.
Nikola and Iveco are linked via the joint major investor CNH Industrial and are working together in Europe on the development of battery and fuel cell trucks based on Iveco chassis. The Nikola Tre, for example, is to be built at Iveco’s plant in Ulm, Germany.

In the US, Nikola is pushing ahead with the expansion of a hydrogen filling station network, including hydrogen production itself – the company has already ordered electrolysers from Nel. “Nikola is committed to delivering and advancing industry-leading hydrogen production, distribution and supply,” said Nikola’s President of Energy and Commercial Pablo Koziner. “We believe this collaboration, in particular, presents a very compelling long-term fueling distribution solution that we expect to advance industry and overall market adoption of FCEV technologies.”

https://www.electrive.com/2021/04/19/iveco-nikola-and-oge-plan-to-create-h2-infrastructure-in-germany/

NEL HYDROGEN - Nikola Corp - Forbes
https://www.forbes.com/sites/alanohnsman/2021/10/15/with-deal-spree-scandal-tarred-nikola-may-be-getting-back-on-track/?sh=37d95bfd1798

NEL HYDROGEN ELECTROLYSERS & NIKOLA CORP.
"Nikola’s business model is based on long-term leases of its trucks to fleet operators that include fuel as part of the prices. Bosch is its main technical partner supplying advanced fuel cells for its trucks while Nel Hydrogen is supplying electrolyzers Nikola will use to generate hydrogen at its initial fuel stations. The company also announced plans this year to create hydrogen fuel stations with truck stop powerhouse TravelCenters of America."

Just watching and waiting , teehee. A share that will get 3 large RNS and lets see what happens then? Shame covid Omi is now in the mix to f up many businesses and supply BUT the NIKOLA CORP deal is set to start receiving electrolysers this Q4, so the company Q4 update early Jan will be VERY INTERESTING !!! I'm in and all topped up on this silly drop in sp.
Buy the lows sell the highs = winning formular.

NEL HYDROGEN & EVERFUEL - Danish Priminister visits Fredericia 300 MW HYDROGEN PLANT. NEL HYDROGEN supply EVERFUEL with the electrolysers.
Again expect to here some pretty big news - 300 MW one of Europes largest hydrogen plants.
https://m.marketscreener.com/quote/stock/EVERFUEL-A-S-114402839/news/Danish-Prime-Minister-Mette-Frederiksen-visits-Crossbridge-Energy-A-S-and-Everfuel-in-Fredericia-36985603/

NEL HYDROGEN 300 MW HYDROGEN Electrolysers & EVERFUEL have broken ground on the new "establishment of 300 MW of electrolysers in partnership with local green hydrogen company Everfuel A/S (FRA:0HR), according to the newly appointed GM of the refinery, Finn Schousboe.
News due on NEL Electrolysers DELIVERY soon.
https://renewablesnow.com/news/former-shell-refinery-to-adopt-biofuel-green-hydrogen-production-754550/