re: Diving deeper on Standard Lithium?

I mean ASSUMING this is still on track for 2024 production, the continued increase in lithium prices should more than offset a 1 year delay in production from prior market expectations.

Like it they redid the Tetra and Lanxess PEA's right now, my guess is the combined NPV would be closer to $7-8B based on current lithium prices.

So, if you still believe in the company, could be an amazing opportunity to buy back in later this year if growth stocks continued to get hammered. I would not be shocked if this goes sub $5 before June, but yet could pull a rabbit out of the hat and rip to $15+ if green light finally happens on the JV/FID on 1st plant.

Were you told a timeline on this good news?

This is a stupid question that I know the answer to, but Mintak does understand the fricking urgency, yes?

Mintak don’t care bruh

We all fell for the rug pull

ETA: think about it

A fancy Canadian gets a bunch of southern red necks and the biggest republican industrialists to invest in his fake company then he tanks it

Sli is the biggest blow to American conservatism since mail in voting

This is very painful to watch today.

Where is Smackover to tell us that he stopped by the plant, all the guys are super positive, they're not just an apparel company,etc?

quote:

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Where is Smackover to tell us that he stopped by the plant, all the guys are super positive, they're not just an apparel company,etc?

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Probably sold more shares ??

I'm trying not to buy more, but this thread is really making it hard to resist. In the past, maximum fear here has always predicted bounces, but I don't see what could come that would bounce this right now. SC and Sinema got me feeling pretty damn good about the future right now though.

The last time he specifically mentioned JV he put out a 2H 2022 Timeline in December I believe. It doesn't sound like the BOA presentation conflicted with that really unless I missed it. I kind a figured this name would be a turd through first half. This would be the time to accumulate if you didn't get out week or so after Koch announcement. I don't need this money I have invested, and I have 50% of my total portfolio value sitting on sidelines right now because I don't want to push more in markets right now, so I don't really need to free up any money. Everyone's situation is different, but I can handle sitting in this one with a lower cost basis than Koch. I've been targeting a 4B market cap in my head based on some of the estimated numbers released, so that's almost 4x from here. Maybe it takes 2-3 years to realize it, but that's still a pretty incredible return over 3 years, and I'm not confident I can get out and back in at the right time. Main fear is competition, but the demand out weighs supply so drastically in lithium there's room for multiple players and their competition in the region isn't showing anything either.

I haven't watched BOA presentation yet, I've been working my life away last month or so; and prepping for a baby coming next month so I have 0 free time.