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re: Diving deeper on Standard Lithium?

Posted on 3/14/24 at 5:22 pm to
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2020 posts
Posted on 3/14/24 at 5:22 pm to
quote:

I wonder where they are going to get the needed water in Nevada?



Burlington Northern

Posted by ApexHunterNetcode
Member since Aug 2023
273 posts
Posted on 3/14/24 at 6:45 pm to
quote:

Lithium Americas-$650M offtake from GM
SWA-in “advanced” offtake negotiations


Likely a high correlation to GM agreements
Posted by ev247
Member since Nov 2022
322 posts
Posted on 3/15/24 at 10:20 am to
Already shared about it, but I'm looking forward to learning how Telescope's January invention of "a single-step process that produces battery-grade, >99.9% lithium carbonate from crude material of 20-95% purity. This technology can dramatically reduce the requirement for pre-processing of crude lithium brine feeds, which conventionally accounts for up to 80% of refinement costs." will be worked into SLI's plan.

Maybe SLI will have exclusive licensing rights in the Smackover?

If they end up with exclusive Smackover rights to this increased-efficiency tech in addition to Koch’s DLE tech, they might become a prime acquisition target.

Will be nice to know more and speculate less
This post was edited on 3/15/24 at 10:56 am
Posted by Beerinthepocket
Dallas
Member since May 2011
856 posts
Posted on 3/15/24 at 11:58 am to
I’m hoping they post a new management presentation after the Roth Conference next week. They haven’t updated the one on the website since November 2023.
Posted by ev247
Member since Nov 2022
322 posts
Posted on 3/15/24 at 12:26 pm to
Same here
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2020 posts
Posted on 3/15/24 at 12:27 pm to
I hoping they post about new management.
Posted by PGAOLDBawNeVaBroke
Member since Dec 2023
810 posts
Posted on 3/17/24 at 1:20 am to
Check out TTI as well, nice OFS cash generating co with Lithium upside in smack over with SLI and XOM
Posted by Auburn1968
NYC
Member since Mar 2019
19775 posts
Posted on 3/18/24 at 12:49 pm to
$1.16
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2020 posts
Posted on 3/18/24 at 5:56 pm to
Thanks for the heads up. Grabbed a few 1.14 after hours shared.
Posted by Auburn1968
NYC
Member since Mar 2019
19775 posts
Posted on 3/19/24 at 11:39 am to
quote:


Already shared about it, but I'm looking forward to learning how Telescope's January invention of "a single-step process that produces battery-grade, >99.9% lithium carbonate from crude material of 20-95% purity. This technology can dramatically reduce the requirement for pre-processing of crude lithium brine feeds, which conventionally accounts for up to 80% of refinement costs." will be worked into SLI's plan.

Maybe SLI will have exclusive licensing rights in the Smackover?


That a few proofs of concept runs that are independently verified would work wonders even in the face of lithium's declining demand.
Posted by jamiegla1
Member since Aug 2016
7016 posts
Posted on 3/19/24 at 6:07 pm to
im afraid we are past that point. The momentum will take this stock to zero.

"Let's welcome our new members!"
This post was edited on 3/19/24 at 6:09 pm
Posted by ev247
Member since Nov 2022
322 posts
Posted on 3/19/24 at 8:16 pm to
Post deleted, article was from last July. Reuters duped me



This post was edited on 3/19/24 at 10:39 pm
Posted by Auburn1968
NYC
Member since Mar 2019
19775 posts
Posted on 3/25/24 at 8:36 am to
Hope we get some good news some day soon.
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2020 posts
Posted on 3/25/24 at 10:44 am to
"Mintak Completes investor conference road trip"


I'd take that as positive news.
Posted by ColoradoAg03
Denver, CO
Member since Oct 2012
6226 posts
Posted on 3/25/24 at 12:48 pm to
quote:

"Let's welcome our new members!"


I wonder if he’s one of the posters in this thread.
Posted by boogiewoogie1978
Little Rock
Member since Aug 2012
17093 posts
Posted on 3/25/24 at 1:02 pm to
quote:

"Mintak Completes investor conference road trip"


I'd take that as positive news.


He surfed MT on Tigerdroppings.
Posted by ev247
Member since Nov 2022
322 posts
Posted on 3/25/24 at 2:18 pm to
Trying and failing to make sense of these conferences.

On one hand, we're being told that the company is in "advanced" and "late-stage" discussions with partners/offtakers. On the other hand, they told FeMike a few months ago that most of their time spent at conferences was to talk with potential partners.

Are they lying about their progress and aren't really close to partnership agreements so they need to continue to go to conferences to shop for partners?
Or are they wasting resources to go to this Roth MKM conference (party) at Laguna Beach Ritz Carlton while their partners are already locked up?

Not great optics while we're almost broke (under $11M), unsure if royalty will crush us, and being diluted.
Posted by tigerfoot
Alexandria
Member since Sep 2006
56523 posts
Posted on 3/26/24 at 9:32 am to
quote:

"Mintak Completes investor conference road trip"


I'd take that as positive news.


SOunds ominous to me. Appears this thing may be a temporary building and some laptops out in the middle of Smackover with nothing behind it. I aint mad at it, I made a good bit but like an idiot bought a bunch of Cypress with about 1/2 my gains.
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2020 posts
Posted on 3/26/24 at 12:23 pm to
quote:

Trying and failing to make sense of these conferences.



My take on pre revenue companies and hitting the investor conferences..... It reeks of" "We don't intend to ever make a dime, but we'll gladly take yours before the gig is up!"
Posted by Ballstein32
Member since May 2020
368 posts
Posted on 3/26/24 at 2:32 pm to
At this point, with all their land leases and potential lithium totals, I just want someone to buy them out....
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