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re: Diving deeper on Standard Lithium?

Posted on 11/3/21 at 11:29 pm to
Posted by FMtTXtiger
Member since Oct 2018
3774 posts
Posted on 11/3/21 at 11:29 pm to
I may have to stay up and pee with you guys at 2am tonight
Posted by PotatoChip
Member since May 2014
3629 posts
Posted on 11/3/21 at 11:38 pm to
I’m ready for tomorrow! Not to get too excited, this is just the next step for SLI. There is plenty of growth over the next couple years.
Posted by jimjackandjose
Member since Jun 2011
6504 posts
Posted on 11/3/21 at 11:38 pm to
I dont think we get anything out of the 1am earnings. The 8am call may have hints

I expect the big news on the 11/5 call. An acquisition would be interesting and explain the delays
Posted by 1234567k
Baton rouge
Member since Nov 2015
2067 posts
Posted on 11/4/21 at 1:50 am to
Lanxess earnings are out.

quote:

Specialty Additives: Best quarterly EBITDA in history


Smack will be happy with Lanxess earnings report but as I expected , nothing about SLI.
Posted by Pierre
Baton Rouge
Member since Nov 2005
5289 posts
Posted on 11/4/21 at 3:57 am to
What is the risk to lending out shares? Thanks
Posted by 1234567k
Baton rouge
Member since Nov 2015
2067 posts
Posted on 11/4/21 at 3:58 am to
No risk at all
Seriously
Posted by GeneralLee
Member since Aug 2004
13111 posts
Posted on 11/4/21 at 5:08 am to
Implied open at ~$12.24 right now based on Germany prices, but for the most part, "all's quiet on the western front..."
Posted by supadave3
Houston, TX
Member since Dec 2005
30319 posts
Posted on 11/4/21 at 6:38 am to
I know y’all laugh at me and KC and our now 1000 share goal, but I was able to place an order for 25 more shares this morning. I’m at the point where I can’t really sell off any more of my other stocks to pour into here. I have to at least keep a presence on some other sticks. Eeesj, I’ll either love or hate myself in 6 months.
Posted by jamiegla1
Member since Aug 2016
7016 posts
Posted on 11/4/21 at 6:43 am to
Personally I think that’s a smart move. We sometimes forget that this is still speculative.
Posted by GeneralLee
Member since Aug 2004
13111 posts
Posted on 11/4/21 at 7:16 am to
Is anyone on the Lanxess investor call right now?
Posted by igoringa
South Mississippi
Member since Jun 2007
11876 posts
Posted on 11/4/21 at 7:20 am to
I thought was at 8???

Damn it jumping on now
Posted by deltaland
Member since Mar 2011
91000 posts
Posted on 11/4/21 at 7:21 am to
I just hope it stays under 13 by 8am so my buy limit order will go through
Posted by deltaland
Member since Mar 2011
91000 posts
Posted on 11/4/21 at 7:22 am to
quote:

35.0


If this goes to 35 today we need a money talk strippers and cocaine party
Posted by igoringa
South Mississippi
Member since Jun 2007
11876 posts
Posted on 11/4/21 at 7:27 am to
Will need to listen to replay (still on now), apparently suggested tomorrow is discussion of the recent transactions. Talking about the other acquisitions this year... would like to hear the full scope of the talk tomorrow.
Posted by deltaland
Member since Mar 2011
91000 posts
Posted on 11/4/21 at 7:28 am to
quote:

anyone on the Lanxess investor call right now?





I am. They said to tell y’all to buy buy buy more SLI stock
Posted by GeneralLee
Member since Aug 2004
13111 posts
Posted on 11/4/21 at 7:34 am to
Lanxess stock is down pretty big, about 7%, on the German market. Man you think those guys would want to get on with it and get a big win here...
Posted by SmackoverHawg
Member since Oct 2011
27382 posts
Posted on 11/4/21 at 7:37 am to
And you’d think they’d be up after earnings call.

Just spit it out mf’ers!!! You know it’s happening!!!
Posted by rphtx
CO
Member since Apr 2018
1322 posts
Posted on 11/4/21 at 7:39 am to
Haven't jumped into LLKKF yet...whats the deal with it? Looks like it was a nice little uptick. Considering throwing a couple grand at it. This thing gonna drop again?

Edit: Meeting didn't sound so great...
This post was edited on 11/4/21 at 7:49 am
Posted by igoringa
South Mississippi
Member since Jun 2007
11876 posts
Posted on 11/4/21 at 7:42 am to
They are definitely poker facing this call.

Say they are taking 6-12 months to absorb the current acquisitions and will then try to work down debt.

Language is definitely not suggestive of dropping $500 million to develop

Edit: Meeting just ended - just signed off from Cologne. Talked about roadshow type travel next week. Not what I was expecting.
This post was edited on 11/4/21 at 7:45 am
Posted by GeneralLee
Member since Aug 2004
13111 posts
Posted on 11/4/21 at 7:47 am to
No analyst asked about the Standard Lithium project on the call? Do you have a link to the replay? Thanks.
This post was edited on 11/4/21 at 7:48 am
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