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re: Diving deeper on Standard Lithium?

Posted on 6/30/21 at 10:44 pm to
Posted by jimjackandjose
Member since Jun 2011
6636 posts
Posted on 6/30/21 at 10:44 pm to
This thread is bullish lately

Yesterday we were selling if No JV in 3.5 months

Today we buying truck nuts

I just want to know how long to hold!
Posted by GeneralLee
Member since Aug 2004
13877 posts
Posted on 6/30/21 at 10:46 pm to
I’m holding until I think it’s at a fair DCF valuation of the three Lanxess plants and Tetra lease, at which point I will gradually sell chunks off for portfolio diversification purposes.... we have a long way to go yet!
Posted by jimjackandjose
Member since Jun 2011
6636 posts
Posted on 6/30/21 at 10:58 pm to
Good point. No reason I cant calculate to a 10 to 15 PE based off of lithium prices and known production rates plus well capacity.

I do think I'm probably selling a portion if it gets meme treatment off a tesla contract.
Posted by pkloa
Member since Jan 2011
2280 posts
Posted on 7/1/21 at 1:19 am to
quote:

TOTAL: ~1,184k (not including "lurkers"

Guess I should quit lurking, put me down for 9500

Together, we are the Charter of Committed Standard Lithium Investors Needing Gains Exceeding Run-of-the-mill Stocks!
Posted by SmackoverHawg
Member since Oct 2011
28985 posts
Posted on 7/1/21 at 5:01 am to
quote:

I just want to know how long to hold!


I'll let y'all know when I've place my sell order.
Posted by Dock Holiday
Member since Sep 2015
1747 posts
Posted on 7/1/21 at 7:28 am to
quote:

When the baws start buying electric F-150s,


I just reserved one. I don't have faith that I will complete the order process though. Many of my drives pulling a boat are in and through areas when there is little to no chance there will be a charging station in the next 2 decades...never is more likely...
Posted by SmackoverHawg
Member since Oct 2011
28985 posts
Posted on 7/1/21 at 7:31 am to
Diesel generator. Charging problem solved.
Posted by GrizzlyAlloy
Member since Aug 2020
2581 posts
Posted on 7/1/21 at 7:39 am to
Seems like trucks would be easy to add aftermarket flat extended batteries to the bed. More lithium demand!
Posted by GeneralLee
Member since Aug 2004
13877 posts
Posted on 7/1/21 at 7:43 am to
Not gonna lie was really hoping the JV announcement was coming yesterday or today, thought maybe the Germans wanted it nice and tidy at the end of one quarter or beginning of the next. Come on let's end the wait!! Maybe Monday? Most of their PR's seem to come on Mondays.
Posted by Putty
Member since Oct 2003
25804 posts
Posted on 7/1/21 at 8:19 am to
quote:

I just want to know how long to hold!



smackover told me to expect $80/share by September...at least that's what my wish board says.
Posted by Putty
Member since Oct 2003
25804 posts
Posted on 7/1/21 at 8:23 am to
quote:

Seems like trucks would be easy to add aftermarket flat extended batteries to the bed.


I am surprised they have not yet offered "expansion packs" to give 100 miles or so more range when/as needed. Leave it in the garage and plug it in for longer trips. As I understand it from listening to Musk on Rogan is the battery range limitations are primarily a function of economics and the extra weight being inefficient for most people's typical driving habits. A 500+ mile range would not make sense for production due to efficiency loss and cost.
Posted by CollegeFBRules
Member since Oct 2008
24785 posts
Posted on 7/1/21 at 8:24 am to
quote:

smackover told me to expect $80/share by September...at least that's what my wish board says.


You’ve spoken it into existence. If it doesn’t happen, I’m directing you to the nearest Sonic parking lot.
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2913 posts
Posted on 7/1/21 at 8:39 am to
Shows not trading on Schwab, has the listing already changed?
Posted by nsudemon10
EBRP
Member since Dec 2010
580 posts
Posted on 7/1/21 at 8:47 am to
Nothing trading on Schwab. What the heck. I got more shares to buy!
Posted by LChama
Member since May 2020
2700 posts
Posted on 7/1/21 at 8:50 am to
Was this expected or are we halted for tesla purchase :)
This post was edited on 7/1/21 at 8:54 am
Posted by Dock Holiday
Member since Sep 2015
1747 posts
Posted on 7/1/21 at 8:53 am to
My Schwab account for STLHF shows "N/A" was well.

My StockSpy app on my phones shows it trading though, currently just under $4.20
Posted by Got Heeem
Georgia
Member since Sep 2012
3631 posts
Posted on 7/1/21 at 8:56 am to
Trading fine on etrade
Posted by GeneralLee
Member since Aug 2004
13877 posts
Posted on 7/1/21 at 8:57 am to
Not showing any trades on the Canadian side, but showing trading on the American symbol today.
Posted by Woodbird
Member since Jun 2017
272 posts
Posted on 7/1/21 at 8:59 am to
Google search says today is "Canada Day" whatever that is.
Posted by Fe_Mike
Member since Jul 2015
3546 posts
Posted on 7/1/21 at 9:36 am to
Crazy low volume today.

Staying at $4.19, though.

Interested to see if we get a long weekend sell off tomorrow, or big FOMO buying in anticipation of that PR bomb on Tuesday which is undoubtedly definitely maybe coming.
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