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1
Posted on 8/5/21 at 7:14 pm to tigerfoot
quote:
Lanxness just made a 1.2 billion dollar acquisition, wouldnt this be a little fast for another 1.5 billion with a company that has a 5 billion cap?
I saw this on LinkedIn. Video of lanxness CFO detailing the acquisition. Above the post "Robert Mintak likes this"
I found it interesting to say the least
Posted on 8/5/21 at 7:18 pm to Fe_Mike
quote:
Are we already close and the buyout is around $1.5B which would seem almost like a disappointment at this point?
I’d be pretty disappointed with 1.5B
Posted on 8/5/21 at 7:20 pm to igoringa
Everything I have read insinuates that lithium demand will outpace current supply without breakthrough technology
The push for all EV will further increase that, which alot of the political push of recent was not included in the estimating basis. Basically, if lithium is the battery source of the future, this thing doesnt stop
The real question, where will the power come from if we find the lithium
The push for all EV will further increase that, which alot of the political push of recent was not included in the estimating basis. Basically, if lithium is the battery source of the future, this thing doesnt stop
The real question, where will the power come from if we find the lithium
Posted on 8/5/21 at 7:21 pm to jimbeam
quote:
So does our MT vote on the board count for anything yet? Smack, as spokesperson and leader, what have you heard?
Nothing. Old rumors of potential buyout. Nothing recent. May be why SLI has been hustling on Tetra/maybe Galvanic and others. Lanxess is looking at a half billion dollars for expansion and has been acquiring brine sites in Europe. If they could buy SLI, they could keep the whole pie. I would think SLI ownership would want to increase their stake if they knew this was imminent. Don't forget there are several large investors with potentially as many shares individually as SLI does if they exercised all their warrants. Mintak has 1.1 million shares or so. I don't see him walking away for $20 or $30 million. Ready for PEA on Tetra site. I really don't think Lanxess acquiring SLI would happen. Don't think they'd be willing to pay what I'd be asking for if I was making the decision. Now Tesla buying out everything would make more sense or maybe come in as a third party to finance full expansion/Tetra site/Galvanic etc. to basically own the lithium, speed up ramping up of production that is greener and cheaper than anyone else's and sell what they don't want at a premium.
Just spitballing. I have no clue.
Posted on 8/5/21 at 7:24 pm to igoringa
I think the futures have it at a firm base.
I think supply is not going to increase as quickly as forecasts have it and the price is going to rise a bit quicker than market anticipates. There are plenty of folks trying to capitalize on these prices but few will (I think) be able to get to market.
I think there is too much risk baked into the short term price. Long term, likely a good slope.
I think supply is not going to increase as quickly as forecasts have it and the price is going to rise a bit quicker than market anticipates. There are plenty of folks trying to capitalize on these prices but few will (I think) be able to get to market.
I think there is too much risk baked into the short term price. Long term, likely a good slope.
Posted on 8/5/21 at 7:26 pm to jimjackandjose
quote:
Above the post "Robert Mintak likes this"
I found it interesting to say the least
Get that price up Robert!!!!!
Posted on 8/5/21 at 7:28 pm to SmackoverHawg
So you say youre still buying more even at $7 smack?
Posted on 8/5/21 at 7:32 pm to LChama
quote:
So you say youre still buying more even at $7 smack?
My last mention of a purchase was regarding Lanxess. I've been adding some all along as a hedge to a buyout. I would buy some more at $7 or less.
ETA-I want that lithium money!!
This post was edited on 8/5/21 at 7:33 pm
Posted on 8/5/21 at 7:35 pm to SmackoverHawg
Can we get a valuation. Today I set stop loss limits ranging from $6.75 to $6 since this is taking up close to 50% of my portfolio. My cost basis is around $2. I don’t want to regret not taking great profits but I believe in the due diligence.
Smack you got any advice?
PS I only got 8k shares and my retirement portfolio isn’t that large $140k. But I’m young.
Smack you got any advice?
PS I only got 8k shares and my retirement portfolio isn’t that large $140k. But I’m young.
Posted on 8/5/21 at 7:57 pm to CorkRockingham
I think you will hit those SLs unless this thing goes to 9
And then have major regrets
MM are notorious for pushing a stock down to catch people in SLs right before a big push. It already happened here after the uplist date.
And then have major regrets
MM are notorious for pushing a stock down to catch people in SLs right before a big push. It already happened here after the uplist date.
Posted on 8/5/21 at 7:59 pm to SmackoverHawg
quote:
Now Tesla buying out everything would make more sense or maybe come in as a third party to finance full expansion/Tetra site/Galvanic etc. to basically own the lithium, speed up ramping up of production that is greener and cheaper than anyone else's and sell what they don't want at a premium.
I would bet this is the play. Much less risk for Tesla with almost all the benefit. Basically fund the plants for 40% profit share and first right of refusal to 100% of production
Lanxness loses out for dragging feet while SLI and Tesla make bank down the street. And then Lanxness loses Tesla as potential primary customer
Posted on 8/5/21 at 8:21 pm to SmackoverHawg
What is the ticker symbol for Lanxess?
Posted on 8/5/21 at 8:28 pm to jimjackandjose
I’d just pump the brakes on a Tesla buyout.
It’s not in their portfolio and lithium mining is no joke.
Where do they get their feed stock? If Tesla outbid Lanxess for the acquisition you think Lanxess will turn around and give them their brine? If they do it’ll be for a jacked up price.
Same with Tetra.
Tesla needs a supplier, they aren’t a manufacturer. I’m not saying it’s totally off the table but it just doesn’t make as much sense to me as y’all are implying.
It’s not in their portfolio and lithium mining is no joke.
Where do they get their feed stock? If Tesla outbid Lanxess for the acquisition you think Lanxess will turn around and give them their brine? If they do it’ll be for a jacked up price.
Same with Tetra.
Tesla needs a supplier, they aren’t a manufacturer. I’m not saying it’s totally off the table but it just doesn’t make as much sense to me as y’all are implying.
Posted on 8/5/21 at 8:28 pm to CorkRockingham
quote:
Can we get a valuation. Today I set stop loss limits ranging from $6.75 to $6 since this is taking up close to 50% of my portfolio. My cost basis is around $2. I don’t want to regret not taking great profits but I believe in the due diligence.
Tough call. The best it is yet to come, but as we found out in 2020, black swans seem to be breeding.
If you're young. I'd be more aggressive, but I would probably start my stop loss at $5.50. If you can make 150-200+% in a year or less, that's a great return. We could easily hit $6.75 tomorrow if we get a bad market day and no news. May be brief, but I wouldn't be shocked to see $6 again. But it generally rockets back up. I know if I see it at $6.50 or less, I'm buying. Next stop is $8+ with some decent news. I really feel like we'll get it in the next three days.Posted on 8/5/21 at 8:38 pm to SmackoverHawg
All I know is some serious chess pieces have to be being moved behind the scenes to cause the uplist and this already huge increase in price. If you had told me back in March that we’d be in August with no JV yet, I’d assume the price would be sub $2. Something is definitely afoot.... I look forward to finding out what it is!
Posted on 8/5/21 at 8:40 pm to CorkRockingham
quote:
Smack you got any advice?
Friendly PSA:
Plenty of us have made a lot of money from our discussions on this thread, but we need to be careful to not explicitly ask for, or offer “financial advice”. Its a gray area, but remember, this is a public forum.
Anyway... carry on, love this stock!
Posted on 8/5/21 at 8:40 pm to SmackoverHawg
No stop losses here. My main debate is do I sell covered calls at $20 strike when options open up here....
Posted on 8/5/21 at 8:40 pm to Fe_Mike
quote:
I’d just pump the brakes on a Tesla buyout.
It’s not in their portfolio and lithium mining is no joke.
Where do they get their feed stock? If Tesla outbid Lanxess for the acquisition you think Lanxess will turn around and give them their brine? If they do it’ll be for a jacked up price.
Same with Tetra.
Tesla needs a supplier, they aren’t a manufacturer. I’m not saying it’s totally off the table but it just doesn’t make as much sense to me as y’all are implying.
Brakes don't need pumped. Never hit the gas. Let's be clear this is just fantasy speculation due to a German video clip mentioning a buy out. I could see some sort of deal worked out to finance the expansion at Tetra/Galvanic and maybe other sites to help Tesla obtain the lithium they are needing now. They could be an investor in the JV company Lanxess/SLI are forming. Even with the best idea and resources, you need cash flow. SLI has none and $475million is nothing to sneeze at for Lanxess expansion for a market that's not going to be really bumping for a few years.
I think the Lanxess acquisition makes sense for Lanxess, but not for SLI. They may be hammering out how Lanxess will profit from anything outside of their venture that SLI gets into. Would make sense to me and would be fair considering that this doesn't happen without Lanxess' support. Make no mistake, they have invested quite a bit in this already as well.
Posted on 8/5/21 at 8:50 pm to igoringa
Why is there such a focus in southern Arkansas? The smackover formation runs straight through the gut of Mississippi along with other states, but there has been little development in this regard. Is it more/easier to get to in Arkansas? Curious because I have mineral rights in central MS.
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