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re: Diving deeper on Standard Lithium?
Posted on 9/18/21 at 3:28 pm to Who_Dat_Tiger
Posted on 9/18/21 at 3:28 pm to Who_Dat_Tiger
quote:Those are my thoughts. I see this at $7 to be on par with TELL at $3 for potential profits, but SLI seems to be a safer investment.
Haven’t been around this board for that long but imagine SLI has the potential to collectively bring higher returns to TDMT than any other stock that’s been brought here before. Crypto might be a different story though.
Seriously, the original STLHF thread that I had to dig up could be the most precious literature ever posted on this website.
2
Posted on 9/18/21 at 3:42 pm to bayoubengals88
I ignored this thread for long time to my detriment. Put $1K into it in May at 2.80. Wish I had bought a lot more. Now have almost 5K shares at a DCA of 4.80. Wish I had gotten a lot more when it was under $3. The only stock I have done better with from this site is AUPH but it has been a long hold but looking very good now.
Posted on 9/18/21 at 3:45 pm to bayoubengals88
They have a $250M shelf offering that they will probably start to put to use post JV execution in 2022, to probably help accelerate Tetra production, maybe even develop the CA assets, etc. If history is any guide they will issue shares to private investors at a very slight discount to market prices (see their late 2020 offering that was oversubscribed).
My guess is first material revenue will start with first Lanxess plant construction being finished, so probably towards the end of 2022.
It’s all paper gains so far, but the paper gains even at $7/share are a life changing amount of money for me. I will start to sell in the $20/share range next year in tranches as my shares become long term cap gains eligible.
You are right in that this stock is still very much under the radar. It is insane to me how much more attention LAC and LLKKF get compared to this one. But I expect that to change over the next year. Hoping for some “stupid” level gains on things like a Tesla partnership.
Them getting bought out by Lanxess really caps the upside here so not a fan of that unless it was at a crazy premium to today’s prices.
I rode the TELL train from $1.30, sold at $5, but that one is such a crap shoot to me. I am out of that one for now, not convinced they can pull it off without further massive dilution.
My guess is first material revenue will start with first Lanxess plant construction being finished, so probably towards the end of 2022.
It’s all paper gains so far, but the paper gains even at $7/share are a life changing amount of money for me. I will start to sell in the $20/share range next year in tranches as my shares become long term cap gains eligible.
You are right in that this stock is still very much under the radar. It is insane to me how much more attention LAC and LLKKF get compared to this one. But I expect that to change over the next year. Hoping for some “stupid” level gains on things like a Tesla partnership.
Them getting bought out by Lanxess really caps the upside here so not a fan of that unless it was at a crazy premium to today’s prices.
I rode the TELL train from $1.30, sold at $5, but that one is such a crap shoot to me. I am out of that one for now, not convinced they can pull it off without further massive dilution.
This post was edited on 9/18/21 at 3:48 pm
Posted on 9/18/21 at 4:21 pm to GeneralLee
Thanks!
So they've got Lanxess land, land in San Bernadino, and they also have access to Tetra fields?
Again, if you don't mind, what's the bear thesis? There's got to be some risks involved.
quote:
They have a $250M shelf offering that they will probably start to put to use post JV execution in 2022, to probably help accelerate Tetra production, maybe even develop the CA assets,
So they've got Lanxess land, land in San Bernadino, and they also have access to Tetra fields?
Again, if you don't mind, what's the bear thesis? There's got to be some risks involved.
Posted on 9/18/21 at 4:45 pm to bayoubengals88
Bear thesis: JV doesn’t get executed, lithium concentrations drop rapidly from the brine water, other competitors like Cypress come up with better DLE technology (although SLI would have Lanxess and Tetra regardless).
Probably the best bear thesis is the really long term one that new technology will come out that will make lithium obsolete. I do think that is possible in the 10-20 year timeframe, but highly unlikely in the next 5 years.
Probably the best bear thesis is the really long term one that new technology will come out that will make lithium obsolete. I do think that is possible in the 10-20 year timeframe, but highly unlikely in the next 5 years.
Posted on 9/19/21 at 10:46 am to GeneralLee
quote:
new technology will come out that will make lithium obsolete.
New tech that can be commercially produced for individual use (in all practical sense) is at least 10-15 years away IMHO.
Lithium will be here a long while…
Posted on 9/19/21 at 8:57 pm to stewie
I would not be surprised to see some weakness here tomorrow and in all EV related stocks based on Manchin's desire to punt the reconciliation bill into 2022... see link below. Also DOW futures are down ~180 points right now.
LINK
LINK
This post was edited on 9/19/21 at 9:08 pm
Posted on 9/19/21 at 9:06 pm to GeneralLee
quote:
I would not be surprised to see some weakness here tomorrow and in all EV related stocks
Good. I have some money and want to add to SLI. I’ll take a dip please, just keep that trend UP.
Posted on 9/19/21 at 9:19 pm to supadave3
Got my first 23 shares on order 
Posted on 9/19/21 at 9:46 pm to bayoubengals88
Dow futures down 300 now, yeesh.
Posted on 9/19/21 at 9:47 pm to igoringa
NM
This post was edited on 9/21/21 at 10:41 am
Posted on 9/19/21 at 10:34 pm to GeneralLee
Best of luck, GeneralLee.
fathomblue@yahoo.com
fathomblue@yahoo.com
Posted on 9/20/21 at 5:43 am to KCRoyalBlue
Ouch, rough start this morning.
Posted on 9/20/21 at 5:56 am to BallsEleven
Yeah, if China starts another market crash (like they did with COVID).... Ugh! I think this is a blip though and not a true black swan event like COVID. Obviously if I thought this was another March 2020 type event I'd sell everything this morning and buy back cheaper.
Posted on 9/20/21 at 6:12 am to GeneralLee
i believe we are entering that 10% correction territory for the rest of sept. Which sucks because i bought stocks like Nike recently thinking it would be safe. Well not so much with supply chain issue. I got about 40% cash im going to hold until the dust has settled maybe covid cases turn around or something positive and then avg down some of my beaten down stocks and buy some companies i have wanted to buy but were to expensive. Probably wont look at my portfolio for a few weeks
Dam Futures are tanking!
Dam Futures are tanking!
This post was edited on 9/20/21 at 2:18 pm
Posted on 9/20/21 at 6:19 am to FLObserver
You think 10% from here or 10% from the peak at DOW ~35,500?
Posted on 9/20/21 at 6:42 am to GeneralLee
quote:
You think 10% from here or 10% from the peak at DOW ~35,500?
Sorry to get off SLI topic but
I think the market is looking for any reason to go down. Last week there were a few reports that were actually positive like consumer spending and it didnt matter. The big boys are going to push this down no matter what. I think most retail investors are now holding. There will be no more retail investors to the rescue for a while. Sept is in peoples heads and History says it supposed to be that way. Keep some cash . Sell a few shares if you have some gains and hold on because we going down but in the long run should just be better buying opportunities if your buying good companies like SLI .
This post was edited on 9/20/21 at 6:46 am
Posted on 9/20/21 at 7:13 am to FLObserver
I think this will be very short lived. Too much cash on the sidelines, on top of that you’ve had fund managers of these massive funds have to trim back gains on the big tech holdings just due to overweighting of their portfolios.
Cash is ready for this blip.
Cash is ready for this blip.
Posted on 9/20/21 at 7:18 am to Shepherd88
It’s only -8 now
Posted on 9/20/21 at 8:37 am to Ballstein32
they attend and it all comes full circle
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