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re: Diving deeper on Standard Lithium?
Posted on 9/23/21 at 9:03 pm to jimjackandjose
Posted on 9/23/21 at 9:03 pm to jimjackandjose
quote:
Reckon we should all sell...
No.. just me lol
0
Posted on 9/23/21 at 9:05 pm to jamiegla1
quote:
You dont have young guys like that working on a project like this at this point unless all of the detailed engineering is being done in Canada and they are just maintaining the place. Maybe they are in a holding pattern? It just doesn't feel staffed up.
That is pretty much what's happening. Especially when the border was locked down. They have brought in some consultants that have been working this brine for decades. No holding pattern. Everything is forward. There have been some hiccups and that should be expected moving from experimental to commercial. Theory v. reality. Small scale v. large scale.
Posted on 9/23/21 at 9:08 pm to igoringa
quote:
and Cramers tweet this morning suggests he has legitimately bought in:
Cramer's been in. For a bit. You think that fricker would give them air time after ignoring them and mentioning every other damn lithium stock if he wasn't bought in? That sumbitch got the bat signal and Burl told him when and how to dance. Notice how many stocks he warned people off of before pumping SLi?
Posted on 9/23/21 at 9:09 pm to jimjackandjose
quote:
Reckon we should all sell...
Yep, but coordinate and do it all at once on a low volume day and please give me a little notice to free up some cash.
Posted on 9/23/21 at 9:10 pm to igoringa
I thought Cramer is actually forbidden to own individual stocks as part of the terms of his job?
This post was edited on 9/23/21 at 9:11 pm
Posted on 9/23/21 at 9:11 pm to el Gaucho
quote:
They better not red me tomorrow
Baw, I’m like 78% sure papa is scheming to keep your wick dry or deep in thrice divorced snatch. It all makes sense if you see it through that lens. I got your back if you wanna run a black ops mission to leaf land.
Posted on 9/23/21 at 9:13 pm to SmackoverHawg
[quote]No holding pattern. Everything is forward[/quote
This is good to hear.
You got me from $1.50 to where we are now. You da man smack
Your reassuring hand through this fantastic voyage has been my rock.
This is good to hear.
You got me from $1.50 to where we are now. You da man smack
Your reassuring hand through this fantastic voyage has been my rock.
Posted on 9/23/21 at 9:16 pm to Guntoter1
quote:
Serious answer: In my opinion ... yes
Either Mintak is a horrible salesman or the process is experiencing problems
I know smack says that mintak under sells and over performs but at this point in the game that is a silly strategy.
Nah. They're good. Mintak is not a salesman. He gives what info is required and nothing more. He doesn't give a single shite about what the price is today. I'd be more concerned over a CEO that hypes the shite constantly.
You play the horses? You bet the "sure things" folks run around telling everyone about that never hits. You think when I got Calvin Borrell on a long shot and he tells me "Load up Boss, we winning today." that I tell everyone around so they can drop the odds? frick no. I load up and cash in. Same game, different players.
Sell if you wanna sell. Even a sure thing takes a dive out of the gate sometimes.
Posted on 9/23/21 at 9:16 pm to Guntoter1
Agreed 100%. If we all get to our lofty price targets I hope y’all don’t forget to donate some to the local charities Smack recommended.
Posted on 9/23/21 at 9:17 pm to jamiegla1
quote:
serious question. Does SLI need an experienced, licensed chemical engineer to work remotely from Louisiana to get this shite to $20? Can provide resume upon request
I feel as though I speak for the company whe I say:
Posted on 9/23/21 at 9:21 pm to SmackoverHawg
quote:
There have been some hiccups and that should be expected moving from experimental to commercial. Theory v. reality. Small scale v. large scale.
The lack of a process engineer is very odd to me. I dont have a feel for whats really going on onsite but its not typical to have this many MEs and no CHEs.
This is in no way a knock on what theyre doing. Just an observation from my experience. Like I said, if they need a process engineer im happy to help.
Posted on 9/23/21 at 9:21 pm to Guntoter1
It in the world of complex JV’s is a handful of months after proof of concept that much time from SLI’s perspective?
This thing is potentially massive. Why rush into it when time only multiplies your profit?
This thing is potentially massive. Why rush into it when time only multiplies your profit?
Posted on 9/23/21 at 9:24 pm to Guntoter1
quote:
You got me from $1.50 to where we are now. You da man smack
Your reassuring hand through this fantastic voyage has been my rock.
I can't assure you 100% there won't be issues. My concern is more political. SLi should be getting pumped by every greenie out there. Hell, the Washington Post-I believe it was-even mentioned them in an article about the dirty side of lithium mining and their green approach. I don't know how the f#$k it hasn't gotten more mainstream attention other than the big players wanting to buy all they can before the dirty masses discover it. Biggest thing I'm worried about is industrial espionage. They are too. There's reason they didn't want to send the SiFT unit down without them in tow to assemble. Fighting for patents they should already have. If they get them, pretty much would mean anyone else trying DLE is gonna have to take an entirely different approach and start from square one. Now they have some proprietary stuff and the process is project specific, so even if some things are leaked doesn't mean success for the thief. Flow, temperature, lithium content and other minerals etc. all factored in.
Posted on 9/23/21 at 9:25 pm to Guntoter1
Not seen the interview itself, but by general consensus of this board, RM got a C/C+ on the interview and still popped.
Posted on 9/23/21 at 9:29 pm to jamiegla1
quote:
The lack of a process engineer is very odd to me. I dont have a feel for whats really going on onsite but its not typical to have this many MEs and no CHEs.
My guess is that there really isn’t much of a process to manage.
The technology (ion removal or whatever) is relying on simply running the brine through an ion exchanging Matrix that is pre manufactured.
The real work is done in producing the matrix. Just a guess but that would explain the lack of man power.
Posted on 9/23/21 at 9:31 pm to jamiegla1
quote:
no CHEs.
Who says they don't? The LA Tech guys aren't the only ones working on it. They are just carrying out orders. I mean, what if they had some old arse CHE that has worked on brine extraction methods since the 70's and knows the Smackover brine as well or better than anyone else in the world? You need ME's to build what the CHE's need to make things work.
I guess people missed the fact that they have been producing lithium hydroxide at an industrial scale for a year or more. Now that the SiFT unit is in place they are having to fine tune the process up for the commercial build. You know things don't scale up proportionally most times. And optimizing the process, minimizing use of reagents, and upscaling that from hundreds of tons to hundreds of thousands of tons.
Posted on 9/23/21 at 9:33 pm to SmackoverHawg
Honestly once the JV is executed then the main risks left at that point are lithium prices, how fast the lithium gets depleted from the brine water, and just broader market conditions.
Gonna be in a pickle where to redeploy my SLI funds when the time comes to sell. Go back into index funds? Have done reasonably well with my other speculative stocks but nothing compared to this one. I like the 50+ bagger or bust plays like ASTS and HUMA, but you can only place small size bets on any one of those types as the odds of them going bust are so high. In my mind ORGN probably ends up being the next SLI for me.
Gonna be in a pickle where to redeploy my SLI funds when the time comes to sell. Go back into index funds? Have done reasonably well with my other speculative stocks but nothing compared to this one. I like the 50+ bagger or bust plays like ASTS and HUMA, but you can only place small size bets on any one of those types as the odds of them going bust are so high. In my mind ORGN probably ends up being the next SLI for me.
Posted on 9/23/21 at 9:36 pm to Guntoter1
quote:
The technology (ion removal or whatever) is relying on simply running the brine through an ion exchanging Matrix that is pre manufactured.
The real work is done in producing the matrix. Just a guess but that would explain the lack of man power.
That's correct for the most part. This is speculative, but their are lots of other minerals in that brine. Why waste it if you can easily precipitate it out as well down a different pathway? This project is for Lanxess and Standard Lithium. Lanxess is reopening their pharmaceutical operations at the El Dorado location. One has to think that this is tied to the SLi project. Maybe not. Mintak has said that extracting from a bromine operation isn't the most efficient way, but the fastest and cheapest to get going. The projects on the old bromine depleted brine sites will be dedicated to lithium extraction.
Posted on 9/23/21 at 9:37 pm to Guntoter1
quote:
My guess is that there really isn’t much of a process to manage.
All of the things you mentioned are managed by process engineers and operators. Never mechanical engineers. Mechanical engineers are necessary but usually only in the sense of rotating equipment and reliability
Posted on 9/23/21 at 9:40 pm to SmackoverHawg
quote:
ou need ME's to build what the CHE's need to make things work.
Ive never seen young MEs build plants.Ive seen old MEs build plants. Ive seen old CHEs build plants. Ive seen young CHEs run plants. Never seen young MEs run plants
Im not trying to shite on this. Im trying to make money on it. Just pointing out the things I see from someone in the biz
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