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Started By
Message
re: Diving deeper on Standard Lithium?
Posted on 9/27/21 at 10:51 am to Shepherd88
Posted on 9/27/21 at 10:51 am to Shepherd88
really quiet for a almost 4% day..
This poor is excited to almost move to the lower middle class!
No more paper plates for me! I'll be eating off the Dale Ernhart Nascar collection plates from now on.
This poor is excited to almost move to the lower middle class!
No more paper plates for me! I'll be eating off the Dale Ernhart Nascar collection plates from now on.
1
Posted on 9/27/21 at 10:51 am to igoringa
quote:
Yeah looks like timing wise he did the Cramer interview from Cologne Germany.
And yes that is where Lanxess has its headquarters.
And yes, it is bulging right now.
Tesla building an auto factory just outside of Berlin I believe. Submitted a request for permit to add battery factory just a few days after their visit (rumored) to Lanxess El Dorado to view SLI facilities and process in mid-late June.
Tried to get my nephew to do some intel, but he was in Serbia with a buddy from high school from Serbia watching the Hogs wreck A&M. Considering the 7 hour time lag and his state of drunkeness in his snap chats, I didn't figure he'd be up for it.
Posted on 9/27/21 at 10:52 am to Elusiveporpi
quote:
I'll be eating off the Dale Ernhart Nascar collection plates from now on.
Dale Sr.? You don't eat off those!!!! That's shite you put in a display case and pass down to the grandkids.
You eat off the Dale jr. woke shite.
Posted on 9/27/21 at 10:56 am to SmackoverHawg
quote:
Tesla building an auto factory just outside of Berlin I believe. Submitted a request for permit to add battery factory just a few days after their visit (rumored) to Lanxess El Dorado to view SLI facilities and process in mid-late June.
That kinda rumor will make things more than “bulge”
Posted on 9/27/21 at 11:08 am to SmackoverHawg
quote:
Tried to get my nephew to do some intel, but he was in Serbia with a buddy from high school from Serbia watching the Hogs wreck A&M. Considering the 7 hour time lag and his state of drunkeness in his snap chats, I didn't figure he'd be up for it.
Maybe he's sobered up enough now to do some recon...and not to get too far off topic, but the Hogs have a very impressive team this year...probably top 5. I'm looking forward to that game this weekend, but I'll be watching with a friend that is a big Dawgs fan so I'll try to temper my excitement when the Hogs beat their asses.
Posted on 9/27/21 at 11:21 am to AUHighPlainsDrifter
quote:
Maybe he's sobered up enough now to do some recon...and not to get too far off topic, but the Hogs have a very impressive team this year...probably top 5. I'm looking forward to that game this weekend, but I'll be watching with a friend that is a big Dawgs fan so I'll try to temper my excitement when the Hogs beat their asses.
Actually not too far off topic, because if SLI moons. All my LLC's with be signing NLI's contract with Razorbacks. My phone blew up a couple months ago when Marcus Elliot talked about our conversation on NLI etc. on Drive Time Sports for about 20 minutes. Gotta think outside the box to get some cash for these players. Getting some legal feedback on rules.
Many think we're punching above our weight. I don't. We manhandled Texas and TAM. Georgia is a different animal. I'm worried about us giving up deep balls. They got crazy speed and Texas missed numerous wide open receivers for sure fire TD's.
Most any SEC conversation applies as the Smackover formation goes from Florida to west Texas. It's all up in the western division. Maybe a teenie bit in Georgia. The east is Lithium poor.
Posted on 9/27/21 at 11:25 am to Hawgeye
quote:
Hawgeye
Just FYI, if this guy post a stock tip regarding oil and gas just buy it. Do your DD later. I suspect some other areas as well.
Posted on 9/27/21 at 11:29 am to igoringa
quote:
igoringa
You a member of FB SLI group?
Posted on 9/27/21 at 11:31 am to Shepherd88
And add the fact that Lanxess has added 30-60 brine sites in Germany/Europe over the past year. They have a contract with a chinese company to supply a lithium electrolyte for whatever it is they use it for. 10,000 tons/year. Seems like I read that initially they were working with Livent in Argentina for most of that. May be misremembering. But imagine a SLi/Livent partnership.
Guess who has lithium sites in south America? Livent. And Europe. This is just spitballing, but there are some hints. SLi DLE on low quality south American brine, Livent supplying Lanxess (if I remember correctly) Livent based in US as well. So, SLI brings robust domestic production to the table.
Guess who has lithium sites in south America? Livent. And Europe. This is just spitballing, but there are some hints. SLi DLE on low quality south American brine, Livent supplying Lanxess (if I remember correctly) Livent based in US as well. So, SLI brings robust domestic production to the table.
Posted on 9/27/21 at 11:35 am to SmackoverHawg
: :bow: :bow: :bow: :bow: :bow: :bow:This post was edited on 9/27/21 at 11:37 am
Posted on 9/27/21 at 11:36 am to Hawgeye
quote:Just looked into this. Damn…
MTDR
Posted on 9/27/21 at 11:38 am to SmackoverHawg
quote:
You a member of FB SLI group?
Smack, you see that latest post on the fb group? Someone posted a picture of an article with a pretty significant 1 year forecast for SLI.
Posted on 9/27/21 at 11:42 am to jimbeam
quote:
MTDR
Just looked into this. Damn…
Pretty sure I mentioned it a few times here and for sure on "Stocks your watching" thread. It may have even had a thread.
Apparently me, Hawgeye and one other poster are the only ones to jump on it. He remembers where he got it. He's being coy. He got in about $1.20. I almost bought a chunk more when it pulled back from like $38 to mid $20's, but went with more SLI. Thinking about selling my MUR and putting it in MTDR. MTDR still young and growing. More diversified. But MUR positioned well for future and very little shale production.
I think MTDR can be a $100/share stock in the next few years. Hawgeye would know better if he happens to stop by and weigh in.
Posted on 9/27/21 at 11:47 am to Shepherd88
quote:
Smack, you see that latest post on the fb group? Someone posted a picture of an article with a pretty significant 1 year forecast for SLI.
Yeah. Don't know where that came from. I mean if they can extract what I think they can and accelerate production as demand goes up, have partnered with Galvanic, Lanxess does have 60 brine sites with lithium and they get that Bristol lake project going...it's not unheard of. Especially with the speculation in lithium prices. shite, Albermarle is trading like 55-60 x earnings right now. I've always calculated like 9-12xearnings for SLI 15x top end due to historical valuations for the sector, but lithium is a wild card with the possibilities of severe production shortages and crazy high prices. You get prices double or triple current prices as some predict and they get extraction cost below $2500/ton...Look out!!!!
ETA-they posted a link
This post was edited on 9/27/21 at 12:01 pm
Posted on 9/27/21 at 11:59 am to jimbeam
quote:
MTDR
$36.16
Instead of a beer, I'm gonna owe Hawgeye a small brewery.
Posted on 9/27/21 at 12:11 pm to SmackoverHawg
quote:
You a member of FB SLI group?
I am but I have only posted once or twice -
Posted on 9/27/21 at 12:27 pm to igoringa
quote:
I am but I have only posted once or twice -
I haven't posted much on there. Thought I'd keep tabs on it for any info we may miss. We seem to be well ahead of stockwits too. The best info on Yahoo, stockwits or FB has come from this board, but I keep tabs for any little tidbit we may have missed.
And SLi is well aware of this thread. 98% sure Mintak reads it now and I think the camo hat at the end of Cramer was a "tip of the hat" to us. May be wrong, but that was kind of random.
Posted on 9/27/21 at 12:31 pm to SmackoverHawg
I got that same feeling as well. Nobody else puts the hats on a pedestal like we do. Mintak is an honorary baw, no doubt.
Posted on 9/27/21 at 12:31 pm to SmackoverHawg
quote:
And SLi is well aware of this thread. 98% sure Mintak reads it now and I think the camo hat at the end of Cramer was a "tip of the hat" to us. May be wrong, but that was kind of random.
I wondered the same thing on the hat - it was very random and we obviously have made a big deal about the hats... so would make complete sense
Posted on 9/27/21 at 12:33 pm to SmackoverHawg
pic n axe days will be over,mines will be bought out by big dawgs n merged together with tech.....we are on track we are the TECH of Lithium
This post was edited on 9/27/21 at 1:19 pm
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