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re: Diving deeper on Standard Lithium?

Posted on 10/14/21 at 1:20 pm to
Posted by Snoopy04
Republic of Texas
Member since Aug 2015
3089 posts
Posted on 10/14/21 at 1:20 pm to
Oh no worries. I did not ask with the intent of blowing him up. That's bad arse to have that intel. I'll stick to my own research and information gathering from you all on here.

Let's ride baby!
Posted by BallsEleven
Member since Mar 2019
6163 posts
Posted on 10/14/21 at 1:21 pm to
quote:

Tesla is building a cathode plant in Texas, that will be finished after the gigafactory in Austin. It also sounds like the Ford/SK plants in Tennessee/Kentucky will also have the cathode side figured out so domestic lithium doesn't have to be shipped overseas first.


He specifically brought this point up?
Posted by GeneralLee
Member since Aug 2004
13877 posts
Posted on 10/14/21 at 1:21 pm to
Yeah it's gonna be a wild ride (both down and up short term, but up over the long term once short term noise washes out). Buckle up and load on dips. After the drawdown from $9 to $5 earlier this year, almost nothing is gonna faze me now.
Posted by GeneralLee
Member since Aug 2004
13877 posts
Posted on 10/14/21 at 1:23 pm to
Yeah he mentioned the Tesla cathode plant being built in Texas, while I think the details on Ford/SK plants are still more up in the air on what technology those plants will or won't have.
Posted by el Gaucho
He/They
Member since Dec 2010
56782 posts
Posted on 10/14/21 at 1:25 pm to
Damn y’all said the m word in this thread too much and the share price crashed again


When he hears his name too much he goes to sleep for weeks at a time and the only way to wake him up is to hit 6 again
Posted by L LiSTR
El Dorado AR
Member since Sep 2021
198 posts
Posted on 10/14/21 at 1:27 pm to
great plan...you are the GENERAL!
Posted by BallsEleven
Member since Mar 2019
6163 posts
Posted on 10/14/21 at 1:27 pm to
quote:

Yeah he mentioned the Tesla cathode plant being built in Texas


Word.
Posted by Shamoan
Member since Feb 2019
11498 posts
Posted on 10/14/21 at 1:35 pm to
quote:

Does GeneralLee really have the inside scoop from the CEO or is this one of those parody/character things just meant to entertain the thread?



Yes...Yes, he does...

RM also personally fills hat and t-shirt orders, takes out the trash, and is the blow-dart trigger-man for everyone that refuses the vaccine. he is a jack of all trades.
Posted by GeneralLee
Member since Aug 2004
13877 posts
Posted on 10/14/21 at 1:40 pm to
Here are some links I found on the Tesla cathode plant to be built in Texas, apparently it's right next to the Gigafactory:

LINK

LINK

quote:

A battery cathode production factory at Giga Texas is just breaking ground. It will convert raw material to usable cathodes to support the starting capacity of 500,000 vehicles a year.
Posted by GrizzlyAlloy
Member since Aug 2020
2581 posts
Posted on 10/14/21 at 1:46 pm to
quote:

Lmao do y’all really believe this

Money is useless dog

I can’t even find someone to clean my pool or help me build my fence. I can’t buy a day off I can’t even hardly buy tube meat because it takes like 30 minutes to get through the line at cringe Albertsons. Can’t even buy a gf

We’re here because we’re gambling addicts


I'm crying xD
Posted by jimbeam
University of LSU
Member since Oct 2011
75703 posts
Posted on 10/14/21 at 1:47 pm to
Son of a bitch I’m gonna be out of cash if y’all keep giving me this information
Posted by supadave3
Houston, TX
Member since Dec 2005
31120 posts
Posted on 10/14/21 at 1:53 pm to
quote:

GeneralLee


quote:

I got off the phone with Robert Mintak earlier today


Now THAT is what I call DUE DILIGENCE. That’s is impressive.
Posted by BigPerm30
Member since Aug 2011
29393 posts
Posted on 10/14/21 at 1:55 pm to
Did I miss some news?
Posted by jamiegla1
Member since Aug 2016
7558 posts
Posted on 10/14/21 at 1:59 pm to
quote:

a little nest egg in my trading account (separate from my 401K). that $37,000 is now $61,000 with a hell of a lot of momentum at this point. I have about 2000 of my 4200 shares purchased under $4.00. its been awesome.

are you me?
Posted by Grassy1
Member since Oct 2009
7319 posts
Posted on 10/14/21 at 2:05 pm to
quote:

Can someone post the link to see sli shares bought and sold?



LIve Trading View, oddly enough via NASDAQ
Posted by rsb831
Member since Oct 2007
493 posts
Posted on 10/14/21 at 2:05 pm to
quote:

I asked him about the $800M Tetra capex buildout and sources for that amount of funding, and he said the PEA contemplates it as one buildout while in actuality it might be done in stages.


I'm hearing that it could be three plants at approximately 300M each. Which would extend the timeline of reaching full production capacity, but doesn't impact overall projected value.
Posted by igoringa
South Mississippi
Member since Jun 2007
11901 posts
Posted on 10/14/21 at 2:14 pm to
quote:

I got off the phone with Robert Mintak himself earlier today and got the OK from him to post notes from our discussion.


AND JUST LIKE THAT, this man is promoted back to General!
Posted by igoringa
South Mississippi
Member since Jun 2007
11901 posts
Posted on 10/14/21 at 2:17 pm to
General - Any mention by him on the JV? I know that he really can't give any timing guidance that is not public, but any nugget at all?
Posted by L LiSTR
El Dorado AR
Member since Sep 2021
198 posts
Posted on 10/14/21 at 2:24 pm to
and given another *
Posted by GeneralLee
Member since Aug 2004
13877 posts
Posted on 10/14/21 at 2:27 pm to
quote:

General - Any mention by him on the JV? I know that he really can't give any timing guidance that is not public, but any nugget at all?


He couldn't really say much there given the guidance rules as you noted, but I think that things are moving well. He is on the road a lot more than he was a few months ago which I think is a very bullish sign.
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