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re: Diving deeper on Standard Lithium?

Posted on 10/19/21 at 11:49 am to
Posted by SmackoverHawg
Member since Oct 2011
28941 posts
Posted on 10/19/21 at 11:49 am to
quote:

What is their timeline for actually delivering lithium?


Probably a year. Lanxess will buy output from demo unit. Will take probably 6-9 months to complete JV project. Could be a little sooner. Look for start of Lanxess project around first of the year.
Posted by el Gaucho
He/They
Member since Dec 2010
56809 posts
Posted on 10/19/21 at 11:50 am to
Sorry us unvaccinated are forced to live on the margins of society
Posted by LSUGrad2005
Member since Aug 2018
728 posts
Posted on 10/19/21 at 11:51 am to
I guess this afternoon will be bad, the lunch time sell-off did not happen.

Posted by SmackoverHawg
Member since Oct 2011
28941 posts
Posted on 10/19/21 at 11:52 am to
quote:

Man if they can start producing on an industrial level that would be huge.


They are now. Mintak even said it on Cramer. But that's only about 250 tons/year (initial estimate). May be more. We'll find out on 10/29 hopefully. They pushed back earnings report from 10/26 (Tues) to 10/29 (Fri).

Commercial is next. Lanxess and Tetra.
Posted by SmackoverHawg
Member since Oct 2011
28941 posts
Posted on 10/19/21 at 11:53 am to
quote:

guess this afternoon will be bad, the lunch time sell-off did not happen.


Ain't 12:30 yet. If we miss mid day dip, it usually rises all day with the end of day surge right at close.
Posted by jimbeam
University of LSU
Member since Oct 2011
75703 posts
Posted on 10/19/21 at 11:53 am to
SOB im going to be in the mountains on a hunt on the 29th
Posted by LSUGrad2005
Member since Aug 2018
728 posts
Posted on 10/19/21 at 11:55 am to
If this continues to rise all day that should mean the 10/29 meeting has to have good news. Right?
Posted by SmackoverHawg
Member since Oct 2011
28941 posts
Posted on 10/19/21 at 11:58 am to
quote:

I know I read 2025 or something for the TETRA project, but what was the timeline to ramp up production at the Lanxess sites? The timeline is escaping me at the moment. I feel it's gotta be soon....Q1 of next year?


Lanxess will begin producing first. Tetra project will be built along side Lanxess with Lanxess being first. Makes sense to get it done while you have the contractors there. Less work and money involved in getting Lanxess going.
Posted by SmackoverHawg
Member since Oct 2011
28941 posts
Posted on 10/19/21 at 12:00 pm to
quote:

If this continues to rise all day that should mean the 10/29 meeting has to have good news. Right?


That's my assumption. I feel like this one will show revenue from sale of demo output to Lanxess. I may be wrong, but if it does we could take a big jump as it proves without a doubt that they are producing high grade lithium and Lanxess is buying it. So even without JV announced, it would be a foregone conclusion.
Posted by VOL IN
Lincoln Parish
Member since Jul 2021
13 posts
Posted on 10/19/21 at 12:01 pm to
Any short term belief that the move from Tuesday 10-26 to Friday 10-29 might mean the initial earning report is trying to put on the back page a little?


Also a side note, I live near Ruston LA and I saw a video of the Ruston Community Tennis Association. The video displayed all of the local business that sponsored the event and I had to do a double take as the last banner was no other than an SLI banner. Had the name Bruce Seitz and a phone number. I thought I was getting SLI drunk but it was real.
This post was edited on 10/19/21 at 12:12 pm
Posted by DrSeuss19
Member since Sep 2021
37 posts
Posted on 10/19/21 at 12:12 pm to
Interesting that they'd move it back. I would assume if they felt it would be positive they'd have done it during the week to let the momentum push it up. Should be interesting either way.
Posted by Fe_Mike
Member since Jul 2015
3538 posts
Posted on 10/19/21 at 12:17 pm to
Yeh generally speaking, delaying a release from mid-week to Friday is not a good omen.

Obviously it’s not a firm fixed rule, but…interesting.
Posted by el Gaucho
He/They
Member since Dec 2010
56809 posts
Posted on 10/19/21 at 12:20 pm to
Y’all can sell all you want

She’s still not coming back bro
Posted by supadave3
Houston, TX
Member since Dec 2005
31136 posts
Posted on 10/19/21 at 1:00 pm to
Fellas, we’re gonna all be millionaires. I wish I had but one kidney to sell for this stock. (I need the other one)
Posted by tigerfoot
Alexandria
Member since Sep 2006
58992 posts
Posted on 10/19/21 at 1:08 pm to
A 10 percent day and this place is dead. We are becoming fairly spoiled.
Posted by jimbeam
University of LSU
Member since Oct 2011
75703 posts
Posted on 10/19/21 at 1:15 pm to
Too busy looking at my calls
Posted by el Gaucho
He/They
Member since Dec 2010
56809 posts
Posted on 10/19/21 at 1:17 pm to
Honestly if y’all would’ve invested in Sli sister companies Pqeff and ilst like I suggested y’all would be big rich right now
This post was edited on 10/19/21 at 1:18 pm
Posted by GrizzlyAlloy
Member since Aug 2020
2581 posts
Posted on 10/19/21 at 1:21 pm to
Dip baby dip, I said dip baby dip...
Posted by Chucktown_Badger
The banks of the Ashley River
Member since May 2013
33943 posts
Posted on 10/19/21 at 1:21 pm to
quote:

big rich


Posted by ynlvr
Rocket City
Member since Feb 2009
5067 posts
Posted on 10/19/21 at 1:25 pm to
quote:

el Gaucho


You win the internet with these two picks tonight (10/19/21)
This post was edited on 10/19/21 at 1:26 pm
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