re: Diving deeper on Standard Lithium?

RM would be late to his own funeral.


Is canuckuary lodged in between the real october and november on some canadian calendar i dont know about?

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So earnings was pushed back again? I wonder why they keep pushing it back. Waiting for something to be completed perhaps?

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As the newbie to the big boys table, it certainly doesn't project "we know what we're doing" to the market.

I had to tell my kid that we’re not gonna have presents this year because the Grintak stole Christmas

He said “daddy why won’t he just drop the jv?”

just saw Livent (lthm) tanking after earnings. I would know i own a few shares of that as well. Will that have any effect on SLI tommorrow?

We sank while other lithium stocks mooned today, maybe it'll be opposite tomorrow.

Starting to think this would be soooo much simpler if Lanxess was just like a 150,000 acre version of Tetra. Maybe Mintak should just get some investors on board to finance the plant capex and make Lanxess a one time payment (or just pay them a royalty %), and in exchange SLI gets 100% of the post royalty earnings. Seems like this would solve Lanxess' cash flow concerns (given their recent M&A activity and debt load per the call this morning) and would streamline decision making, no two board approval for each FID on each plant, etc. I think supadave was going down this line of thinking a while back of SLI maybe going down a path to become more independent...

SLI is in a very different position than they are. Other than SLI somewhat following lithium market movements, I don’t see the two as being that inline with one another.

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They sure have been consistent on one thing and that’s being late on everything. It’s frustrating as hell but they seem to make up for it shortly thereafter.

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That does seem to be the case, and despite the panic and anxiety, they come through big time. I would have to think the delay is on Lanxess. But Stephen Inc., Simmons Bank investments give me even more confidence in them. Also shows they're on the radar for the people that can finance them. Banks just don't invest in speculative stocks. Granted it's just 55k shares, but they tend to be very conservative in their investments.

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was never gonna happen today

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It'll be out of the blue after many have given up hope and sold. Just like the 600 previous times.

What time is the German tease in the morning?

Anyone familiar with NANO ONE? Ticker is: NNOMF

A couple of their higher-ups were on the "Global Lithium Podcast" tonight. Didn't get a chance to finish it out, as it was almost a full hour long.

Sounded like an interesting company that produces energy storing materials for lithium batteries. Never heard SLI mentioned, but think they deserve some DD as a possible side-play.