re: Diving deeper on Standard Lithium?

Gave you an upvote Pendulum. I'm holding 3139 @ 3.63 that from the start I decided this is a loooooooong hold. I think we need slightly pessimistic outlooks like this to keep us all grounded. Just looking at what this stock has done the past 6 months to a year we should all be thrilled. And like many have said there have been plenty of big waves along the way and maybe we are due for another. Too many are getting caught up in the day to day. I have been wanting to add along the way but keep holding bc too many times I've rushed and panic bought not wanting to get left behind and end up regretting it. Now hopefully I regret not buying now as this is the new low but if it does dip like you are saying I'll be waiting to buy also.

Recently put another 3K into my brokerage account ready on hand. I'm considering adding some Ford, DKNG, PENN, or PTLO (No thread hijack but would love others thoughts on any of those). But if we do get an SLI dip under $10 all 3K will be buying more!

Let's stay the course fellas.

I was only able to listen to the first 2025 minutes of the car but bluntly it’s as if the joint venture doesn’t exist. There has been zero discussion in any shape or form in either of these calls related to it. There’talk of deleveraging probably concerns me the most but I’m still a long term raging bowl on SLI

From report:

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Acquisition of IFF Microbial Control business announced

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This was supposed to be SLI JV

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Sustainably produced cyclohexane supplied to LANXESS production site in Antwerp starting in the fourth quarter of 2021

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They misspelled lithium

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Acquisition of IFF Microbial Control business announced


This was supposed to be SLI JV

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Yeah this pisses me off a lot, I think they destroyed a lot of Lanxess shareholder value doing the IFF deal before the SLI JV. Seems like the JV would've increased the ROI a ton for them on an asset they already own, along with hitting an ESG homerun. The IFF deal just seems like relatively generic growth.

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I was only able to listen to the first 2025 minutes of the car but bluntly it’s as if the joint venture doesn’t exist. There has been zero discussion in any shape or form in either of these calls related to it. There’talk of deleveraging probably concerns me the most but I’m still a long term raging bowl on SLI

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...and to think I swapped 650,000 shares of LVVV for 1,000 shares of SLI.

So it is going to be a frustrating window for the impatient.... is Lanxess playing dumb or are we on a different trajectory. And how soon will we know either way

What was the source of the JV information? I haven’t followed the entire thread.

Also keep in mind us on this board may have psyched ourselves out more then the rest of the shareholder base.

Based upon various tidbits from very solid people, we really began to convince ourselves that this earnings window was going to be the announcement time. That is us, not SLI. SLI last public sound bite was final investment decision sometime this year.

And as we know by the PEA of Tetra that can slip.

So I am in a bit of flux with Lanxess - listening to those calls I find it hard to believe they are going to lock in to 300-400 million in capex right now. That was not the tone and messaging to the analysts. In fact, they added a slide today to further explain future cash flow to appease investors.

So that is concerning. If the tech works, then this is all sands in the wind of time... but it was not how I wanted to start the weekend. lol

SLI has back up plans by now.

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Yeah this pisses me off a lot, I think they destroyed a lot of Lanxess shareholder value doing the IFF deal before the SLI JV. Seems like the JV would've increased the ROI a ton for them on an asset they already own, along with hitting an ESG homerun. The IFF deal just seems like relatively generic growth.

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This. Lanxess expended capital on two recent acquisitions. Dragging feet on JV. Work still progressing but I'm afraid the timelines will be drug out further than we'd like. Lanxess is too cheap to keep spending money on a project that they aren't interested in. I don't think the deal is off and I think SLI has proven to them that the technology works. I just don't think they are willing to spend $475million to get things up to speed as fast as SLI and their investors would like. This probably slows development of Tetra project as well. I'm still a bull long term. Not sure what the short term holds. Anxious to see if SLI updates us or mentions anything during earnings report.

Would explain his fundraising tour around Europe. May see shelf offering come into play.

Lanxess is sitting on a fricking goldmine. Financially and from a PR standing with clean, green lithium. I think Lanxess is fine waiting until the market for lithium is bigger and prices potentially higher.