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re: Diving deeper on Standard Lithium?

Posted on 11/8/21 at 7:48 am to
Posted by Black n Gold
Member since Feb 2009
15586 posts
Posted on 11/8/21 at 7:48 am to
quote:

Yet another week of hopefulness?


Hope my lotion bottle can make it through another week of pressing and squeezing.
Posted by GeneralLee
Member since Aug 2004
13877 posts
Posted on 11/8/21 at 7:57 am to
Looks like most of the infrastructure bill related buzz today is centered on the electrical grid related stocks (Proterra, Chargepoint, Nuvve, etc).
Posted by igoringa
South Mississippi
Member since Jun 2007
11901 posts
Posted on 11/8/21 at 8:23 am to
Of course nvve - sold out last week on the unusual bounce. Them and tell - Jesus Christ two Mistimed decisions lol
Posted by el Gaucho
He/They
Member since Dec 2010
56786 posts
Posted on 11/8/21 at 8:49 am to
Idk if any of y’all trusted the whsi and cubv plan but they’re pretty lit today

Green Sli not hurting my feelings either
Posted by GeneralLee
Member since Aug 2004
13877 posts
Posted on 11/8/21 at 8:53 am to
NVVE's market cap is still tiny... if it really catches on and gets legs with the Stonepeak JV, $100/share in the next year or two is not crazy town.
Posted by FMtTXtiger
Member since Oct 2018
4525 posts
Posted on 11/8/21 at 8:53 am to
Todays level is good. PepsiCo CEO said they are looking at tesla as well , if the operations are projections are solid, this has to go up.
Posted by SwampCollie
Louisiana
Member since Nov 2018
284 posts
Posted on 11/8/21 at 8:58 am to
Institutional Ownership now up to 13% of float....25 total owners


Good sign... will trade institutional $ for penny flippers all day errday
Posted by Dock Holiday
Member since Sep 2015
1743 posts
Posted on 11/8/21 at 9:04 am to
quote:

Institutional Ownership now up to 13% of float


I've been watching this as well. It's certainly been creeping in the right direction.
Posted by SwampCollie
Louisiana
Member since Nov 2018
284 posts
Posted on 11/8/21 at 9:08 am to
How is Lithium Americas Corp (LAC) a $4.2B market cap and SLI just $1.7B? Neither has revenue, today. Is the upside that much higher? Licensing technology is pure profit... drops straight to the bottom line, potentially limitless upside

Not understanding the drivers behind the market's valuation delta....
This post was edited on 11/8/21 at 9:12 am
Posted by Beerinthepocket
Dallas
Member since May 2011
871 posts
Posted on 11/8/21 at 9:14 am to
My 11/19 $15 covered calls I sold were making me nervous so I just bought those back locking in a small profit. Between a potential Mintak interview and Lanxess hinting their travel to the US was SLI related, too many very near term catalysts could have bit me.
Posted by GeneralLee
Member since Aug 2004
13877 posts
Posted on 11/8/21 at 9:23 am to
LAC has always been the more noticed stock. It may also be faster to production unless the Germans finally get off their a**. LAC might also be an easier buyout target for Albemarle.LAC's methods to mine lithium are clearly less environmentally friendly than SLI, however.
This post was edited on 11/8/21 at 9:45 am
Posted by SmackoverHawg
Member since Oct 2011
28919 posts
Posted on 11/8/21 at 10:06 am to
I think the dog and pony show that was put on at Lanxess El Dorado, was to show to investors and those over the ones responsible for that site and the SLI project that the funds weren’t being squandered. Lanxess is still funding work. There’s been no dissolution of JV. However, when it comes to the final investment decision, that’s what’s still up in the air. I feel confident they will come to an agreement, but after the hits both companies took from COVID, it may be slower and less aggressive than we hoped and the had planned. For it to be a success, Lanxess can’t get in a bind or it jeopardizes everything.

SLI is actively seeking funding and investors for both the Lanxess projects and TETRA. I’m bearish short term and bullish long term. I’m afraid we may be looking at dilution through shelf offering and perhaps less optimal revenue splits for initially.

After a few days in the woods to ponder, I blame neither Lanxess or SLI. We are about a year or more behind where they should be had COVID not hit. Potential supply chain disruptions and inflated construction prices in near term likely factor in as well. Take COVID out of the equation and we’re right to where we should’ve been this time in 2020. I’m afraid the other issues may tack an additional year onto start of production and revenue.
Posted by igoringa
South Mississippi
Member since Jun 2007
11901 posts
Posted on 11/8/21 at 10:16 am to
Smackover,

I have evolved into your current parlor on this. Nothing has changed long term, but short term is not what we had hoped or envisioned... Lanxess is overextended and we would have to pony up and dilute. Which as I have said before long term may not be a bad thing, but short term it would likely not going over too hot.
Posted by jimjackandjose
Member since Jun 2011
6631 posts
Posted on 11/8/21 at 10:22 am to
A dog and pony show for bigs... what I was afraid of.

Might see what kind of pop we get off tomorrow's interview and maybe earnings. Then decide if I want to pay taxes this year not.

I've got 10K shares that go long in January. Hate to sell them but also hate to ride back down to 9 bucks
Posted by SmackoverHawg
Member since Oct 2011
28919 posts
Posted on 11/8/21 at 10:32 am to
I got my hopes up, and others, from all the cosmetic upgrades. It may still be for announcement of finalization of JV deal, which would prove Lanxess believes in the tech, but not to degree or speed many of us wanted. That’s still good news, but not great. I think we saw a price near $13 in anticipation. I think the full deal would likely send us into the 20’s, but anything less could cause a short term dip while people digest things. I’m hesitant to purchase any new shares until it shakes out. I’ve been planning to take some long term gains prior to end of year due to potential increases in capital gains taxes. I’ll probably hedge and start taking some before 11-15, but in tiny batches not to affect share price.

Truthfully, my hope is for an over reaction by the market, I take profit and get my shares back or more.

If I do, be ready cause this shite will moon and never come back down!!
Posted by CollegeFBRules
Member since Oct 2008
24785 posts
Posted on 11/8/21 at 10:36 am to
Yeah, I may be looking to lock in some profits before week is out then let it sit, pay some taxes, and monitor it for a little while. I may regret it, but I get the feeling dilution is more likely and I don’t want to ride that back down right now.
Posted by deltaland
Member since Mar 2011
96705 posts
Posted on 11/8/21 at 10:37 am to
quote:

Nuvve


So glad I bought into them a week ago.


Wish I bought more
Posted by SmackoverHawg
Member since Oct 2011
28919 posts
Posted on 11/8/21 at 10:38 am to
It’s a guessing game and I’m holding my short term shares because the taxes on it and putting more of my earned income in the 37% bracket isn’t worth it. Not to mention the chunk I made on DWAC. shite would have to drop to $6 to justify that. Maybe less. Don’t worry fellas, I’m not gonna tank it. Just want to lock in some gains. I’m having my girls hold. They’re still short term gainers.
Posted by GeneralLee
Member since Aug 2004
13877 posts
Posted on 11/8/21 at 10:39 am to
The overall market ripping so hard the past month or so is probably giving us an uneasy feeling as well. Just feels like at some point the broader market is going to have to have a reckoning with the supply chain issues currently being experienced.
Posted by PotatoChip
Member since May 2014
4192 posts
Posted on 11/8/21 at 10:59 am to
By the time the majority off my shares hit long term gain status, the dip would be over imo. Wish I had more funds to throw at this thing if it were to dip.
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