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Message
re: Diving deeper on Standard Lithium?
Posted on 11/8/21 at 7:48 am to HarrisonTown
Posted on 11/8/21 at 7:48 am to HarrisonTown
quote:
Yet another week of hopefulness?
Hope my lotion bottle can make it through another week of pressing and squeezing.
Posted on 11/8/21 at 7:57 am to Black n Gold
Looks like most of the infrastructure bill related buzz today is centered on the electrical grid related stocks (Proterra, Chargepoint, Nuvve, etc).
Posted on 11/8/21 at 8:23 am to GeneralLee
Of course nvve - sold out last week on the unusual bounce. Them and tell - Jesus Christ two Mistimed decisions lol
Posted on 11/8/21 at 8:49 am to GeneralLee
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
Green Sli not hurting my feelings either
Posted on 11/8/21 at 8:53 am to igoringa
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 on 11/8/21 at 8:53 am to el Gaucho
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 on 11/8/21 at 8:58 am to FMtTXtiger
Institutional Ownership now up to 13% of float....25 total owners
Good sign... will trade institutional $ for penny flippers all day errday
Good sign... will trade institutional $ for penny flippers all day errday
Posted on 11/8/21 at 9:04 am to SwampCollie
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 on 11/8/21 at 9:08 am to Dock Holiday
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....
Not understanding the drivers behind the market's valuation delta....
This post was edited on 11/8/21 at 9:12 am
Posted on 11/8/21 at 9:14 am to KCRoyalBlue
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 on 11/8/21 at 9:23 am to SwampCollie
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 on 11/8/21 at 10:06 am to Beerinthepocket
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.
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 on 11/8/21 at 10:16 am to SmackoverHawg
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.
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 on 11/8/21 at 10:22 am to SmackoverHawg
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
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 on 11/8/21 at 10:32 am to igoringa
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!!
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 on 11/8/21 at 10:36 am to jimjackandjose
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 on 11/8/21 at 10:37 am to GeneralLee
quote:
Nuvve
So glad I bought into them a week ago.
Wish I bought more
Posted on 11/8/21 at 10:38 am to jimjackandjose
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 on 11/8/21 at 10:39 am to CollegeFBRules
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 on 11/8/21 at 10:59 am to GeneralLee
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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