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Started By
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re: Diving deeper on Standard Lithium?
Posted on 11/29/21 at 10:50 am to SwampCollie
Posted on 11/29/21 at 10:50 am to SwampCollie
That's a good sign. (although, obviously could still go either way)
The combined resources of Lnx, Koch, Tetra site, etc would be killer.
ETA: And nice to think that Lnx has now lost some leverage, but knowing the resources to help are there if needed from Koch.
Am I understanding this correctly?
The combined resources of Lnx, Koch, Tetra site, etc would be killer.
ETA: And nice to think that Lnx has now lost some leverage, but knowing the resources to help are there if needed from Koch.
Am I understanding this correctly?
This post was edited on 11/29/21 at 10:52 am
1
Posted on 11/29/21 at 10:53 am to SwampCollie
quote:SLi finna get theirs
We are currently negotiating the definitive commercial and related site service agreements required for a JV.
Posted on 11/29/21 at 12:48 pm to Grassy1
quote:
The combined resources of Lnx, Koch, Tetra site, etc would be killer.
Hopefully the pace to commercialization picks up now. Lithium demand is expanding quickly but the window may not stay open forever.
Posted on 11/29/21 at 1:02 pm to SwampCollie
Should we talk about SLI comparison to Piedmont Lithium (PLL)?
PLL: Piedmont Lithium is developing a world-class integrated lithium business in the United States, enabling the transition to a net zero world and the creation of a clean energy economy in America. Our location in the renowned Carolina Tin Spodumene Belt of North Carolina, the cradle of the lithium industry, positions us to be one of the world’s lowest cost producers of lithium hydroxide, and the most strategically located to serve the fast-growing US electric vehicle supply chain.
Their project in North Carolina:Approximately 25 miles long and two miles wide, the belt once supplied most of the western world’s lithium. Our core landholding within the belt currently consists of 1199 acres and we are actively adding further options to expand our presence in the region.
We are targeting the production of 160,000 tons per year of spodumene concentrate that we will convert to 22,700 tons per year of battery-grade lithium hydroxide.
In August 2020 PLL was trading around $6/share.
News started to trickle out about a big agreement and then the Tesla PR agreement hit and the price peaked at $40.
In later weeks it settled in the $25 range and stayed there until around Christmas 2020.
In early January they announced a purchase in Sayona Mining and became a majority stakeholder.
By the Ides of March this year they hit an ATH of $88/share.
They have since settled in the $60/share.
Although they go about it differently, do we see some similarities between PLL and SLI? Could 2022 be SLI's turn to run like PLL did in 2020/2021?
Is it just me or does PLL seem to be overvalued short term?
PLL: Piedmont Lithium is developing a world-class integrated lithium business in the United States, enabling the transition to a net zero world and the creation of a clean energy economy in America. Our location in the renowned Carolina Tin Spodumene Belt of North Carolina, the cradle of the lithium industry, positions us to be one of the world’s lowest cost producers of lithium hydroxide, and the most strategically located to serve the fast-growing US electric vehicle supply chain.
Their project in North Carolina:Approximately 25 miles long and two miles wide, the belt once supplied most of the western world’s lithium. Our core landholding within the belt currently consists of 1199 acres and we are actively adding further options to expand our presence in the region.
We are targeting the production of 160,000 tons per year of spodumene concentrate that we will convert to 22,700 tons per year of battery-grade lithium hydroxide.
In August 2020 PLL was trading around $6/share.
News started to trickle out about a big agreement and then the Tesla PR agreement hit and the price peaked at $40.
In later weeks it settled in the $25 range and stayed there until around Christmas 2020.
In early January they announced a purchase in Sayona Mining and became a majority stakeholder.
By the Ides of March this year they hit an ATH of $88/share.
They have since settled in the $60/share.
Although they go about it differently, do we see some similarities between PLL and SLI? Could 2022 be SLI's turn to run like PLL did in 2020/2021?
Is it just me or does PLL seem to be overvalued short term?
Posted on 11/29/21 at 1:07 pm to Dock Holiday
Look at the market cap instead of the stock price and do this comparison again. They are very similar. SLI has already had the same run as PLL.
Posted on 11/29/21 at 1:12 pm to Fe_Mike
quote:
Look at the market cap instead of the stock price and do this comparison again
It's truly baffling how few "investors" understand the difference between share price and market cap.
"Oh look, company A is $10 and company B is $7.... company A is obviously worth more"
Posted on 11/29/21 at 1:25 pm to Fe_Mike
quote:
Look at the market cap instead of the stock price and do this comparison again.
I guess I phrased it wrong, but still good discussion.
They went on a run after announcing the Tesla agreement and again after the Soyona acquisition. Their North Carolina project projects similar tonnes/year production as we have seen in SLI.
Do we see a similar run in 2022 should SLI continue to make progress? Sort of a dumb/rhetorical question, but I'm simply trying to point out the obvious possibilities now that Koch has de-risked this significantly.
This post was edited on 11/29/21 at 1:31 pm
Posted on 11/29/21 at 1:28 pm to Dock Holiday
It’s going to $100 by 4th of July. God bless the Canadians.
Posted on 11/29/21 at 1:30 pm to jimbeam
The SLIre rises brother
Posted on 11/29/21 at 1:54 pm to Dock Holiday
I’m really surprised Piedmont had held their market cap as well as they have given the issues they’ve run into. Did they ever get their permits in the Asheville area? is Tesla still looking to partner with them even?
This post was edited on 11/29/21 at 1:56 pm
Posted on 11/29/21 at 2:00 pm to Shepherd88
If tesla or GM or Ford signs an agreement with SLI, we will get a crazy run.
Hopefully tesla because it will be bigger
Hopefully tesla because it will be bigger
Posted on 11/29/21 at 2:06 pm to jimjackandjose
quote:
Hopefully tesla because it will be bigger
We went from going bankrupt to signing a deal with TSLA in less than two weeks. This thread delivers!
Posted on 11/29/21 at 2:17 pm to go ta hell ole miss
quote:
We went from going bankrupt to signing a deal with TSLA in less than two weeks. This thread delivers!
It's amazing how a little bit of Koch changes your mood.
Posted on 11/29/21 at 2:18 pm to Shepherd88
Piedmont's FAQ's on their website certainly seem to try calm the concerns and fears of traditional mining methods.
They call it "extraction", but it sure reads like mining, addressing dust, noise, water impacts.
Here's a sample:
ETA: From other pay only sites, it seems that they're in the process of getting their permit(s) from the state of NC. Looks like they had some sort of hearing about 13 days ago.
There's a facebook page, Stop Piedmont Lithium, this posted Nov 20, 2020:
They call it "extraction", but it sure reads like mining, addressing dust, noise, water impacts.
Here's a sample:
quote:
We intend to use modern mining, environmental, water and air mitigation techniques that are better and safer than traditional methods. Mine regulations and operations have changed significantly since the original development in the area in the 1940s. Piedmont Lithium is committed to utilizing modern environmentally sound techniques for its mining operations, including in-pit ore crushing and covered conveying systems to reduce noise and dust generation. Our operations will follow requirements set out in our federal, state, and local permits. Piedmont Lithium will implement progressive land reclamation techniques that will ensure we have no abandoned areas on our sites, and we will be developing native plant habitats that will thrive after quarrying operations have ceased.
ETA: From other pay only sites, it seems that they're in the process of getting their permit(s) from the state of NC. Looks like they had some sort of hearing about 13 days ago.
There's a facebook page, Stop Piedmont Lithium, this posted Nov 20, 2020:
quote:
“To me, I just don’t see it happening,” said Commissioner Allen Fraley, who represents the township where the mine would be built. “I can’t envision ever supporting it.” Many, including former District Attorney Locke Bell, question Piedmont Lithium's claims of "sustainable mining". Open pit mines are notoriously toxic to the environment and in Piedmont's reports, they acknowledge ground and surface water will dry up. Aquifers will be depleted along with streams and springs. Water is our most precious resource. Say yes to life and no to mining!
This post was edited on 11/29/21 at 2:41 pm
Posted on 11/29/21 at 2:35 pm to Grassy1
Lol do you even DLE Piedmont? DO YOU EVEN DLE?!
Posted on 11/29/21 at 2:36 pm to Grassy1
Its astonishing to me the people were willing to pay almost $2/share more ealier this month WITHOUT Koch and the tremendous assets he brings to the table.
Investors are incomprehensibly irrational
Investors are incomprehensibly irrational
Posted on 11/29/21 at 2:42 pm to SwampCollie
Investors can remain bullish longer than el gaucho can troll
Truth.
Truth.
Posted on 11/29/21 at 3:03 pm to SwampCollie
We need another appearance on MadMoney, mentioning the Koch support.
I also think that when an investor scrolls down and sees multiple lawsuits announced, it doesn't help short term.
I also think that when an investor scrolls down and sees multiple lawsuits announced, it doesn't help short term.
This post was edited on 11/29/21 at 3:11 pm
Posted on 11/29/21 at 3:17 pm to Dock Holiday
quote:Not really.
Should we talk about SLI comparison to Piedmont Lithium (PLL)?
Posted on 11/29/21 at 3:30 pm to Grassy1
quote:
Grassy1
You going to sell me that 25 Blackjack at discount when SLI hits big? or at least take me on a trip to the SM?
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