- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Diving deeper on Standard Lithium?
Posted on 1/11/22 at 1:06 pm to GeneralLee
Posted on 1/11/22 at 1:06 pm to GeneralLee
quote:
It shouldn't take years to get a commercial plant going.
It can easily take years depending on where they are in the process. The COVID delays for equipment and material are also very real. We can’t even get totes of sulfuric acid right now. I’ve never seen anything like it.
0
Posted on 1/11/22 at 1:25 pm to Grassy1
Yep I'm at about the same % lent out as you.
I will say that my assessed odds on the BO short piece being coordinated with Koch shot way up based on the call yesterday, learning that Koch was thinking about being an investor since this past spring (when share price was ~$3).
I will say that my assessed odds on the BO short piece being coordinated with Koch shot way up based on the call yesterday, learning that Koch was thinking about being an investor since this past spring (when share price was ~$3).
This post was edited on 1/11/22 at 1:32 pm
Posted on 1/11/22 at 3:01 pm to GeneralLee
I guess it kinda went up today
Posted on 1/12/22 at 9:26 am to el Gaucho
This stock is becoming less fun over time.
Posted on 1/12/22 at 10:30 am to boomtapp
I shoulda maybe sold at $12. $12 was the top. Idk.
Posted on 1/12/22 at 10:31 am to jimbeam
Yeah
I think next time I get profits I’m going to take them
I think next time I get profits I’m going to take them
Posted on 1/12/22 at 10:44 am to jimbeam
It's frustrating in that lithium prices are at an all time high, so the NPV of the future projects for SLI should be at an all time high as well. But the market seems to be more in a "show me" stage for SLI at this point and I can't say I blame the market on that.
SGML has the best looking chart of the lithium stocks I follow and is the closest one to a pure commodity producer (bringing volumes online this year), not a 3-4 year "story" stock that gets lumped in with tech/pre-revenue stocks which is more where SLI sits today.
SGML has the best looking chart of the lithium stocks I follow and is the closest one to a pure commodity producer (bringing volumes online this year), not a 3-4 year "story" stock that gets lumped in with tech/pre-revenue stocks which is more where SLI sits today.
Posted on 1/12/22 at 11:18 am to GeneralLee
this thing is a turd.
Posted on 1/12/22 at 11:26 am to Shamoan
the thing that bothers me the most is that Mintak stated in the Crux Investor videos back in early '21 that they were expecting JV by mid year '21 and FID by year end '21. Now we get the story (in the BofA webcast) about needing so much time for construction design, etc., and how we should "hope" to get FID in 2H 2022. But surely those same impediments much have been known when he was talking in the Crux Investor videos. The narrative just isn't lining up over time. Lanxess has to have f***ed up the timeline, he just can't state that in a public video.
This post was edited on 1/12/22 at 11:28 am
Posted on 1/12/22 at 11:28 am to GeneralLee
We ran too fast. This should have never gotten to $12 based on what we know. $12 is a post-JV completion number.
It sucks because we got a taste of double digits. But $7-9 is probably the right trading range until an actual commitment has been made.
Yes, this company is becoming less exciting but the long term growth potential is still there and this trading range is a fantastic entry point. I keep debating selling some as well but every time I do I have to look at it what the hell I would want to buy and the answer is usually more SLI.
There don’t appear to be catalysts on the short term horizon but all it takes is something like one more big Koch investment saying they’re going to pursue the south Arkansas project in parallel and boom.
It sucks because we got a taste of double digits. But $7-9 is probably the right trading range until an actual commitment has been made.
Yes, this company is becoming less exciting but the long term growth potential is still there and this trading range is a fantastic entry point. I keep debating selling some as well but every time I do I have to look at it what the hell I would want to buy and the answer is usually more SLI.
There don’t appear to be catalysts on the short term horizon but all it takes is something like one more big Koch investment saying they’re going to pursue the south Arkansas project in parallel and boom.
Posted on 1/12/22 at 11:33 am to GeneralLee
quote:
the thing that bothers me the most is that Mintak stated in the Crux Investor videos back in early '21 that they were expecting JV by mid year '21 and FID by year end '21.
I actually emailed the company today and, amongst other questions, touched on this and asked to expound on the delays and how investors can be confident we aren’t going to continue to experience delays in a race to capture US market share.
Also asked about the hydraulic balance and where the brine ownership changes hands and some other stuff.
Will post any reply I get.
This post was edited on 1/12/22 at 11:34 am
Posted on 1/12/22 at 12:13 pm to Fe_Mike
if they time it right (which it looks like they are trying really hard to do), they may hit right there in the recession window they have been shooting for. someone has dropped the ball.
This post was edited on 1/12/22 at 1:54 pm
Posted on 1/12/22 at 1:03 pm to GeneralLee
quote:
It's frustrating in that lithium prices are at an all time high, so the NPV of the future projects for SLI should be at an all time high as well. But the market seems to be more in a "show me" stage for SLI at this point and I can't say I blame the market on that.
SGML has the best looking chart of the lithium stocks I follow and is the closest one to a pure commodity producer (bringing volumes online this year), not a 3-4 year "story" stock that gets lumped in with tech/pre-revenue stocks which is more where SLI sits today.
SGML looks good and should show a nice bump when production at scale begins.
Mintak said in the BOA presentation/interview that training for the centralized conversion unit was going to be necessary somewhere over the horizon. I'm surprised that they can't get started with that personnel development at the demo plant. Follow through in producing actual product in even limited quantity would build a lot more confidence than story telling.
It is a great story, but it's getting painfully slow.
Posted on 1/12/22 at 1:57 pm to Auburn1968
quote:
Mintak said in the BOA presentation/interview that training for the centralized conversion unit was going to be necessary somewhere over the horizon. I'm surprised that they can't get started with that personnel development at the demo plant.
Training people now would not make sense with production being 2+ years out. I'm sure they will leverage the existing folks from the demo plant to help train newer employees. Operator trash making operator cash gets expensive quick.
Posted on 1/12/22 at 4:44 pm to Auburn1968
The BOA presentation/interview bounced like a dead cat.
Posted on 1/13/22 at 6:02 am to Auburn1968
Oof down 7
Posted on 1/13/22 at 6:06 am to el Gaucho
Yep looks like this is going sub Koch entry today, unreal.
My shares all get to be long term cap gains by Friday, just in time for this crash so I’ll have to hold longer. Lol.
TBH if it goes sub $6 I’m probably gonna start buying more again.
My shares all get to be long term cap gains by Friday, just in time for this crash so I’ll have to hold longer. Lol.
TBH if it goes sub $6 I’m probably gonna start buying more again.
This post was edited on 1/13/22 at 6:09 am
Posted on 1/13/22 at 6:14 am to GeneralLee
Idk man
Mintak got me I guess. Should’ve listened to blue orca
Mintak got me I guess. Should’ve listened to blue orca
Posted on 1/13/22 at 7:55 am to el Gaucho
Every single time this thread turns to despair, news happens and a pop and fomo occurs
Hoping it continues to play forward.
Hoping it continues to play forward.
Posted on 1/13/22 at 8:36 am to jimjackandjose
$7.40 yeesh.... 
Page 632 of 947
Popular
Back to top
Follow TigerDroppings for LSU Football News