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re: Diving deeper on Standard Lithium?
Posted on 1/14/22 at 9:43 am to Who_Dat_Tiger
Posted on 1/14/22 at 9:43 am to Who_Dat_Tiger
Isn't there the potential that without the JV they will run out of money and need to sell shares to keep the doors open?
1
Posted on 1/14/22 at 9:47 am to Chucktown_Badger
Not really. They are pretty damn flush with cash. We'll find out exactly what it looks like in Feb.
Without the JV, they've got nothing to spend the money on. Much more likely to run out of money and need another fundraising once JV is executed as then their capex expenditures will skyrocket and they still won't have revenue for a couple years.
Without the JV, they've got nothing to spend the money on. Much more likely to run out of money and need another fundraising once JV is executed as then their capex expenditures will skyrocket and they still won't have revenue for a couple years.
Posted on 1/14/22 at 10:02 am to Fe_Mike
I mean theoretically they could not have Lanxess on board and just proceed with developing Tetra, at least partially, with the $100M they raised from Koch.
I'm cautiously optimistic that we reached the bottom today at ~$6.68. This was also about the bottom during the Blue Orca fiasco.
I'm cautiously optimistic that we reached the bottom today at ~$6.68. This was also about the bottom during the Blue Orca fiasco.
This post was edited on 1/14/22 at 10:05 am
Posted on 1/14/22 at 10:04 am to PotatoChip
quote:
They just need slightly better PR and I think it would stabilize the price
To be fair, if they had better PR, there wouldn't be a bunch of us here on a money subforum of an LSU board, with a lower cost basis than Koch Industries. So I'm cool with it, as I've seen enough to not think it is a scam or anything like that. I do a lot of business with Canadians to the tune of a couple million worth of purchases annually, mostly toronto based and montreal based, not west coast Canadians like SLI, but I can say SLI is exactly what I would expect. Canadians are smart, and don't play the games that american businesses do, and are in general, more trustworthy. They do things on their own schedule, never in a rush to do anything; I deal with a huge company in quebec that straight up takes off almost a month at the end of the year for holidays. However, they tend to simply not do something unless it's high quality, and they are supremely tight lipped compared to americans; you don't hear about something happening until it is happening.
I think alot of this is just panic from individual investors, and a company like this is right in the blast zone of interest rate panic. Look at the institutional ownership, it's still under 20%. I would love to plow in more money, but it's 25% of my portfolio now, and I just don't see whats coming to sooth the weak hands; and why Koch, SLI, or other institutaional investors would care to stop this plunge with PR with nothing of substance. I would think they probably don't mind pushing out a bunch of these small shareholders at this point in the timeline.
However, I will say my only orders in the last 2 weeks have been buys. I wouldn't be surprised to see it go lower. I feel like we are at the midpoint of the interest hike panic; things tend to go from overbought to oversold, they don't stop in the middle. I would advise anyone who wants to get in and get out this year, to probably not overweight themselves on this one, but I still think it's a great investment.
This post was edited on 1/14/22 at 10:53 am
Posted on 1/14/22 at 10:15 am to Auburn1968
The turtle vs. the rabbit is a nice little story about an overconfident and not so smart rabbit losing the race. Slow and steady wins, but "rabbits" in this race are not going to take a nap.
Sure wish we had that JV agreement signed, sealed and delivered.
Posted on 1/14/22 at 10:16 am to Auburn1968
What is this StockTwits hopium im reading about possible good news at the annual meeting
Posted on 1/14/22 at 10:22 am to Pendulum
Somebody posted on stocktwits this morning with a picture of a cover page for a meeting for shareholders that is going on right now starting at 10 AM maybe something will come about. Could be fake could be real just sharing what I just saw on there.
Posted on 1/14/22 at 10:54 am to LSUSLU106
Posted on 1/14/22 at 10:57 am to el Gaucho
all the annual meeting is for is just to approve the stock option plan for SLI management.
Posted on 1/14/22 at 11:19 am to GeneralLee
It must be nice to get money
I wouldn’t know I’m a Sli holder
I wouldn’t know I’m a Sli holder
Posted on 1/14/22 at 11:24 am to GeneralLee
quote:Do they know the price is going down?
option plan for SLI management.
Posted on 1/14/22 at 11:38 am to jimbeam
I'd sure hope so. I think between options and commons Mintak has ~2-3M shares exposure so he's down like $10-15M from the high last fall.
This post was edited on 1/14/22 at 11:38 am
Posted on 1/14/22 at 11:54 am to GeneralLee
quote:
so he's down like $10-15M from the high last fall
Good thing he has all our money to wipe his tears with
Posted on 1/14/22 at 11:57 am to el Gaucho
Conference Line: 1-855-453-6958 Conference ID: 1414272
Starting now
Starting now
Posted on 1/14/22 at 12:31 pm to SmackoverHawg
Is there any hint of what's going on with the JV agreement?
Posted on 1/14/22 at 2:05 pm to Auburn1968
Checking in to say I survived today stop loss raid
Posted on 1/14/22 at 2:26 pm to jimjackandjose
Rebounded nicely today
Posted on 1/14/22 at 2:34 pm to Ballstein32
What’s this weird color next to my sli
Posted on 1/14/22 at 2:43 pm to el Gaucho
quote:
What’s this weird color next to my sli
A lighter shade of red?
Posted on 1/14/22 at 3:52 pm to CollegeFBRules
quote:
Based on what?
Based on it trading consistently in that range before the meteoric rise in the second half of last year, which was largely based on hope of JV. If the company continues to move slow or not give updates on progress it can easily get back into that range before we see a rise again second 1/2 if this year.
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