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re: Diving deeper on Standard Lithium?

Posted on 1/14/22 at 4:09 pm to
Posted by jimjackandjose
Member since Jun 2011
6496 posts
Posted on 1/14/22 at 4:09 pm to
You left off a pretty significant amount of news there
Posted by SmackoverHawg
Member since Oct 2011
27329 posts
Posted on 1/14/22 at 5:07 pm to
quote:

Is there any hint of what's going on with the JV agreement?


Nope, other than the Lanxess folks saying it's still a go. At this point any details are limited to higher ups and there are no leaks.
Posted by go ta hell ole miss
Member since Jan 2007
13625 posts
Posted on 1/14/22 at 6:18 pm to
quote:

You left off a pretty significant amount of news there


You left off even more in your response. Like what? What is the current valuation based on? Specs are out of flavor in the first 1/2 of 2022. Just my thoughts. I moved 1/2 out today and doubled my position into OCT today. I may be way wrong about both
This post was edited on 1/14/22 at 6:20 pm
Posted by GeneralLee
Member since Aug 2004
13104 posts
Posted on 1/14/22 at 6:22 pm to
Did anyone listen to the annual meeting? Anything of note from that?

All my shares turned into long term cap gains today... some prize... I'm convinced God knew my shares were turning long term cap gains soon and decided to punish me for not selling them last year...
Posted by Tower_Tiger12
Member since Jan 2021
788 posts
Posted on 1/14/22 at 6:30 pm to
You and me both. Once again my plan backfires.
Posted by Bit
BR, kayak in marsh, or destin
Member since Feb 2021
47 posts
Posted on 1/14/22 at 6:38 pm to
Agree we are at a bottom. Bought 1 K at limit of 6.9 that executed at 6.75 via 6 small trades. No whales on the sell side....who knows next week's price...
Posted by SmackoverHawg
Member since Oct 2011
27329 posts
Posted on 1/14/22 at 6:54 pm to
Another reason they aren't in a hurry is that the costs of some of the reagents they need have skyrocketed. Honestly, there isn't anyone that is working on truly green DLE except them. No reason to rush and hurt the company long term just to get a temporary jump up in stock price. I am going to slowly reaccumulate my position, and still hold a sizable stake.

Was hoping to retire at the end of 2021 and not 2025 though.
Posted by jimjackandjose
Member since Jun 2011
6496 posts
Posted on 1/14/22 at 6:55 pm to
Run up as been fueled by many news variables

Proof of concept with production at commercial grade with multiple samples

Significant inflow of private investment

Sift unit installation

PEA

Uplift to SLI from Stlhf which proves they are financially sound to pass audits

Cramer interview

Now Major KOCH investment

3 is possible with a major market correction. If we go back to 3 without a market correction, everyone in this thread should be loading up or none of us have true conviction
Posted by SmackoverHawg
Member since Oct 2011
27329 posts
Posted on 1/14/22 at 7:00 pm to
quote:

3 is possible with a major market correction. If we go back to 3 without a market correction, everyone in this thread should be loading up or none of us have true conviction



This is what kept me from buying more today. I think a major correction, if not a crash, is coming and companies like SLI will get slammed. I just hope I have time to free up more cash.
Posted by GeneralLee
Member since Aug 2004
13104 posts
Posted on 1/14/22 at 7:10 pm to
That would be something else to buy sub $3 in spring '21, sell at >$10 fall '21, then buy at $3 again and then see it go back to $10-15 by year end if the JV/1st plant is on track...
Posted by GeneralLee
Member since Aug 2004
13104 posts
Posted on 1/14/22 at 7:19 pm to
quote:

3 is possible with a major market correction. If we go back to 3 without a market correction, everyone in this thread should be loading up or none of us have true conviction


To be honest I think you have it mixed up. If it goes to $3 just because the market crashes, that's probably a reason to load up and HODL again to $10-15 once JV happens. If it goes to $3 and the market doesn't crash, that's probably a huge red flag that the JV is never going to happen.
Posted by jimjackandjose
Member since Jun 2011
6496 posts
Posted on 1/14/22 at 7:27 pm to
With low volume and no news, we have seen a steady trickle down consistently.

If we think JV is the only big news catalyst left out there, people will grow impatient and MMs will have their way.

I dont think we see 3s.
Posted by Shepherd88
Member since Dec 2013
4582 posts
Posted on 1/14/22 at 7:40 pm to
quote:

Honestly, there isn't anyone that is working on truly green DLE except them


Why does Mintak never push this? Like he’s never even mentioned it in all of his conferences. Seems he’s too concerned about stroking the carbon capture mess. Who cares about that.

The green DLE extraction is a game changer and that’s what sets them above anyone and everyone.
Posted by go ta hell ole miss
Member since Jan 2007
13625 posts
Posted on 1/14/22 at 9:04 pm to
quote:

Cramer interview

Now Major KOCH investment


It’s already below both of these.

quote:

3 is possible with a major market correction. If we go back to 3 without a market correction, everyone in this thread should be loading up or none of us have true conviction


I am not saying it’s going to $3. I was responding to someone that said they thought it was going to $4-5. I don’t see it stopping there if it does. I am still in for about 12,000 shares, so I am by no means giving up. I just see more value for my money in diversifying and OCT is ripping notwithstanding crypto being in the doldrums.

If it goes to $3.15 I will be buying back all I can afford and even some I cannot afford.
This post was edited on 1/14/22 at 9:08 pm
Posted by SmackoverHawg
Member since Oct 2011
27329 posts
Posted on 1/14/22 at 11:38 pm to
quote:

Why does Mintak never push this? Like he’s never even mentioned it in all of his conferences. Seems he’s too concerned about stroking the carbon capture mess. Who cares about that.

The green DLE extraction is a game changer and that’s what sets them above anyone and everyone.



I have no clue. My only guess is he thinks people know that from reading about the company. Or they are waiting for a time closer to production to start pushing it and differentiating themselves from the others.

And maybe he's waiting until they are 100% carbon neutral or even have an abundance of carbon credits to make the green claim. He certainly doesn't seem to give a single shite about the stock price.
Posted by Auburn1968
NYC
Member since Mar 2019
19467 posts
Posted on 1/15/22 at 9:42 am to
quote:

Another reason they aren't in a hurry is that the costs of some of the reagents they need have skyrocketed.


It's not looking like that factor is going to get any better any time soon if at all, unless it is mainly due to supply chain issues. Mayor Pete is on the case!

Proof of concept #3 should be an extended run of continuous production of battery grade lithium. That would sweeten the pot and provide production testing.

This post was edited on 1/15/22 at 9:47 am
Posted by Auburn1968
NYC
Member since Mar 2019
19467 posts
Posted on 1/15/22 at 9:46 am to
His new PR firm should be going to all of the green magazines, websites and organizations and pushing SLI and greener than green process.

If he wants to do carbon capture, plant a tree.
This post was edited on 1/15/22 at 12:18 pm
Posted by Auburn1968
NYC
Member since Mar 2019
19467 posts
Posted on 1/16/22 at 9:34 am to
"CLIMATE"

How the U.S. fell behind in lithium, the ‘white gold’ of electric vehicles

The United States has a lithium supply problem. Nearly every major automaker has announced a transition to electric vehicles, Tesla delivered almost one million cars in 2021, and a handful of new electric vehicle companies like Rivian and Lucid are rolling new models off the line.

In order to power all of these EVs, we will need batteries — lots of them.

Electric vehicle growth will be responsible for more than 90% of demand for lithium by 2030, according to Benchmark Mineral Intelligence. But lithium is also in our phones, computers, ceramics, lubricants, pharmaceuticals, and is essential for solar and wind energy storage.

LINK cnbc
Posted by CollegeFBRules
Member since Oct 2008
24260 posts
Posted on 1/16/22 at 10:10 am to
Yeah, there has never been a better time for SLI to get their show on the road…but don’t tell them that.
Posted by SmackoverHawg
Member since Oct 2011
27329 posts
Posted on 1/16/22 at 11:21 am to
quote:

His new PR firm should be going to all of the green magazines, websites and organizations and pushing SLI and greener than green process.

If he wants to do carbon capture, plant a tree.



And dropping some SLI PR everytime anti-EV folks post some shite about how bad for the environment lithium mining is. They are correct. Lithium miners are a disease upon the planet. SLI's DLE is the cure.
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