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re: Diving deeper on Standard Lithium?
Posted on 1/16/22 at 11:22 am to Auburn1968
Posted on 1/16/22 at 11:22 am to Auburn1968
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.
Wish they'd just give me the money. I've done more for SLI's PR than the company has. I want stock options and a cyber truck dammit.
1
Posted on 1/16/22 at 1:38 pm to SmackoverHawg
No way people who came up with this technology are so incompetent. They have ti be trying to slow roll this for a reason
Either it isnt 100% viable or they are amassing shares before blowing roof off
Either it isnt 100% viable or they are amassing shares before blowing roof off
Posted on 1/16/22 at 2:20 pm to jimjackandjose
I'd like to think that the SLI bigwigs are smarter than we are.
I'd LIKE to think that......
I'd LIKE to think that......
Posted on 1/16/22 at 4:21 pm to jimjackandjose
quote:
No way people who came up with this technology are so incompetent. They have ti be trying to slow roll this for a reason
Either it isnt 100% viable or they are amassing shares before blowing roof off
One would hope, but you can be a genius but shitty at business. I think Mintak is better than this. If the delays or issues aren't on SLI then he really can't say anything. Wish I knew more or had some hints, but at this point we're all in the same boat so far as insight into SLI and it's future. Demo plant still running. Lanxess people all say it's still on go so far as they've been told. Nothing going on to alarm any of them, but they have no clue outside of that. They all thought the beautification of the sights were for the JV announcement as well, and maybe it was and just not when we thought.
Summary-I don't have a clue.
Posted on 1/16/22 at 4:26 pm to jimjackandjose
"Either it isnt 100% viable"
Paging blue orca. Maybe they were right the whole time?
Paging blue orca. Maybe they were right the whole time?
Posted on 1/16/22 at 6:48 pm to jimjackandjose
That is what I keep telling myself if this technology is what they say then they have to be suppressing the price for a reason.
Posted on 1/16/22 at 8:04 pm to LSUSLU106
If it is what they say, then I’d be on shark tank getting the extra 100M to finish commercial plant number 1
I wonder if they are waiting on lawyers and lanxness with the profit sharing. Wouldn’t shock me.
I wonder if they are waiting on lawyers and lanxness with the profit sharing. Wouldn’t shock me.
Posted on 1/16/22 at 8:08 pm to jimjackandjose
quote:
wonder if they are waiting on lawyers and lanxness with the profit sharing
Meaning they are paying for the 60:40 instead of 70:30?
But won't be producing at scale for another two years? At this rate the Lake Resources and E3 Metals people could almost catch up to SLI.
Posted on 1/16/22 at 9:32 pm to jimjackandjose
quote:
If it is what they say, then I’d be on shark tank getting the extra 100M to finish commercial plant number 1
In the interim, I'd settle for the demo to be a continuous demo/proof of concept and produce finished product. That would be a confidence booster and the ultimate test.
I'd love to see them pumping potable water back into the ground to wave a green flag in front of the greenies.
Posted on 1/17/22 at 8:40 am to Auburn1968
It is trading on the German exchange today, down about 5% there (or roughly at ~$6.77 once you take into account exchange rates). 
Posted on 1/17/22 at 9:14 am to GeneralLee
I chatted with someone at their new IR firm. It sounds like they, not surprisingly, have gotten an influx of investor questions and concerns coming in. Very aware of the share price and the poor performance, and that they are dropping at a higher rate than even the rest of the lithium market right now. The guy seemed very interested in why I thought investors had reacted poorly to Mintak's discussion. We chatted some about timelines and previously inferred expectations; told him how the perceived delay of 2H '22 for FID being announced came without a reason for the delay or an explanation of what work remained to be done. Told him that it seemed we were falling behind in the NA lithium race; or letting others catch up. It was more him taking info from me than me getting info from him, though.
He went through my list of questions and basically said that he didn't have the technical knowledge to discuss them, but that he had reviewed it with Mintak and they wanted to set up a call with me sometime this week. So hopefully that transpires and I get some more info.
If anyone has any questions they'd like me to touch on let me know (non-apparel related questions; obviously I've got that covered).
He went through my list of questions and basically said that he didn't have the technical knowledge to discuss them, but that he had reviewed it with Mintak and they wanted to set up a call with me sometime this week. So hopefully that transpires and I get some more info.
If anyone has any questions they'd like me to touch on let me know (non-apparel related questions; obviously I've got that covered).
Posted on 1/17/22 at 9:25 am to Fe_Mike
quote:
The guy seemed very interested in why I thought investors had reacted poorly to Mintak's discussion.
This is shocking, especially considering…
quote:
We chatted some about timelines and previously inferred expectations; told him how the perceived delay of 2H '22 for FID being announced came without a reason for the delay or an explanation of what work remained to be done. Told him that it seemed we were falling behind in the NA lithium race; or letting others catch up.
you were able to tell him the problem. The fact they did not even realize this is concerning.
quote:
If anyone has any questions they'd like me to touch on let me know (non-apparel related questions; obviously I've got that covered).
This is going to sound somewhat ridiculous, but I think you should consider telling them to read this thread. Some of you (not everyone and certainly not me) have better ideas than SLI does about what they need to be doing or what they need to be sharing with the public.
This post was edited on 1/17/22 at 9:25 am
Posted on 1/17/22 at 9:35 am to Fe_Mike
The turtle doesn't win the race in the real world. A lot of companies have projects cooking on the high burner in anticipation of the huge rise in demand for lithium.
Also, once the proof of concept is done and the world knows about it, it is very likely that others will be able to do their own version of the technology. The proof of concept tests were a year ago. It would be easy to lose the head start.
Also, once the proof of concept is done and the world knows about it, it is very likely that others will be able to do their own version of the technology. The proof of concept tests were a year ago. It would be easy to lose the head start.
Posted on 1/17/22 at 9:43 am to Fe_Mike
The main question I have is walking us through the timeline/changing assumptions on why they would estimate JV and FID on the first plant by year end 2021 in the Crux Investor videos, that is now dragged out to "maybe" second half 2022 for FID. All of the same industry dynamics leading to long construction timelines (going from pilot to commercial, labor supply, etc.) should have certainly been known to be a factor at the time they gave those estimators in the Crux Investor videos.
Posted on 1/17/22 at 10:20 am to Fe_Mike
So question, are you a large shareholder? Just curious?
Also next time you talk to them can you drop that you represent an entity that holds roughly 2% ownership in the company?
These sobs need a swift kick in the arse to get this shite in gear.
Also next time you talk to them can you drop that you represent an entity that holds roughly 2% ownership in the company?
These sobs need a swift kick in the arse to get this shite in gear.
Posted on 1/17/22 at 10:33 am to GREENHEAD22
My guess is this board has sold off at least 50% of our shares, so we're probably sub 1% ownership by now, especially once you take into account the new Koch shares. Probably sub 0.50% if I had to guess.
Posted on 1/17/22 at 2:20 pm to GeneralLee
We haven't had an inventory count for a few months now.
I'm holding steady at 37,800 shares.
I'm holding steady at 37,800 shares.
Posted on 1/17/22 at 2:36 pm to SmackoverHawg
quote:
One would hope, but you can be a genius but shitty at business.
This. My grandfather is in this category
Him and partner had a company called Grovac in Fayetteville and they came up with a process that was organic and cheap that eliminated all E. coli and Salmonella from produce and meats and extended shelf life by 2-3 weeks. It should have been a slam dunk to make billions by selling the equipment and formula to food processors. But they were terrible at PR, at a time when E. coli recalls were a big deal and had consumers nervous. They didn’t market it publicly to get the public to pressure processors, so of course most processors claimed there was no issue with their food and didn’t want to extra cost. Then the few smaller processors they did get, they kept missing deadlines to get the equipment built, and had a contract with Cabelas to sell small home units where you could process food at home and the company they hired to build the units missed the deadlines. So the potential was never reached because they had poor PR and hired dumbasses to run the company.
I hope this isn’t the case with SLI but sometimes with this stuff you end up with super smart scientists who don’t understand the business side. They focus solely on the product or process and nothing else. Their lack of PR and urgency concerns me greatly.
Posted on 1/17/22 at 2:53 pm to Auburn1968
I sold off my 12k shares I had at $2.13 cost basis @ low $11's in early November, half in Roth, half in taxable. I wasn't going to buy more, got tired of the volatility, wasn't going to be life changing money for me so profits in hand are better than losses. Still got 6-figure loss carry forward accrued through the years so none of the taxable gains were taxed, win-win. SLI reminded me of why I avoided pink sheet listings back in the day.
Posted on 1/17/22 at 2:56 pm to go ta hell ole miss
quote:
This is going to sound somewhat ridiculous, but I think you should consider telling them to read this thread. Some of you (not everyone and certainly not me) have better ideas than SLI does about what they need to be doing or what they need to be sharing with the public.
They should give el gaucho a call
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