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Started By
Message
re: Diving deeper on Standard Lithium?
Posted on 2/3/22 at 9:33 am to Who_Dat_Tiger
Posted on 2/3/22 at 9:33 am to Who_Dat_Tiger
Man this thing really attracts the shorts.
That is a deep article and I have only skimmed it but aside from the patent information nothing really pops out as a silver bullet for this thing...
There is obviously some shady history that I'm sure is half true and half being overblown. But absolutely nothing concrete on SLI operations/management.
Will have to deep dive into the patent stuff a bit, but part of the unique aspect of this operation is that it's not just the process. It is the location and the rights to brine. Just because they may not be patent protected doesn't mean some upstart can open an identical plant in Oklahoma and be successful. There is a very key raw material, the brine, that makes this work. SLI has rights to, and access to, that raw material on large scales.
I dunno, the Blue Orca report had me more worried than this one. Okay, Mintak may or may not have been in on some shady dealings in the past. But that doesn't mean that he didn't get lined up with a 1 in 10 winner and break good. This report gives no bad information about the company, and certainly no information (again, other than the patents which may or may not be a thing) that we didn't already know.
That is a deep article and I have only skimmed it but aside from the patent information nothing really pops out as a silver bullet for this thing...
There is obviously some shady history that I'm sure is half true and half being overblown. But absolutely nothing concrete on SLI operations/management.
Will have to deep dive into the patent stuff a bit, but part of the unique aspect of this operation is that it's not just the process. It is the location and the rights to brine. Just because they may not be patent protected doesn't mean some upstart can open an identical plant in Oklahoma and be successful. There is a very key raw material, the brine, that makes this work. SLI has rights to, and access to, that raw material on large scales.
I dunno, the Blue Orca report had me more worried than this one. Okay, Mintak may or may not have been in on some shady dealings in the past. But that doesn't mean that he didn't get lined up with a 1 in 10 winner and break good. This report gives no bad information about the company, and certainly no information (again, other than the patents which may or may not be a thing) that we didn't already know.
3
Posted on 2/3/22 at 9:46 am to Fe_Mike
Looking back at the management team, it looks as solid as it can be for what they are doing. Time will tell.
Posted on 2/3/22 at 9:50 am to Auburn1968
This is gonna end up being one hell of a story either way.... Can't wait to see where the dust settles long term. 
Posted on 2/3/22 at 9:51 am to Fe_Mike
quote:
I dunno, the Blue Orca report had me more worried than this one. Okay, Mintak may or may not have been in on some shady dealings in the past. But that doesn't mean that he didn't get lined up with a 1 in 10 winner and break good. This report gives no bad information about the company, and certainly no information (again, other than the patents which may or may not be a thing) that we didn't already know.
Notice the shout out to Albermarle. I think those mf'ers are behind all of it.
Posted on 2/3/22 at 10:06 am to GeneralLee
This is turning out like the Bill Ackman vs Carl Icahn “Betting on Zero” Herbalife documentary.
Posted on 2/3/22 at 10:31 am to Auburn1968
quote:
We'll see what the SLI response is today. Hopefully Hindenburg gets its nuts caught in a vice.
I imagine they've already made their money.
Posted on 2/3/22 at 10:34 am to Grassy1
So with this dump of all the bad stuff,
2.25 million shares have been sold.
And 2.25 million shares have been bought.
I wonder who's buying today.
I wonder if VanEck still has 5 million shares.
I wonder if Mintak and Mr Koch have spoken this morning.
2.25 million shares have been sold.
And 2.25 million shares have been bought.
I wonder who's buying today.
I wonder if VanEck still has 5 million shares.
I wonder if Mintak and Mr Koch have spoken this morning.
Posted on 2/3/22 at 10:37 am to Fe_Mike
I will say I don’t think this one is potentially orchestrated as the Blue Orca may have been.
Orca’s report just grabbed some publicly available fricky data that was easy to manipulate.
This one pretty much straight up slanders Mintak. Pretty sure he wouldn’t have signed off on this ha.
Orca’s report just grabbed some publicly available fricky data that was easy to manipulate.
This one pretty much straight up slanders Mintak. Pretty sure he wouldn’t have signed off on this ha.
Posted on 2/3/22 at 10:40 am to Fe_Mike
I don't think its any coincidence that all my shares started borrowing a week ago, and I haven't had a single share borrowed since mid December
Posted on 2/3/22 at 10:41 am to Fe_Mike
Yeah Mintak is probably not having a good day...
Funny that I was randomly looking at his LinkedIn last week and see his degree was in film making and thought that was weird how he ended up being a lithium related CEO.
Funny that I was randomly looking at his LinkedIn last week and see his degree was in film making and thought that was weird how he ended up being a lithium related CEO.
Posted on 2/3/22 at 10:41 am to Fe_Mike
The claim that Koch rushed to deploy capital seems fabricated. Koch was doing due diligence beginning in March 2021 and didn’t deploy the capital until December 2021.
Selling $5 short dated puts and buying $7.50 long dated calls today.
Selling $5 short dated puts and buying $7.50 long dated calls today.
Posted on 2/3/22 at 10:44 am to ThermoDynamicTiger
Same here.
Then again, if I knew they were going to release this today, I would've shorted it too.
Then again, if I knew they were going to release this today, I would've shorted it too.
Posted on 2/3/22 at 10:49 am to GeneralLee
quote:I am not being dramatic, but Mintak has not instilled any confidence since I started following this thing. I still hold a tiny position. If Koch allows him to stay put after this is over I may buy up.
This is gonna end up being one hell of a story either way.... Can't wait to see where the dust settles long term.
Posted on 2/3/22 at 10:50 am to Grassy1
Time to see how a response looks with Koch in the mix now. They just need to blunt and to the point to shut these shorts down.
Posted on 2/3/22 at 11:01 am to GeneralLee
quote:
Yeah Mintak is probably not having a good day...
Funny that I was randomly looking at his LinkedIn last week and see his degree was in film making and thought that was weird how he ended up being a lithium related CEO.
He tells a good story. If he faked the critical proof of concept results like it was "special effects," he'll be fitted for an orange jump suit. I don't believe that happened, but I think it is critical at this stage for SLI to continually convert the extracted lithium into battery grade product.
Even in the film production world, keeping a schedule is extremely important.
This short attack comes at a time when the overall market is in a big dip also. I'm sure that is no coincidence either.
This post was edited on 2/3/22 at 11:04 am
Posted on 2/3/22 at 11:05 am to Auburn1968
So, let me get this clear.
You want them to make and sell product with their existing plant?
You want them to make and sell product with their existing plant?
Posted on 2/3/22 at 11:14 am to Grassy1
Posted on 2/3/22 at 11:18 am to Grassy1
one thing is for sure...Mintak is unprepared for any of this, which is concerning.
Posted on 2/3/22 at 11:21 am to Grassy1
quote:
So, let me get this clear.
You want them to make and sell product with their existing plant?
I'm less concerned with the selling at demo plant levels than with the third level of proof of concept of continuous battery grade product. Those would be the hard numbers through and through start to finish.
Proof of concept #1 was the first batch of finished battery grade lithium extracted and converted. Proof of concept #2 was a second more efficient batch extracted and converted.
Proof #3 and the ultimate proof would be continuous extraction and conversion even if the lithium was piled up in a big tent. While that may not be needed in terms of projected numbers and potential, it would be the ultimate confidence builder that would ward off the Orca and Hindenburg type attacks.
Posted on 2/3/22 at 11:22 am to Shamoan
Sheesh look out below, bottom fell out when the market tanked some more here half an hour ago.
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