re: Diving deeper on Standard Lithium?

I've actually seen a bunch of PR this month on LinkedIn. Nothing significant, but doing lots of curious things.

Sup Cowboy?!?

wouldnt be surprised to Mintak judging the 4H Club milk tasting contest next month

3 different time I told myself to take profits over the past years. I ended up buying another 1k shares instead. I am almost forced to average down if this gets low enough. We hits 2s I may have yo but heavy.

I suspect that we will get maybe three highly significant catalysts. Maybe a final assessment followed by a concrete start of construction and then the first actual production.

There could be lots of wild cards thrown in like an Elon Musk email simply saying SLI is exciting technology.

quote:

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Elon Musk email simply saying SLI is exciting technology

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I'll sell every bit of mine the minute this happens

But the day after it could plummet back to the top.

My guess a steady 8-9 when construction starts. Once production happens it'll start rising until....who knows. I bet a steady climb into the teens and if they can ramp production up even more with all of their assets (AR/CA) then 20+ is reasonable.

If they can corner the market (I feel like I remember people talking about a patent, did that ever happen) then the sky is the limit.

Three Fify

No way it's that low "when construction starts". If they get all the way to constructing the plant with lanxess, we are at a minimum of 12. I'd say a minimum of 2 bil mktcap would be fair based on capex which is fkn massive for first plant and future production. If I rmember correctly they needed almost 1 billion capex to get going.

There's so many things that will come before they actually start construction. So many shoots to zero have to be hurdled. Considering the current price is 6 right now after a steep selloff, if they get to actually constructing this production plant with lanxess and we are only at 8 or 9. That would be a massive fkn failure and we would all be dumb to be holding onto this with the current risk outlook.

I'd still say it's less than 50% chance this gets to past that point, which is why the company has a 900 million mkt cap when they are touting two projects with 2bil+ returns. I don't see anyone else with DLE that's more of a sure thing. Probably going to need massive government subsidies to make this happen, which is still very much in play.

This is the speculative small cap world; 3x from here in 2 yrs is possible, also -1x.


Last month, I've added like 200 shares to my stack now. At roughly 5.5k shares.