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re: Diving deeper on Standard Lithium?
Posted on 9/15/22 at 3:49 pm to Auburn1968
Posted on 9/15/22 at 3:49 pm to Auburn1968
Yup.
There is PLENTY of demand to go around.
Doesn’t mean Koch is backing a different horse. Just another horse.
That being said it’s getting harder and harder for me to hold my full position. If I weren’t worried about a surprise grant I’d have sold a good bit already. We’re not getting any more news til 2023 (again, aside from a surprise government gift) and I’m really feeling like the price is heading back to low $3’s.
Still think this is a good investment and will be back to $10+ by the end of ‘23. But there is money to be made elsewhere in the short term and probably a better cost position to be had.
There is PLENTY of demand to go around.
Doesn’t mean Koch is backing a different horse. Just another horse.
That being said it’s getting harder and harder for me to hold my full position. If I weren’t worried about a surprise grant I’d have sold a good bit already. We’re not getting any more news til 2023 (again, aside from a surprise government gift) and I’m really feeling like the price is heading back to low $3’s.
Still think this is a good investment and will be back to $10+ by the end of ‘23. But there is money to be made elsewhere in the short term and probably a better cost position to be had.
This post was edited on 9/15/22 at 3:50 pm
1
Posted on 9/16/22 at 2:38 pm to Fe_Mike
Jim Carnicelli folded, yikes
Posted on 9/16/22 at 6:31 pm to CecilShortsHisPants
quote:
Jim Carnicelli folded, yikes
shite, that's a sign to go all in. I'm going to opposite him and buy up the 50 shares he agonizes over.
Posted on 9/16/22 at 6:32 pm to CecilShortsHisPants
On SLI's FB page they had a picture of the only two EV charging stations in Union County that they co-funded.
A Tesla was charging. Just sayin'.
A Tesla was charging. Just sayin'.
Posted on 9/16/22 at 9:25 pm to SmackoverHawg
It's a clue!
Posted on 9/18/22 at 5:45 pm to SmackoverHawg
quote:
A Tesla was charging. Just sayin'.
An omen maybe?
The rest of this month should be full of thrills and chills.
Posted on 9/19/22 at 10:04 am to Auburn1968
I anticipate more chills, less thrills.
Posted on 9/19/22 at 10:45 am to Fe_Mike
Yep broader market is going to continue tanking and SLI is so slow to move that it makes the tortoise look like the hare in comparison. Might test the low $3's in the next 1-2 months.
This post was edited on 9/19/22 at 11:00 am
Posted on 9/19/22 at 11:00 am to GeneralLee
quote:
GeneraLee
What is your catalyst for buying back in?
Posted on 9/19/22 at 11:34 am to Ron Cheramie
quote:
What is your catalyst for buying back in?
Not sure if I ever will buy back in. Mintak sold people on developments that will, in a best case scenario, be at least 2-3 years later than when he predicted.
I feel better having my investments in SpaceX and Origin Materials where deadlines are met in a more timely manner.
Posted on 9/19/22 at 12:20 pm to Ron Cheramie
If you’re looking to get in/buy more, I wouldn’t target anything earlier than Q1 ‘23.
There are just no foreseeable catalysts before that timeline. This company operates at a snails pace.
If you’re waiting for a catalyst, the publication of the FEED will likely provide a confidence boost, and then a dip where you can get value again between that and FID which will have a firm timeline that not many people know about.
There are just no foreseeable catalysts before that timeline. This company operates at a snails pace.
If you’re waiting for a catalyst, the publication of the FEED will likely provide a confidence boost, and then a dip where you can get value again between that and FID which will have a firm timeline that not many people know about.
This post was edited on 9/19/22 at 12:22 pm
Posted on 9/19/22 at 12:48 pm to Fe_Mike
Do you think it would be a risky move to sell some shares for a loss and pick back up in 30 days? Does anyone see any catalyst in the next 30 days that will boost this any that i may miss out on?
Posted on 9/19/22 at 1:43 pm to Fe_Mike
Well i'm in at like 8.25 a share...so im in for the long haul at this point 
Posted on 9/19/22 at 2:55 pm to Fe_Mike
At least some of the upcoming catalysts are coming from Koch affiliates and not the plodding academics.
Lithium prices are way up. They need to strike while the iron is hot.
Lithium prices are way up. They need to strike while the iron is hot.
Posted on 9/19/22 at 4:00 pm to Auburn1968
quote:
At least some of the upcoming catalysts are coming from Koch affiliates and not the plodding academics. Lithium prices are way up. They need to strike while the iron is hot.
Exactly but this project is way out
Even in a perfect world I can’t see them actually producing/selling anything for at least 2 years
Posted on 9/19/22 at 4:16 pm to PlootyPlucker90
Selling for a loss is definitely tougher.
My highest cost basis on any individual lot is still less than $3.50 (ha) and most are between $2-2.50 so it’s a bit easier for me.
That being said, if I was being completely non-biased I would not be shocked if we test that $3.80 low again before the next move up. So yeh, I think it’d be a good move to sell now and try to fix your cost basis. Or at least build some cash to average down in the near future.
The biggest risk catalyst is a surprise grant from the battery bill. Which is not a small risk in my mind. Minimum award for a private entity planning to manufacture at least one pilot/commercial site is $50M. I know SLI started lobbying for this months ago. They meet most of the prioritization criteria, the only thing they miss on is being a US owned company (obviously SLI is Canadian). But their carbon capture meets the greenhouse gas reduction priority. Their move from Chinese reagents to US reagents helps with the US supply stream priority. In all reality they -should- qualify.
Applications were scheduled to open in Q3 of ‘22 (now) but I haven’t actually heard if you can submit yet. I know states started getting money from this a couple weeks ago so I’m guessing applications are open.
A PR stating that SLI secured a $50M (or more) grant would probably spike this thing 30% in a day and not come back down to these levels again. And there is not an insignificant chance of that happening. So there is the biggest risk.
My highest cost basis on any individual lot is still less than $3.50 (ha) and most are between $2-2.50 so it’s a bit easier for me.
That being said, if I was being completely non-biased I would not be shocked if we test that $3.80 low again before the next move up. So yeh, I think it’d be a good move to sell now and try to fix your cost basis. Or at least build some cash to average down in the near future.
The biggest risk catalyst is a surprise grant from the battery bill. Which is not a small risk in my mind. Minimum award for a private entity planning to manufacture at least one pilot/commercial site is $50M. I know SLI started lobbying for this months ago. They meet most of the prioritization criteria, the only thing they miss on is being a US owned company (obviously SLI is Canadian). But their carbon capture meets the greenhouse gas reduction priority. Their move from Chinese reagents to US reagents helps with the US supply stream priority. In all reality they -should- qualify.
Applications were scheduled to open in Q3 of ‘22 (now) but I haven’t actually heard if you can submit yet. I know states started getting money from this a couple weeks ago so I’m guessing applications are open.
A PR stating that SLI secured a $50M (or more) grant would probably spike this thing 30% in a day and not come back down to these levels again. And there is not an insignificant chance of that happening. So there is the biggest risk.
Posted on 9/20/22 at 11:52 am to Fe_Mike
That's a well grounded assessment of SLI's odds in the near future. Of course, there is always market fever that can pop up like Elon Musk making a comment.
I'm glad that Koch companies are on the case. I think they will go for production ASAP and hopefully that process will produce some catalysts along the way.
I'm glad that Koch companies are on the case. I think they will go for production ASAP and hopefully that process will produce some catalysts along the way.
Posted on 9/21/22 at 8:43 am to Auburn1968
Getting clobbered this AM for some reason.
Posted on 9/21/22 at 9:30 am to GeneralLee
Almost a million shares traded already. Yikes again
Posted on 9/21/22 at 9:49 am to CecilShortsHisPants
this company is run by canadian retards.
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