Started By
Message

re: Diving deeper on Standard Lithium?

Posted on 9/21/22 at 9:52 am to
Posted by Auburn1968
NYC
Member since Mar 2019
23104 posts
Posted on 9/21/22 at 9:52 am to
Low volume slide down then someone picked up 750k shares.

I bought 1000 @ $4.77. just to play with.
Posted by Auburn1968
NYC
Member since Mar 2019
23104 posts
Posted on 9/23/22 at 10:52 am to
Picked up a few more this morning.
Posted by Fe_Mike
Member since Jul 2015
3538 posts
Posted on 9/25/22 at 10:05 pm to
SLI released their earnings report Friday and nobody has posted about it yet?

Ugh guess I actually have to read it now…
Posted by Fe_Mike
Member since Jul 2015
3538 posts
Posted on 9/26/22 at 7:31 am to
Didn’t see anything too interesting in their annual. They still have $130M cash which should support the market price right where it’s at (which isn’t to say it will, the market is panicking and dumb right now). DFS/FEED is estimated as 1H ‘23 which in my opinion guarantees it’s not coming first quarter so even more of a delay than we thought.

With over $100M cash in the bank and quarterly spend of less than $10M I just don’t see too much downside on price from here, but this damn 6 month timeline til news is gonna put pressure on regardless. I may sell just a bit more and look to buy back in if it gets to the sub $3.50 level or the year is coming to a close, whichever comes first.
Posted by TigerDoug
Lees Summit
Member since Mar 2017
732 posts
Posted on 9/26/22 at 7:41 am to
Thanks for summarizing. Been a very crappy year in the market. Thank goodness real estate has kicked arse for me this year though it has shown to be slowing.
2-3 months ago would get 20 - 30 showings in a day- list Friday- go thru offers on Saturday- contract on Sunday. Now not near the volume. 8 - 10 showings - 2 to 3 offers.
Posted by Pierre
Baton Rouge
Member since Nov 2005
5383 posts
Posted on 9/27/22 at 12:01 pm to
Up 6% on a down day? Any news ?
Posted by CecilShortsHisPants
One Foty Fo uh uh Magnolia Screet
Member since Oct 2012
3374 posts
Posted on 9/27/22 at 1:45 pm to
Feels like it was just oversold. This stock moves up and down 20-30% for no reason on a regular basis
Posted by Pendulum
Member since Jan 2009
7601 posts
Posted on 9/27/22 at 4:04 pm to
Just baiting in the fools like the rest of the market today
Posted by TigerGyp
Lafayette
Member since May 2006
979 posts
Posted on 9/27/22 at 4:34 pm to
Dead cat bounce?
Posted by Auburn1968
NYC
Member since Mar 2019
23104 posts
Posted on 9/28/22 at 5:55 pm to
I just hope that Koch Engineering will get this thing out of academics and into production ASAP.

Posted by Auburn1968
NYC
Member since Mar 2019
23104 posts
Posted on 10/4/22 at 12:16 pm to
Feels like SLI is sleeping through a thunderstorm.
Posted by Elusiveporpi
Below I-10
Member since Feb 2011
2642 posts
Posted on 10/4/22 at 1:42 pm to
I saw Tesla was looking at Texas and Louisiana to build a Lithium Hydroxide Plant. thats stiff competition, unless they buy SLI for that plant There is enough demand to build 20 plants from what it looks like though.
Posted by ThermoDynamicTiger
Baton Rouge
Member since Jul 2008
1353 posts
Posted on 10/4/22 at 1:51 pm to
So, the plant that tesla is proposing is to convert the raw lithium carbonate from the miner to battery grade lithium hydroxide? Am I doing this correctly. So, they would need a supplier of the raw material? If so, it would seem that SLI is very well positioned to meet that need.
This post was edited on 10/4/22 at 1:52 pm
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2902 posts
Posted on 10/4/22 at 1:56 pm to
If Koch can drag them to the finish line, which seems to be the case at this point.
Posted by Fe_Mike
Member since Jul 2015
3538 posts
Posted on 10/5/22 at 6:35 am to
That is correct yes. To an extent.

SLI has a 100% takeoff agreement with Lanxess for all of the Lithium carbonate from the Lanxess plant. So they don’t really have LiCO to give to a potential Tesla plant as feedstock unless Lanxess opts out.

Their other project, the SW Ark plant, will be a full conversion facility so they’ll be bringing that product all the way to LiOH themselves.

ETA: This is all assuming the world is still using lithium when these plants come online in 2038
This post was edited on 10/5/22 at 7:02 am
Posted by Elusiveporpi
Below I-10
Member since Feb 2011
2642 posts
Posted on 10/5/22 at 7:21 am to
quote:

ETA: This is all assuming the world is still using lithium when these plants come online in 2038


That stings. Good thing is this year has flown by and we are turning the corner on 2023.
Posted by Auburn1968
NYC
Member since Mar 2019
23104 posts
Posted on 10/5/22 at 10:16 am to
quote:

ETA: This is all assuming the world is still using lithium when these plants come online in 2038



Two proofs of concept were done 3 years ago.
Posted by Shepherd88
Member since Dec 2013
4807 posts
Posted on 10/5/22 at 11:02 am to
quote:

Congrats to Carolyn R. Bertozzi, Morten Meldal, and K. Barry Sharpless on being awarded the 2022 Nobel Prize in Chemistry for developing “click chemistry.” Dr. Sharpless was awarded the Nobel Prize in Chemistry in 2001 and has been a scientific advisor to SLI since 2018. LINK



Posted from SLI’s fb. So maybe their chemistry does work?
This post was edited on 10/5/22 at 2:50 pm
Posted by RedlandsTiger
Greenwell Springs, LA
Member since Jan 2008
3057 posts
Posted on 10/5/22 at 1:04 pm to
Linky no worky
Posted by Shepherd88
Member since Dec 2013
4807 posts
Posted on 10/5/22 at 2:49 pm to
Fixed it
Jump to page
Page First 750 751 752 753 754 ... 947
Jump to page
first pageprev pagePage 752 of 947Next pagelast page

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on X, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookXInstagram