re: Diving deeper on Standard Lithium?

Yeh, victim of being in a pretty quiet period in a bad bad market. Great value at these levels. Depending on when it happens I think I’m looking to potentially double my position if it gets to $3.

Yikes might get to $3 faster than I was expecting.

Down big premarket, with not insignificant volume.

What the heck is going on.

I'm wondering what the next catalyst will be for the overall market and SLI. DFS should be a big do or die moment.

In terms of overall market, I'm thinking that the change of leadership in the House will reign in the spend-thrifts money printing binge and thus restore some confidence in DC's sanity.

Of course, lots of other things can happen. DFS should bring SLI out of the shadows of doubt.

If the DFS doesn't pan out, Mintak will be in a lot of trouble.

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I would think that someone in government would have the sense to do a few pilot demo projects on this kind of thing before jumping into such a massive change all at once. But, noooooooooooo...

US Postal Service announces $9.6B investment in new electric vehicle fleet while operating at a loss

$3 billion in funding for USPS electric mail truck plan comes from Inflation Reduction Act


https://www.foxbusiness.com/politics/us-postal-service-announces-9b-investment-new-electric-vehicle-fleet-operating-loss

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Yay WKHS.....

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It is but another sacrifice to the Gods of Global Warming. I'd prefer they just used a goat.

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Well anybody loading up more at these levels??

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I really need to DCA down while its available, but I dont want to lose anymore.

It's actually holding up well today all things considered

I haven't been following too closely but my sense is the main developments here in 2022 were just continuing to try to plow through all the feasibility studies needed to get to a DFS/financial investment decision by Lanxess. I think SLI bought a piece of land from Lanxess earlier this year, for where the first plant would be, so I assume that's a good sign. Lanxess has 90 days I think from the final feasibility study to decide if they want to invest or not, if not then SLI is probably going to Koch and others for capital. So expect final feasibility study by maybe July 2023, so maybe breaking ground on the first plant by July '24. So, to sum up, the delays continue. In hindsight, the run to $12 here last year was at least partially driven by the speculative bubble in many other assets, see bitcoin going to $65K in November '21 as an example.

Astonvilla- Did you keep your investment in ORGN? I'm just money market funds (SPRXX), SpaceX, and ORGN at the moment. Still a believer in it long term but afraid it could go to $3-4 if the S&P crashes to 3,000ish next year. I have made a fairly detailed DCF of ORGN's projected cash flows and think it can conservatively be valued at ~$20/share (that's including a tranche or two of the earnout shares vesting). That's all assuming the tech works which I think is 80%+ chance, while the market is pricing in almost certain failure at the moment.

Likely just announcing their support for the El Dorado arts and crafts commission