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re: Diving deeper on Standard Lithium?
Posted on 12/29/22 at 8:03 am to Auburn1968
Posted on 12/29/22 at 8:03 am to Auburn1968
Back from a few days in Cancun.
Standard Lithium Receives Notice of Allowance for Final U.S. Patent Covering DLE Process for Recovering Lithium From Brines
Press release from today.
https://www.standardlithium.com/investors/news-events/press-releases/detail/130/standard-lithium-receives-notice-of-allowance-for-final
Standard Lithium Receives Notice of Allowance for Final U.S. Patent Covering DLE Process for Recovering Lithium From Brines
Press release from today.
https://www.standardlithium.com/investors/news-events/press-releases/detail/130/standard-lithium-receives-notice-of-allowance-for-final
This post was edited on 12/29/22 at 8:04 am
2
Posted on 12/29/22 at 9:43 am to Auburn1968
Patent allowance certainly welcome news. Nothing that will change the value potential but certainly another risk factor checked off.
Hoping the lithium market, along with SLI, starts to recover in the 1st quarter. Still planning on buying more at these levels soon.
Hoping the lithium market, along with SLI, starts to recover in the 1st quarter. Still planning on buying more at these levels soon.
Posted on 12/29/22 at 9:48 am to Fe_Mike
When was the last time you talked to Mintak?
Posted on 12/29/22 at 3:21 pm to GeneralLee
Been a while.
They have gone totally radio silent and I really don't have many curiosities about the goings-ons right now. I'd be interested to find out about progress on the SW Ark site activities, but that's about it. Would also be curious to know if they are still pursuing a grant, but I'm not sure if they'd comment on that.
If folks here have some questions, I'd be happy to put together an inquiry and get in touch with Mintak to discuss.
They have gone totally radio silent and I really don't have many curiosities about the goings-ons right now. I'd be interested to find out about progress on the SW Ark site activities, but that's about it. Would also be curious to know if they are still pursuing a grant, but I'm not sure if they'd comment on that.
If folks here have some questions, I'd be happy to put together an inquiry and get in touch with Mintak to discuss.
Posted on 12/29/22 at 6:03 pm to Fe_Mike
If you do get in touch with him my questions would be the following:
1. What is the current status of efforts to obtain US federal government grant funding?
2. If the results of the DFS/FEED are positive, how do you anticipate financing construction of the first commercial plant?
1. What is the current status of efforts to obtain US federal government grant funding?
2. If the results of the DFS/FEED are positive, how do you anticipate financing construction of the first commercial plant?
Posted on 12/30/22 at 7:47 am to Beerinthepocket
$2.85 pre-market. Expect lots of tax loss harvesting today.
Posted on 12/30/22 at 8:38 am to Fe_Mike
quote:
Patent allowance certainly welcome news. Nothing that will change the value potential but certainly another risk factor checked off.
Worked on several patent cases over the last few decades. Patent licensing agreements and violation judgements can be very lucrative.
Worked for one lawyer who just didn't lose cases.
This post was edited on 12/30/22 at 8:45 am
Posted on 12/30/22 at 8:52 am to GeneralLee
I am thinking of doing some of that myself. Not all but a 3rd or so.
Posted on 12/30/22 at 10:01 am to GeneralLee
So I was going to buy more yesterday. I wasnt paying attention and sold the amount I wanted to buy.
But it worked out, because I sold it and just bought it back cheaper.
But it worked out, because I sold it and just bought it back cheaper.
Posted on 1/2/23 at 8:35 am to GeneralLee
Below $3 again. Patents are extremely powerful tools to protect intellectual property.
Posted on 1/3/23 at 9:56 am to Auburn1968
$2.89. I'd be loading up, but I've already got a lot riding on this bet.
This post was edited on 1/3/23 at 9:57 am
Posted on 1/3/23 at 3:01 pm to GeneralLee
I'm in ORGN since you mentioned it back in 2021. I like the company but I have been concerned with the volume of insider sales over the past few months. Not just end of year tax loss harvesting, there has been a lot of insider selling since August of 2022. Thoughts?
Posted on 1/3/23 at 3:10 pm to Lightning
quote:
I'm in ORGN since you mentioned it back in 2021. I like the company but I have been concerned with the volume of insider sales over the past few months. Not just end of year tax loss harvesting, there has been a lot of insider selling since August of 2022.
If you look at the S-4's, the vast majority of the sales have been only for shares necessary to liquidate to satisfy tax obligations from vesting of options. The management team there is not independently wealthy, so I'm not too concerned to see them sell shares to satisfy tax obligations on granted shares.
On the other hand, if someone like Boon Sim or Charles Drucker sold shares for $4.60 when they bought them for $10, that would be extremely concerning and cause me to exit my position.
The management team has a ~25M share earnout that would vest if ORGN trades above $15/share for a certain period of time before June '24 (and $20 by June '25 and $25 by June '26). Clock is ticking for them to more than triple the stock price to hit that earnout, hoping we start to get upward movement soon as the O1 plant goes online.
Posted on 1/4/23 at 10:07 am to Auburn1968
The latest short yak on Seeking Alpha isn't worth much, but the comments section is a good reading mix of ignorance vs. facts. They primarily don't trust Mintak.
quote:
Standard Lithium: Question Marks On Project Financials
quote:
Lets see $SLI actually produce meaningful amounts of Lithium instead of just talking about it and then it may be investible. At present the company mainly seems to exist for the purpose of lining Mintak's pockets.
https://seekingalpha.com/article/4562322-standard-lithium-sli-question-marks-on-project-financials#comment-94153680
Posted on 1/4/23 at 11:38 am to Auburn1968
quote:
They primarily don't trust Mintak.
Can't blame them
Posted on 1/4/23 at 12:07 pm to jchamil
I think it would have helped a lot if the demo plant was doing longer term test runs to provide concrete proofs even if the lithium was just stock piled in silos.
Posted on 1/4/23 at 2:17 pm to Auburn1968
i agree. Pissant Argussy Minerals just made its first ton of lithium carbonate and they werent afraid to say it
Posted on 1/4/23 at 6:27 pm to jamiegla1
caller asked Cramer on MM today about SLI and he said, paraphrasing, " if I wanted a stock that is going to zero, this is your play"....so maybe there is hope
Posted on 1/4/23 at 6:55 pm to cuyahoga tiger
thats a pretty ballsy call. At this point im not sure I disagree with him
Posted on 1/5/23 at 9:15 am to cuyahoga tiger
Inverse Jim Cramer Strategy - Q4 2022
https://seekingalpha.com/article/4567993-inverse-jim-cramer-strategy-q4-2022
quote:
Summary
In today's article, we provide a fourth-quarter update on our Inverse Jim Cramer strategy analyzing the performance, or lack thereof, behind his top-mentioned stock recommendations.
This was yet another quarter in which we showed that inverting Jim Cramer's highest conviction picks tends to lead to significant alpha being generated in the market.
https://seekingalpha.com/article/4567993-inverse-jim-cramer-strategy-q4-2022
Page 765 of 946
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