Started By
Message

re: Diving deeper on Standard Lithium?

Posted on 1/25/23 at 4:37 pm to
Posted by CharleyLake
Member since Oct 2006
1404 posts
Posted on 1/25/23 at 4:37 pm to
Good one! Wish I had thought of that.
Posted by Shepherd88
Member since Dec 2013
4805 posts
Posted on 1/25/23 at 5:13 pm to
That’s probably a dark pool move. Reflected in the price change today and credited shares after hours.
Posted by Grassy1
Member since Oct 2009
7330 posts
Posted on 1/25/23 at 5:55 pm to
quote:

Arkansas Lithium Corp (Robert Mintak Incorporator and Officer per SOS search) drilling one new well and 2 re-entries in Lafayette County.

LINK


Let's have someone's interpretation on this. I have mine, but I ain't so smart!
Posted by bet84
Texas
Member since Jul 2021
103 posts
Posted on 1/25/23 at 9:31 pm to
Is Arkansas Lithium Corp a subsidiary of SLI?
Posted by bet84
Texas
Member since Jul 2021
103 posts
Posted on 1/25/23 at 9:46 pm to
Arkansas Lithium Corp was reported as a subsidiary of SLI and also listed as the owner of the Demonstration plant per the sec.gov link below. So I believe the drilling might be related to the expansion plans in an area of expected higher concentrations of lithium? Or could this be related to the Tetra project?

LINK
Posted by Auburn1968
NYC
Member since Mar 2019
23079 posts
Posted on 1/27/23 at 11:01 am to

Good reason for SLI to pump the green media and green government support handles.


Biden Admin Hobbles Its Own ‘Green’ Ambitions By Blocking Massive Mining Project



https://dailycaller.com/2023/01/26/biden-administration-minnesota-mining-project-copper/
Posted by Sli Guy Ry
Member since Oct 2022
7 posts
Posted on 1/27/23 at 1:57 pm to
The drilling mentioned in the Magnolia Reporter article is located on their SWA (Tetra) leases, so likely has to do with the SWA PFS.

Mintak's mention of the expansion plan was along the lines of building a "much larger company than the two significant projects we currently have", referencing Lanxess and SWA. Thoughts on what "much larger" means? Much larger to me would be at least double the current estimated TPA.

2023 should be a good year. Below is a list of expected and possible PR's. Let me know if I missed anything.

Expected:
- SWA PFS results
- SWA DFS start
- Lanxess DFS results
- Lanxess FID/Lanxess decision to buy back into project or take the discount of the offtake

Possible:
- Additional information regarding expansion plans
- Strategic partner
- Gov't funding for Lanxess plant
- Start of Lanxess plant construction
Posted by Auburn1968
NYC
Member since Mar 2019
23079 posts
Posted on 1/27/23 at 5:22 pm to
SLI would take off to the moon if they did more sustained and detailed proofs of concept resulting in solid, actual end product lithium production data. Doing runs of a day, a week or a month on the demo plant with all of the data on resources used and lithium produced would kick it off and make the big dreams bloom in the market. They don't have to sell the lithium, just show on a regular basis that they can actually make it relative to the cost of production.



Then boom, big dreams have a solid foundation even in the eyes of short sellers preying on the weak.
Posted by Grassy1
Member since Oct 2009
7330 posts
Posted on 1/27/23 at 5:44 pm to
Tell us a little about you, sli guy ri
Posted by Sli Guy Ry
Member since Oct 2022
7 posts
Posted on 1/28/23 at 3:38 pm to
TLDR: I think what you are looking for needs to come in the form of the DFS. I think anything “unofficial” would be met with the same skepticism that persists after the short reports.

But I get where you are coming from. I think we all want them to release something that finally gets them the publicity they deserve, leading to retail and institutional investors coming in and bringing the share price closer to where it should be.

Unfortunately, I don’t think that’s going to happen until the DFS. The short reports did a great job of accomplishing their goal to cast doubt on anything Mintak or SLI say, or have ever said. There needs to be some show of validation by a third party to lift the clouds of doubt.

SLI has said they achieved 90% Li recovery from the brine. The short reports used irrelevant data to paint a picture SLI lied, and now SLI is being sued over it. SLI still used a 90% recovery rate as the design criteria for the Lanxess plant.

SLI has said they have converted their LiCl solution into >99.985% carbonate 2 different ways (SiFT and an existing industry standard). In order to de-risk the Lanxess project, they are going to go with the industry standard.

They have said they have completed the process from start to finish successfully, and I think any press release they tried to make about it now would still be met with “Mintak is a conman”, “pump and dump”, “but how much have they produced”, etc.

So back to your comment, I think the value and publicity start to catch up over the next 6 months. I think the SWA PFS will provide a little bump, but maybe not as much as it should. I think the Lanxess DFS will provide a little bigger bump as people start to see the writing on the wall. I think a combination of the following would provide that “external validation” and would finally get us where we want to be; FID is a go, Lanxess deciding to buy back in for 49%, government grant. Then I think we will get accurate value added from the expansion and strategic partner PR’s. There will probably still be some doubters until they start selling.

To me, the outstanding questions are not related to if their process “works”, but how quickly does the sorbent degrade over time (something they are still gathering data on), and how does the sorbent perform with changes to the brine feedstock, such as brine with the bromine still in it like at SWA (which they are also testing). Those will affect how profitable this company can be. I think we will get our answers to these in the SWA PFS and the Lanxess DFS.
Posted by Sli Guy Ry
Member since Oct 2022
7 posts
Posted on 1/28/23 at 3:40 pm to
Just a regular guy who's drank too much of Mintak's Magical Koolaid.
Posted by Shepherd88
Member since Dec 2013
4805 posts
Posted on 1/28/23 at 3:50 pm to
Do you share any of those concerns of Mintak being a con? His background does appear concerning which was brought out from the short reports.
Posted by SmackoverHawg
Member since Oct 2011
28940 posts
Posted on 1/28/23 at 4:10 pm to
quote:

SLI would take off to the moon if they did more sustained and detailed proofs of concept resulting in solid, actual end product lithium production data. Doing runs of a day, a week or a month on the demo plant with all of the data on resources used and lithium produced would kick it off and make the big dreams bloom in the market. They don't have to sell the lithium, just show on a regular basis that they can actually make it relative to the cost of production.


They don't care about the stock price now. They care about it 10 years from now. I'm accumulating again for what it's worth. I feel comfortable that the tech works and they will be profitable. How profitable? That is still up in the air, but I can assure you the plant is getting built.

When the next big PR release comes is anyone's guess. I wouldn't be surprised to see us hit $10 again by end of year. Possibly higher depending on gov't money, overall market performance etc.


I think the new guy knows what he's talking about.
Posted by Sli Guy Ry
Member since Oct 2022
7 posts
Posted on 1/28/23 at 6:03 pm to
quote:

Do you share any of those concerns of Mintak being a con? His background does appear concerning which was brought out from the short reports.


His past is colorful to say the least, but do I think there's malicious intent to mislead or con investors? Absolutely not. They may have oversold the timeline and ease of things, but I don't think it was intentional to pump and dump the stock.
Posted by SmackoverHawg
Member since Oct 2011
28940 posts
Posted on 1/29/23 at 11:27 am to
quote:

They may have oversold the timeline and ease of things, but I don't think it was intentional to pump and dump the stock.


The timeline was screwed by COVID. They had just released to news of 99.9% pure lithium extraction from experimental module/plant about a week before the market crash. Then it caused delays in getting the demo unit and SiFT unit from Canada. By the time construction was even possible, construction prices had skyrocketed and supply chain shortages made it financially impossible to proceed at that point. Then you had Lanxess getting cold feet after dropping a bunch of cash on a couple acquisitions. Then the Blue Orca attack. A rebound after release of Koch investment and then back down the shitter with Ukraine and market tanking.

I said at the beginning that COVID put us 2 years behind. It ended up being more like 3 or 3.5 due to it being drug out so long. We are where we should've been in probably Q2 of 2021, but the Covidians, Dems and globalists stretched our ani. Good thing SLI has the money to continue and survive COVID. Patents have been awarded and actual work is being done on the site to prep for the beginning of construction.

They have never pumped the stock and to my knowledge, no insiders have dumped stock. If I'm not mistaken, Mintak has substantially increased his holdings. I don't think Lanxess has sold off any of theirs.
Posted by Auburn1968
NYC
Member since Mar 2019
23079 posts
Posted on 1/30/23 at 8:59 am to
quote:

SLI has said they have converted their LiCl solution into >99.985% carbonate 2 different ways (SiFT and an existing industry standard). In order to de-risk the Lanxess project, they are going to go with the industry standard


I guess I'd just like to see a one ton load of lithium carbonate product with back up data as the center piece photo to demonstrate that it is real to the doubters and short manipulators.

Posted by Auburn1968
NYC
Member since Mar 2019
23079 posts
Posted on 1/30/23 at 9:01 am to
Always great to have eyes in the neighborhood.
Posted by jamiegla1
Member since Aug 2016
7560 posts
Posted on 1/30/23 at 9:31 am to
yep. if these guys can do it....

Posted by SmackoverHawg
Member since Oct 2011
28940 posts
Posted on 1/30/23 at 9:37 am to
quote:

I guess I'd just like to see a one ton load of lithium carbonate product with back up data as the center piece photo to demonstrate that it is real to the doubters and short manipulators.


We just may once the royalties are set. I may be misunderstanding, but if they were to do that, it would require royalties to be paid. Granted, that wouldn't be much but it would indicate commercial production.

I don't know, but that might play a role. It may also be better to negotiate royalties before they show their hand? Just guessing.
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2900 posts
Posted on 1/30/23 at 9:42 am to
quote:

It may also be better to negotiate royalties before they show their hand? Just guessing.


I'm of the opinion that should have been in the rear view mirror already.
Jump to page
Page First 767 768 769 770 771 ... 946
Jump to page
first pageprev pagePage 769 of 946Next 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