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re: Diving deeper on Standard Lithium?

Posted on 2/9/23 at 10:24 am to
Posted by AUHighPlainsDrifter
South Carolina
Member since Sep 2017
3179 posts
Posted on 2/9/23 at 10:24 am to
quote:

Not that I expected any revelations at this stage, but did anyone learn something new here?


I don't believe so...just more of a summary of what has happened. Cash on hand still looking good.
Posted by Drunken Crawfish
Member since Apr 2017
3857 posts
Posted on 2/9/23 at 2:00 pm to
Weird wind-down for the day.
Posted by LChama
Member since May 2020
2667 posts
Posted on 2/9/23 at 2:10 pm to
Just following its normal cycle. Probably short piece coming out tomorrow as usual when this thing gets any traction
Posted by Auburn1968
NYC
Member since Mar 2019
23078 posts
Posted on 2/10/23 at 10:50 am to
Easy short prey without product being produced and in this economy.
Posted by jamiegla1
Member since Aug 2016
7560 posts
Posted on 2/10/23 at 11:32 am to
I suppose one strategy is not be so tight lipped that it’s difficult for Blue Orca types to put a piece together
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2900 posts
Posted on 2/10/23 at 12:13 pm to
I can stand one more trip into the 3’s. Have a nice ET distribution coming in a week or so.
Posted by ev247
Member since Nov 2022
444 posts
Posted on 2/13/23 at 10:47 am to
This just popped up on my Fidelity feed,

"Roth MKM analyst Joe Reagor maintains Standard Lithium AMEX:SLI with a Buy and lowers the price target from $16 to $9."

Does this mean anything to yall? Does this guy's opinion or do price targets in general?
This post was edited on 2/13/23 at 11:16 am
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2900 posts
Posted on 2/13/23 at 12:12 pm to
Not too encouraging

Was your link for his recommendation now or the one he made 2 years ago?
This post was edited on 2/13/23 at 12:17 pm
Posted by AUHighPlainsDrifter
South Carolina
Member since Sep 2017
3179 posts
Posted on 2/13/23 at 3:40 pm to
...and, considering the following, should we even be concerned?

Joe Reagor:
Analyst Ranking: Bottom 6% (#3932 out of 4174 analysts)

Average Return: -19.62%

Win Rate: 25% (8 out of 32)
This post was edited on 2/13/23 at 3:42 pm
Posted by ev247
Member since Nov 2022
444 posts
Posted on 2/13/23 at 5:30 pm to
Seeing his record I'm now more interested in why Fidelity is showing me such "news" in the first place.

The two articles are from paid sites known as MT Newswires and Benzinga.

I have brought great shame upon my family.

Riding on.
Posted by go ta hell ole miss
Member since Jan 2007
14026 posts
Posted on 2/13/23 at 6:30 pm to
The last time I can remember someone publicly downgraded or ripped it was Cramer and we pretty much started going up immediately after he bashed us.

And, Reagor is still predicting a double from the current price. I’d take it!
This post was edited on 2/13/23 at 6:32 pm
Posted by TXTIGERTAIL
Member since Oct 2011
281 posts
Posted on 2/13/23 at 8:03 pm to
Negative market forces have led me to revise my “Franzia Forecast” downward. I can now provide 134 boxes of Franzia for the wine mixer.
Posted by Auburn1968
NYC
Member since Mar 2019
23078 posts
Posted on 2/15/23 at 5:28 pm to
Had to look that one up.
Posted by astonvilla
New Jersey
Member since Dec 2005
3287 posts
Posted on 2/16/23 at 7:11 am to
blood bath pre market
Posted by Shepherd88
Member since Dec 2013
4804 posts
Posted on 2/16/23 at 7:45 am to
quote:

blood bath pre market


For a short seller? It’s positive..
Posted by Auburn1968
NYC
Member since Mar 2019
23078 posts
Posted on 2/19/23 at 10:05 am to
DFS and Feed...
Posted by ev247
Member since Nov 2022
444 posts
Posted on 2/19/23 at 11:23 am to
FWIW-number of institutional holders has gone from 99 to 105 since I last checked it around a week ago, per Yahoo Finance.
Posted by Auburn1968
NYC
Member since Mar 2019
23078 posts
Posted on 2/19/23 at 12:40 pm to
Some related news...

Tesla weighing takeover bid for Sigma Lithium - Bloomberg

https://seekingalpha.com/news/3937865-tesla-weighing-takeover-bid-for-sigma-lithium-bloomberg
Posted by Auburn1968
NYC
Member since Mar 2019
23078 posts
Posted on 2/19/23 at 1:34 pm to
This is from the comments on Seeking Alpha's long running clean energy thread. It's a good reason for SLI to push the elegant process of putting water back into the brine aquifer cleaner than it was taken out with negligible environmental impact.

>>As a miner for 40 years I have worked in various mines around the world. Gold, platinum, copper, coal, lead, zinc, oil and salt. I'm going to tell you something, and here it is. We will destroy the earth in the name of "Green Energy" Follow along and I will explain.

MiningWatch Canada is estimating that “[Three] billion tons of mined metals and minerals will be needed to power the energy transition” – a “massive” increase especially for six critical minerals: lithium, graphite, copper, cobalt, nickel and rare earth minerals
Over the next 30 years 7.5 billion of us, we will consume more minerals than the last 70,000 years or the past 500 generations, which is more than all of the 108 billion humans who have ever walked the Earth.

Mining requires the extraction of solid ores, often after removing vast amounts of overlying rock. Then the ore must be processed, creating an enormous quantity of waste – about 100 billion tonnes a year, more than any other human-made waste stream.

Purifying a single tonne of rare earths requires using at least 200 cubic meters of water, which then becomes polluted with acids and heavy metals. On top of that, imagine the destruction and energy required to obtain these essential metals:
18,740 pounds of purified rock to produce 2.2 pounds of vanadium 35,275 pounds of ore for 2.2 pounds of cerium 110,230 pounds of rock for 2.2 pounds of gallium 2,645,550 pounds of ore to get 2.2 pounds of lutetium Also staggering amounts of ore are needed for other metals.

By 2035, demand is expected to double for germanium; quadruple for tantalum; and quintuple for palladium. The scandium market could increase nine-fold, and the cobalt market by a factor of 24. (Marscheider-Wiedemann 2016 ‘raw materials for emerging technologies’.
The potential demand for rare metals is exponential. We are already consuming over two billion tonnes of metals every year — the equivalent of more than 500 Eiffel Towers a day.

There is nothing refined about mining. It involves crushing rock, and then using a concoction of chemical reagents such as sulphuric and nitric acid, a long and highly repetitive process using many different procedures to obtain a rare-earth concentrate close to 100% purity.
As rare metals have become ubiquitous in green and digital technologies, the exceedingly toxic sludge they produce has been contaminating water, soil, the atmosphere, and the flames of blast furnaces.

Do you think solar panels are “Green” Think again. There is nothing green about solar panels. Did you know we clear cut forests, not for panel placement but for the wood needed to produce the panels. Don’t believe me, have a read. hiddenhistorycenter.org/...
I have seen the destruction of mountains, lakes and pristine waterways all in the name of #GreenEnergy. A recent report by the Blacksmith Institute identifies the mining industry as the second-most-polluting industry in the world. Soon to be Number # 1 Why? Green energy.
Green’ technologies require the use of rare minerals whose mining is anything but clean. Heavy metal discharges, acid rain, and contaminated water sources — it borders on being an environmental disaster. Put simply, clean energy is a dirty affair.

Wind turbines guzzle more raw materials than previous technologies: ‘For an equivalent installed capacity, solar and wind facilities require up to 15 times more concrete, 90 times more aluminum, and 50 times more iron, copper, and glass than fossil fuels or nuclear energy.
Think of China. One-fifth of China’s arable land is polluted from mining and industry. Mining the materials needed for renewable energy potentially affects 50 million square kilometers, 37% of Earth’s land (minus Antarctica). Now imagine that number 10 fold.

If you’ve gotten this far still believing that renewables are clean and green, well, I have a bridge to sell you. We thought we could free ourselves from the shortages, tensions, and crises created by our appetite for oil and coal.

Instead, we are replacing these with an era of new and unprecedented shortages.

https://seekingalpha.com/article/4382875-clean-energy-vs-oil-and-gas-biggest-lie-of-2020?v=1676680099#comment-94514008
Posted by SmackoverHawg
Member since Oct 2011
28930 posts
Posted on 2/19/23 at 1:58 pm to
quote:

This is from the comments on Seeking Alpha's long running clean energy thread. It's a good reason for SLI to push the elegant process of putting water back into the brine aquifer cleaner than it was taken out with negligible environmental impact.


That's what separates them from the others and has slowed the process.
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