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re: Diving deeper on Standard Lithium?

Posted on 6/6/23 at 7:10 pm to
Posted by ev247
Member since Nov 2022
311 posts
Posted on 6/6/23 at 7:10 pm to
Five (5) conferences coming this month.



Posted by jamiegla1
Member since Aug 2016
6990 posts
Posted on 6/6/23 at 8:41 pm to
could this be a sign of the first deadline they hit?

Anyone selling the news? I think Im going to keep holding
Posted by ev247
Member since Nov 2022
311 posts
Posted on 6/6/23 at 10:11 pm to
quote:

could this be a sign of the first deadline they hit?

I don't know about you but I'm not traversing creation to talk to a bunch of people about my failing business/tech

And it's a pretty impressive list of speakers at that conference in DC, including Joe Manchin and some folks from the Dept of Energy, State Dept, Dept of Defense, and even the Export-Import Bank of the United States, which might really exist.

quote:

Anyone selling the news?


Assuming opex and cash flow projections haven't changed in the upcoming DFS and PFS* I won't be selling any below 7.75.**

*I'm prepared to see the cash flow projections improve since the price of lithium has increased, so I hope to raise the 7.75 target.
**Barring an event that drastically erodes my trust in the company.
This post was edited on 6/6/23 at 11:53 pm
Posted by ThermoDynamicTiger
Baton Rouge
Member since Jul 2008
1288 posts
Posted on 6/7/23 at 9:04 am to
Borrowing has started again at 23%
Posted by Guntoter1
Baton Rouge
Member since Nov 2020
1016 posts
Posted on 6/7/23 at 9:09 am to
Off to the races.
See y’all at $6
Posted by Auburn1968
NYC
Member since Mar 2019
19550 posts
Posted on 6/7/23 at 9:12 am to
If they could only sell words by the ton!
Posted by Shamoan
Member since Feb 2019
9222 posts
Posted on 6/7/23 at 9:35 am to
morning rocket:

Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2003 posts
Posted on 6/7/23 at 10:34 am to
Mine just showed up as fully lent at Schwab. Where are you seeing the rate at?
Posted by Dock Holiday
Member since Sep 2015
1639 posts
Posted on 6/7/23 at 10:42 am to
quote:

Mine just showed up as fully lent at Schwab. Where are you seeing the rate at?


I get an email from Schwab every time the rate changes, started over a year ago sub 5%, now at 13%.
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2003 posts
Posted on 6/7/23 at 10:43 am to
Ok, mine didn't lend until around 9 so that's probably after the update
Posted by jerryc436
Franklin
Member since Jan 2014
519 posts
Posted on 6/7/23 at 11:00 am to
I have shares at Schwab and Vanguard. I don’t think I can lend at vanguard and don’t know how to set up to lend at Schwab. Any advice?
Posted by Dock Holiday
Member since Sep 2015
1639 posts
Posted on 6/7/23 at 11:06 am to
quote:

how to set up to lend at Schwab. Any advice?


Log into your Schwab account and there is a "Securities Lending" tab at the top. It has directions and Q&A there, but you will need to print and sign an agreement and send in. It's all done online, but it's possible you'll also get a call from an agent.
Posted by Dock Holiday
Member since Sep 2015
1639 posts
Posted on 6/8/23 at 2:27 pm to
So... is this 45% run since early May a product of more institutional folks getting in now?

Beststocks.com
Posted by Auburn1968
NYC
Member since Mar 2019
19550 posts
Posted on 6/8/23 at 5:26 pm to
Got $2352 FPL payout yesterday.
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2003 posts
Posted on 6/8/23 at 6:17 pm to
So they got a 4500$ payout yesterday. Would like to hear they added a million shares.
Posted by BuckyCheese
Member since Jan 2015
49444 posts
Posted on 6/9/23 at 9:17 am to
Preface; I am not a day trader nor skilled investor.


I see SLI has been doing the peaks and valleys thing over the past year. It is currently near it's YTD high. Looking to move $30k out of some underperforming funds but thinking I should wait a couple weeks before pulling the trigger on SLI. Do most here concur?

I've read chunks of this thread but almost 800 pages is a bit much. Saying that, great info here it seems.
Posted by Beerinthepocket
Dallas
Member since May 2011
854 posts
Posted on 6/9/23 at 9:37 am to
There are a half dozen or so near term catalysts which were listed recently in this thread. Waiting risks one or more of those being announced and the opportunity to buy at this level disappearing.

If you buy a today’s price you still beat my cost basis by a few cents and my first purchase was 2 years ago.
Posted by Auburn1968
NYC
Member since Mar 2019
19550 posts
Posted on 6/9/23 at 9:47 am to
Looks to me that there are a number of catalysts stacked up in the near term which should propel SLI higher. Of course, I've been holding my breath for 3 years now.
Posted by BuckyCheese
Member since Jan 2015
49444 posts
Posted on 6/9/23 at 10:03 am to
quote:

Of course, I've been holding my breath for 3 years now.



I actually went way back in this thread and saw you post about your wife cheering when you were up like $60k in one day. Nice!

I'll reread the last few pages here and may pull the trigger.
This post was edited on 6/9/23 at 10:12 am
Posted by Dock Holiday
Member since Sep 2015
1639 posts
Posted on 6/9/23 at 10:12 am to
I'm not sure trying to time this thing is doable. We could get another hit piece a-la Blue Orca or Hindenburg or we could get a FEED announcement or even a customer offtake agreement. We just don't know.

It seems to have survived (crosses fingers) the hit pieces and is in position to actually take incremental steps toward construction of Phase 1.

I'm hopeful this takes a similar path as Sigma Lithium has. They were at $2 in November 2020, preconstruction... trading today at $41.. shipped their first product this past April.
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