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re: Diving deeper on Standard Lithium?

Posted on 8/6/23 at 5:05 pm to
Posted by SmackoverHawg
Member since Oct 2011
28941 posts
Posted on 8/6/23 at 5:05 pm to
quote:

. Apologies for bagging on Mintak. I blame the ghost of gaucho.


Personally, I don't know where I stand on Mintak. I like him, but haven't been around him enough to really judge him. I think things could've been handled better, but we don't know the details. I know they've had issues with the process as they are ramping it up. I'm not a Mintak groupie. He's done his job IMO, but there are factors out of his control and sometimes it's better to stay quite. He did a helluva job getting Koch on board when Lanxess got squirrely. They didn't want out, they just had cash flow issues and got cold feet. I don't believe Tetra was ever in the know. If anything, they got slow played to get those rights. 1% ownership for the leases they had? Now people are worried about them? I may be wrong, but it seems as if they sold out to pad their bottom line during COVID and are now scrambling to get back in the game with their piss ant 6,700 acres at higher prices now that people are aware of their value. That doesn't sound exactly brilliant to me. Not to mention how poorly ran their sodium plant was at the now SLI site.


Posted by SmackoverHawg
Member since Oct 2011
28941 posts
Posted on 8/6/23 at 5:11 pm to
quote:

For all our sake, I hope you are legit and not some deep undercover pumper.


I pass on what I hear. I don't get the info that I did prior to Koch jumping in, but all seems well. I'm not a pumper. If I were, I'd be claiming to have built my stack back up to where it was and I wouldn't have told the board when I was selling. I also was careful to sell in small increments and tried to sell into rallies over several days. If I would have dumped the almost 400k shares I was in control of, that shite would've tanked bigly.
Posted by jamiegla1
Member since Aug 2016
7560 posts
Posted on 8/6/23 at 6:02 pm to
quote:

I know they've had issues with the process as they are ramping it up

are they currently raising rates or something? Or do you mean scale-up issues?
Posted by Richleau
Member since Dec 2018
3272 posts
Posted on 8/6/23 at 6:03 pm to
Atlx continues to climb.
Posted by SmackoverHawg
Member since Oct 2011
28941 posts
Posted on 8/6/23 at 8:37 pm to
quote:

Or do you mean scale-up issues?


Or were. That was around the time of the Blue Orca attack. COVID basically set things back 2 years. It was never thought ramp up would be simple. But like I said before, I just can't imagine continuing to spend money on site prep and other things like they are if they weren't confident it would be profitable.
Posted by Fe_Mike
Member since Jul 2015
3538 posts
Posted on 8/7/23 at 9:06 am to
I bought a nice chunk on Friday so I blame myself for today's action, mostly.
Posted by jamiegla1
Member since Aug 2016
7560 posts
Posted on 8/7/23 at 1:25 pm to
quote:

I just can't imagine continuing to spend money on site prep and other things like they are if they weren't confident it would be profitable.

One would think. Ive been dropping money into Argosy Minerals. They built out a 2000 TPY salar/refinery in Argentina. The Argentina supreme court heard from some indigenous people that the operation could affect their ability to pound corn into masa in their straw huts. The stock has tanked since then. Still waiting on an environmental analysis until they can produce.
Posted by ev247
Member since Nov 2022
444 posts
Posted on 8/7/23 at 4:32 pm to
Earnings due this month and last 3 have come on Thursday the week of the 11th. Gotta think we get an update with earnings this week.

Posted by Dock Holiday
Member since Sep 2015
1746 posts
Posted on 8/7/23 at 5:04 pm to
2/3 of my lent shares have been returned to me, lowest total lent out in a year.

Not sure what it means, anecdotal, circumstantial?

I want to believe it's good news for the near future.
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2900 posts
Posted on 8/7/23 at 5:42 pm to
Whatever is coming, the shorts have decided it's not worth the risk.
Posted by CarbonAce
Member since Apr 2021
171 posts
Posted on 8/7/23 at 6:23 pm to
Saw a post on linked in SVP of Comms was in El Dorado a couple of days ago
Posted by ev247
Member since Nov 2022
444 posts
Posted on 8/7/23 at 6:33 pm to
Comms SVP of Standard Lithium?
Posted by CarbonAce
Member since Apr 2021
171 posts
Posted on 8/7/23 at 6:41 pm to
Yep
Posted by ev247
Member since Nov 2022
444 posts
Posted on 8/7/23 at 6:45 pm to
Thank you, I see her now



Posted by jamiegla1
Member since Aug 2016
7560 posts
Posted on 8/7/23 at 7:00 pm to
my old neighbor that sold Limu used to say things like "im so excited for whats the come!"

Sorry Im a Debbie downer
Posted by CecilShortsHisPants
One Foty Fo uh uh Magnolia Screet
Member since Oct 2012
3374 posts
Posted on 8/7/23 at 7:15 pm to
quote:

I see her now

Bonk
Posted by ev247
Member since Nov 2022
444 posts
Posted on 8/8/23 at 1:12 am to
SWA Project PFS

After-tax Net Present Value has increased from $1.9B to $3.1B

Eta Capex has increased from $870M to to $1.3B and SWA construction targeted to begin in 2025 with production starting in 2027.


This post was edited on 8/8/23 at 2:05 am
Posted by LSUSLU106
Member since Mar 2015
659 posts
Posted on 8/8/23 at 2:27 am to
Posted by jamiegla1
Member since Aug 2016
7560 posts
Posted on 8/8/23 at 3:19 am to
nice! my morning coffee tastes a little better today
Posted by Fe_Mike
Member since Jul 2015
3538 posts
Posted on 8/8/23 at 5:36 am to
Looks like I’ve got some reading to do when I get to work.

I like the sound of $3 billion.

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