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re: Diving deeper on Standard Lithium?
Posted on 8/6/23 at 5:05 pm to Wraytex
Posted on 8/6/23 at 5:05 pm to Wraytex
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 on 8/6/23 at 5:11 pm to GREENHEAD22
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 on 8/6/23 at 6:02 pm to SmackoverHawg
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 on 8/6/23 at 8:37 pm to jamiegla1
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 on 8/7/23 at 9:06 am to SmackoverHawg
I bought a nice chunk on Friday so I blame myself for today's action, mostly.
Posted on 8/7/23 at 1:25 pm to SmackoverHawg
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 on 8/7/23 at 4:32 pm to ev247
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 on 8/7/23 at 5:04 pm to ev247
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.
Not sure what it means, anecdotal, circumstantial?
I want to believe it's good news for the near future.
Posted on 8/7/23 at 5:42 pm to Dock Holiday
Whatever is coming, the shorts have decided it's not worth the risk.
Posted on 8/7/23 at 6:23 pm to Wraytex
Saw a post on linked in SVP of Comms was in El Dorado a couple of days ago
Posted on 8/7/23 at 6:33 pm to CarbonAce
Comms SVP of Standard Lithium?
Posted on 8/7/23 at 7:00 pm to ev247
my old neighbor that sold Limu used to say things like "im so excited for whats the come!"
Sorry Im a Debbie downer
Sorry Im a Debbie downer
Posted on 8/8/23 at 1:12 am to jamiegla1
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.
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 on 8/8/23 at 3:19 am to ev247
nice! my morning coffee tastes a little better today
Posted on 8/8/23 at 5:36 am to ev247
Looks like I’ve got some reading to do when I get to work.
I like the sound of $3 billion.
I like the sound of $3 billion.
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