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re: Diving deeper on Standard Lithium?

Posted on 8/11/23 at 3:10 pm to
Posted by Dock Holiday
Member since Sep 2015
1643 posts
Posted on 8/11/23 at 3:10 pm to
quote:

What difference does it make who starts production first? The demand will still be there. The product will sell. The only down side is there is no profit till it’s built.


SLI numbers won't work if the supply starts to catch up to demand. The longer they delay the more likely projects get operational in the U.S. and there appears to now be a race by world class sprinters.
Posted by CecilShortsHisPants
One Foty Fo uh uh Magnolia Screet
Member since Oct 2012
2931 posts
Posted on 8/11/23 at 3:17 pm to
quote:

Congrats on the shares


Secretly, I hoped it wouldn’t fill. I’m trying to catch my arse with this turd
Posted by CamdenTiger
Member since Aug 2009
62730 posts
Posted on 8/11/23 at 3:22 pm to
quote:

Secretly, I hoped it wouldn’t fill. I’m trying to catch my arse with this turd


I understand that….
Posted by Auburn1968
NYC
Member since Mar 2019
20054 posts
Posted on 8/11/23 at 4:11 pm to
quote:

An SLI spokesperson told Axios via email the company will soon release results from a feasibility study for its Lanxess project near El Dorado.


I'm wondering what the definition of "soon" is. Well, they were first out of the gate.

Posted by BuckyCheese
Member since Jan 2015
50607 posts
Posted on 8/11/23 at 4:37 pm to
Sold mine to put it somewhere where it's actually working.

Will buy a bunch of LEAPS for less capital instead of sitting on a pile of stock.
Posted by ev247
Member since Nov 2022
334 posts
Posted on 8/11/23 at 6:27 pm to
Greenhead has there been any SLI sentiment at the new job?
Posted by Crescent Connection
Lafayette/Nola
Member since Jun 2008
2040 posts
Posted on 8/11/23 at 8:41 pm to
quote:

Will buy a bunch of LEAPS for less capital instead of sitting on a pile of stock.
I don’t see anything past Jan 19, 2024. That’s only 5 months away. The way ORGN cratered this week, I would be hesitant even with $2.50 calls.

I’m gonna wait for Jan 2025 calls before dipping into options. Just too risky in such a short time frame.
Posted by CharleyLake
Member since Oct 2006
1329 posts
Posted on 8/12/23 at 7:22 am to
Please reconsider.
Posted by ApexHunterNetcode
Member since Aug 2023
287 posts
Posted on 8/12/23 at 11:27 am to
quote:

If they miss this deadline I’m bringing Gaucho back.


We may need some nugget power to break resistance levels upwards
Posted by jamiegla1
Member since Aug 2016
7028 posts
Posted on 8/12/23 at 12:50 pm to
Last I heard, Gaucho was in a Covid FEMA camp mumbling something about Grintak
Posted by jimjackandjose
Member since Jun 2011
6512 posts
Posted on 8/14/23 at 5:54 am to
Pre market getting the hammer
Posted by Fe_Mike
Member since Jul 2015
3210 posts
Posted on 8/14/23 at 6:56 am to
Yeh - at least it's on really low volume, but....yeesh. Hopefully these past couple days aren't because of a leak.

I aint selling but with back to back missed DFS targets, Exxon knocking on your door, and the decision to swap technology for the SW Ark project you do start to wonder.

Hard not to start getting just a bit nervous.

ETA: Down over 6% now....eeeeeeeeeeeeeehhhhhhhhh
This post was edited on 8/14/23 at 7:17 am
Posted by ev247
Member since Nov 2022
334 posts
Posted on 8/14/23 at 7:29 am to
Yeah I’m starting to realize that they’ve only been testing the chosen tech (Koch’s) for 9-10 months so the 3-year testing edge has been an illusion. Hopefully this delay is about negotiations and not production. Pretty soon I may board the bandwagon that they just want to be bought
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2049 posts
Posted on 8/14/23 at 7:38 am to
It's depressing to watch others catch up and pass our turtle here.
Posted by Fe_Mike
Member since Jul 2015
3210 posts
Posted on 8/14/23 at 7:48 am to
This post was edited on 8/14/23 at 8:40 am
Posted by skewbs
Member since Apr 2008
2013 posts
Posted on 8/14/23 at 8:59 am to
Mining / commodities companies across the board are getting hammered today. SLI much more than others though
Posted by Neauxla_Tiger
Member since Feb 2015
1889 posts
Posted on 8/14/23 at 9:03 am to
What's tough is even if we end up getting the DFS announced tomorrow, we need a 25% pop just to get back to last week's high. And lately any growth/tech/small cap stock that pops is shorted back down the next day.
Posted by Fe_Mike
Member since Jul 2015
3210 posts
Posted on 8/14/23 at 9:07 am to
Sent an email to IR this morning.

If they don't respond today, I'll send it direct to Mintak as well.

Will let y'all know if I hear anything back. They have not responded to my last two inquiries so I'm not terribly optimistic. (that being said, the CEO not responding to a random investor email is probably a good sign - I can't imagine Albemarle or Exxon's CEO would be getting back with me if a bitched at them about a bad earnings call)

I asked about the delay, the reasoning behind the SW Ark DLE technology swap, and the capital for the Lanx project.
Posted by Auburn1968
NYC
Member since Mar 2019
20054 posts
Posted on 8/14/23 at 11:13 am to
Bloodbath today so far.
Posted by CamdenTiger
Member since Aug 2009
62730 posts
Posted on 8/14/23 at 11:33 am to
Is it just a totally incompetent team? Just building up a facade to sell? Just the vibe they are portraying, or am I way off…
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