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re: Diving deeper on Standard Lithium?

Posted on 8/15/23 at 2:36 pm to
Posted by Neauxla_Tiger
Member since Feb 2015
1981 posts
Posted on 8/15/23 at 2:36 pm to
The stock price rightfully should take a hit after missing this deadline 2 times in a row and total radio silence from the company, butttt this is starting to feel like quite an overreaction. For all we know the announcement is still going to be any day now.

I guess the overall market conditions have been shite the last week or two as well, so that doesn't help.
Posted by Fe_Mike
Member since Jul 2015
3538 posts
Posted on 8/16/23 at 7:54 am to
All my shares are lent out again. Time to move back up.

.....I hope.
Posted by BestBanker
Member since Nov 2011
18222 posts
Posted on 8/16/23 at 8:13 am to
Posted by GREENHEAD22
Member since Nov 2009
20046 posts
Posted on 8/16/23 at 12:22 pm to
frick it, nuts on the table, just added. Yall look out below!

I am not liking Schwab. Can anyone tell me how to get to my dividend reinvestments and how to apply for being able to loan shares?

TIA
This post was edited on 8/16/23 at 12:29 pm
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2901 posts
Posted on 8/16/23 at 1:08 pm to
What do you mean get your dividend reinvestments? If you mean take your distributions as cash, from the positions page there is a column for Reinvest, you click that value and it brings up a menu for changing.

For share lending, you need to call share lending. Sorry no number handy. FYI all my shares have been back since 1st week of July.
Posted by Elusiveporpi
Below I-10
Member since Feb 2011
2640 posts
Posted on 8/16/23 at 2:29 pm to
quote:

frick it, nuts on the table, just added. Yall look out below!


You made me add 300 as well. In the words of Forrest Gump " I figured, I've gone this far............"
Posted by ColoradoAg03
Denver, CO
Member since Oct 2012
6422 posts
Posted on 8/16/23 at 2:31 pm to
quote:

All my shares are lent out again



Same here
Posted by VOL IN
Lincoln Parish
Member since Jul 2021
13 posts
Posted on 8/16/23 at 2:43 pm to
I added 3000 yesterday. What has given me a little bit of solace is I looked at the charts of most of the major lithium players over the last month. SLI has tracked with them with consistency so it looks like a downward sector trend. Also SLI has not been the worst of the bunch over that time.

SLI -19%
LIT -15%
LAC-17%
PLL-26%
LTHM-25%
ALB-23%
Posted by ev247
Member since Nov 2022
444 posts
Posted on 8/16/23 at 4:22 pm to
Thanks for this perspective Vol.

Since Standard is skipping rocks might as well add fuel to the speculative fire.

FWIW

Speculation summary



Posted by GREENHEAD22
Member since Nov 2009
20046 posts
Posted on 8/16/23 at 4:31 pm to
I like it, CC is the latest gov waste of money and kickback scheme that is hot right now. If I am goin to get fricked with my taxes being wasted I might a well get some $ back on it.


Why did I not sell all of my LLKKF when I was way up.
This post was edited on 8/16/23 at 4:35 pm
Posted by CarbonAce
Member since Apr 2021
171 posts
Posted on 8/16/23 at 6:41 pm to
We are proud to be a member of the Arkansas business community. Next week, CEO Robert Mintak will be a presenter at the 2023 Mid-America Aerospace and Defense Summit in Rogers, Arkansas. Join us at the event if you're in the area!
Posted by jamiegla1
Member since Aug 2016
7560 posts
Posted on 8/16/23 at 7:03 pm to
There is only one thing we want him to present and he knows what that is
Posted by Lightning
Texas
Member since May 2014
2893 posts
Posted on 8/16/23 at 8:30 pm to
Oh good, more conferences…
Posted by GREENHEAD22
Member since Nov 2009
20046 posts
Posted on 8/16/23 at 8:47 pm to
Someone needs to play the Show Me the Money gif.
Posted by jamiegla1
Member since Aug 2016
7560 posts
Posted on 8/16/23 at 10:34 pm to
it would actually take massive balls to go do a presentation right now and not deliver the DFS. That might be it for me
Posted by ev247
Member since Nov 2022
444 posts
Posted on 8/16/23 at 11:48 pm to
Old fodder below.

I was trying to remember what Mintak recently said he spends most of his time on. It was from the DWW podcast from 2 months ago

Mintak "Hydroxide is where we feel we have the most value, and the interest that we're receiving from tier-one battery companies/automotive OEMs for a domestically-sourced hydroxide in the United States is incredibly high. It is almost agressive, the interest that we're getting from groups looking to get secure supply at this. It is where I spend most of my time, bringing people to the site and talking about our development timeline and our offtake strategies. And the interest in getting their foot in the door to secure that is completely different than the lithium environment from two or three years ago."

Interviewer "We are in Downtown Vancouver. You have neighbors here which, couple of weeks ago got some major investment from major car manufacturers so is it something similar which we are discussing here?"

Mintak [Hesitantly] "We're going to be very careful on the partners we choose. There's significant interest. And what's most important to us and the reason we're working with Lanxess, the reason we are working with Koch, is that we have a long-term vision. A business plan to build, in stages, facilities across the region. So starting with Lanxess Phase 1A and then subsequent projects in parallel or sequentially as we build out the resource on the Smackover Formation..."

"Having a partner that aligns with us on our strategy of developing these resources. A partner that will be using the materials in North America, that's our primary objective so we align with a lot of the administration's policies. But then also allows us the flexibility, with the right partner, because the lithium chemistries, they may change. So the advantage we have where we're working, as well, producing lithium chloride solution, you can take that in multiple different chemistries. You could go to a solid-state battery with a lithium chloride solution. You could go carbonate or hydroxide. And then you also have the ability where you don't necessarily have to locate your conversion facilities on site. We could look at a centralized, or co-locating with the right partner..."

I guess Mintak is spending most of his time talking with companies about the offtake from later projects since the lithium from Lanxess and SWA are spoken for, right?

The last sentence is interesting in light of today's conspiracy theory putting Exxon's processing facility next door to the SWA project. I don't know what it would even mean to partner on the conversion side after extracting, but partnerships seem exciting anyway.

Onto the next conference.
Posted by CecilShortsHisPants
One Foty Fo uh uh Magnolia Screet
Member since Oct 2012
3374 posts
Posted on 8/17/23 at 5:42 am to
quote:

Next week, CEO Robert Mintak will be a presenter at the 2023 Mid-America Aerospace and Defense Summit


He’ll show up late
Posted by Elusiveporpi
Below I-10
Member since Feb 2011
2640 posts
Posted on 8/17/23 at 7:18 am to
quote:

align with a lot of the administration's policies


Is Government money from the Build Back Better/Infrastructure bill still available? IF we could just get to the funding stage, this could really boost SLI.
Posted by CamdenTiger
Member since Aug 2009
64557 posts
Posted on 8/17/23 at 8:41 am to
True, if SLI could identify as a China company, they’d be set…
Posted by Auburn1968
NYC
Member since Mar 2019
23089 posts
Posted on 8/17/23 at 1:49 pm to
quote:

Is Government money from the Build Back Better/Infrastructure bill still available? IF we could just get to the funding stage, this could really boost SLI.



They are admitting now that the "Inflation Reduction Act" was really about "climate change." Maybe some of that will find its way to SLI before it swirls around and disappears down a hole.
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