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Posted on 9/6/23 at 8:40 am to Fe_Mike
I've never seen a management more apathetic about promoting the company for the investors. Maybe there's a janitors conference in Vegas they can attend soon.
sorry for the vent.
sorry for the vent.
Posted on 9/6/23 at 8:58 am to Wraytex
I agree, I'm a bit disappointed in this especially considering the timeline.
Another PR gaffe.
SW Ark PR should have been held til after this was complete, period. They dropped a great PR at the wrong time, it wasn't what the market was looking for, and it fell flat.
This PR is great as well. All the numbers were what we hoped, it all looks good, majorly derisked. But they drop in an awful schedule adjustment. It literally looks like a 6 month delay (I stated this in my email to IR). And that dominates the headline and drowns the rest of the good news.
They just cannot get out of their own way.
Another PR gaffe.
SW Ark PR should have been held til after this was complete, period. They dropped a great PR at the wrong time, it wasn't what the market was looking for, and it fell flat.
This PR is great as well. All the numbers were what we hoped, it all looks good, majorly derisked. But they drop in an awful schedule adjustment. It literally looks like a 6 month delay (I stated this in my email to IR). And that dominates the headline and drowns the rest of the good news.
They just cannot get out of their own way.
Posted on 9/6/23 at 8:58 am to Wraytex
So the NPV of just Lanxess 1A is more than the market cap of the company, yet the stock goes down. Doesn’t make sense to me. Whatever, buying more.
Posted on 9/6/23 at 9:16 am to Beerinthepocket
And Phase 1A is just 5% of the Measured and Indicated resource per the DFS. They have great resources but are moving like the tortoise. I hope slow and steady wins the race for SLI. I'm getting a little jittery.
Posted on 9/6/23 at 9:17 am to Fe_Mike
quote:
Another PR gaffe
thats because their VP of communications came from a crypto currency wallet company
Posted on 9/6/23 at 10:13 am to Fe_Mike
Edited to remove complaining
Still glad that we got this today. What do we think is next on the docket? Lanxess commercial agreement?
No financing PR before FID right?
Still glad that we got this today. What do we think is next on the docket? Lanxess commercial agreement?
No financing PR before FID right?
This post was edited on 9/7/23 at 12:07 am
Posted on 9/6/23 at 11:31 am to Fe_Mike
I’ve started refilling on dips again. Picked up a few thousand shares today around 3.25. Will continue to load up if it drops more. If it gets to around $3 then I’m going to back the truck up again like I have the past few times it’s receded to that level. Has always bounced back nicely when it’s gotten to that range.
Knock on wood
Knock on wood
Posted on 9/6/23 at 11:38 am to Fe_Mike
quote:
They just cannot get out of their own way.
And like freaking clockwork, they release PR on a deep red day in the market. Every. Damn. Time.
Posted on 9/7/23 at 5:34 pm to Neauxla_Tiger
Maybe nobody actually wants lithium
Posted on 9/8/23 at 6:50 am to jamiegla1
quote:
Maybe nobody actually wants lithium
You're becoming the new Graucho. Is there any reason they would do these "PR Gaffs" on purpose to keep the price suppressed? Probably a dumb question.
Posted on 9/8/23 at 8:49 am to Beerinthepocket
quote:
So the NPV of just Lanxess 1A is more than the market cap of the company, yet the stock goes down. Doesn’t make sense to me. Whatever, buying more.
Still no bump this morning too. Is it their snail paced timeline or maybe it just takes a while to filter down.
Posted on 9/8/23 at 9:03 am to ThermoDynamicTiger
quote:
You're becoming the new Graucho
someone has to do it. I realize that i have a negative attitude towards SLI lately but i think its in line with the market sentiment. I thought about keeping my mouth shut but thought there could be some benefit in opposing thoughts. Ill tone it down if its bothering people.
What i meant by "maybe nobody actually wants lithium" wasnt directed at SLI. There's no denying all the hype of EVs and the push to get rid of the ICE.
But does the market truly want that? How will this transfer over a different administration? Personally, i doubt ill own an EV. Nothing against them. I want to make money off of lithium. But i wonder how many people also do not really care for this green push.
Or maybe its just the market. Or maybe its just the junior miners. I dont know. I just know that there doesnt seem to be a fire under Mintak to bring lithium to the market.
For comparison, we designed and built a new specialty unit in my plant a couple years ago. It went from concept to commissioned in 30 months. Granted it was only $50MM but the market demand was THERE. It couldnt get built fast enough.
This post was edited on 9/8/23 at 9:32 am
Posted on 9/8/23 at 9:50 am to jamiegla1
I agree with your sentiments.
I'm not crazy about the concept of EV's myself, except for my selfish desire to see this stock soar. I, too, have been concerned about the overall market's desire for this EV industry.
Then again, I have to wonder if Ford would be cancelling gasoline powered lines (and shutting down plants) to transfer them to EV assembly lines if they didn't think this was real? Surely they have more to lose by retooling entire plants. (I hope!!!). Or are they just getting big Fed dollars to do this?
FWIW, I spoke to someone who said he saw about 100 new electric Amazon delivery vehicles parked at their hub near ATL recently. Nice tidbit.
No need to tone down our own thoughts. That's why we come here.
Go enjoy the weekend, fellas.
I'm not crazy about the concept of EV's myself, except for my selfish desire to see this stock soar. I, too, have been concerned about the overall market's desire for this EV industry.
Then again, I have to wonder if Ford would be cancelling gasoline powered lines (and shutting down plants) to transfer them to EV assembly lines if they didn't think this was real? Surely they have more to lose by retooling entire plants. (I hope!!!). Or are they just getting big Fed dollars to do this?
FWIW, I spoke to someone who said he saw about 100 new electric Amazon delivery vehicles parked at their hub near ATL recently. Nice tidbit.
No need to tone down our own thoughts. That's why we come here.
Go enjoy the weekend, fellas.
Posted on 9/8/23 at 9:56 am to jamiegla1
quote:
For comparison, we designed and built a new specialty unit in my plant a couple years ago. It went from concept to commissioned in 30 months. Granted it was only $50MM but the market demand was THERE. It couldnt get built fast enough.
I'm currently part of a team executing a 5 BILLION dollar project being built on a greenfield site. It will be built on ~150 acres of land that has been farm property.
It's also a "clean energy" project and was announced in 2021 and is on pace to be onstream in 2027. The property will go from producing crops to producing fuel in 6 years.
The scale difference of SLI's 1A project and the project I'm on is laughable. It should not take this long unless it's intentional by some party internally, externally, or both.
I really want to know why there is a Grand Canyon sized gap between a glowingly positive DFS and the proposed FID. Has anyone gotten anything concrete on that front or reached out to SLI investor relations for an answer?
Posted on 9/8/23 at 9:56 am to jamiegla1
I don’t own an EV or solar. On the fence about solar bc entergy has a great buy back program but besides the point.
I’m for the movement forward with technology. Maybe lithium itself isn’t the long term answer but I do believe it gets that push forward to something more efficient than oil. We’ve been stuck on oil for so long and have a really hard time letting go of that.
It’s ironic though that the vast majority of people against EV and lithium are also the ones screaming the loudest about the BRIC countries controlling the world oil supply and “how they’re gonna replace the petro dollar.” And they’re also the same ones who value our wilderness areas being kept clean.
So here’s an obvious answer to protect ourselves, innovate, and keep our lands virtually untouched. I think a lot of people are missing that.
I’m for the movement forward with technology. Maybe lithium itself isn’t the long term answer but I do believe it gets that push forward to something more efficient than oil. We’ve been stuck on oil for so long and have a really hard time letting go of that.
It’s ironic though that the vast majority of people against EV and lithium are also the ones screaming the loudest about the BRIC countries controlling the world oil supply and “how they’re gonna replace the petro dollar.” And they’re also the same ones who value our wilderness areas being kept clean.
So here’s an obvious answer to protect ourselves, innovate, and keep our lands virtually untouched. I think a lot of people are missing that.
Posted on 9/8/23 at 10:03 am to Shepherd88
quote:
I’m for the movement forward with technology
I agree with you. But what matters for this stock is that everyone else sees it that way. There's a thread on the OT about solar panels. It seems like the overwhelming majority of people in that thread are opposed to solar. Man if you could give me an affordable way to power my home during a storm and reduce my load the rest of the time, i would be all in.
Posted on 9/8/23 at 10:31 am to jamiegla1
I'm not a huge fan of EVs, but I do see how energy storage could be very helpful.
Posted on 9/8/23 at 10:41 am to jamiegla1
quote:
It seems like the overwhelming majority of people in that thread are opposed to solar.
In the south solar may not be big but out west it will grow due to all of the sun they receive. Also there will always be a need for more efficient battery storage. Lithium is the main source for that now and the immediate future.
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