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re: Diving deeper on Standard Lithium?

Posted on 9/8/23 at 10:44 am to
Posted by rlp
Shreveport
Member since Sep 2005
665 posts
Posted on 9/8/23 at 10:44 am to
quote:

It should not take this long unless it's intentional by some party internally, externally, or both.


Bingo! Speculation on my part, but it seems things began to come to a crawl when Koch entered the picture. Feels like they had to start over. Now we are looking at 3+ more years before any substantial revenue opportunity. Competition swarming the area. There's no news to anticipate for a pop unless the Exxon thing ties in somehow. I dumped half, will hold the other half with fingers crossed.
Posted by ShootingsBricks4Life
Member since May 2017
2601 posts
Posted on 9/8/23 at 11:48 am to
quote:

It seems like the overwhelming majority of people in that thread are opposed to solar.


TD is an echo chamber generally when it comes to certain tech. I wouldn't use that as a litmus test.
Posted by Auburn1968
NYC
Member since Mar 2019
23079 posts
Posted on 9/11/23 at 8:21 am to
I wonder if the snails pace is due to SLI needing to find some very deep pockets to kick this into gear.

It would help to dispel any doubts if they ran the demo plant to produce as much revenue as possible.
Posted by ev247
Member since Nov 2022
444 posts
Posted on 9/11/23 at 8:44 am to
The demo plant is only authorized to operate through this month so hopefully when the commission extends it they also approve some version of the royalty rate proposal so SLI can start selling. Like you said, even if sales aren’t much it would be a nice validation for us.

This and the FID being a possible 9 months out are my two primary interests at this point
This post was edited on 9/11/23 at 8:46 am
Posted by jamiegla1
Member since Aug 2016
7560 posts
Posted on 9/11/23 at 8:52 am to
quote:

The demo plant is only authorized to operate through this month so hopefully when the commission extends it they also approve some version of the royalty rate proposal so SLI can start selling

good find! this should force something to happen
Posted by Breesus
House of the Rising Sun
Member since Jan 2010
67913 posts
Posted on 9/11/23 at 11:59 am to
quote:

The demo plant is only authorized to operate through this month


What are the chances that’s not renewed and the stock plummets?
Posted by ev247
Member since Nov 2022
444 posts
Posted on 9/11/23 at 12:09 pm to
I emailed them about this 5 minutes ago, will report back if a response comes. Also asked about the FID timeline
Posted by Shepherd88
Member since Dec 2013
4805 posts
Posted on 9/11/23 at 1:52 pm to
FWIW their latest Facebook post has several comments about their PR and the FID timeline.

So at the very least, they know investors are pissed at that communication.
Posted by FLObserver
Jacksonville
Member since Nov 2005
15205 posts
Posted on 9/11/23 at 3:19 pm to
quote:

It seems like the overwhelming majority of people in that thread are opposed to solar.

Not me i been buying FSLR hand over fist. Just kidding always wanted to say that. I have been buying FSLR shares recently on the dip.
Posted by jamiegla1
Member since Aug 2016
7560 posts
Posted on 9/11/23 at 3:37 pm to
quote:

FWIW their latest Facebook post has several comments about their PR and the FID timeline.

wouldnt hurt for a few more people to echo the sentiments
Posted by GREENHEAD22
Member since Nov 2009
20045 posts
Posted on 9/11/23 at 9:57 pm to
Solar in the current way it is being deployed is BS.

Green sources in general for power production still have major short comings. See the Texas power generation numbers through this heat wave.
This post was edited on 9/11/23 at 9:58 pm
Posted by SmackoverHawg
Member since Oct 2011
28941 posts
Posted on 9/12/23 at 8:26 am to
Just getting thread out of 9/11 for good luck.
Posted by Grassy1
Member since Oct 2009
7330 posts
Posted on 9/12/23 at 9:26 am to
quote:

wouldnt hurt for a few more people to echo the sentiments



Looks like they're responding to the negative comments with "Please email us"

So I emailed them my sentiments. We'll see. At least letting them know, as if they can't tell by looking at their stock price.
Posted by jamiegla1
Member since Aug 2016
7560 posts
Posted on 9/12/23 at 9:32 am to
I’ve emailed them before, too. They said they’d talk to me on the phone. Same thing they’re telling everyone else. So basically they don’t want anything on record.

I think they deserve to be publicly thrashed at this point. Someone commented “you don’t own the land, the brine, or the technology”. I hope they realize that people see this.

I also didn’t think this wine-mommy-in-the-carpool response was very professional. I’m being petty at this point but I don’t care.

Posted by Shepherd88
Member since Dec 2013
4805 posts
Posted on 9/12/23 at 10:12 am to
I emailed them as well this morning and I’ll be glad to call them if they answer with such.
My only hope for that delay is something that’s non public info that they can’t divulge.
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2900 posts
Posted on 9/12/23 at 11:00 am to
Using Koch’s tech now makes it look like the only thing SLI brings of value is the leases.
Posted by gautamj
Member since Sep 2023
59 posts
Posted on 9/12/23 at 12:40 pm to
As the person at the receiving end of this message, I agree that this wasn't as professional as I would like.
But I was happy to have even gotten a response.

I am writing to SLI IR to see if they might be open to the idea of a zoom call with interested folks.. They probably won't be able to say much due to confidentiality but would be good for them to realize the general investor sentiment.
Posted by Dock Holiday
Member since Sep 2015
1746 posts
Posted on 9/12/23 at 12:58 pm to
quote:

But I was happy to have even gotten a response.


I emailed them late last week and have yet to get a response.
Posted by gautamj
Member since Sep 2023
59 posts
Posted on 9/12/23 at 1:02 pm to
I'm guessing they responded to my email cause of my public rant on their FB post.
Posted by Shepherd88
Member since Dec 2013
4805 posts
Posted on 9/12/23 at 1:07 pm to
Have you tried to call them yet?
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