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re: Diving deeper on Standard Lithium?
Posted on 11/17/24 at 4:25 pm to SmackoverHawg
Posted on 11/17/24 at 4:25 pm to SmackoverHawg
quote:
Trump is actually good for SLI as he is very much for domestic production of lithium and other needed minerals, resources. He was very much in favor of tax breaks for domestic producers and tariffs on imports. He's not anti-environment and actually knows about SLI and the fact that DLE from these brines are the greenest way to obtain lithium. Our Governor knows him pretty well. Trump is good for Arkansas.
Then why has this stock been pummeled since he was elected? Down 32% since the day before the election. What is that based on? Fundamentals? Royalties has already been figured in before the election. You know as much about this stock as anyone, so I am curious to know the real reason.
I am not saying Trump bad for SLI. The opposite is likely going to be true in the long run. true. I am saying that the general perception is fossil fuels will do better under Trump. The inverse of that is lithium will do worse, which seems to be the consensus trade so far since the election.
2
Posted on 11/17/24 at 5:16 pm to go ta hell ole miss
The royalty decision happened the day of the election boss.
Posted on 11/18/24 at 11:49 am to go ta hell ole miss
It seems to me that this stock is priced as if they will never receive the money from the DoE conditional grant. If DoE actually moves quickly to approve this prior to Jan 20, I think SLI rockets up.
Posted on 11/18/24 at 1:13 pm to Beerinthepocket
Hope springs eternal...
Posted on 11/18/24 at 8:46 pm to Shepherd88
quote:
The royalty decision happened the day of the election boss.
That’s right. So why did this go up and then start crashing two days later when the news of the royalties was baked in?
This post was edited on 11/18/24 at 8:48 pm
Posted on 11/18/24 at 9:16 pm to go ta hell ole miss
Green energy stocks took a shite due to Trump being elected. People don't realized he's all for domestic production. He always wants clean water and air, but not at ridiculous costs with little to no return. His Presidency will be beneficial to SLI.
Posted on 11/18/24 at 9:35 pm to SmackoverHawg
Thanks.
Posted on 11/20/24 at 9:15 am to go ta hell ole miss
Exxon signs their second lithium off take agreement, with LG Chem. To be finalized once royalty is set.
Hopeful royalty quote
“Officials hinted a 2.5% rate could be acceptable, which Howarth said would be "in the range that we would be able to move forward." Exxon would need to formally propose a new rate, which is likely in the near future, he added.”
LINK
As for SLI, looks like we’re in for a pretty boring earnings call tomorrow
Hopeful royalty quote
“Officials hinted a 2.5% rate could be acceptable, which Howarth said would be "in the range that we would be able to move forward." Exxon would need to formally propose a new rate, which is likely in the near future, he added.”
LINK
As for SLI, looks like we’re in for a pretty boring earnings call tomorrow
Posted on 11/20/24 at 9:20 am to ev247
I chose this shite stock over going heavier into crypto. frick me.
Posted on 11/20/24 at 9:35 am to GREENHEAD22
quote:
I chose this shite stock over going heavier into crypto. frick me.
I’m heavy in both. With crypto prices where they sit already I am expecting greater returns from SLI over the next 4 years.
I’ve been delusional over this stock for the past 4 years now though so take that with a grain of salt
Posted on 11/20/24 at 11:24 am to Who_Dat_Tiger
quote:
I’m heavy in both. With crypto prices where they sit already I am expecting greater returns from SLI over the next 4 years.
Bull run just starting in crypto
Put your SLI funds in crypto for the next few months and then buy back into SLI if you wish but it’s not gonna go parabolic in the next few months like crypto will
If SLI goes parabolic it will be parabolically down
This post was edited on 11/20/24 at 11:32 am
Posted on 11/20/24 at 2:19 pm to SmackoverHawg
you just keep me hangin on vanilla fudge
Posted on 11/20/24 at 3:05 pm to Auburn1968
Was just comparing the SWA project to Exxon's project and it hit me that they both have to license their tech but SLI also has to pay a 2.5% gross royalty to Tetra to use their leases while Exxon has outright bought its leases. Crazy to think that Exxon paid like $100M one time while SLI is set to pay like $22M per year to Tetra. Pretty big advantage for Exxon
Posted on 11/21/24 at 4:56 pm to ev247
I trimmed some after today’s earnings call. They said some thing about the royalty may be coming by the middle of next year. They also said not to expect them to announce a non-binding offtake agreement (like Exxon did). Well, a binding offtake agreement can’t happen before the royalty, so it sounds like the only possible catalyst this year is finalizing the grant.
Posted on 11/21/24 at 6:03 pm to ev247
Middle of next year! Wtf!
Posted on 11/21/24 at 6:58 pm to CarbonAce
could they be any more boring
Posted on 11/21/24 at 8:51 pm to jamiegla1
Mintak ruling from beyond the grave.
Posted on 11/22/24 at 10:25 am to ev247
Finalizing the grant is a huge catalyst. If that occurs some time in the next 2 months this thing is over $3
Posted on 11/22/24 at 12:25 pm to Beerinthepocket
Could be.
I sold about 10% of my position and just learned that Koch sold 100% of theirs
I sold about 10% of my position and just learned that Koch sold 100% of theirs
Posted on 11/22/24 at 12:32 pm to ev247
quote:
I sold about 10% of my position and just learned that Koch sold 100% of theirs
Where did you hear this?
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