Bit

So, what does CYDVF opportunity look like? Sounds like they have similar capability to SLI (?) only they make brine out of dirt. Any idea when they will make money?

LINK

I think the funds and etfs are in slow accumulation mode. ...to be followed by upgrades and then shorts..and repeat. So, flat for a while, the spike, shorts, lawsuits, and flat again until late 2023 when production hits...typically when you are hiring operators you are about a year out...

Having worked for a large petrochemical company and tried to make them money, I can tell you what lanxess is really saying. This ain't our core business, so unless it becomes so (and it could) we prefer not to invest our capital. They aren't saying its a bad investment, it just isn't big enough in this volatile market.

Where the heck are Lanxess and Koch? When you are mentioned you should respond:

"Standard’s flagship project has been delayed by nearly 18 months with key partner Lanxess recently admitting that Standard’s extraction technology has still not demonstrated “proof of concept”. Lanxess says it has “no timeline” for development and is no longer mentioning Standard Lithium on its earnings calls."

"A subsidiary of Koch Industries, which starting last year has been aggressively investing in SPACs, PIPEs, and ESG-oriented “growth equity” investments recently stepped in as a partner with a $100 million investment. We think Koch missed red flags and failed in its due diligence in its haste to deploy capital"

So, I tendered mine. Question is should I buy more to tender? ....with the support of the existing management, seems likely that the privatization of PQEFF is going to happen...

It's standard operating procedure. Raise fear or greed depending on which side of the price they are on. This didn't make sense on many levels. SLI communicator chief needs to be faster on his feet if SLI expects to burn these bastards.

The blue orca data may be right. However, consolidated data from a pilot program is totally useless for their purposes. During an industry pilot program you are moving each variable around to determine the operating envelope. A breakdown of their testing would tell a story but lumped together in a quarterly data dump...it is useless. I'm pretty sure SLI is not going to want to share their pilot data, but it should be easy to respond with a comment like what I just shared. The commercial unit running for a quarter will visably define success or failure.

Where is SLI's corporate "communication" manager? What does it take to get a response?

That being said: if this is so damning like that hedge fund wants us to believe, why would Lanxess convert their loan into shares of SLI? They would know all the internal data. Just food for thought I received from the yahoo board.

Yeah got about 45k shares at .1175. Real money is if the tech opens up unattractive oil by not requiring water,decreasing cost and increasing value. They're missing out by just licensing....can always change. SLI is a better business model (30% of profit)....

Looking at the Conditions of the offer,it looks like Viston can pretty much cancel the order on a whim. Hence,the discount vs the offering price.
The technology is worth billions based on all the oil in the US/canadian sands and the quality of the Utah oil and the environmental strength of the tech. The tech is woke or Viston wouldn't be bidding.

I would prefer an owner who is in the oil field business buying the company rather than a swiss wokany.This would provide woke cred for a big oil company like XOM who has a bunch of Canadian sand. However, I believe the Canadian oilsand is sour and heavier....that being said, XOM ain't mickey mouse and could implement this rapidly worldwide.