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Number of Posts:47
Registered on:2/3/2021
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re: Diving deeper on Standard Lithium?

Posted by Bit on 6/21/22 at 8:53 pm
Yea, like Oshkosh...

re: Diving deeper on Standard Lithium?

Posted by Bit on 6/21/22 at 6:34 pm
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? https://finance.yahoo.com/news/cypress-development-announces-positive-direct-120000029.html...

re: Diving deeper on Standard Lithium?

Posted by Bit on 5/28/22 at 4:13 pm
Not based on much data, but, I'm guessing Koch will be supply the reagent and take the spent reagent. https://kochmodular.com/liquid-liquid-extraction/...

re: Diving deeper on Standard Lithium?

Posted by Bit on 3/18/22 at 9:01 am
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......

re: Diving deeper on Standard Lithium?

Posted by Bit on 3/16/22 at 3:00 pm
SLI gets to keep profit of two major sources of US lithium while lanxess sells the extraction chemical. Question is whether SLI has IP protected. Maybe the next step is to get Royalties for tech...maybe with SLI and Lanxess and/or Koch...

re: Diving deeper on Standard Lithium?

Posted by Bit on 2/24/22 at 3:52 pm
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 t...

re: Diving deeper on Standard Lithium?

Posted by Bit on 2/3/22 at 5:36 pm
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 “...

re: Diving deeper on Standard Lithium?

Posted by Bit on 1/14/22 at 6:38 pm
Agree we are at a bottom. Bought 1 K at limit of 6.9 that executed at 6.75 via 6 small trades. No whales on the sell side....who knows next week's price......
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......

re: Diving deeper on Standard Lithium?

Posted by Bit on 11/18/21 at 7:21 pm
given they've been running the pilot plant for over a year. I would think they would be working on a feedstock quality test program to evaluate Tetra and other sites. I hope they already have a design (and maybe major pieces on order) for the commercial unit and are just waiting on lawyers/Lanxess.....

re: Diving deeper on Standard Lithium?

Posted by Bit on 11/18/21 at 7:14 pm
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....

re: Diving deeper on Standard Lithium?

Posted by Bit on 11/18/21 at 4:22 pm
Lawyers get paid for time spent...lawyers are involved......

re: Diving deeper on Standard Lithium?

Posted by Bit on 11/18/21 at 3:53 pm
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 q...

re: Diving deeper on Standard Lithium?

Posted by Bit on 11/18/21 at 1:15 pm
quote: I don’t care what your stance is on the company, you’re taking the shares every time. That was an easy economic decision, not a fundamental belief in the company. Yea, good point....

re: Diving deeper on Standard Lithium?

Posted by Bit on 11/18/21 at 12:55 pm
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 ...

re: Diving deeper on Standard Lithium?

Posted by Bit on 11/17/21 at 3:47 pm
It would be nice to know how much time it will take after FID to be on spec. Perhaps there are some facilities being upgraded before final approval...Can we get more out of their Corp "Communications" Mgr by those with more shares than me? smack? Who is setting the FID timing? SLI or Lanxess HQ? Who...

re: Pqeff: The Future of Refining Sand Wells

Posted by Bit on 11/2/21 at 11:35 am
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).......

re: Pqeff: The Future of Refining Sand Wells

Posted by Bit on 11/1/21 at 9:51 pm
Petroteq’s addressable bitumen oil sands in the U.S., Canada and Russia are roughly 40 billion barrels. So, 5% of production as a production royalty stream,assuming a 10 KBD unit with a 20 $/B margin and 80 % service factor yields 2.9 Million dollars a year (before taxes and capital costs). This ...

re: Pqeff: The Future of Refining Sand Wells

Posted by Bit on 11/1/21 at 7:14 pm
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...