Jax-Tiger

Okay, they have hired a major US auditor and announced an equity plan that will only take effect after a US IPO.

Sounds like $VLTLF is planning a NASDAQ listing. They are at $0.70/share now. They need to get to $4, which would be a 6x increase by itself.

They will be commissioning their first 1000 ton facility in December and have been producing 99.9% pure lithium carbonate for 3 months now.

I got out of this a while back because I thought it was going to take too long to get productive. I'm jumping back in.

We're in the very beginnings of finding ways to use graphene. Aside from concrete, batteries, plastics, and paint, there are tons of other high volume uses.

Graphene uses

ETA: for me, tires and food grade plastics that eliminate most PFAS are most exciting.

has anybody used Windstar for river/ocean cruises? I hadn't thought of that.

Thanks for the pics. Those are awesome!

I have a lot to think about.

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$15b buyout would translate to about $40 a share

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If NBIS has multiple customers asking for 1000t+, then that could be a low number. If on major automaker uses graphene to make their batteries better, their cars lighter, and the paint more durable, then other manufacturers will soon follow. Same with other industries.

If a potential buyer sees it this way, it would be interesting to see how much they are willing to offer. On the one hand, this is a pre-production company and is technically over valued at $3/share. On the other hand the potential, if realized, would make $15B a bargain to get in this early.

It all hinges on demand.

We can speculate all day, so I'm going to throw out a scenario, based on what I've seen.

For those who have followed this for some time, you know it has been discussed on here about how we were looking at listing on the NASDAQ exhange about 6 months ago, or so. The stock price was well above $4/shr for an extended period, but around that time,

Then Hydrograph moved redomiciling, which had previously not been discussed, to the top of the "to do" list. Previously, they had talked about listing on the NASDAQ exchange this past spring, and they stopped talking about it. They started slow walking the factory build out, and they talked about how all this stuff takes time and maybe there were doing it because of Canadian taxes or it was just bureaucratic slowdown.

My hypothetical case is this: What if someone, and I'll use Tesla and Elon Musk as the hypothetical villain in my scenario, asks for a price on the company, and Hydrograph asks for $15B. Elon could have come back and said that he can't go that high because redomiciling the company would cost too much money, especially since he just paid $15B for the company and it would be much better if they redomiciled first, while the company was a pre-production company that had no real revenue or assets.

So they immediately move redomiciling to the top of their list, and stop pursuing a NASDAQ listing. They slow walk the Bellville process, sign a gas contract, but don't start construction on the graphene plant, because Elon wants control over the design and scale. The contract could have step up clauses for additional LOIs or government contracts that come in the mean time.

I could be way off base, but I've been trying to explain why all of these activities were supposed to start this spring and they all got delayed for the redomicile. Since they can get government contracts without a redomicile, the only working theory I could come up with is that the redomicile is meant for a potential buyer, not just for themselves.

Of course, they may not have any buyer interest at all and this is all for a hypothetical buyer that may never materialize...

Also, if you make a suggestion, please advise on what the best time of the year to go would be. Brutally hot or brutally cold are probably out.

I have an 87 year old Mama (no pics) who wants to take a trip to Europe with her children. We are thinking a river cruise because it would allow her the option of staying on the boat and minimizing the walking if she gets tired. She still gets around just fine, but does wear out easily.

It doesn't necessarily have to be a river cruise, but that seems like the easiest way to take all the decisions out of where we go and minimize the walking/driving during the trip.

We're thinking anywhere between 1-2 weeks. We would like it to be historical, with great food, and plenty of natural beauty. We're open to traditional cities, like Paris, or maybe something a little less known, especially if we can do a lot relatively close to the boat.

Any suggestions? The pics in the library of European travel reviews are fantastic, but we want to make sure that Mom can enjoy the cruise without having to take long hikes.

We are ruling out Italy, because both of my siblings have been to Italy recently.

This thing is gonna waffle between $3 and $4 until we get closer to the redomicile, unless concrete news comes to light. Conferences don't move the needle...

What do you do if the other side learns that they can hide all of their weapons and put their leadership in hospitals. Should we just give them a pass?

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I feel like that would be too much like gambling.

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I hear you. Especially with the market as squirrely as it has been lately. I tend to buy stocks I believe in and hang on to them. I get in trouble when I swing trade, or buy option contracts, which I occasionally do, just for fun. I get in trouble because there are times fo the day/week where work doesn't allow me to pay attention and I always end up an hour late and a thousand bucks short.

I buy growth stocks and hold on to them as long as the narrative that made me purchase them in the first place holds up. I will not hang on to a losing stock in hopes of a bounce back if it looks like a dog. I sell it and thank the powers that be that I don't have to pay taxes on it, and find somewhere else to invest the money. Hanging onto a stock long term also means the tax bill is lower, so there's that.