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Beerinthepocket
Favorite team: | LSU |
Location: | Dallas |
Biography: | |
Interests: | |
Occupation: | |
Number of Posts: | 856 |
Registered on: | 5/9/2011 |
Online Status: | Not Online |
Recent Posts
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re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 5/14/24 at 4:52 pm
After seeing the Equinor deal, listening to the earnings call and the fireside chat, I’m more confident on the prospects of this company than I have been at any point since I bought my first shares. I’m having a hard time not liquidating some of my other holdings and throwing it all in on SLI....
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 5/13/24 at 11:02 am
I listened to the earnings call. All good news, but still no clarity on what’s going on with the AOGC setting the royalty rate. The CFO mentioned the royalty rate, but made it sound like the ball was in the AOGC’s court.
Other items of note were the following:
- Equinor has already paid the $3...
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 5/9/24 at 1:31 pm
Even if you buy more now you’ll be sitting at a much lower average price than most of us. Currently at 16k shares @ $3.19 average price....
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 5/8/24 at 9:22 am
That’s what I took from it. Equinor pays 100% of the first $40M in capex, then 45% of all remaining capex. This is a huge investment....
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 4/29/24 at 4:15 pm
Have we quit “Diving deeper”? Up 6.78% today, 17.76% in the past week....
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 4/24/24 at 7:45 am
Folks that has been asking for more proof the tech works, does this latest PR satisfy that? Sounds like the info in the PR was validated by an independent third party....
re: Robinhood Gold C.C.
Posted by Beerinthepocket on 3/27/24 at 5:17 pm
If something sounds too good to be true it usually is. I wouldn’t be surprised if Robinhood turns out to be a scam. Robinhood already scammed investors during the GameStop fiasco....
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 3/15/24 at 11:58 am
I’m hoping they post a new management presentation after the Roth Conference next week. They haven’t updated the one on the website since November 2023....
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 3/5/24 at 1:17 pm
Does anyone have any insight regarding whether the commission could do something screw SLI like landing on a 10% royalty rate? Smack, any word on the street about that? I’m sure XOM would be able to handle that, but it could squeeze out the smaller players like SLI who are more reliant on the econom...
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 1/16/24 at 8:44 pm
This explains why they have kept saying 1H 2024 for the FID. I thought that seemed like an unnecessarily long time between completion of the DFS/FEED and FID, but it makes sense now knowing it’s dependent the royalty determination....
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 12/26/23 at 9:31 am
It’d be nice if they released the SWA FEED/DFS commencement press release to add fuel on a green day for once. Seems like they often decide to release their PRs on market dumpster fire days....
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 12/23/23 at 4:38 pm
Ausenco posted on Facebook 5 days ago that they are working on the FEED study for Standard Lithium’s Southwest Arkansas project....
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 12/19/23 at 2:18 pm
Schwab just returned 100% of the shares I had loaned out.
This downturn in price has allowed me to get my DCA down to less than 50% of Koch’s entry price of $7.42 so I’m ready for this thing to lift off now!...
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 12/14/23 at 9:00 am
Massive failure? I’ve used Dewalt battery powered lawn equipment for the past 2 years and it’s been a game changer...
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 12/11/23 at 9:29 am
Joe Lowry seems to think lithium will continue to take a beating throughout the end of the year, then in January we should start to see an uptick in the price of lithium....
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 12/9/23 at 1:32 pm
Yep, it said a little over $22 for $30k lithium...
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 12/8/23 at 3:10 pm
Grok says the NPV of project 1A + SWA if lithium was $20,000 a ton (instead of $30,000) is ~$16 per outstanding share of SLI....
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 12/8/23 at 6:24 am
$1 isn’t coming. That would mean its market cap equals its approximate asset book value, leaving the business operations themselves valued at $0....
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 12/5/23 at 9:34 am
What makes you think it’s a bad investment at $2.10 when the company is far closer to FID and commercial operations than it was when it was trading at $10? Seems like SLI is on the cusp of numerous developments (partnerships, offtake agreements, debt financing, a government grant, possibility of lic...
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 12/4/23 at 9:18 am
Should we be expecting a royalty/demo plant PR after hours today? ...
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