- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Diving deeper on Standard Lithium?
Posted on 7/14/21 at 8:10 pm to jimjackandjose
Posted on 7/14/21 at 8:10 pm to jimjackandjose
When do we think we will see PT from "professionals"?
0
Posted on 7/14/21 at 8:10 pm to Auburn1968
Where did you order the hats from? I may get a couple too.
Posted on 7/14/21 at 8:33 pm to nsudemon10
Where do we order theses hats from?
Also, here's a new, local article on SLI. Nothing earth-shattering, but figured it's worth the read for all of us that care.
LINK
Also, here's a new, local article on SLI. Nothing earth-shattering, but figured it's worth the read for all of us that care.
LINK
Posted on 7/14/21 at 8:36 pm to Fe_Mike
quote:
But the economics of SLi's current assets, including a guesstimate for Tetra, doesn't scale much higher than $10. So if you're shooting for higher valuations than that, you are betting on the tech and the ability to protect it.
Iron Mike is dead on with what info we currently have and assuming it trades like a mining/chemical stock in P/E. And current lithium prices. If $10 is the top, I'm happy. I'll sell a chunk and keep plenty for dividends. The hope is that they'll be treated more like a tech stock and trade at bigger multiples of earnings based on "potential" and speculation on future lithium prices.
I also think there may production from Lanxess and Tetra will be higher than current projections. All along they have under promised and over delivered. I expect the same. I just don't see them leaving millions of tons of lithium in the ground.
My original PT over a year ago was $10-15. I think that is highly likely barring any unforeseen obstacles. Putting all I know, see, hear and read is what has me thinking $20-30 is very possible. $100 Not impossible, improbable but not impossible if the Lanxess brine sites in Europe are for SLI lithium extraction and prices/demand make their Mojave project financially feasible. I like that Mintak is pushing the tech angle and the unlimited potential.
Posted on 7/14/21 at 8:42 pm to KCRoyalBlue
quote:
Where do we order theses hats from?
I got a hard hat.
Posted on 7/14/21 at 8:46 pm to SmackoverHawg
I’m sworn to secrecy regarding my hats.
Posted on 7/14/21 at 9:01 pm to SmackoverHawg
Agreed on the valuation based on knowns
But that rushed uplist and the moves to acquire brine by lanxness and that other company as well as tesla visit; makes me believe there is a lot we do not know.
I'd be fine with tesla just buying them outright for 5B
But that rushed uplist and the moves to acquire brine by lanxness and that other company as well as tesla visit; makes me believe there is a lot we do not know.
I'd be fine with tesla just buying them outright for 5B
Posted on 7/14/21 at 9:05 pm to SmackoverHawg
quote:
I got a hard hat.
Can someone get me a hard hat and baseball cap? LSUInvestor@yahoo.com for contact info. Will pay for the cost, thanks.
This post was edited on 7/14/21 at 9:06 pm
Posted on 7/14/21 at 9:09 pm to jimjackandjose
quote:
But that rushed uplist and the moves to acquire brine by lanxness and that other company as well as tesla visit;
Wait! Tesla visited SLI in Eldorado?
I missed that discussion
Posted on 7/14/21 at 9:12 pm to Guntoter1
Multiple visits supposedly.
That is the reason why I think with revenue JV and a certain sales contract, we could see a Piedmont type run... just dont hold if that happens. It will come back down
That is the reason why I think with revenue JV and a certain sales contract, we could see a Piedmont type run... just dont hold if that happens. It will come back down
Posted on 7/14/21 at 9:18 pm to jimjackandjose
quote:
Multiple visits supposedly.
I guess I need to scroll back and look this up
Posted on 7/14/21 at 9:52 pm to Guntoter1
Posted on 7/14/21 at 10:03 pm to jimjackandjose
Didn’t see it was already posted
Posted on 7/14/21 at 10:06 pm to SmackoverHawg
So like if you own 1% of the company and I have an 8th of what you have
Can I get a hard hat too? It’ll go good with my E*TRADE jersey
Can I get a hard hat too? It’ll go good with my E*TRADE jersey
Posted on 7/14/21 at 10:33 pm to el Gaucho
quote:
Can I get a hard hat too? It’ll go good with my E*TRADE jersey
I'll see what I can do. Mine's actually a Lanxess hat with a SLi logo sticker.
Posted on 7/14/21 at 10:48 pm to jimjackandjose
quote:
While Mintak said we're only in the first inning when it comes to brining this kind of lithium production up to scale,
Are we that far out??
I hope not
Posted on 7/15/21 at 4:10 am to Guntoter1
I think it is more under promise over deliver.
Granted, if his vision is 50% market capture…1st inning sounds right
Granted, if his vision is 50% market capture…1st inning sounds right
Posted on 7/15/21 at 5:37 am to jimjackandjose
PR out this morning... SIFT plant installed in El Dorado!
LINK
Interesting tidbit in here.... this could really increase the volumes these guys are projected to do...
LINK
Interesting tidbit in here.... this could really increase the volumes these guys are projected to do...
quote:
This work has been extremely successful, and we have produced large volumes of better-than battery quality lithium carbonate from lithium chloride concentrates made by the El Dorado Plant. We’ve also been reprocessing very large quantities of low-quality material sourced from existing South American brine producers, and have demonstrated that the SiFT technology can easily upgrade off-spec material in a single, simple step.
This post was edited on 7/15/21 at 5:57 am
Posted on 7/15/21 at 5:41 am to GeneralLee
Those shares purchased yesterday are looking great already
Page 185 of 899
Popular
Back to top
Follow TigerDroppings for LSU Football News