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I post not only good news, industry information but also bad news.
Now before you read or get to pushing the exit button, this attack is often associated with start up companies with new tech.
Yes I have said for 3-4 weeks that Standard Lithium had started its demo plant and there should be good news as the pilot plant had achieved its goals.
Why ship down from Canada a processing unit which has been processing brines from South America if there was any doubt ?
Why would Laxness spend money on buying up options months before they were due ?
Why would Stellantis complete an Mou on news regarding the pilot plant success ? They are a huge global company surely not that daft ?
So Blue Orca who specialise in shorting are now in the money. I wonder if they will be using that profit to buy back in to Standard Lithium at a cheaper price?
Its what they do.
Nikola Corp had. CEO last year who has come unstuck Trevor Minton. Only this week the case against him has blocked his claims to get his case quashed , so there are some bad CEO's out there !
Nikola Corp cut out the dead wood , let new auditors in and with skill and guidance have pushed through a new firm footed company which is about to go in to major production. So cutting out any BS and bad staff can be turned around.
I will wait and see what happens. I was lucky and as I stated too my profits but have kept my free ride.
One thing to note is other companies in the US are banking on brines ie Salton Sea. High grade brines.
ALL DLE processes are based on the filtration it is new tech, a brand new way to produce lithium in 24-36 hours. Companies in S America have to use salt flats , rock miners have extra drilling mining costs and risks so brines ARE a huge threat.
If North Sea oil was no longer would you expect them to let a new tech upstart virtually kill their industry within 2-3 years ?
If schlumberg are looking at brines in the US and Albamerle are looking at it for S America then DLE is not dead. It probably needs tweeking.
DLE is also based on the different types if brines inc impurities. Each well is different, each filter must be different. Again these can be tweeked.
I would be amazed and very angry if the fillings that blue orce are reporting on are not part of the market disclosure laws and things like processing must be released to investors ?
Anyway, make your own minds up on what you do, but never let it be said that I only post positive / rampy info. If I see bad I call it out too.
https://www.fool.com/investing/2021/11/18/why-standard-lithium-stock-crashed-today/
Hi MO
Have to say looking at my portfolio today was a bit of an OMG moment! Glad I didn’t buy anymore ;-)
Reading the motley fool article - that’s quite an attack from Blue Orca ( TBH I hate short sellers, I think it’s morally wrong, but this is just me!)
One way or another someone isnt telling the truth.
Is it not libellous?
Is this the start of some serious messing about?
Tyson, weirdly enough vis from cusn posting warned me that there was some large shorts against VUL and raising coming it was at the time near highs ( lucky I had been taking slices just prior, but its now mirroring SLI down about 20%+.
It will be interesting to see if more short selling appears on other brine operations ?
Personally I think both are fine. VUL bought a shedload of land in the upper rhine so again why would they if brine lithium = '0'?
Non of it makes sense, but I have been in companies which get left field news that nobody sees coming and we take the hit.
My best guess is with E3 about to announce results - next to get shorted ? - , SLI production news over due and even CL & BL about to hit the market with brine news , this could all get put back in to play pretty quickly. Not overly worried but pain in the ass with the quick buck shorters. Best targets are single plays where a total disruptive question can be noted without real reply. Cusn have tin & copper as back up to the sp so anyone shorting them may come unstuck.
The question of modular also raises the question if it does not work why even mention modular format ?
SLI looking to sell the tech across the Arkansas basin so again they would be sued to kingdom come from here on in if they sold bad tech ? It is the US after all.
Anyway, i am at work tomorrow so will try and dig deep on Orca and dig around for these filings being mentioned that we know nothing about ?
Still NEL & ITM will crush the sector and for sure those ekectrolysers do work as they are selling them as they make them. No worries their other than expanding too fast, but both are or should I say look on the surface to be straight talking do the walkin' kind of companies who dont waffle about how good rhey are they just bring in the contracts.
STANDARD LITHIUM put down Blue Orca's pathetic shorts raid on the company due to the fact Blue Orca cannot read reports properly. How embarrassing.
https://www.standardlithium.com/investors/news-events/press-releases/detail/101/standard-lithium-comments-on-short-seller-report
As my earlier points made about Standards progress from tests, to pilot, to moving a chunk of plant from Canada to US Arkansas to connect up and form the final large demo plant all fits and is now settled.
This is new technology thus these sharks who try and lose peoples money will now benefit from causing a 20+% drop in share price for no good reason.
Please do your own research here. This is NOT financial advice you could lose more yet if they hammer SLI for making them look stupid !!!
F@ckers aren’t they. Money is power and they wield it unerringly. I hope the price doubles and they get burnt.
It is obviously a worry that E3 et al also get targeted however, if SLI can fight them off and as most of these DLE guys will all effectively be doing the same think I’m hoping (naively) they bugger off and annoy some other poor ( relatively) small Co.
Bullies imo
Tyson vis , watch this space. ;-). Done most of my deep research but got to put it together in a form that covers a few links. Cogs within cogs within cogs.
Hope to get it done by tomorrow.
Cheers MO.
Some one other than China needs to provide all this lithium.. let’s hope SLI, E3 et al are gonna be a big part of it.
Tyson Friday 7.43 "as most of these DLE guys will all effectively be doing the same thin........"
My understanding is that the DLE companies are doing it in many different ways, - of necessity perhaps as the brine in different parts of the world has very different chemical compositions. So I think there will be some winners and some losers.
One company - coming to the market in Q2 2022, Cornish Lithium- has looked into around 70 different methods of DLE, narrowed their testing down to about 20, and are now concentrating on 2 or 3 methods to decide which to use for LE from brine. As such it has not been tied to an in-house method or IP all of which may be an advantage.
Hint , Arkansas bromine extracted and filtered for 60 years and some think Laxness chemicals units spun off from Bayer Chemicals Germany are not sure ?
Lol
LOS ANGELES, November 19, 2021--(BUSINESS WIRE)--The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Standard Lithium Ltd. ("Standard Lithium" or "the Company") (NYSE American: SLI) for violations of the securities laws.
The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Standard Lithium is the subject of a research report published by Blue Orca Capital on November 18, 2021. According to the report, the Company’s claims of 90% extraction rates of battery-grade lithium from its Arkansas sites are not supported by filings with state regulators. The report also claims that the Company’s claims of achieving "proof of concept" with extraction technology are false. The Company’s German joint venture partner reportedly says proof of concept has not been achieved and that "extraction is not fully there where we would like it to be." Based on this news, shares of Standard Lithium fell more than 23% in intraday trading on the same day