Favorite team:Mississippi St. 
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Registered on:7/2/2015
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re: Diving deeper on Standard Lithium?

Posted by Fe_Mike on 3/31/26 at 9:05 am to
quote:


How long before the good news hits this weird stock?


There's no telling at this point but it's starting to sound like not Q2.

So...in 3-6 months?

re: SEC Baseball Stats Week 3 - 3/30/26

Posted by Fe_Mike on 3/31/26 at 7:51 am to
quote:

If you took out that one bad game their ERA would decrease to 4.73 and rank 6th. Of course it did happen but it shows how just one game can skew data in early season.


Okay....now take out everyone's worst game and rerank it instead of just Oklahoma's. I'm sure USC would love to not count the 22 runs Bama put on them.

re: Diving deeper on Standard Lithium?

Posted by Fe_Mike on 3/30/26 at 4:28 pm to
It’s still long term derisked barring an insane shift in the entire lithium market that would wreck multiple Fortune 500 companies so I’m not too worried, but I want to maximize this so I’m pissed I whiffed today ha. Now just gotta figure out where to start buying again cause yeh I agree $2’s are on the table again soon with this announced delay.

I’m debating selling one of my other specs and essentially doubling my SLI position.

I’ll never go all in on a stock (or even more than 50% of my spec portfolio) but this thing seems like such a lock. You have big buy in from Roch, Equinor, and oh yeh the US government.

Super pessimistic scenario is $10 by 2029 which would be what 50% annual return? Yeh I’ll take it. And it’s completely liable to hit that next year.

It’s prerevenue so don’t invest what you can’t lose, but this is pretty much the only play stock I’ll recommend to friends and family, especially at this valuation.

re: Diving deeper on Standard Lithium?

Posted by Fe_Mike on 3/30/26 at 2:15 pm to
Damnit. Almost sold a chunk this morning to swing when it shot up for no reason. Wish I’d listen to myself sometimes.
quote:

Did anyone ever explain what the Miss St catcher was up to on that play?


He was up to drugs or something.

That kid was a freakin' loony tune.
If anyone is wondering why we're lagging behind a very upbeat lithium market today, it's because of this comment in the fins officially communicating the commercialization delay :banghead: :

quote:

SWA Project Final Investment Decision

The four primary deliverables to be completed prior to taking FID are signing the construction vendor contracts (EPCC/EPCM), receiving National Environmental Policy Act (NEPA) approval from federal regulators, finalizing customer offtakes, and closing project financing.

Smackover Lithium continues to make meaningful progress on all fronts. It expects to complete vendor contracting and the environmental review in the second quarter of this year, and to reach agreements on its remaining advanced offtake negotiations, which will help to finalize the size and structure of the SWA Project debt. This would result in the joint venture being in a position to take FID and begin construction in 2026, and to achieve first commercial production in 2029.

re: Sunday SEC Baseball

Posted by Fe_Mike on 3/29/26 at 9:44 pm to
quote:

Luckily we play both of you guys at home.


It’s unlucky that you have to play us at all, bitch.

We’re gonna ruin your season, bitch.

re: Sunday SEC Baseball

Posted by Fe_Mike on 3/29/26 at 11:24 am to
quote:


Game will be chippy today. Kentucky’s antics are 10u level


I really try to like Kentucky baseball but the high school girl's softball dugout shite is just unbearable. Especially if you're at the game.

I remember we started trying to do that shite in game one of jr high legion ball coached by the high school JV coach and he nipped that in the bud quick. "This is real baseball. If any of y'all want to be on the high school team, I'm not gonna hear that crap again from you this year."

Mingione is the type of dude that's gonna win the fight at whatever cost. He's gonna throw sand in your eyes, bite, pull hair, pull down his pants and shite himself. Like...sometimes it's better just to get knocked out, dude.

re: Friday SEC Baseball

Posted by Fe_Mike on 3/27/26 at 10:36 pm to
State is getting really dangerous now (stating the obvious)

Everyone else has kind of hit their stride. We have so much talent we're still figuring out who our best guys are.

We probably replaced our closer tonight with someone even better (Pitzer over Davis)

Our right fielder (Jacob Parker, twin brother JoJo got drafted top 10) is probably gonna compete for national freshman of the year and he just got slotted into the starting lineup last week.

Our catcher could still hit 15 homeruns this year and he just got back last week after an injury took him out game 1.

Foster is our #4 starter and he just went toe to toe with Hunter Elliot and basically got the win on a Friday night SEC start on the road giving up only 1 hit.

We have two freshmen who were high round draft picks that came to school throwing 100+ mph who may yet figure it out and get weekend innings this year (haven't yet).

Mississippi State is a monster waking up. Fun to be excited about baseball again.

re: Friday SEC Baseball

Posted by Fe_Mike on 3/27/26 at 10:00 pm to
quote:


Bianco should be fired before he has a chance to walk off the field


Why didn't Hooks start the 9th?

Seemed crazy to keep Rabe in that long.

re: Friday SEC Baseball

Posted by Fe_Mike on 3/27/26 at 9:38 pm to
This game has been awesome.

Dogs back on top 5-4 with a big 9th inning.

re: Friday SEC Baseball

Posted by Fe_Mike on 3/27/26 at 8:53 pm to
quote:


3-0 Sooners bottom of 6th since Texas posters not updating while losing go figure lol


Did you post a lot of updates last night?

re: Friday SEC Baseball

Posted by Fe_Mike on 3/27/26 at 8:27 pm to
State leaves the bases loaded but takes a 3-1 lead into the B6.

Been a great baseball game tonight.

re: Friday SEC Baseball

Posted by Fe_Mike on 3/27/26 at 8:12 pm to
State ties it up 1-1 in the top of the 6th.

Still two on base.

Just kidding!! 2-1 now!!! Still two on base with one out.

:dude:

re: Friday SEC Baseball

Posted by Fe_Mike on 3/27/26 at 8:08 pm to
Hunter Elliot is miserable, we're in the midst of a 7 minute at bat because he's thrown 7 pickoff attempts to first during this at bat.
quote:

Looks like we're moving back north again


:spank:

re: Diving deeper on Standard Lithium?

Posted by Fe_Mike on 3/23/26 at 8:01 am to
Man....I've been able to dismiss the dip so far with market conditions, but everything in the market is up 3% premarket and SLI is down 3%. What the heck is going on?

Might be buying some this morning.

re: Friday SEC Baseball

Posted by Fe_Mike on 3/20/26 at 10:15 pm to
For what it’s worth, Oak said Mac just stiffened up so they decided to pull him.

I’m not sure I believe that but….maybe there’s hope.

re: Friday SEC Baseball

Posted by Fe_Mike on 3/20/26 at 8:27 pm to
Ugh…State just lost our Friday night first round draft pick.

Pulled before facing a batter in the 5th with only 60 pitches. Was shaking his elbow while throwing balls in the dirt during the warmup.

Fuuiuuccccckkkkk

re: Daily Baseball Thread - Saturday

Posted by Fe_Mike on 3/14/26 at 8:33 pm to
What the hell was JJ challenging there? Interference huh? Dude is soft.

re: Daily Baseball Thread - Friday

Posted by Fe_Mike on 3/13/26 at 8:47 pm to
Boom! Ryder Woodson!!