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re: Diving deeper on Standard Lithium?
Posted on 2/28/26 at 5:44 pm to Elusiveporpi
Posted on 2/28/26 at 5:44 pm to Elusiveporpi
Where has everyone gone? This board has died! I know we are in a waiting period, maybe some delays but dang! This is happening!!!!!
4
Posted on 2/28/26 at 6:25 pm to CarbonAce
All in the HGRAF thread 
Posted on 2/28/26 at 6:48 pm to CarbonAce
It'll heat back up...eventually.
Posted on 3/2/26 at 9:55 am to SmackoverHawg
Fun ride right out of the gate this morning.
Posted on 3/3/26 at 6:26 am to Wraytex
Good 'ol China wrecking the lithium market again this morning.
Gonna be a nasty day.
Gonna be a nasty day.
Posted on 3/3/26 at 7:14 am to Fe_Mike
Curious.
What were and are you estimates of what this stock could and will be?
Were you thinking hundreds? Or was it a safe place for 50s to 80s?….or to the moon 600?
I just don’t know what a mining company can do. But SLI and NAK have always been intriguing.
What were and are you estimates of what this stock could and will be?
Were you thinking hundreds? Or was it a safe place for 50s to 80s?….or to the moon 600?
I just don’t know what a mining company can do. But SLI and NAK have always been intriguing.
This post was edited on 3/3/26 at 7:36 am
Posted on 3/3/26 at 9:05 am to Fe_Mike
Lord I love grok
Posted on 3/5/26 at 8:28 am to Wraytex
Now that I've reloaded and ready for a dip back below $4, this is probably the floor barring some big disruption.
Posted on 3/5/26 at 8:33 am to SmackoverHawg
Adding below 4 if it happens, outside of that, letting it ride.
Posted on 3/7/26 at 8:56 am to CarbonAce
quote:
Where has everyone gone? This board has died!
SLI hasn't died, but it certainly has become a cure for insomnia. I've just got a greatly reduced holding and will let it ride for old times sake.
Posted on 3/7/26 at 3:05 pm to Auburn1968
Just to try and spin current events into a positive for SLI...
Maybe the recent choking off of China's oil supply will hinder some of their lithium miners' production, thereby lowering worldwide supply and raising lithium prices.
Maybe the recent choking off of China's oil supply will hinder some of their lithium miners' production, thereby lowering worldwide supply and raising lithium prices.
Posted on 3/9/26 at 5:37 am to Neauxla_Tiger
Looks like we have an off take agreement
quote:
All figures are in US dollars unless otherwise stated. LEWISVILLE, Ark., March 09, 2026 (GLOBE NEWSWIRE) -- Smackover Lithium, a joint venture (“JV”) between Standard Lithium Ltd. (“Standard Lithium” or the “Company”) (TSXV: SLI) (NYSE.A: SLI) and Equinor, through subsidiaries of Equinor ASA, announced the signing of its first commercial offtake agreement for the South West Arkansas Project (“SWA Project” or the “Project”) with Trafigura Trading LLC (“Trafigura”). Trafigura is a market leader in the global commodities industry, with an established presence across battery metals markets including lithium. Under the terms of this binding take-or-pay offtake agreement (the “Agreement”), the JV will supply Trafigura with 8,000 metric tonnes per year of battery-quality lithium carbonate over a 10-year period, beginning at the start of commercial production. Pricing terms of the Agreement are subject to confidentiality but are structured to support the anticipated financing for the Project.
Posted on 3/9/26 at 5:37 am to Neauxla_Tiger
First Offtake agreements is done.
Smackover Lithium Signs First Binding Off-take Agreement
quote:
Under the terms of this binding take-or-pay offtake agreement (the “Agreement”), the JV will supply Trafigura with 8,000 metric tonnes per year of battery-quality lithium carbonate over a 10-year period, beginning at the start of commercial production. Pricing terms of the Agreement are subject to confidentiality but are structured to support the anticipated financing for the Project.
Smackover Lithium Signs First Binding Off-take Agreement
Posted on 3/9/26 at 5:41 am to Fe_Mike
Like clockwork for good news to drop during the midst of a market bloodbath
Posted on 3/9/26 at 8:28 am to Fe_Mike
quote:
Pricing terms of the Agreement are subject to confidentiality but are structured to support the anticipated financing for the Project.
Okay, so let's just venture to say pricing is around the DFS price of $22,400/t (which is oddly enough exactly what LiCO price is today). Obviously it'll be an equation and be flexible but just picking a set price, that's probably a safe spot.
The 8,000 ton/year offtake we just guaranteed is ~$180,000,000 annual revenue at that price, which just about already justifies our current MC. Double that to get to the 80% target, and we're looking at ~$9/share fair value on positive FID. I could get behind that.
This post was edited on 3/9/26 at 8:28 am
Posted on 3/9/26 at 2:09 pm to Fe_Mike
I had not heard Trafigura, but they’re a massive company who definitely has the ability to follow through on the offtake agreement.
Posted on 3/9/26 at 2:35 pm to Fe_Mike
quote:
The 8,000 ton/year offtake we just guaranteed is ~$180,000,000 annual revenue at that price, which just about already justifies our current MC. Double that to get to the 80% target, and we're looking at ~$9/share fair value on positive FID. I could get behind that.
I could get behind $9 SP as well.
Could you explain the "Double that to get to the 80% target...."?
Why would SLI double production over what they've signed agreement on? Not arguing. Just trying to understand.
Posted on 3/9/26 at 3:00 pm to KCRoyalBlue
quote:
Could you explain the "Double that to get to the 80% target...."?
It was bar napkin math, but the total annual production for the southwest arkansas project is anticipated to be ~22,500 tons. The PR says they are aiming for offtake agreements to cover 80% of the 22,500 volume.
So the 8,000 TPA offtake agreement represents about half of that 80% goal (really it's 35% of the 22.5 kta, so it's actually 40% of the goal). So it's a little more than double to reach the offtake agreement goal, and almost triple to reach plant capacity. My numbers ended up being pretty conservative, but once you factor in Equinor's stake it's probably back closer to accurate.
Either way, we just announced a contract for $180,000,000 in annual sales and the stupid thing is up 3.5% on below average volume. Market is dumb.
Posted on 3/9/26 at 3:59 pm to Fe_Mike
Let me stumble my way thru this.
The plant has an annual capacity of 22,500 tons.
SLI has a goal of signed agreements making up 80% of that annual production. That would be 18,000 tons.
So, with this new Trafigura agreement for 8,000 tons, we are at 35.5% capacity sold out of annual production. That would be 44.4% sold from the annual 80% goal, however.
Is that correct?
If so, what about the 20% of annual production not spoken for from offtake agreements? Does that go into storage to allow for some "inventory"? Or would it simply be sold to the highest bidder on the open lithium market?
Or am I way off on understanding this? TIA!
The plant has an annual capacity of 22,500 tons.
SLI has a goal of signed agreements making up 80% of that annual production. That would be 18,000 tons.
So, with this new Trafigura agreement for 8,000 tons, we are at 35.5% capacity sold out of annual production. That would be 44.4% sold from the annual 80% goal, however.
Is that correct?
If so, what about the 20% of annual production not spoken for from offtake agreements? Does that go into storage to allow for some "inventory"? Or would it simply be sold to the highest bidder on the open lithium market?
Or am I way off on understanding this? TIA!
Posted on 3/9/26 at 4:43 pm to KCRoyalBlue
80% is probably a pre-sale goal and the remaining 20% will be in the open market. Either cut back production or produce and store if the storage fee is not horrible.
I bet they are also smart enough not to agree on 100% output when this is new tech. The plant may not be able to reach/ produce the full 22,500 ton capacity and they do not want to breach contracts.
I bet they are also smart enough not to agree on 100% output when this is new tech. The plant may not be able to reach/ produce the full 22,500 ton capacity and they do not want to breach contracts.
This post was edited on 3/9/26 at 4:50 pm
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