re: Diving deeper on Standard Lithium?

How long before the good news hits this weird stock?

Lol! Never know how this stock is going to behave which is why I just hold.

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One positive from the earnings call I noted near the end was Andy Robinson saying Standard’s project portfolio in East Texas is much larger than is publicly known. It’s not just the Franklin project and he looks forward to getting this info out the market.

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All that is nice and all, but every project increases the dollars needed, and they cant even commit to spending on the first project.......

I need commitment, movement, engineering, contractors, concrete, stock price to go to 15 etc.

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I need commitment, movement, engineering, contractors, concrete, stock price to go to 15 et

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This can absolutely happen prior to FID. Its probably part of their contractor commitments they referenced.

It also sounds like there are more parties asking for lithium. The remainder of production capacity is probably up for grabs, just looking for the best deals.

Exclusive — David Park: Direct Lithium Extraction in Arkansas Could Help Break Reliance on China



Direct lithium extraction in the U.S. in key states such as Arkansas could help break U.S. reliance on China, which dominates the supply chain on many critical minerals, Standard Lithium CEO David Park said during an appearance on Breitbart News Daily.

The Trump administration, he said, is focused on critical minerals, and his company is zeroing in on lithium extraction in Arkansas — the home of the Smackover Formation, home to North America’s highest grade lithium brine resource.

“There’s no reason to go to the moon… [Arkansas is] home to North America’s highest grade lithium brine resource, and we’re developing a southwest Arkansas project together with our partner, Equinor, using a new technology called direct lithium extraction, or DLE, to unlock this truly competitive world class resource,” he said, explaining that this form of extraction is not an “open pit mining operation.”

“Or it would look a lot more like drilling oil and gas wells and but what we’re producing is brine or salt water, and then we’re selectively extracting lithium ions from that and putting that brine back down into the same resource,” he said, explaining that this technique, essentially, has a low environmental footprint, as it does not fracture the resource itself.

https://www.breitbart.com/radio/2026/04/06/exclusive-david-park-direct-lithium-extraction-in-arkansas-could-help-break-reliance-on-china/

The promised dates of development and delivery have been put back so many times that I found this thread on page 3.

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I find it hard to believe that they’re having that much trouble finding offtake partners that they’ve only named one. Are they having a harder time selling Offtake partners that they are real than with investors

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Based on the call, it sounded like an "embarrassment of riches" scenario. Park said that the recent uptick in price brought alot of people to the table. The hopium that I am taking leads me to believe that they are in negotiations to see who will pay the most for the longest.

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I hope that’s the case but With the recent uptick in price, why would you commit to them now then the price could be in the crapper by the time SLI sees the first product roll out the door?

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Because it could also double with a single bad phone call between Xi and Trump.

The issue isn’t the current price. The issue is the price floor. And I don’t think it’s an “issue” as much as a serious negotiation between A LOT of parties.

Negotiating now when prices are high certainly helps SLI from a leverage perspective but it isn’t a pain point for the buyer. The price for long term Offtake agreements will be largely based on an index and will be floating. So if lithium indices keep going up, the buyer will pay more and if they plummet again, the buyer will pay much less. They shouldn’t be so exposed to lithium price risk.

What I imagine we’re negotiating are the fixed fees and price floors and trying to get those up as high as possible while the sun is shining. Also negotiating liabilities and take or pay and flexing out etc.