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re: Diving deeper on Standard Lithium?
Posted on 8/10/26 at 6:16 am to NoEmpathy
Posted on 8/10/26 at 6:16 am to NoEmpathy
Up 13%+ premarket. Only news I see is a german article posted yesterday basically saying the share price is disconnected from the company's fundamentals and momentum.
ETA:
Oh found this too. Apparently white house announced 2 billion to be invested into rare earth mineral mining industry
LINK
ETA:
Oh found this too. Apparently white house announced 2 billion to be invested into rare earth mineral mining industry
LINK
This post was edited on 8/10/26 at 6:21 am
Posted on 8/10/26 at 7:46 am to Neauxla_Tiger
I think it's these highlights from the quarterly:
Concluded Federal Government’s National Environmental Policy Act (“NEPA”) Review for the South West Arkansas Project (“SWA Project”) with a Finding of No Significant Impact
Entered Two Key Construction Contracts for the SWA Project in Anticipation of a Final Investment Decision (“FID”)
Remains On Track for FID and Starting Construction at the SWA Project in 2026
PEA for East Texas on track to be released by September 2026 (this is going to have some gaudy, flashy, eye popping numbers)
Concluded Federal Government’s National Environmental Policy Act (“NEPA”) Review for the South West Arkansas Project (“SWA Project”) with a Finding of No Significant Impact
Entered Two Key Construction Contracts for the SWA Project in Anticipation of a Final Investment Decision (“FID”)
Remains On Track for FID and Starting Construction at the SWA Project in 2026
PEA for East Texas on track to be released by September 2026 (this is going to have some gaudy, flashy, eye popping numbers)
quote:
Smackover Lithium is actively advancing the two key remaining deliverables: customer offtakes and the project financing process. The partnership remains in advanced discussions with several prospective customers and aims to conclude all remaining offtake agreements by the third quarter. This will help to finalize the size and structure of the SWA Project debt, where due diligence and other customary processes are well underway and continue to progress in parallel with the offtake process.
Smackover Lithium continues to target taking FID later this year. Construction is planned to begin promptly following FID, enabling first commercial production of battery-quality lithium carbonate in 2029.
This post was edited on 8/10/26 at 7:50 am
Posted on 8/10/26 at 10:18 am to Fe_Mike
we need a month of sustained gains to get into good territory or when they announce fid/offtake or we'll just get back to where we recently were.
Posted on 8/10/26 at 10:33 am to Wraytex
Yeh, I'm hoping by them saying they are still targeting Q3 for the final offtake agreements, funding, and FID it creates massive short term price support and buying pressure.
Normally a Q3 deadline would create buying support the closer we get to the end of Q3.
However, that is three separate deadlines, which cannot be done in parallel, all scheduled for Q3. FID cannot be made prior to funding being secured. Funding cannot be secured prior to offtake agreements being finalized. So in order for FID to be made by Q3, the offtake agreements need to get finalized well before the end of Q3. Hopefully, the market sees this as I do and thinks we will be getting the first of 3 huge news developments in Q3 soon and it's all sunshine and rainbows from here on out.
Normally a Q3 deadline would create buying support the closer we get to the end of Q3.
However, that is three separate deadlines, which cannot be done in parallel, all scheduled for Q3. FID cannot be made prior to funding being secured. Funding cannot be secured prior to offtake agreements being finalized. So in order for FID to be made by Q3, the offtake agreements need to get finalized well before the end of Q3. Hopefully, the market sees this as I do and thinks we will be getting the first of 3 huge news developments in Q3 soon and it's all sunshine and rainbows from here on out.
This post was edited on 8/10/26 at 10:35 am
Posted on 8/10/26 at 10:52 am to Fe_Mike
I'm not optimistic about any deadlines they throw out. They've allowed the price to degrade with repeated misses and production date being rescheduled. I have zero shares on loan.
Posted on 8/10/26 at 10:56 am to Wraytex
quote:
They've allowed the price to degrade with repeated misses and production date being rescheduled.
Feel ya' on that.
And that's definitely the issue with throwing out such a relatively short term deadline. The closer we get to the end of Q3 with no news, the more investors may get skittish and start selling.
Same here, after having all my shares lent out for the better part of the last five years, I haven't had any leant out in a few months. Not sure what to make of that. Short interest very low, I guess, which should theoretically be good.
Posted on 8/10/26 at 11:26 am to Fe_Mike
Maybe that is Park's strategy, to keep value diminished so another Blue Orca won't waste their time.
Posted on 8/10/26 at 11:30 am to Wraytex
This stock has been discussed for 6 years. When are yall gonna let it go?
Posted on 8/10/26 at 11:43 am to Neauxla
quote:
This stock has been discussed for 6 years. When are yall gonna let it go?
Right? I mean, once a company hits 6 years old, it can no longer have any value proposition.
And when this thread was started 6 years ago, STLHF was trading at ~$0.75.
SLI is currently at $2.55
I'd say that's a pretty damn good 6 year return.
This post was edited on 8/10/26 at 12:11 pm
Posted on 8/10/26 at 11:47 am to Neauxla
When Gaucho comes back and saves us.
Posted on 8/10/26 at 1:12 pm to Wraytex
After all this time, he found meaningful employment?
Posted on 8/10/26 at 2:11 pm to Fe_Mike
quote:
SLI is currently at $2.55
I'd say that's a pretty damn good 6 year return.
Unless your avg is $3
Posted on 8/10/26 at 2:16 pm to NOLAGT
I bought down to $2.65 a share and thought I was safe.
Posted on 8/10/26 at 2:41 pm to NOLAGT
Should have bought more at $2 last week obvs.
Buy the bottom sell the top it’s so easy.
Buy the bottom sell the top it’s so easy.
Posted on 8/10/26 at 2:48 pm to Fe_Mike
quote:
And when this thread was started 6 years ago, STLHF was trading at ~$0.75.
Was $0.51 or $0.53 when the first thread was started. Everybody consolidated into this one later.
Posted on 8/10/26 at 2:50 pm to Wraytex
quote:
I'm not optimistic about any deadlines they throw out. They've allowed the price to degrade with repeated misses and production date being rescheduled. I have zero shares on loan.
Production date back to 2029 now. Who knows?
Posted on 8/10/26 at 4:11 pm to SmackoverHawg
quote:
Production date back to 2029 now. Who knows?
Not standard lithium.
Posted on 8/17/26 at 8:07 pm to CollegeFBRules
Bump!
Posted on 8/17/26 at 8:28 pm to CarbonAce
quote:
Bump
I’m kind of ready for this train to choo choo on out of the station.
Posted on 8/18/26 at 3:39 am to CarbonAce
What’s the bump for?
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