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re: Diving deeper on Standard Lithium?
Posted on 9/8/26 at 8:00 am to CarbonAce
Posted on 9/8/26 at 8:00 am to CarbonAce
Pretty good numbers here.
Scope is ~3x SWA project scope.
Capital cost is only ~2x the SWA project scope.
Operating cost per ton is about 20% less than the SWA project.
NPV of $5B compared to SWA NPV of $1.7B.
Scope is ~3x SWA project scope.
Capital cost is only ~2x the SWA project scope.
Operating cost per ton is about 20% less than the SWA project.
NPV of $5B compared to SWA NPV of $1.7B.
Posted on 9/8/26 at 9:32 am to Fe_Mike
Long term I guess it comes down to the Moat that lithium will have over other battery types.
Posted on 9/8/26 at 11:59 am to Fe_Mike
Market seems to not give a shite about anything other than lithium prices.
Posted on 9/8/26 at 3:05 pm to Neauxla_Tiger
quote:
Market seems to not give a shite about anything other than lithium prices.
Yup. Hopefully FID gets us back to the $4ish range. Commercial proof of concept (which is still years away) should bring the value of the Texas project closer to real.
The combined value of both projects should have the company trading around $15 and floating with lithium prices. I think the closer we get to 2030, the closer we get to that number.
Posted on 9/9/26 at 10:27 pm to Fe_Mike
quote:
Yup. Hopefully FID gets us back to the $4ish range. Commercial proof of concept (which is still years away) should bring the value of the Texas project closer to real.
The combined value of both projects should have the company trading around $15 and floating with lithium prices. I think the closer we get to 2030, the closer we get to that number.
AI may end us all before the MFer gets to $15.
Posted on 9/9/26 at 10:58 pm to AUHighPlainsDrifter
Why can’t Elon just buy it already
Posted on 9/10/26 at 8:03 am to jamiegla1
Wouldn't it be less appealing to him now that the lithium is going to other entities? Although he could have east Texas operating before SLI could get SWA going.
Posted on 9/10/26 at 8:25 am to Wraytex
from Google search AI
we are already covered
quote:
Starship RocketPower and Storage: SpaceX utilizes cylindrical lithium-ion battery cells to supply primary and backup power, as well as energy storage, for the Starship launch vehicle
Custom Supply: SpaceX contracts with LG Energy Solution to build custom cylindrical lithium-ion cells designed to withstand extreme vibrations, intense acceleration, and a vacuum state.
we are already covered
Posted on 9/14/26 at 10:05 am to jamiegla1
We got our bump last week, now heading for $1.50?
Posted on 9/14/26 at 10:57 am to wickowick
I swear this thing is getting delisted as soon as the FID is announced
Posted on 9/14/26 at 12:57 pm to jamiegla1
I'd be up BIG this year if it wasn't for SLI. 
Maybe we're about to get the final offtake agreement and FID and they can at least break ground ceremonially by year's end.
Maybe we're about to get the final offtake agreement and FID and they can at least break ground ceremonially by year's end.Posted on 9/14/26 at 3:45 pm to SmackoverHawg
Posted on 9/14/26 at 4:51 pm to Wraytex
Posted on 9/16/26 at 1:39 am to My2ndFavCivilNgineer
Classic flashback to early days on Standard Lithium tracking that run-up from $0.69. Trusting insider buying and partnerships like Laxness makes for a classic speculative stock discussion.
Posted on 9/16/26 at 12:30 pm to iosman987
I see there is a town-hall meeting in Stamps, AR Thursday afternoon. That would sure be a good time to make the announcement!!
Posted on 9/16/26 at 4:52 pm to CarbonAce
Posted on 9/17/26 at 7:55 am to CarbonAce
My first question " Why is this taking so long? "
Posted on 9/17/26 at 9:07 am to FMtTXtiger
havent you ever heard of "edging"?
Posted on 9/18/26 at 10:27 am to CarbonAce
Anything of note come out of this town hall meeting?
Posted on 9/18/26 at 12:35 pm to Ballstein32
I haven't heard anything from it
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