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re: Diving deeper on Standard Lithium?

Posted on 2/28/25 at 2:25 pm to
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2884 posts
Posted on 2/28/25 at 2:25 pm to
Posted by jamiegla1
Member since Aug 2016
7547 posts
Posted on 2/28/25 at 6:31 pm to
We’re going to get lithium from Ukraine before this old bag ever takes off
Posted by SuperSaint
Sorting Out OT BS Since '2007'
Member since Sep 2007
144345 posts
Posted on 3/3/25 at 9:39 am to
quote:

Standard Lithium



Guess I have to go back to buying now at $1.25


Fml
Posted by Fe_Mike
Member since Jul 2015
3535 posts
Posted on 3/3/25 at 9:47 am to
Literally just started buying again, haha. Had a $1.25 hit this morning. Will continue to cost average down again.

If nothing else, this is becoming a dependable flip. Although I do still believe in the fundamentals here.
Posted by GrizzlyAlloy
Member since Aug 2020
2581 posts
Posted on 3/3/25 at 10:20 am to
Hurts to see Rolls-Royce doing a 10x when I was deciding between these two when Koch bought in. I got -6x instead...
Posted by FLObserver
Jacksonville
Member since Nov 2005
15173 posts
Posted on 3/3/25 at 10:28 am to
quote:

Hurts to see Rolls-Royce doing a 10x when I was deciding between these two when Koch bought in. I got -6x instead...

Ouch! looks like these two were in the dollar range when this thread was started.Rolls-Royce has had a nice slow steady climb up since then.
Posted by Fe_Mike
Member since Jul 2015
3535 posts
Posted on 3/5/25 at 9:01 am to
Big news this morning. We are officially back to conference season! So excited. Let's shake some hands and drink some cocktails baby.
Posted by Fe_Mike
Member since Jul 2015
3535 posts
Posted on 3/5/25 at 2:55 pm to


It's conference season!

But seriously, why are we up so much?
This post was edited on 3/5/25 at 2:57 pm
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2884 posts
Posted on 3/5/25 at 3:42 pm to
Trump's critical minerals talk. A rising tide lifted our dinghy.
Posted by Fe_Mike
Member since Jul 2015
3535 posts
Posted on 3/5/25 at 4:23 pm to
Oh hell yeh. Love how critical these minerals are.
Posted by GREENHEAD22
Member since Nov 2009
20039 posts
Posted on 3/5/25 at 4:26 pm to
Can someone please spam the hell out of trump with SLI fluff pieces so I can get out of this thing with some of my arse left.

Just need one tweet from the Trumpster.
This post was edited on 3/5/25 at 4:27 pm
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2884 posts
Posted on 3/5/25 at 4:55 pm to
Trump, can you loan Elon 2b to buy this water recycling project in SW Arkansas with some of the money he's saved?
Posted by Boss13
Mobile
Member since Oct 2016
1605 posts
Posted on 3/6/25 at 11:35 am to
quote:


All I know is Koch went from 13,480,083 shares reported on 6/30/24 to 20,541,692 shares reported on 12/31/24. They did some restructuring last year so the shares are held under a different Koch name now, but there definitely appear to be over 7 million shares added in those 6 months. If you can find out why let us know lol


Showing at 13 million as of March 2025. Someone fat fingered something
Posted by ev247
Member since Nov 2022
444 posts
Posted on 3/6/25 at 12:22 pm to
quote:

Showing at 13 million as of March 2025. Someone fat fingered something

Sure enough.
(Tearing shirt, yelling) Nasdaq I trusted you!

Hopefully royalty next month. Back to sleep now
This post was edited on 3/6/25 at 12:23 pm
Posted by GREENHEAD22
Member since Nov 2009
20039 posts
Posted on 3/6/25 at 2:30 pm to
Need the waterboy, We suck again! gif in here.
Posted by jamiegla1
Member since Aug 2016
7547 posts
Posted on 3/9/25 at 9:10 am to
I asked Grok for its opinion…

Here’s my opinion on Standard Lithium (SLI) stock based on the available information:

### Overview
Standard Lithium (SLI) is a company operating in the lithium sector, which is pivotal for the electric vehicle (EV) and renewable energy industries. Forming an opinion requires balancing its promising developments against significant risks.

### Positives
- **Industry Relevance:** Standard Lithium is recognized as a noteworthy player in the lithium market. Its frequent inclusion in lists of top lithium stocks to watch suggests it has potential as demand for lithium grows with EV adoption and energy storage needs.
- **Strategic Partnerships:** The company has secured key partnerships, such as with Equinor and Koch Technology Solutions. These collaborations enhance its technological edge, particularly through the use of Direct Lithium Extraction (DLE), which could improve efficiency and position it well for future production.
- **Government Support:** A major positive is the provisional $225 million grant from the U.S. Department of Energy (DOE), in partnership with Equinor, to develop its South West Arkansas project. This funding could significantly advance its operational capacity.
- **Market Sentiment:** There’s general optimism about lithium stocks due to their critical role in the EV supply chain and efforts to strengthen domestic supply chains, which could provide a tailwind for SLI.

### Negatives
- **Delayed Market Recovery:** Despite long-term potential, some analyses suggest that a meaningful recovery in lithium prices and demand could be years away. This uncertainty might delay any significant stock appreciation.
- **Stock Performance:** SLI’s stock has dropped sharply, declining by 67% over the past 12 months. This reflects financial challenges, including a lack of current sales and a limited cash runway, which could lead to dilution or other financial pressures.
- **Critical Perspectives:** Hindenburg Research and others have raised concerns, suggesting SLI might be overhyped or part of a stock promotion scheme. This introduces reputational and investment risk.
- **High Risk:** With no current revenue and dependence on future market trends, SLI is a speculative investment. Recent warnings about selling lithium stocks due to demand dips further underscore its volatility.

### Conclusion
Standard Lithium (SLI) offers a mix of opportunity and risk. On one hand, its partnerships, technological advancements, and government backing signal potential for growth in a sector with a strong long-term outlook. On the other hand, its significant stock decline, financial uncertainties, and a potentially slow market recovery make it a high-risk investment. For those with a high risk tolerance and a long-term perspective, SLI could be a speculative opportunity in the lithium space. However, cautious investors might prefer to wait for more stability in its financials and the broader lithium market before committing.
Posted by Fe_Mike
Member since Jul 2015
3535 posts
Posted on 3/11/25 at 8:28 am to
Smackover Lithium Successfully Completes Derisking of DLE Technology With Final Field-Test at South West Arkansas Project

quote:

Field-Pilot DLE Facility Exceeds Key Performance Criteria to Confirm Engineering Design for South West Arkansas Project

Large Volumes of DLE Product Sent to Third Party Vendors for Conversion to Battery-Quality Lithium Carbonate – These Samples Will Be Used in the Qualification Process With Potential Off-Take Partners


quote:

The three vendors are expected to produce, in total, approximately 27 kg of battery-quality lithium carbonate, anticipated in May 2025.


quote:

Standard Lithium’s President and COO, Dr. Andy Robinson commented “This field-pilot is the final step in derisking DLE technology for Smackover brines; we’re now ready to commercialize this technology. For 5 years, Standard Lithium has been operating a large-scale Demonstration Plant in Arkansas, and we’ve processed over 28 million gallons of real, live Smackover brine. This large Demonstration Plant has been invaluable in developing, streamlining and optimising the flowsheet. The field-pilot was the final step to demonstrate that we can reliably process brine from our SWA project, extract lithium in real-time, and convert to a battery-quality lithium carbonate product. Smackover Lithium has now completed the necessary testing of the flowsheet, and can complete the FEED work and feasibility study.”
Posted by skewbs
Member since Apr 2008
2135 posts
Posted on 3/11/25 at 9:21 am to
quote:

we’re now ready to commercialize this technology


Sounds like good news... except I assume actual commercialization (i.e. sales and revenue) is still 3-4 years out?
Posted by SuperSaint
Sorting Out OT BS Since '2007'
Member since Sep 2007
144345 posts
Posted on 3/11/25 at 9:48 am to
quote:

This large Demonstration Plant has been invaluable in developing, streamlining and optimising the flowsheet. The field-pilot was the final step to demonstrate that we can reliably process brine from our SWA project, extract lithium in real-time, and convert to a battery-quality lithium carbonate product.
I read this as... "we have been integral in the development of the first-off-the-line bag-holders necessary for the future success of this technology"
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
2884 posts
Posted on 3/11/25 at 10:37 am to
Kamala couldn’t have said it better.
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