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re: Diving deeper on Standard Lithium?
Posted on 5/30/25 at 10:52 am to ev247
Posted on 5/30/25 at 10:52 am to ev247
I can’t imagine it being worth selling lithium from the demo plant. Elaboration:
Pretty sure it was said in the royalty hearing that lithium carbonate is selling for around $10k/ton now. If they sold 200 tons/year from the demo plant (which they can’t do without having another royalty determination for El Dorado mineral owners but let’s pretend they could) that would bring in $2,000,000/year in revenue.
- Last we heard, SWA Phase 1 will cost $1.5B.
- Subtracting the $225M DOE grant leaves $1.275B
- Standard owns 55% of SWA project, so their share of costs would be $701,250,000
If construction takes 2 years as expected, we’re talking about $4M in demo plant revenue (not profit) towards Standard’s $701 MILLION dollar share of construction costs. Not worth the ink this discussion is typed with in my opinion.
Pretty sure it was said in the royalty hearing that lithium carbonate is selling for around $10k/ton now. If they sold 200 tons/year from the demo plant (which they can’t do without having another royalty determination for El Dorado mineral owners but let’s pretend they could) that would bring in $2,000,000/year in revenue.
- Last we heard, SWA Phase 1 will cost $1.5B.
- Subtracting the $225M DOE grant leaves $1.275B
- Standard owns 55% of SWA project, so their share of costs would be $701,250,000
If construction takes 2 years as expected, we’re talking about $4M in demo plant revenue (not profit) towards Standard’s $701 MILLION dollar share of construction costs. Not worth the ink this discussion is typed with in my opinion.
0
Posted on 5/30/25 at 11:11 am to CharleyLake
quote:
I have 11,000 + shares in an IRA and my basis is about $5/share.
I have as treading up there as well but I got my 401 down to $1.69 and brokerage down to $1.64
This post was edited on 5/30/25 at 11:16 am
Posted on 5/30/25 at 11:13 am to SuperSaint
He'll be fine, in a few years. 
I just hope when we do approach production and we're seeing huge gains, I don't blow it again.
I just hope when we do approach production and we're seeing huge gains, I don't blow it again.
Posted on 5/30/25 at 5:29 pm to Wraytex
Posted on 5/30/25 at 5:33 pm to jamiegla1
Where do you see a list? I've clicked every link I see on your link and only see 24 canceled, but that's it
Posted on 5/30/25 at 5:43 pm to Ballstein32
Posted on 5/30/25 at 5:53 pm to Ballstein32
Now if they would just throw some more of it our way!
Posted on 5/30/25 at 5:58 pm to SmackoverHawg
quote:
Trump's recent moves should make this easier and less costly if they do. The original plan was to get the lanxess site producing like 100-200 tons/ year from the demo and sell that to help fund the build, but many things have changed since then. So...I have no clue and would just be pulling it out of my arse right now, but I'll ask around and see what the plans may be.
Yeah, that's what I remember from the early discussions. In any event, anything they produce and sell is the ultimate proof of the process and should boost the stock price by further defining the cost of production vs. product delivered.
Here's to hope because I don't like Ripple at a wine party.
Posted on 5/30/25 at 7:46 pm to Auburn1968
quote:
I don't like Ripple at a wine party.
This is how I see my attendance at the TD Lithium mixer going.
LINKembed not working right
This post was edited on 5/30/25 at 8:35 pm
Posted on 5/30/25 at 10:45 pm to Wraytex
Might have to wait until next week to buy that lake house after all
Posted on 5/31/25 at 3:45 am to My2ndFavCivilNgineer
This thread started nearly 5 years ago when this stock was at 1.05. Five years later it sits at 1.65. In that time frame the Nasdaq has almost tripled and S&P has pretty much doubled. Not sure how much money people have thrown at this but in that five year span you sure could have made a lot more money elsewhere. 
Posted on 5/31/25 at 7:34 am to FLObserver
You’re uninvited to the wine mixer
Posted on 5/31/25 at 7:45 am to FLObserver
quote:
This thread started nearly 5 years ago when this stock was at 1.05. Five years later it sits at 1.65. In that time frame the Nasdaq has almost tripled and S&P has pretty much doubled. Not sure how much money people have thrown at this but in that five year span you sure could have made a lot more money elsewhere.
You left off the part where it went to $12. I sold 80% of my shares at $9.25 for ~100k after paying long term cap gains...
Posted on 5/31/25 at 9:42 am to AaronDeTiger
Not to mention the shares I bought not too long ago under 1.20 are up over 40%
I did take a loss on 25% of my position to offset gains recently.
I did take a loss on 25% of my position to offset gains recently.
Posted on 5/31/25 at 10:10 am to FLObserver
Yes bud, we get it. You periodically appear in this thread for no reason other than to troll. Hindsight is 20/20, but you're also leaving out the fact that this stock went from 1.00 to 12 at one point and several people in here made bank.
There's nothing you said that doesn't apply to literally every single individual stock vs investing in an index. It's a higher risk/reward. Nothing astute about that observation. Most small/mid caps have the same chart from 2021-present. You invest in these small caps for a chance at a lottery ticket like those huge spikes in 2021. You swing for the fences, knowing full well you might strike out, and that's OK.
A 60% gain over 5 years isn't bad. Were there better options? In hindsight, yes. Could SLI continue to be dead money? Yes. Could SLI still make a huge move in the future that flips your S&P vs SLI price comparison upside down? Also yes. We're all speculating.
There's nothing you said that doesn't apply to literally every single individual stock vs investing in an index. It's a higher risk/reward. Nothing astute about that observation. Most small/mid caps have the same chart from 2021-present. You invest in these small caps for a chance at a lottery ticket like those huge spikes in 2021. You swing for the fences, knowing full well you might strike out, and that's OK.
A 60% gain over 5 years isn't bad. Were there better options? In hindsight, yes. Could SLI continue to be dead money? Yes. Could SLI still make a huge move in the future that flips your S&P vs SLI price comparison upside down? Also yes. We're all speculating.
Posted on 5/31/25 at 11:11 am to AaronDeTiger
quote:
You left off the part where it went to $12.
Was $0.51 when the OP was made. Topped out at $12.90. I starting selling my 300k+ shares that day and 10k chunks into rallies to prevent a total price collapse. And before some shithead says something about it without reading back to the end of 2021, I announced my intentions and recommended others consider selling since delays were anticipated to delay things at least two years. Then Blue Orca, and Ukraine war, Joe Biden, lithium price collapse.
If you bought day one of the thread and didn't sell, you're still up over 200%. I'm going from memory on that, but it was well under a dollar.
ETA-You're correct, it was a $1.05 when this thread started. There was an OP prior to this one that started the conversation on SLI. It was $.51 then. The two threads co-existed for a bit. Hard to remember what was in this one vs. the other.
This post was edited on 5/31/25 at 11:26 am
Posted on 5/31/25 at 11:45 am to SmackoverHawg
This stock is the reason I no longer do play money on individual stocks. I did well with my play money before this one. It was an important lesson for me.
I still own a small amount but I’ve switched to paying off the house rather than Hail Marys. 401K and HSA are 100% SP500 index.
Disclaimer. I am not the caliber investor that many of you are.
I still own a small amount but I’ve switched to paying off the house rather than Hail Marys. 401K and HSA are 100% SP500 index.
Disclaimer. I am not the caliber investor that many of you are.
Posted on 5/31/25 at 1:19 pm to jamiegla1
quote:
I still own a small amount but I’ve switched to paying off the house rather than Hail Marys. 401K and HSA are 100% SP500 index.
That's what I should've done after taking my profits. My success made me go against my better judgement and take some more speculative shots that went to shite. They weren't as big as SLI, but in hindsight, I should've waited at least 6 months to a year to start re-invested it as the market was priced ridiculously high. I would've still lost, but not nearly as much and would've been able to pick up some solid companies at deep discount in the summer of 2022.
quote:
Disclaimer. I am not the caliber investor that many of you are.
Neither are we.
Posted on 6/1/25 at 1:32 pm to SmackoverHawg
Just curious. Is the demo plant running 24/7 still?
Posted on 6/1/25 at 5:55 pm to FLObserver
quote:
This thread started nearly 5 years ago when this stock was at 1.05. Five years later it sits at 1.65. In that time frame the Nasdaq has almost tripled and S&P has pretty much doubled. Not sure how much money people have thrown at this but in that five year span you sure could have made a lot more money elsewhere.
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