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Started By
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1
Posted on 8/28/25 at 5:48 pm to Wraytex
I noticed it started dropping after that FB post
Posted on 9/2/25 at 10:38 am to jamiegla1
Added another 1000 on the dip and more importantly, bumped the thread.
Posted on 9/3/25 at 3:10 pm to Wraytex
Posted on 9/3/25 at 3:33 pm to igoringa
Another 3 years till production could be a drag. Total cost of the project aint cheap either.
Posted on 9/3/25 at 3:52 pm to Shepherd88
I may be mistaken but 2028 has been projected for a while ever since it got pushed back a couple years ago. I don’t think it’s an additional delay, but I could be wrong. Just working off an old and shot memory
Posted on 9/3/25 at 4:10 pm to FMtTXtiger
quote:from the article
Represents average of 20-year forward pricing curve provided by Fastmarkets for battery-quality lithium carbonate, commencing in 2028.
quote:from Grok
Fastmarkets is a leading price-reporting agency (PRA) and information provider for global commodities, specializing in markets like agriculture, forest products, metals, mining, and new-generation energy, including lithium. With a history dating back to 1865, they offer price data, news, analytics, and events, helping customers navigate volatile and opaque markets for trading and risk management.
This post was edited on 9/3/25 at 4:15 pm
Posted on 9/3/25 at 9:53 pm to Pierre
I think $22k/ton is very reasonable starting in 2028 and going forward. According to all I've read, that's pretty conservative for a 20 year estimate. Hopefully they can get the cost down some if interest rates get cut.
2028 has been the production target for awhile. Lithium demand isn't expected to start really growing until then anyway.
2028 has been the production target for awhile. Lithium demand isn't expected to start really growing until then anyway.
Posted on 9/4/25 at 7:37 am to SmackoverHawg
quote:
Lithium demand isn't expected to start really growing until then anyway.
Based on what? Not trying to argue with you. Just asking your thoughts?
Posted on 9/4/25 at 7:45 am to boogiewoogie1978
Analysts and their projections.
Posted on 9/4/25 at 9:08 am to SmackoverHawg
Well that PR went as expected. 
Posted on 9/4/25 at 10:16 am to Wraytex
Yup, DFS was almost certainly completely baked into the price already, that move started back in June.
Nothing unexpected, all systems go. Certainly could have been bad, but there was very little chance the DFS was going to be 'good' for stock price movement.
FID will probably be a pre-news move as well. I imagine we'll start seeing anticipation for that late October/early November.
We need the offtake contracts for a binary news mover.
Nothing unexpected, all systems go. Certainly could have been bad, but there was very little chance the DFS was going to be 'good' for stock price movement.
FID will probably be a pre-news move as well. I imagine we'll start seeing anticipation for that late October/early November.
We need the offtake contracts for a binary news mover.
Posted on 9/5/25 at 2:37 pm to Fe_Mike
We going to break through and hold above $3 at close today?
Posted on 9/5/25 at 3:46 pm to jchamil
$3.07
Posted on 9/5/25 at 3:55 pm to Fe_Mike
quote:
Yup, DFS was almost certainly completely baked into the price already, that move started back in June.
Nothing unexpected, all systems go. Certainly could have been bad, but there was very little chance the DFS was going to be 'good' for stock price movement.
How do you think them announcing that they are starting a pilot plant in east Texas now, and the $billion shelf offering is to get east Texas going ASAP?
And before anyone asked why they need a pilot plant, they have to adjust for regional differences in the brine and higher lithium concentrations. They won't have to run it very long, but things may need to be tweaked.
Posted on 9/5/25 at 5:27 pm to SmackoverHawg
Yeah they did the field pilot at SWA and didn’t even tell us they were gonna do that so it cant be that big of an ordeal..
It’s beautiful seeing SLI doing what they say they’ll do.
Also, heads up that the September management presentation dropped today and the one change that stands out from the August one is that the August one says “FID targeted BY” end of 2025 and September one says “Targeted AROUND” end of 2025. Im not a wordician but am primed for it to possibly come in January.
It’s beautiful seeing SLI doing what they say they’ll do.
Also, heads up that the September management presentation dropped today and the one change that stands out from the August one is that the August one says “FID targeted BY” end of 2025 and September one says “Targeted AROUND” end of 2025. Im not a wordician but am primed for it to possibly come in January.
Posted on 9/5/25 at 8:27 pm to ev247
We ballin
Posted on 9/8/25 at 3:41 pm to Sput
Anyone listen to that Fireside chat today with Sli?
Posted on 9/8/25 at 4:03 pm to CarbonAce
I see it scheduled for tomorrow at 10am. Looking forward to it
This post was edited on 9/8/25 at 4:04 pm
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