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re: Diving deeper on Standard Lithium?

Posted on 9/24/25 at 7:57 am to
Posted by CarbonAce
Member since Apr 2021
329 posts
Posted on 9/24/25 at 7:57 am to
Texas report just came out
Posted by boogiewoogie1978
Little Rock
Member since Aug 2012
19476 posts
Posted on 9/24/25 at 8:05 am to
quote:


LAC up big after hours on news that the government wants a 10% stake in it. Will be interesting to see how far this goes

Rumor has it that SLI wants the government to take a 10% stake in it.







And if you're wondering I just started that rumor.
Posted by SmackoverHawg
Member since Oct 2011
30973 posts
Posted on 9/24/25 at 8:15 am to
quote:

Texas report just came out

Counter punch to LAC.
Posted by Fe_Mike
Member since Jul 2015
3705 posts
Posted on 9/24/25 at 8:15 am to
quote:

Rumor has it that SLI wants the government to take a 10% stake in it.


I'm hearing complete government buyout.

Bidding war with Equinor, though. The Norwegians want it too. Huge multiples being discussed.

Probably.
Posted by SmackoverHawg
Member since Oct 2011
30973 posts
Posted on 9/24/25 at 8:19 am to
15,414,000 tonnes Potash. Along with highest lithium concentrations ever recorded. 100,000 tonnes/annum production goal lithium. Should move things a little.

That's almost $7billion in Potash at current prices. Another critical mineral.

And 2,638,000 tonnes bromide. (about $7billion worth if price correct)
This post was edited on 9/24/25 at 8:30 am
Posted by SmackoverHawg
Member since Oct 2011
30973 posts
Posted on 9/24/25 at 8:25 am to
quote:

I'm hearing complete government buyout.

Bidding war with Equinor, though. The Norwegians want it too. Huge multiples being discussed.

Probably.

XOM v. Elon. Bidding up to $20billion pre-construction.
Posted by SuperSaint
Sorting Out OT BS Since '2007'
Member since Sep 2007
148579 posts
Posted on 9/24/25 at 8:38 am to
Posted by SmackoverHawg
Member since Oct 2011
30973 posts
Posted on 9/24/25 at 8:52 am to
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
3516 posts
Posted on 9/24/25 at 8:57 am to



Just as good as i remember it.....
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
3516 posts
Posted on 9/24/25 at 9:29 am to
Has anyone's shares lent out recently?

Posted by Fe_Mike
Member since Jul 2015
3705 posts
Posted on 9/24/25 at 9:46 am to
About half of my shares have been out the past month, but wildly low rates. Like 1%.
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
3516 posts
Posted on 9/24/25 at 9:52 am to
Price movement will take care of those rates. I guess it's time to rattle the cage at Schwab's fully paid lending dept.
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
3516 posts
Posted on 9/24/25 at 10:27 am to
I'm on the phone with Schwab's share lending dept and the guy is telling me my share lending was closed last December and that i have to go through the application process again. Since I have to do that I'm making him give me the reason it was closed, will update when I find out. If you were with Schwab share lending, you might want to make sure they didn't pull the rug on your shares as well. He did say right now there are no shares loaned through schwab but looks like that will change
Posted by Pierre
Baton Rouge
Member since Nov 2005
5420 posts
Posted on 9/24/25 at 10:31 am to
Anyone have a link to the Texas report or where I can find it or cliffs of what was in it?
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
3516 posts
Posted on 9/24/25 at 10:33 am to
Posted by Fe_Mike
Member since Jul 2015
3705 posts
Posted on 9/24/25 at 10:54 am to
Posted by SmackoverHawg
Member since Oct 2011
30973 posts
Posted on 9/24/25 at 11:38 am to
This and Tesla has my Schwab account looking good. Loaded up on both in April crash.

Lunchtime lull. Where do we think we end the day? I don't see why this news can't carry us over $4. That's $44billion in lithium and another $14billion in potash and bromine.
Posted by BZ504
Texas
Member since Oct 2005
13017 posts
Posted on 9/24/25 at 1:24 pm to
SLI and NBIS carrying me today.
Posted by Cajun75
Member since Mar 2022
816 posts
Posted on 9/24/25 at 1:52 pm to
I don't have much in this, but if an acquisition goes through, I imagine that's a good time to sell rather than have your shares possibly go through some kind of merging situation with the buyer's stock? Any thoughts on what you guys are looking at as a criteria for selling?
Posted by SuperSaint
Sorting Out OT BS Since '2007'
Member since Sep 2007
148579 posts
Posted on 9/24/25 at 2:02 pm to
quote:

Where do we think we end the day? I don't see why this news can't carry us over $4.

quote:

by SmackoverHawg
shame on you

You know better than to post that
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