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Beerinthepocket
| Favorite team: | LSU  |
| Location: | Dallas |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 887 |
| Registered on: | 5/9/2011 |
| Online Status: | Not Online |
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re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 4/1/26 at 8:43 am to CarbonAce
One positive from the earnings call I noted near the end was Andy Robinson saying Standard’s project portfolio in East Texas is much larger than is publicly known. It’s not just the Franklin project and he looks forward to getting this info out the market.
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re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 3/9/26 at 2:09 pm to Fe_Mike
I had not heard Trafigura, but they’re a massive company who definitely has the ability to follow through on the offtake agreement.
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 1/14/26 at 7:46 am to AUHighPlainsDrifter
Anyone have any idea if the completion of the environmental assessment is required before FID? I assume that’s the case, but really have no idea.
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 1/13/26 at 9:04 pm to CarbonAce
Bad news, per the permitting dashboard the timelines on the federal environmental assessment have been pushed back. Date of completion was pushed from 1/14 to 3/27.
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 12/3/25 at 11:28 am to Boss13
Sounded like news regarding debt financing, offtake agreements, and the federal environmental assessment will be out over the course of this month.
I expect the debt financing and offtake announcements have the potential to be market movers.
I expect the debt financing and offtake announcements have the potential to be market movers.
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 11/11/25 at 2:10 pm to Boss13
They stated the environmental assessment would be completed by the end of the year; FID by early 2026.
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 10/16/25 at 4:13 pm to CarbonAce
This is exactly what they said they were going to have to do to fund the project in that fireside chat.
re: Regarding OKLO
Posted by Beerinthepocket on 9/19/25 at 6:25 am to Doctor Strangelove
I’m up 420% on this but my dumb arse only bought 25 shares.
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 9/9/25 at 10:49 am to ev247
CFO said they expect to finance SWA Phase 1 with $1B in debt, the $225M Dept of Energy grant, milestone payments from Equinor, and that they expect to have to come up with $150M in cash from equity.
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 8/13/25 at 5:33 pm to ev247
There number of analysts asking questions definitely increased on this call.
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 7/30/25 at 7:50 pm to jmarto1
Joe Lowry said Lithium prices have bottomed and we’re at the beginning of a bull cycle for lithium, but not to expect a straight shot up in lithium price.
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 7/23/25 at 5:35 pm to Boss13
I listened to the Global Lithium Podcast with Jesse Edmundson from SLI so y’all don’t have to. Some nuggets were the following:
Jesse explained the pivot away from the Lanxess project was due to the delay in setting the royalty rate and Equinor wanting a larger scale.
Federal/State/Local government are all on board with making Arkansas a hub for lithium innovation. They are actively working on getting companies downstream from lithium production to come to Arkansas.
Jesse explained the pivot away from the Lanxess project was due to the delay in setting the royalty rate and Equinor wanting a larger scale.
Federal/State/Local government are all on board with making Arkansas a hub for lithium innovation. They are actively working on getting companies downstream from lithium production to come to Arkansas.
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 7/15/25 at 10:17 am to Fe_Mike
Schwab returned all of my lent shares yesterday, which seems positive if the shorts are getting out.
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 6/26/25 at 11:25 am to ColoradoAg03
Yes I got an email notification. Interest rate is only 2% so there must not be that much demand.
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 6/26/25 at 11:15 am to Fe_Mike
All of my SLI shares were lent out today via Schwab.
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 5/23/25 at 9:53 am to Neauxla_Tiger
Very positive article in the Financial Times today.
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 5/9/25 at 8:37 am to CarbonAce
I was curious to see how they maintained their cash position over the last three months.
Looks like they’ve still been selling shares ATM. Last quarter they sold 4.6M shares at $1.56 avg price. That’s gotta be putting some downward pressure on the stock price, but it is allowing them to maintain a healthy cash position.
Looks like they’ve still been selling shares ATM. Last quarter they sold 4.6M shares at $1.56 avg price. That’s gotta be putting some downward pressure on the stock price, but it is allowing them to maintain a healthy cash position.
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 5/6/25 at 8:15 am to Boss13
Royalty application submitted and hearing set for May 28 per this morning’s PR.
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 2/25/25 at 9:08 am to Neauxla_Tiger
SLI’s market cap is almost equal to the grant amount. Doesn’t make sense to me.
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 2/22/25 at 10:17 am to jamiegla1
Koch purchased ~7M more shares bringing their total to around 20.5M shares.
re: Diving deeper on Standard Lithium?
Posted by Beerinthepocket on 11/22/24 at 10:25 am to ev247
Finalizing the grant is a huge catalyst. If that occurs some time in the next 2 months this thing is over $3
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