Domain: tiger-web1.srvr.media3.us Diving deeper on Standard Lithium? | Page 1004 | Money Talk
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re: Diving deeper on Standard Lithium?

Posted on 10/27/25 at 9:40 am to
Posted by Neauxla_Tiger
Member since Feb 2015
2082 posts
Posted on 10/27/25 at 9:40 am to
Yeah, China will ease their restrictions on rare earth exports, which I guess spooked lithium markets that the China supply will affect domestic prospects.

That may be an overreaction as I think Trumps admin already had the wheels in motion to prioritize domestic and stop relying on China. China is known to be asshoe and will likely be asshoe again in the future. Domestic companies will continue to be important for national security
Posted by Fe_Mike
Member since Jul 2015
3722 posts
Posted on 10/27/25 at 9:49 am to
Okay that's enough down for one day, SLI. Very funny.
Posted by SuperSaint
Sorting Out OT BS Since '2007'
Member since Sep 2007
148979 posts
Posted on 10/27/25 at 9:56 am to
quote:

Trumps admin already had the wheels in motion to prioritize domestic and stop relying on China. China is known to be asshoe and will likely be asshoe again in the future. Domestic companies will continue to be important for national security
hopefully we are already three sheets to the wind on Catalina Island before the November 2028 election
Posted by SmackoverHawg
Member since Oct 2011
31070 posts
Posted on 10/27/25 at 10:08 am to
quote:

Im curious as to if this a potential wildcard. Theoretically, they could start production for sale with their current setup right? Lanxess already has the brine rights correct?

That was the original plan, but not anymore. They aren't going any further with Lanxess. When Lanxess got cold feet and backed out, they thought they'd just demand more for the brine which made it cost prohibitive.
Posted by SmackoverHawg
Member since Oct 2011
31070 posts
Posted on 10/27/25 at 10:56 am to
quote:

Trumps admin already had the wheels in motion to prioritize domestic and stop relying on China. China is known to be asshoe and will likely be asshoe again in the future. Domestic companies will continue to be important for national security
hopefully we are already three sheets to the wind on Catalina Island before the November 2028 election

Trump is smart enough to continue to prioritize domestic production. He's been preaching it for decades. This is a stop gap deal until we can work out other options. Trump was working on this his first term, then the Biden administration sat around with their thumb up their arse to the benefit of China and the detriment of the US and national security.
Posted by CarbonAce
Member since Apr 2021
346 posts
Posted on 10/28/25 at 7:01 am to
Damn!
Posted by Fe_Mike
Member since Jul 2015
3722 posts
Posted on 10/28/25 at 7:08 am to
Looking like another shitty day.

I really gotta stop watching this thing.
Posted by LSUGrad2005
Member since Aug 2018
839 posts
Posted on 10/28/25 at 7:12 am to
Unfortunately, really no reason to watch this until production can start. Other than that it is going to trade sideways for awhile
Posted by NoEmpathy
Member since Feb 2023
97 posts
Posted on 10/28/25 at 7:19 am to
I wish it were going to trade sideways. Unfortunately, I think it’s headed back to sub 2’s. And probably in very short order
Posted by CarbonAce
Member since Apr 2021
346 posts
Posted on 10/28/25 at 7:20 am to
Story coming up on cnbc right now gov talking about arkansas lithium
This post was edited on 10/28/25 at 7:22 am
Posted by LSUGrad2005
Member since Aug 2018
839 posts
Posted on 10/28/25 at 7:21 am to
You are probably right. If it gets into the twos I think I will dca a little bit
Posted by Boss13
Mobile
Member since Oct 2016
1955 posts
Posted on 10/28/25 at 7:21 am to
quote:

Unfortunately, really no reason to watch this until production can start. Other than that it is going to trade sideways for awhile


I disagree, FID will launch this. Any offtake announcements will also move this stock.

There is also the Morgan Stanley option to purchase 4 million more shares at around $4.35.

I think this period is way different than what we saw after the short report. This stock is institutional now.
Posted by FMtTXtiger
Member since Oct 2018
5149 posts
Posted on 10/28/25 at 8:15 am to
any feedback on the cnbc? i didn't catch it.
Posted by Fe_Mike
Member since Jul 2015
3722 posts
Posted on 10/28/25 at 8:20 am to
quote:


any feedback on the cnbc? i didn't catch it.


Was it negative?

Stock is absolutely cratering premarket.
Posted by CarbonAce
Member since Apr 2021
346 posts
Posted on 10/28/25 at 8:32 am to
No it was the gov stating how much lithium is in ark and that fastly moving forward called out sli alb and exxon
Posted by CarbonAce
Member since Apr 2021
346 posts
Posted on 10/28/25 at 8:33 am to
Also stated that the 2nd annual lithium conf is going on today and tomorrow in LittleRock
Posted by SuperSaint
Sorting Out OT BS Since '2007'
Member since Sep 2007
148979 posts
Posted on 10/28/25 at 8:55 am to
I just bought more at $3.75


I’ve moved my goal post for now and going to continue to make small buys on down days when it’s below $4


My luck I’ll be buying every day until the end of the year. Kids will be getting SLI for Christmas. FML
Posted by CarbonAce
Member since Apr 2021
346 posts
Posted on 10/28/25 at 9:02 am to
Need to read the Seeking Alpha article! Its got some good stuff
Posted by CarbonAce
Member since Apr 2021
346 posts
Posted on 10/28/25 at 9:06 am to
Posted by Boss13
Mobile
Member since Oct 2016
1955 posts
Posted on 10/28/25 at 9:29 am to
Hey CarbonAce, can you post the text to the article or advise how it can be viewed without purchasing premium?
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