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Message
re: Diving deeper on Standard Lithium?
Posted on 12/5/25 at 10:05 am to GREENHEAD22
Posted on 12/5/25 at 10:05 am to GREENHEAD22
So can we, or can't we, speak of the Monaco Wine Mixer again?
As someone mentioned before, the 5-year cup and handle is forming towards completion........
As someone mentioned before, the 5-year cup and handle is forming towards completion........
1
Posted on 12/5/25 at 11:49 am to ColoradoAg03
quote:
So can we, or can't we, speak of the Monaco Wine Mixer again?
As someone mentioned before, the 5-year cup and handle is forming towards completion........
If, and I do mean if, thats true what is it going to go to? Lots of catalyst on the horizon but how much of it is priced in?
We still have to consider the reality of no production until 2028. The main driver of this stock in the meantime is going to be a potential acquisition. How much is that worth?
Posted on 12/5/25 at 11:57 am to Boss13
quote:
We still have to consider the reality of no production until 2028. The main driver of this stock in the meantime is going to be a potential acquisition. How much is that worth?
Good question and I have no answer, but the closer to production they get and the more they build out, the higher then price. Exxon's land holdings are close enough to pipeline their brine to the SLI site if I'm thinking correctly. Same for Albermarle. East Texas is the diamond though. Wonder if we are acquiring more leases covertly as before or letting others pay for the leases and we'll extract for them. That's what I'd like to see. The profit's for extracting for others is where big, big money and stock price would be seen.
It seems as if everyone else in the Smackover is holding off now that SLI has become the clear leader.
Posted on 12/5/25 at 12:36 pm to SmackoverHawg
I see it happening exactly as you just said. So why did Exxon back off? Why is no one else starting DLE in AR and TX? Is SLI the only one who knows how? If so you may be right and if they build this first plant and it is working then to me the price is out of the question as to what it could be or how high Exxon or someone would have to pay to acquire!
Posted on 12/5/25 at 1:02 pm to SmackoverHawg
I had always hoped SLI wouldn't be acquired before derisking East Texas a whole lot. Was a little deflated when the deal with Equinor was announced because East Texas was too young to be compensated much for it relative to its value. But I'm glad Equinor is here now and don't think the $225M grant happens without them. Who knows if the royalty, on-time DFS, political mentions etc happen without Equinor. I like where we are 
Posted on 12/5/25 at 1:11 pm to ev247
PS here are some highlight quotes from CEO David Park at the Citi conference for anyone who hasn't gotten to listen to it. It I'm pumped for this month and Q1.
On permitting / NEPA timeline
“We are under a federal review but we expect that to run its course, successfully, by year end.”
“And then our finalization of the NEPA process by the end of the year.”
On U.S. government action vs China
“Commerce just finished a Section 232 investigation into China’s manipulating the [lithium] markets. We're told that report is on the president's desk.”
“Someone at Commerce said that they have 15 different tools to deal with [Chinese market manipulation]. I don't know what all 15 are, but I can tell you they're talking about price supports, they're talking about investments, tariffs…”
On Exxon, Chevron, Oxy in the Smackover
“Our neighbors in southern Arkansas and in east Texas, adjacent lands, Exxon, Chevron, Oxy, they're all there. They're all advancing. Exxon came in about 2 years ago — we've been there 7 or so. They all have very strong balance sheets. They all have very good engineers. They all have very smart people, they will figure it out. But they haven't selected their technology, they haven't demonstrated technology. They're still building out their land bases. They have aggressive plans. I think they'll be successful eventually.
But right now I think they're watching in this period. And positioning themselves to be fast followers, or potentially acquirers down the road.”
On offtake + financing progress
“Looking forward from the SWA Arkansas project, we’ve been working for the last 9 months or so with an advisor helping us put in place our offtake agreements and our debt project financing.
We are in very short order going to be able to announce our letters of intent for our debt financing package.
So that looks very good. I was hoping to be able to say something today. I can't, but we're close (chuckles).”
“Those [financing] agreements will need to be supported with long-term take-or-pay agreements from offtakers. We've been involved in dialogue with a large group of offtakers over the last year.
We believe we're going to be in position to make some positive announcements on that side in the coming weeks as well.”
On the development timeline
“And so those are upcoming milestones getting us to construction in 2026 and production in 2028.”
On East Texas
“We believe our best projects that get built will be our portfolio projects in East Texas.”
“The way we're looking at it now from a development timeline is we see ourselves having 22,500 tons of production from Southern Arkansas in 2028 and then we start layering on in every 2 or 3 years additional projects from there.”
“In East Texas, we believe there's three or four large projects there so our plan by 2035 would be to try to build out about 150,000 tons of lithium production there, with each project successfully having better economics.”
On the recent offering
“We were able to do a financing — let's say an opportunistic financing — on the heels of a roadshow based off the interest we had about a month ago.”
On technical validation
“I think the fact that we were able to survive diligence from Koch Industries, from Equinor, from the Department of Energy, has helped.”
“And then with export credit agencies, we have now gone through the lender technical advisor diligence process and got out the back end of that successfully as well.”
“Is there some novelty or newness with what we're doing? Absolutely. But we’ve de-risked it as much as we possibly can, and it's time to build it.”
On customer offtaker conversations
“We are in active dialogue with a number of players looking to procure lithium in the 2028 and beyond timeframe.”
On offtake price structure
Questioner asked about prepays and fixed-price structures.
Park replied:
“For a resource developer, it's an interesting balance where we want to support the debt but we don't want to kill the equity story. And so there's a willingness to enter into floor pricing discussions, but the art is setting the floors at a level that doesn't cause a ceiling to be put in place at a level that kills your upside.”
“So there's price discovery underway… we're first quartile cost structure — we're under $6,000 a ton with sustaining capital and royalties and everything thrown in there.
We're a long-life asset, 20-plus-year reserve life. We can survive and prosper in volatile markets.
We just need to get it built.”
On permitting / NEPA timeline
“We are under a federal review but we expect that to run its course, successfully, by year end.”
“And then our finalization of the NEPA process by the end of the year.”
On U.S. government action vs China
“Commerce just finished a Section 232 investigation into China’s manipulating the [lithium] markets. We're told that report is on the president's desk.”
“Someone at Commerce said that they have 15 different tools to deal with [Chinese market manipulation]. I don't know what all 15 are, but I can tell you they're talking about price supports, they're talking about investments, tariffs…”
On Exxon, Chevron, Oxy in the Smackover
“Our neighbors in southern Arkansas and in east Texas, adjacent lands, Exxon, Chevron, Oxy, they're all there. They're all advancing. Exxon came in about 2 years ago — we've been there 7 or so. They all have very strong balance sheets. They all have very good engineers. They all have very smart people, they will figure it out. But they haven't selected their technology, they haven't demonstrated technology. They're still building out their land bases. They have aggressive plans. I think they'll be successful eventually.
But right now I think they're watching in this period. And positioning themselves to be fast followers, or potentially acquirers down the road.”
On offtake + financing progress
“Looking forward from the SWA Arkansas project, we’ve been working for the last 9 months or so with an advisor helping us put in place our offtake agreements and our debt project financing.
We are in very short order going to be able to announce our letters of intent for our debt financing package.
So that looks very good. I was hoping to be able to say something today. I can't, but we're close (chuckles).”
“Those [financing] agreements will need to be supported with long-term take-or-pay agreements from offtakers. We've been involved in dialogue with a large group of offtakers over the last year.
We believe we're going to be in position to make some positive announcements on that side in the coming weeks as well.”
On the development timeline
“And so those are upcoming milestones getting us to construction in 2026 and production in 2028.”
On East Texas
“We believe our best projects that get built will be our portfolio projects in East Texas.”
“The way we're looking at it now from a development timeline is we see ourselves having 22,500 tons of production from Southern Arkansas in 2028 and then we start layering on in every 2 or 3 years additional projects from there.”
“In East Texas, we believe there's three or four large projects there so our plan by 2035 would be to try to build out about 150,000 tons of lithium production there, with each project successfully having better economics.”
On the recent offering
“We were able to do a financing — let's say an opportunistic financing — on the heels of a roadshow based off the interest we had about a month ago.”
On technical validation
“I think the fact that we were able to survive diligence from Koch Industries, from Equinor, from the Department of Energy, has helped.”
“And then with export credit agencies, we have now gone through the lender technical advisor diligence process and got out the back end of that successfully as well.”
“Is there some novelty or newness with what we're doing? Absolutely. But we’ve de-risked it as much as we possibly can, and it's time to build it.”
On customer offtaker conversations
“We are in active dialogue with a number of players looking to procure lithium in the 2028 and beyond timeframe.”
On offtake price structure
Questioner asked about prepays and fixed-price structures.
Park replied:
“For a resource developer, it's an interesting balance where we want to support the debt but we don't want to kill the equity story. And so there's a willingness to enter into floor pricing discussions, but the art is setting the floors at a level that doesn't cause a ceiling to be put in place at a level that kills your upside.”
“So there's price discovery underway… we're first quartile cost structure — we're under $6,000 a ton with sustaining capital and royalties and everything thrown in there.
We're a long-life asset, 20-plus-year reserve life. We can survive and prosper in volatile markets.
We just need to get it built.”
This post was edited on 12/5/25 at 1:18 pm
Posted on 12/5/25 at 3:03 pm to ev247
quote:
In East Texas, we believe there's three or four large projects there so our plan by 2035 would be to try to build out about 150,000 tons of lithium production there, with each project successfully having better economics.”
Pretty sure that's more than initially projected. Thought SWA was eventually going to produce 40-45k tons/year and east Texas 100k tons/year. That 50k tons/year is a lot of cash. Let's not forget the potash and bromine. Potash is another critical mineral that gets looked over as it's not as glamorous, but anyone that needs it for their agri or food plots can tell you how much prices are up here since we sanctioned Russia, the world's 3rd largest producer, and entered a trade war with China who comes in at second with Canada first.
That extra 50k tons/annum is $1.125 billion/year with an assumed price of $22500/ton, which is the price I believe they used in their calculations.
Posted on 12/9/25 at 7:17 am to SmackoverHawg
Posted on 12/9/25 at 7:48 am to CarbonAce
Touched $5.09 premarket - could be an indication for potential at some point today.
Just more validation in the concept that they've got real access to $1B in funding already, without prepays and offtake agreements official.
Just more validation in the concept that they've got real access to $1B in funding already, without prepays and offtake agreements official.
Posted on 12/9/25 at 8:07 am to Fe_Mike
i was thinking we end up at 5 at the end of the year, this news makes me think 6.40
Posted on 12/9/25 at 9:01 am to FMtTXtiger
I’m officially in the green after buying at $12 and some change in October of 21. We will see how long that last. Got up $.01 a share yesterday but finished a few cents down.
Posted on 12/9/25 at 9:42 am to Rize
Back in the money
Praise the Lord!
Praise the Lord!
Posted on 12/10/25 at 3:50 pm to Rize
Damn I had bought some back when it was around 1.20 but sold when it went back close to 2 dollars then forgot about this stock for awhile
Guess I should have let it ride but it performed so bad for so long I just thought I’d make a quick buck when it hit bottom
Guess I should have let it ride but it performed so bad for so long I just thought I’d make a quick buck when it hit bottom
Posted on 12/12/25 at 7:55 am to Rize
Lending interest is sloooowly creeping up. I got 2.3% yesterday, nothing crazy but highest in over a year I think.
Would be awesome to see that get back up to the 10-20% range for a while.
Would be awesome to see that get back up to the 10-20% range for a while.
Posted on 12/12/25 at 8:36 am to Fe_Mike
quote:
Would be awesome to see that get back up to the 10-20% range for a while.
Man that was the good ole days ??. Just called Schwab and they said they don’t have SLI on there lending list. Bummer Hopefully there is more interest later.
Posted on 12/12/25 at 10:32 am to Pierre
Where is that breakdown from SECCaptain?
Posted on 12/15/25 at 8:34 am to ThermoDynamicTiger
Wasn't expecting a "SLI up 10%" alert at the open this morning.
Anybody got a bead on anything? Not seeing any news.
Anybody got a bead on anything? Not seeing any news.
Posted on 12/15/25 at 8:38 am to Fe_Mike
Idk but I like it
Posted on 12/15/25 at 8:42 am to Fe_Mike
1.3 million volume?
Posted on 12/15/25 at 8:44 am to CarbonAce
Wake up nerds, the wine mixer is back on.
This post was edited on 12/15/25 at 8:45 am
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