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Started By
Message
re: Diving deeper on Standard Lithium?
Posted on 12/22/25 at 1:50 pm to SECCaptain
Posted on 12/22/25 at 1:50 pm to SECCaptain
quote:
SECCaptain
1
Posted on 12/22/25 at 2:27 pm to Neauxla
I think he was not offering free beer tomorrow.
Posted on 12/22/25 at 2:29 pm to dstone12
He wasn't offering anything. Just teasing us!
Posted on 12/24/25 at 4:07 am to Neauxla
I wasn't teasing anything, just decided disclosing my perspective/diligence was borderline unethical and overly detailed for retail investors as it's based on the lessor side. I own a considerable mineral interest in east texas(>5k nma) and have been working with standard/exxon/black mountain/companies recently acquired by chevron the last few years learning/subsequently negotiating leases. Standard lithium isn't going anywhere imo, they're either in it until the end/will partner with a major or will get bought out by standard oil(exxon), who has leased tracts throughout east texas due south of standard spanning ~50,000 contiguous acres
For XOM to acquire that interest, all they need effectively is 50%+1, which has a fmv of ~$600 mm. Discounting future cash flows via treasury yields, the 30 year ev of that acreage, assuming the test wells are accurate and lithium carbonate/bromine/potash is produced/marketed @ current spot, is ~$25-30 mmm in revenue. There are also many other rare earth minerals in the brine that may also be produced. The shares are up what, 30% since I last posted? Trust the process
For XOM to acquire that interest, all they need effectively is 50%+1, which has a fmv of ~$600 mm. Discounting future cash flows via treasury yields, the 30 year ev of that acreage, assuming the test wells are accurate and lithium carbonate/bromine/potash is produced/marketed @ current spot, is ~$25-30 mmm in revenue. There are also many other rare earth minerals in the brine that may also be produced. The shares are up what, 30% since I last posted? Trust the process
Posted on 12/24/25 at 10:04 am to SECCaptain
The shares are up 30% since you last posted, you say?
Did you last post February 2nd ? Did you see your shadow?
Did you last post February 2nd ? Did you see your shadow?
Posted on 12/24/25 at 11:33 am to SECCaptain
So what we looking at in a buy out price per share?
Posted on 12/24/25 at 2:46 pm to GREENHEAD22
quote:
So what we looking at in a buy out price per share?
Posted on 12/24/25 at 11:56 pm to wickowick
Man I miss that pizza. Still haven’t cracked that bottle.
Posted on 12/25/25 at 12:52 am to Rize
Merry Christmas to the rest of you SLI-lifers.
Posted on 12/25/25 at 6:56 am to Rize
quote:
Man I miss that pizza. Still haven’t cracked that bottle.
How long have you been gone now? We took the old Saritas Asian building and did a major renovation and moved the pizza place into the renovated space. That gave us almost double the square footage. That finished up in June, I kept the old sport and we are finishing up converting that into a Diversion Asian concept that will open this spring
Posted on 12/25/25 at 10:27 am to wickowick
quote:
How long have you been gone now? We took the old Saritas Asian building and did a major renovation and moved the pizza place into the renovated space. That gave us almost double the square footage. That finished up in June, I kept the old sport and we are finishing up converting that into a Diversion Asian concept that will open this spring
I’ve been working in Texas for 2 years now. Sold my house last summer, so I was still coming back to Baton Rouge.
Posted on 12/25/25 at 1:19 pm to Rize
Time flies, it’s hard to keep up
Posted on 12/31/25 at 2:53 pm to wickowick
3$ over Jan 1st. Not bad. If we repeat, these gains in ‘26 we will be sitting at 13.50 a year from now.
Posted on 12/31/25 at 3:00 pm to Wraytex
quote:
If we repeat, these gains in ‘26 we will be sitting at 13.50 a year from now.
We? If we hit $13.50, I may be done.
Especially if I keep buying shares every time I say I'm done. That'd give me over $2 million and all would be LTCG. Not as much as the first go around, but more than enough to hit my post Biden re-adjusted number...assuming all my other investments don't go to shite. Who am I kidding. I'm addicted to this shite. I'm in for the long haul. I may sell half at some point. This thread has become part of my daily ritual for the last 5 years whether I post or not.
Posted on 12/31/25 at 3:29 pm to SmackoverHawg
We got fortunate in that we didn’t need the money in the short run. I’m not sure Schwab will ever lend the shares out. If they lend out then this an income hold, if they don’t I’ll just start dividing between index income funds. Already in JEPQ and QQQI. Just initiated a position in SPYI with our American funds year end distributions.
Posted on 12/31/25 at 10:50 pm to Wraytex
I hear ya! Id be half of that, my prob is all mine is in IRA! Im trying to see if when I sell if I can invest in dividend funds and retire early?
Posted on 1/2/26 at 11:18 am to CarbonAce
Happy new year to everyone on this forum !!
And then the golden question - when do we expect the next big news to drop??
And then the golden question - when do we expect the next big news to drop??
Posted on 1/2/26 at 3:19 pm to gautamj
Well I had hoped this week! Maybe next week?
Posted on 1/2/26 at 3:21 pm to gautamj
Hopefully the Holidays just set them back a few days on finalizing everything!
Posted on 1/2/26 at 3:49 pm to CarbonAce
I got in this shortly after the 2020 election thinking that speculative clean energy companies, including lithium producers, would get a boost from the friendly Biden administration. I’ve long since sold and this has been off my radar.
Here we are getting ready to start year 2 of the 2nd Trump presidency and still no meaningful commercial production?
Here we are getting ready to start year 2 of the 2nd Trump presidency and still no meaningful commercial production?
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