Domain: tiger-web1.srvr.media3.us Diving deeper on Standard Lithium? | Page 1018 | Money Talk
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re: Diving deeper on Standard Lithium?

Posted on 1/22/26 at 8:37 am to
Posted by CarbonAce
Member since Apr 2021
346 posts
Posted on 1/22/26 at 8:37 am to
Nice bounce back this morning
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
3639 posts
Posted on 1/22/26 at 8:43 am to
Probably just smack’s weekly purchase
Posted by SmackoverHawg
Member since Oct 2011
31069 posts
Posted on 1/23/26 at 10:31 am to
Nice little run today.
Posted by Sho Nuff
Oahu
Member since Feb 2009
13794 posts
Posted on 1/23/26 at 12:44 pm to
I'm constantly regretting not buying a lot more of this. Hindsight of course, but I thought to buy it quite a few times sub $3 at minimum and even when it was sub $2. My avg is $3.
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
3639 posts
Posted on 1/23/26 at 1:46 pm to
You’re going to kill it in the end. My average is 2.01. I’m hoping we have some sort of consensus for exit strategy
Posted by ThermoDynamicTiger
Baton Rouge
Member since Jul 2008
1459 posts
Posted on 1/23/26 at 2:03 pm to
The slow build makes it hard to time for me. I'm looking for FOMO moments to jump out and jump back in.
Posted by Fe_Mike
Member since Jul 2015
3722 posts
Posted on 1/23/26 at 2:28 pm to
Lithium sector is up, but could be a little from this article:

News Nation: Arkansas Lithium Process

It's just a fluff piece, so kinda odd. Literally nothing interesting (to anyone already invested) in the article. Makes me think a marketing campaign might be starting, with actual news soon.
Posted by astonvilla
New Jersey
Member since Dec 2005
3482 posts
Posted on 1/25/26 at 5:53 pm to
when is US govt investing in SLI
Posted by CarbonAce
Member since Apr 2021
346 posts
Posted on 1/25/26 at 7:53 pm to
SLI showing 5.81 as of now
Posted by Boss13
Mobile
Member since Oct 2016
1954 posts
Posted on 1/25/26 at 9:18 pm to
quote:

SLI showing 5.81 as of now
Posted by astonvilla
New Jersey
Member since Dec 2005
3482 posts
Posted on 1/26/26 at 6:18 am to
its above Six dollars now pre market
Posted by PotatoChip
Member since May 2014
4926 posts
Posted on 1/26/26 at 8:11 am to
I would expect some type of news soon with these large fluctuations in stock price.
Posted by ThermoDynamicTiger
Baton Rouge
Member since Jul 2008
1459 posts
Posted on 1/26/26 at 8:40 am to
900,000 volume in the first 10 minutes seems hefty
Posted by Boss13
Mobile
Member since Oct 2016
1954 posts
Posted on 1/26/26 at 8:50 am to
quote:

when is US govt investing in SLI


I think (65% certainty) that its released upon completion of the environmental assessment.
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
3639 posts
Posted on 1/26/26 at 9:44 am to
Yep, it’s still the same old SLI.
Posted by Fe_Mike
Member since Jul 2015
3722 posts
Posted on 1/26/26 at 10:51 am to
Same old SLI, but at $5+ as support.

Lithium prices are higher across the board than all of our FEED estimates, and they are growing.

The risk of a negative FID is all but eliminated, and sure, the price reflects that. As I stated, I don't think positive FID news is going to move this too much.

But the growth potential is still massive.

SLI is in a great position to negotiate contracts, which may be why they are taking longer. My guess is everyone (SLI management and the companies they are discussing offtakes with) hit the brakes when lithium prices finally started coming back up a few months ago. If SLI had an attractive value proposition when lithium was $10k/ton in mid '25, it's irresistible right now at $25k/ton and growing.

$15/share within the next 3 years isn't even a hail mary, it's borderline probable. That's 200% return in 3 years if not (much) sooner. Most people consider something a great investment if it can give them that return in 10 years.

There's risk, anything can happen, a 'new' technology (graphene, for example) could finally find its legs and completely slash lithium demand overnight. But right now, this thing looks like as good an investment as a risk tolerant investor could possibly make.
This post was edited on 1/26/26 at 10:53 am
Posted by wickowick
Head of Island
Member since Dec 2006
46308 posts
Posted on 1/26/26 at 3:47 pm to
Posted by Elusiveporpi
Below I-10
Member since Feb 2011
2724 posts
Posted on 1/26/26 at 5:00 pm to
I’m bored in this cold weather. Let’s let our imaginations run for a minute. What do you think SLI will run to after FID announcement? Lots of people are saying it’s built in already. I’m thinking it’s not. I’m thinking we hit $7.5 with absolutely nothing to back that up.

What’s everyone say?
This post was edited on 1/26/26 at 5:06 pm
Posted by Boss13
Mobile
Member since Oct 2016
1954 posts
Posted on 1/26/26 at 5:12 pm to
quote:

m thinking it’s not. I’m thinking we hit $7.5 with absolutely nothing to back that up.


$10 by April
Posted by Fe_Mike
Member since Jul 2015
3722 posts
Posted on 1/26/26 at 5:16 pm to
quote:

I’m bored in this cold weather. Let’s let our imaginations run for a minute. What do you think SLI will run to after FID announcement? Lots of people are saying it’s built in already. I’m thinking it’s not. I’m thinking we hit $7.5 with absolutely nothing to back that up.


I'll be completely honest, I think FID just falls somewhere in the midst of a multi-month uptrend. i.e. if you look back at the 2 year chart in 2027 you won't notice a 'blip' for FID announcement.

I would not be shocked in the slightest if we're red the day FID is announced.

I think a larger than expected offtake agreement could spike us, and even moreso if they announce who that agreement is with (talking a Tesla type deal, in dreamland, not saying that's likely).

I think a US investment could also create a binary spike.

Other than that, I don't see much moving this thing on a binary event.

What I do think is that if FID and offtakes are announced as expected within the next 3 months, and lithium prices are stable or rising, we'll organically run to $8-10 without any shocking (20%+) spikes.

TLDR:

I think it's possible, assuming news comes like most are thinking, to be stabilized in the $9-$11 trading range come Q4 2026.
This post was edited on 1/26/26 at 5:18 pm
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