Domain: tiger-web1.srvr.media3.us Diving deeper on Standard Lithium? | Page 1024 | Money Talk
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re: Diving deeper on Standard Lithium?

Posted on 3/9/26 at 5:35 pm to
Posted by Fe_Mike
Member since Jul 2015
3798 posts
Posted on 3/9/26 at 5:35 pm to
quote:

Or am I way off on understanding this? TIA!


Nope you pretty much got it!

The extra 20% will be leverage mostly.

Spot negotiation, demand surge, and slow time.
Posted by KCRoyalBlue
Member since Nov 2020
2187 posts
Posted on 3/9/26 at 5:38 pm to
Ty!

When not well-versed on a subject, I sometimes just have to put it into my own words and get confirmation.....even tho, as I look back at it, you explained it well. Lack of confidence on my part, I suppose. Lol.
Posted by Fe_Mike
Member since Jul 2015
3798 posts
Posted on 3/9/26 at 7:19 pm to
That's the best way to do it, no worries at all. Always good to make sure you understand it, especially in investing in speculatives.

I'm no pro in the stock market, but I do have an advantage on this one in that I'm a Chem E, I've worked in the lithium industry, I've worked on purchasing contracts, and I've worked specifically on brine contracts in the Smackover (though not with Lithium)
This post was edited on 3/9/26 at 7:20 pm
Posted by Duffnshank
Member since Jan 2019
917 posts
Posted on 3/9/26 at 8:23 pm to
Is north of plain dealing Louisiana in play?
Posted by KCRoyalBlue
Member since Nov 2020
2187 posts
Posted on 3/9/26 at 8:56 pm to
I always think "Iron Mike" in my head when reading posts. Then think about "Mike Tyson's Punchout!". Lol.
Posted by dstone12
Texan
Member since Jan 2007
39984 posts
Posted on 3/9/26 at 9:05 pm to
Soda Popinsky
Posted by KCRoyalBlue
Member since Nov 2020
2187 posts
Posted on 3/9/26 at 10:17 pm to
"Glass Joe" Lowry. IYKYK.
Posted by Auburn1968
NYC
Member since Mar 2019
26173 posts
Posted on 3/10/26 at 7:15 pm to
quote:

Where has everyone gone? This board has died! I know we are in a waiting period, maybe some delays but dang! This is happening!!!!!


Watching grass grow and then be cut is hard to watch.
Posted by CarbonAce
Member since Apr 2021
351 posts
Posted on 3/11/26 at 5:24 am to
That is very true
Posted by KCRoyalBlue
Member since Nov 2020
2187 posts
Posted on 3/16/26 at 9:18 am to
About to crack $3....in a bad way.
Posted by SETH6180
TEXAS
Member since Feb 2020
1081 posts
Posted on 3/16/26 at 9:27 am to
Oh man, what's going on here?
Posted by bet84
Texas
Member since Jul 2021
110 posts
Posted on 3/16/26 at 9:28 am to
Posted by ynlvr
Rocket City
Member since Feb 2009
5519 posts
Posted on 3/16/26 at 9:33 am to
I am confused re: this morning's price action. This would appear to be a positive news release, no?
Posted by Neauxla_Tiger
Member since Feb 2015
2095 posts
Posted on 3/16/26 at 9:35 am to
Same here. Rest of lithium sector is green, so it's SLI specific. Don't know if it's some sell the news algos or what. I'll grab some more shares, this is dumb, especially now that we're below the price where the offtake was announced. I think it does a steady climb back to green by end of day.
Posted by SmackoverHawg
Member since Oct 2011
31528 posts
Posted on 3/16/26 at 9:35 am to
Lithium down, but we are waaaay up from this time last year. Could be some folks locking in long term gains. I've been accumulating a shite pot of cash for this. I may not buy anything other than my usual buys until April 4-7 timeframe.
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
3873 posts
Posted on 3/16/26 at 9:35 am to
Well I was saved from buying more today by grabbing more qqqi last week.
Posted by SmackoverHawg
Member since Oct 2011
31528 posts
Posted on 3/16/26 at 9:55 am to
I lied. Had to at least nibble with another 5k shares. I told myself I'd buy below $4. Will probably add more if it hangs here. Parks has bought a couple million shares recently, so I don't think it's more than a blip. Gotta have some balls to ride this horse.
Posted by ynlvr
Rocket City
Member since Feb 2009
5519 posts
Posted on 3/16/26 at 10:20 am to
quote:

nibble with another 5k shares

Ditto
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
3873 posts
Posted on 3/16/26 at 11:42 am to
I'm at 52k shares, had 14 on the first run up. A ran the question of what a fair value for SLI at production in 2028 would be, by Grok and Brave AI, both came back in the 9-13.50$ range, this question was only pertaining to their SW Arkansas play.
Posted by SmackoverHawg
Member since Oct 2011
31528 posts
Posted on 3/16/26 at 12:01 pm to
That's about what I have figured using a lithium price of $22,500/ton.
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