Domain: tiger-web1.srvr.media3.us Diving deeper on Standard Lithium? | Page 1027 | Money Talk
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re: Diving deeper on Standard Lithium?

Posted on 3/30/26 at 5:13 pm to
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
3881 posts
Posted on 3/30/26 at 5:13 pm to
I'm hesitant to buy at these levels. I don't see a reason it won't go to mid 2's I'll load the boat at that level.
Posted by SuperSaint
Sorting Out OT BS Since '2007'
Member since Sep 2007
149843 posts
Posted on 3/31/26 at 8:50 am to
I picked up more yesterday afternoon at 3.23

Figured for sure it make it to the twos afterward
Posted by dstone12
Texan
Member since Jan 2007
39999 posts
Posted on 3/31/26 at 8:55 am to
How long before the good news hits this weird stock?
Posted by Fe_Mike
Member since Jul 2015
3800 posts
Posted on 3/31/26 at 9:05 am to
quote:


How long before the good news hits this weird stock?


There's no telling at this point but it's starting to sound like not Q2.

So...in 3-6 months?
Posted by CarbonAce
Member since Apr 2021
351 posts
Posted on 3/31/26 at 9:25 am to
Lol! Never know how this stock is going to behave which is why I just hold.
This post was edited on 3/31/26 at 1:05 pm
Posted by Beerinthepocket
Dallas
Member since May 2011
887 posts
Posted on 4/1/26 at 8:43 am to
One positive from the earnings call I noted near the end was Andy Robinson saying Standard’s project portfolio in East Texas is much larger than is publicly known. It’s not just the Franklin project and he looks forward to getting this info out the market.
Posted by Elusiveporpi
Below I-10
Member since Feb 2011
2747 posts
Posted on 4/1/26 at 9:08 am to
quote:


One positive from the earnings call I noted near the end was Andy Robinson saying Standard’s project portfolio in East Texas is much larger than is publicly known. It’s not just the Franklin project and he looks forward to getting this info out the market.


All that is nice and all, but every project increases the dollars needed, and they cant even commit to spending on the first project.......

I need commitment, movement, engineering, contractors, concrete, stock price to go to 15 etc.
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
3881 posts
Posted on 4/1/26 at 9:13 am to
Yep, it looks like they are having a hard time finding folks that will commit to offtake agreements. I'm bothered they haven't announced more but smaller offtake agreements.
Posted by Boss13
Mobile
Member since Oct 2016
2025 posts
Posted on 4/1/26 at 9:19 am to
quote:

I need commitment, movement, engineering, contractors, concrete, stock price to go to 15 et


This can absolutely happen prior to FID. Its probably part of their contractor commitments they referenced.

It also sounds like there are more parties asking for lithium. The remainder of production capacity is probably up for grabs, just looking for the best deals.
Posted by Elusiveporpi
Below I-10
Member since Feb 2011
2747 posts
Posted on 4/1/26 at 2:30 pm to
quote:

This can absolutely happen prior to FID. Its probably part of their contractor commitments they referenced.



Committing is easy, but nothing will happen until there is a PO in someone's inbox. No IFC package, no long lead items ordered etc. Thats what we need.
Posted by Auburn1968
NYC
Member since Mar 2019
26189 posts
Posted on 4/7/26 at 10:19 am to
Exclusive — David Park: Direct Lithium Extraction in Arkansas Could Help Break Reliance on China



Direct lithium extraction in the U.S. in key states such as Arkansas could help break U.S. reliance on China, which dominates the supply chain on many critical minerals, Standard Lithium CEO David Park said during an appearance on Breitbart News Daily.

The Trump administration, he said, is focused on critical minerals, and his company is zeroing in on lithium extraction in Arkansas — the home of the Smackover Formation, home to North America’s highest grade lithium brine resource.

“There’s no reason to go to the moon… [Arkansas is] home to North America’s highest grade lithium brine resource, and we’re developing a southwest Arkansas project together with our partner, Equinor, using a new technology called direct lithium extraction, or DLE, to unlock this truly competitive world class resource,” he said, explaining that this form of extraction is not an “open pit mining operation.”

“Or it would look a lot more like drilling oil and gas wells and but what we’re producing is brine or salt water, and then we’re selectively extracting lithium ions from that and putting that brine back down into the same resource,” he said, explaining that this technique, essentially, has a low environmental footprint, as it does not fracture the resource itself.

https://www.breitbart.com/radio/2026/04/06/exclusive-david-park-direct-lithium-extraction-in-arkansas-could-help-break-reliance-on-china/
Posted by Elusiveporpi
Below I-10
Member since Feb 2011
2747 posts
Posted on 4/7/26 at 10:44 am to
quote:

Construction begins this year, and production in 2029, he said, “will be 22,500 tons of lithium by 2029 with the ability of doubling that a few years later.”
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
3881 posts
Posted on 4/7/26 at 1:32 pm to
In my left hand, I hold both my urine test and the future of lithium capture...
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