Domain: tiger-web1.srvr.media3.us Diving deeper on Standard Lithium? | Page 983 | Money Talk
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re: Diving deeper on Standard Lithium?

Posted on 9/24/25 at 2:04 pm to
Posted by SuperSaint
Sorting Out OT BS Since '2007'
Member since Sep 2007
148999 posts
Posted on 9/24/25 at 2:04 pm to
quote:

what you guys are looking at as a criteria for selling?
around the time when we book our flights to the wine mixer
Posted by donRANDOMnumbers
Hub City
Member since Nov 2006
17405 posts
Posted on 9/24/25 at 2:36 pm to
wonder if i need to add here
Posted by Fe_Mike
Member since Jul 2015
3723 posts
Posted on 9/24/25 at 2:37 pm to
Would love to see a strong close near HOD. Let’s see if we can get there.

But really just hoping it doesn’t have a last minute dump.
Posted by donRANDOMnumbers
Hub City
Member since Nov 2006
17405 posts
Posted on 9/24/25 at 2:43 pm to
i added on a little with some free cash in schwab. it should dump
Posted by Fe_Mike
Member since Jul 2015
3723 posts
Posted on 9/24/25 at 3:34 pm to
Shut your whore mouth. Shut it.

But really I feel pretty confident in saying it’ll continue this run tomorrow. If it doesn’t, it’ll probably retrace some.

How’s that for stonk analysis?

PS - But really really, I’m looking at LAC market cap. SLI and LAC have always been pretty comparable in terms of MC. Before today LAC was $740M and SLI was $560M. The fundamentals are similar, and still the same today as they were yesterday (obviously less the fed equity stake which is something but it’s still not the bone dry “fundamentals”).

After today SLI’s market cap is $670M. LAC is $1.4 billion. I feel like they’re gonna try to get back together and it’s not gonna be because LAC drops 50% short term. Plenty of upside.

And I continue to think this thing isn’t a get rich overnight stock. It’s a drop $200 in it here, $400 in it there for the next 5-10 years for your average investor and suddenly you’re sitting on 20k shares at $20/share
Posted by SmackoverHawg
Member since Oct 2011
31070 posts
Posted on 9/24/25 at 4:16 pm to
quote:

hame on you

You know better than to post that

It will for sure if you sell some. Take one for the team.
Posted by SmackoverHawg
Member since Oct 2011
31070 posts
Posted on 9/24/25 at 4:23 pm to
quote:

I don't have much in this, but if an acquisition goes through, I imagine that's a good time to sell rather than have your shares possibly go through some kind of merging situation with the buyer's stock? Any thoughts on what you guys are looking at as a criteria for selling?

Depends on who the buyer is. If it's XOM or Chevron, I'm holding. If Equinor decides to take it all, I'll have to think about it. If it's Tesla, I'm 100% holding. Tesla and SLI are 2 of my 3 largest holdings.

The potash is big. Critical for agriculture and the US only produced 400k tons in 2023. The main producers are Canada, China and Russia. Curious about the magnesium and manganese content as the SWA project had substantial amounts, but rights to those still belong to Tetra.
This post was edited on 9/24/25 at 4:59 pm
Posted by mmmmmbeeer
ATL
Member since Nov 2014
10189 posts
Posted on 9/24/25 at 7:03 pm to
Cheers to yall…immediately thought of this thread when seeing the LAC news.

Too late to dip toes in on SLI?
Posted by SmackoverHawg
Member since Oct 2011
31070 posts
Posted on 9/24/25 at 7:13 pm to
quote:

Too late to dip toes in on SLI?

Nah. I think we hit double digits again within 3 years, maybe two depending on how investors react to build out and a lot depends on lithium prices.

The question is when to buy. Now? Or wait for a pullback. History has been for us to run up and then pull back and good bit, but things are starting to roll and you never know when the next PR drop is going to be.
Posted by Fe_Mike
Member since Jul 2015
3723 posts
Posted on 9/24/25 at 7:22 pm to
quote:

Too late to dip toes in on SLI?


Agree with smack above, definitely not too late.

It’s not an “all in right now” moment but this is just one I’ll keep putting bits of the paycheck in. $2, $3, $5 purchases. I think $10+ is attainable over the next 2-3 years. Again, not a get rich quick stock, but a “more than likely to earn significantly better than the market” stock.
Posted by SuperSaint
Sorting Out OT BS Since '2007'
Member since Sep 2007
148999 posts
Posted on 9/24/25 at 7:30 pm to
quote:

It will for sure if you sell some. Take one for the team.

Posted by SmackoverHawg
Member since Oct 2011
31070 posts
Posted on 9/24/25 at 7:30 pm to
quote:

Agree with smack above, definitely not too late.

It’s not an “all in right now” moment but this is just one I’ll keep putting bits of the paycheck in. $2, $3, $5 purchases. I think $10+ is attainable over the next 2-3 years. Again, not a get rich quick stock, but a “more than likely to earn significantly better than the market” stock.


The big question for me now is who's going to extract lithium for Exxon, Chevron, Albermarle, etc. So far only one company has successfully demonstrated they can extract at a commercial level (if at all) and it's SLI.

What happened to Lilac and all the other also rans? Don't forget the green angle of SLI and the lack of hard rock mining and evaporative pits. The Smackover formation is enormous. Let the big guys find it and we'll operate it for them. Won't have to share that with Equinor.
Posted by FMtTXtiger
Member since Oct 2018
5152 posts
Posted on 9/24/25 at 8:53 pm to
Does anyone think Cotton was the investigator on which company the govt should invest in and chose LCA instead?


Posted by SmackoverHawg
Member since Oct 2011
31070 posts
Posted on 9/24/25 at 9:17 pm to
LAC is more of a "sure thing" as they open pit mine. Very bad for the environment, but it's a more traditional method of obtaining lithium, but uses immense amounts of water and sulfuric acid. They will have to build a sulfuric acid plant at the site and a rail line.

SWA has rail as you enter the property and a local chemical plant to obtain sulfuric acid. DLE from brine is the most environmentally friendly way to obtain lithium by far.

They need the help. Intel needed the help. SLI don't need'em. But I'm sure Koch would let loose of their 13.5 million shares for maybe a 50% premium over what they paid.
Posted by SmackoverHawg
Member since Oct 2011
31070 posts
Posted on 9/24/25 at 9:18 pm to
quote:

Does anyone think Cotton was the investigator on which company the govt should invest in and chose LCA instead?



Our governor was instrumental in helping them get the grant. I was the person that first really made her aware of the project, it's potential and the green nature of it due to many misconceptions, even locally. I can assure you that Trump is well aware of SLI.

ETA-I will say this. If they need the help or it somehow benefits the state for the gov't to own 10%, Trump will. We seem to have friends pulling this to the finish line. I'd just assume we don't dilute anymore and if they want to buy shares, do it on the open market.
This post was edited on 9/24/25 at 9:44 pm
Posted by donRANDOMnumbers
Hub City
Member since Nov 2006
17405 posts
Posted on 9/24/25 at 9:43 pm to
Looking at the chart, three dollars was a big wall to push through

It will probably vacillate between here and 4.50 for a while.

It’s going to have a hard time breaking $5 without Major news
This post was edited on 9/24/25 at 9:44 pm
Posted by SmackoverHawg
Member since Oct 2011
31070 posts
Posted on 9/24/25 at 9:51 pm to
quote:

It’s going to have a hard time breaking $5 without Major news

Agree. I wan half way joking a page or two back when someone said they'd sold at $2.88 to harvest losses for taxes that it would be $4.50 by 10-14-25, but it just may. I'd hoped for $4-5/year end. Anything over that with no new info and I may sell my long term shares and buy back in on the drop back to reality. This stock has been notorious for seemingly having pricing trends and then the second you try to play it, it burns you either way.

I almost liquidated $60k of MUR yesterday and put it all in SLI at $2.88, but got busy and didn't get around to it. Oh well. If we fall back under $3 for no reason, I'm loading the f#$k up and I'm already sitting at over 125k shares this go around.
Posted by Sho Nuff
Oahu
Member since Feb 2009
13808 posts
Posted on 9/24/25 at 9:57 pm to
Did we ever find out if the one board member got the shaft from us
Posted by SmackoverHawg
Member since Oct 2011
31070 posts
Posted on 9/24/25 at 10:03 pm to
Not that I saw, but I haven't checked the line up recently. At one point the 1st go around, I could've rounded up about 4 million votes (shares) locally and I want to say the MB SLI thread folks had about another 3.5 million in total.

We could've dusted someone's arse then, but it was rolling. I think we may have gotten their attention though.


ETA-FYI since the original thread, SLI is still up 590% as of this PM with a price of $.51 then to $3.52 now.
This post was edited on 9/24/25 at 10:18 pm
Posted by SmackoverHawg
Member since Oct 2011
31070 posts
Posted on 9/24/25 at 10:31 pm to
$3.63 pre-market. I wouldn't think we'd go too much higher from hear unless the motley fool article pushing the idea that the bump was due to LAC situation gets some FOMO going. They didn't mention the PR on Texas at all.
This post was edited on 9/25/25 at 7:36 am
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