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1
Posted on 10/14/25 at 10:16 pm to Fe_Mike
How high has this been projected to go once things get rolling?
Posted on 10/15/25 at 8:17 am to dstone12
quote:
How high has this been projected to go once things get rolling?
Posted on 10/15/25 at 8:35 am to dstone12
quote:
How high has this been projected to go once things get rolling?
Once both projects are factored in with very conservation lithium prices and the potash and bromine not yet figured in, probably mid $20's low end. If we get crazy high lithium prices? Who knows. Or if they end up extracting/operation for other companies it could go higher.
I'm thinking $20 by 2030 without some crazy lithium market frenzy like 2021.
They are also producing high grad lithium that commands top dollar or will be, so it's hard to factor that in. The fact that the defense contractors met with them fairly regularly and their presence in the area has boomed and continues to boom makes an offtake agreement with Lockhead, General Dynamics, L3 Harris, Raytheon, Raphael and others more and more likely as SLI is only about 45 minutes from their sites. By 2028, they'll likely be employing over 10k people in east Camden if that gives you an idea of how large their presence is here. That could even got up from there.
Posted on 10/15/25 at 8:44 am to Neauxla
quote:
How do we almost have 100 pages on SLI but I haven't seen any thread on LAC?
There have been threads on LAC and it's been discussed here. SLI was the better option up until Trump got involved. They've got a lot of permitting and logistical issues to work out and they are now only talking about producing 40tons/year. Smackover Lithium ( the JV with Equinor) is projected to be producing like 144.5 tons per year of high grade lithium with infrastructure already in place for the SWA project and a much friendlier permitting environment. Don't count them out as a company Trump would invest in. As that gov't grant they won is paid out, I can see him getting a piece for the tax payers and setting a price floor for SLI to ensure that China and others can't bury our critical resource manufacturing with cheap/slave labored obtained minerals.
Posted on 10/15/25 at 8:49 am to SmackoverHawg
quote:
probably mid $20's low end. If we get crazy high lithium prices? Who knows
Posted on 10/15/25 at 9:17 am to SuperSaint
quote:
probably mid $20's low end
Seems conservative to me with production, revenue & hype that comes with it. It hit $12 when the company was FAR more speculative than it is today. Obviously lithium prices were higher then but since we've seen Koch investment, Govt grants, equinor investment, DFS completion etc.
$40 is my price target in 5 years.
This post was edited on 10/15/25 at 9:20 am
Posted on 10/15/25 at 4:45 pm to SwampCollie
quote:
$40 is my price target in 5 years
Yeet!
Posted on 10/15/25 at 4:58 pm to jamiegla1
Really any number of catalysts could get this thing to $20 pretty quickly.
Partnership with a major, a tweet from Elon/Tesla, Trump or lithium prices going higher.
Is there a construction start date announced yet?
Partnership with a major, a tweet from Elon/Tesla, Trump or lithium prices going higher.
Is there a construction start date announced yet?
Posted on 10/15/25 at 5:10 pm to SwampCollie
quote:
equinor investment,
Equinor gets 45% of production so that decreases the potential profit, but it derisked the overall investment. That being said, that partnership could lead to other things not mentioned. There are pockets of oil in the Smackover. Some folks drilled down to the Smackover over towards Magnolia awhile back and hit some wells that were producing 4-5000 barrels/day. They fall off pretty quick but if some of those wells hit oil, they got a partner that is ready and able to deal with it and they are paying heavy arse taxes in Europe on their oil profits. Not saying it will, but there is potential.
Posted on 10/16/25 at 8:31 am to SmackoverHawg
That was a quick "SLI up 10%" alert..........interesting....
Edit: "SLI up 15%" alert.......very interesting.....
Edit: "SLI up 15%" alert.......very interesting.....
This post was edited on 10/16/25 at 8:32 am
Posted on 10/16/25 at 8:33 am to Fe_Mike
Wow!
Posted on 10/16/25 at 8:34 am to CarbonAce
I am in!
Lets geaux
Lets geaux
Posted on 10/16/25 at 8:35 am to Fe_Mike
Aaaaand 20!
This post was edited on 10/16/25 at 8:39 am
Posted on 10/16/25 at 8:36 am to CarbonAce
Who’s coming to the strip club with me tonight? I’ll be sticking SLI stock certificates in their g-strings tonight.
Posted on 10/16/25 at 8:39 am to Fe_Mike
Okay seriously what is happening.
Posted on 10/16/25 at 8:40 am to Fe_Mike
Idk
Posted on 10/16/25 at 8:42 am to Fe_Mike
quote:
Okay seriously what is happening.
I thought we get to $10….didnt think it would be today
They had a bunch of short positions, maybe they are covering their asses.
Posted on 10/16/25 at 8:45 am to BigPerm30
Holy shite!
Posted on 10/16/25 at 8:46 am to BigPerm30
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