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re: Diving deeper on Standard Lithium?

Posted by Fe_Mike on 9/25/26 at 4:49 pm to
That’s true, it may not be a direct placement offering but a large cash draw on the ATM. Basically the same thing though. If SLI needed $10M for something right now before the funding is finalized, they may have negotiated $1.80ish with Cannacord to get the cash immediately. And the market supported that, thankfully.

I am not an authority on this but I would guess since Cannacord is just a broker receiving commission they can probably be told inside information without violating insider trading laws and all parties were comfortable with the brokered sale price/commission.

re: Diving deeper on Standard Lithium?

Posted by Fe_Mike on 9/25/26 at 4:08 pm to
I haven’t been watching the action too much but this looks like an offering. Relatively low volume drop down to $1.80 then massive support there with very large volume through the day.

No filing yet which is a bit odd, but this absolutely looks like a fundraising. If it’s the last capital to start construction, that’s good news. I might make some big buys on Monday if no news before then.
While I agree with you on the proper way to approach this turn, I don't do it. The issue is that in order for this method to be effective, you must trust and rely on other drivers to also use this method. And other drivers are idiots. The moment one car trying to turn from the opposite direction doesn't utilize the correct method, you become gridlocked, and cause a much greater safety risk than simply using the 'wrong' method and turning early. I've driven in Baton Rouge enough to know that if 10 cars pass, at least 8 of them will have no idea how to drive. I'll play the odds.

quote:

You're also not "connected with the situation"

You heard that he's legacy from someone and just decided "that sounds right"

Money's a strange thing. A little doesn't have much sway, but a lot can move mountains.


Nah man, it's definitely you that's not connected.

Also, you act like he's not going to get a lot of money from State.

It's not like he's playing at State for free and turning down $5M+ offers from other schools. State may not pay him quite as much as he would make elsewhere if an Oklahoma or Michigan decides to offer him 8 figures, but it's not going to be "a lot of money" vs "a little money". It's going to be a lot of money to play at State which he loves, vs slightly more money to play somewhere else as a mercenary.

re: Home Gym Hamstring Training

Posted by Fe_Mike on 9/21/26 at 8:01 am to
quote:

I’ve been doing RDLs, but for whatever reason I have a hard time feeling them in my hamstrings. I mostly feel them in my glutes and lower back.


RDL's are elite for hamstrings, and so easy to do without targeted equipment. I guess it's easier said than done, but your best bet is to just get the form right and force them to work.

Go lighter. Extremely light. If you know how to stretch your hamstrings, you know how to do RDL's. Start with just the bar and keep your legs extremely straight, utilize bad form so you feel the hammy stretch. As you go up in weight, you'll need to start getting some knee bend and hip hinging to keep your glutes and back out of it. Don't be afraid to just push your arse out of the way. Also it helps to do dumbbells if you have that.

Watch a few youtube videos and try stuff out to see what works, but by far your cheapest and most efficient answer here is just figure out RDL's.
We're playing a Power 4 team on the road so....just a win. Don't care how it happens. 31-0. 45-42. 7-6. Just win baby.
quote:

Market seems to not give a shite about anything other than lithium prices.


Yup. Hopefully FID gets us back to the $4ish range. Commercial proof of concept (which is still years away) should bring the value of the Texas project closer to real.

The combined value of both projects should have the company trading around $15 and floating with lithium prices. I think the closer we get to 2030, the closer we get to that number.
Pretty good numbers here.

Scope is ~3x SWA project scope.

Capital cost is only ~2x the SWA project scope.

Operating cost per ton is about 20% less than the SWA project.

NPV of $5B compared to SWA NPV of $1.7B.
quote:

Definition of a slop bowl. Had it many times at Pel. Food is not good. Inauthentic af

quote:

Food is not good.

quote:

Had it many times





Does not compute.
quote:


They just cant put out news on a good market day!


Yep, and we really should get continuation today but the sector is already heading down in premarket. It's gonna drag us down with it.
Should be a 10% day easy as long as the market cooperates.

As with SLI tradition, though, I fully suspect the lithium sector will tank today.
quote:


So if FID gets approved, will the stock price move? Or is that already baked in?


I wouldn't say it's baked in. While there are certainly plenty of good signs, FID is still a considerable risk here for big money investors. There are plenty of contingencies that, once they are official, will shift the value proposition. For example, the grant money is still just theoretical.
Think I accidentally just won. It's actually quite beautiful.

Ramoji

Actually I just looked this place up and it's apparently a film studio and fairly 'fake'. Haha. It was legit random though.
And this, ladies and little boys, is why you don’t drop dumbbells.

“Oh but they wrap them in rubber! They’re designed to be dropped!”

The frick they are. You’re destroying someone else’s equipment. This is now the third pair of heavy dumbbells I’ve seen this owner have to replace in the past 6 months with the exact same damage from people dropping them. These things ain’t cheap.

re: Diving deeper on Standard Lithium?

Posted by Fe_Mike on 8/10/26 at 2:41 pm to
Should have bought more at $2 last week obvs.

Buy the bottom sell the top it’s so easy.

re: Diving deeper on Standard Lithium?

Posted by Fe_Mike on 8/10/26 at 11:43 am to
quote:

This stock has been discussed for 6 years. When are yall gonna let it go?


Right? I mean, once a company hits 6 years old, it can no longer have any value proposition.

And when this thread was started 6 years ago, STLHF was trading at ~$0.75.

SLI is currently at $2.55

I'd say that's a pretty damn good 6 year return.

re: Diving deeper on Standard Lithium?

Posted by Fe_Mike on 8/10/26 at 10:56 am to
quote:

They've allowed the price to degrade with repeated misses and production date being rescheduled.


Feel ya' on that.

And that's definitely the issue with throwing out such a relatively short term deadline. The closer we get to the end of Q3 with no news, the more investors may get skittish and start selling.

Same here, after having all my shares lent out for the better part of the last five years, I haven't had any leant out in a few months. Not sure what to make of that. Short interest very low, I guess, which should theoretically be good.

re: Diving deeper on Standard Lithium?

Posted by Fe_Mike on 8/10/26 at 10:33 am to
Yeh, I'm hoping by them saying they are still targeting Q3 for the final offtake agreements, funding, and FID it creates massive short term price support and buying pressure.

Normally a Q3 deadline would create buying support the closer we get to the end of Q3.

However, that is three separate deadlines, which cannot be done in parallel, all scheduled for Q3. FID cannot be made prior to funding being secured. Funding cannot be secured prior to offtake agreements being finalized. So in order for FID to be made by Q3, the offtake agreements need to get finalized well before the end of Q3. Hopefully, the market sees this as I do and thinks we will be getting the first of 3 huge news developments in Q3 soon and it's all sunshine and rainbows from here on out.
I think it's these highlights from the quarterly:
Concluded Federal Government’s National Environmental Policy Act (“NEPA”) Review for the South West Arkansas Project (“SWA Project”) with a Finding of No Significant Impact

Entered Two Key Construction Contracts for the SWA Project in Anticipation of a Final Investment Decision (“FID”)

Remains On Track for FID and Starting Construction at the SWA Project in 2026

PEA for East Texas on track to be released by September 2026 (this is going to have some gaudy, flashy, eye popping numbers)

quote:

Smackover Lithium is actively advancing the two key remaining deliverables: customer offtakes and the project financing process. The partnership remains in advanced discussions with several prospective customers and aims to conclude all remaining offtake agreements by the third quarter. This will help to finalize the size and structure of the SWA Project debt, where due diligence and other customary processes are well underway and continue to progress in parallel with the offtake process.

Smackover Lithium continues to target taking FID later this year. Construction is planned to begin promptly following FID, enabling first commercial production of battery-quality lithium carbonate in 2029.

re: Diving deeper on Standard Lithium?

Posted by Fe_Mike on 7/28/26 at 9:11 am to
These last two months have been inexplicably bad for lithium. Just about every major player is down 50% over two months. Albemarle was a 25 billion dollar company two months ago, and now is $13B. Just a rip shite downturn.