| Favorite team: | LSU  |
| Location: | Baton Rouge |
| Biography: | |
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| Occupation: | |
| Number of Posts: | 5422 |
| Registered on: | 11/23/2005 |
| Online Status: | Not Online |
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re: Diving deeper on Standard Lithium?
Posted by Pierre on 1/8/26 at 9:16 am to Neauxla_Tiger
Seeking Alpha
Summary
Standard Lithium is rated a Strong Buy, driven by its discounted valuation and significant upside as EV-driven lithium demand accelerates.
SLI's South West Arkansas Project, with 1.5 million tonnes LCE and $1.7B NPV, targets commercial production by 2028 and industry-leading cost efficiency.
SLI maintains a healthy, low-debt balance sheet, funding growth via equity; further dilution (5-10%) is likely before revenue generation begins.
Key risks include lithium price volatility and potential market oversupply, but SLI's strategic positioning in the Smackover Formation offers substantial long-term value.
Investment Thesis
I’ve made it no secret that I like to cover the mineral industry, given the recent track record I have of articles published on the site. Rare earth minerals is one highly niched and capital-intensive market where not all will be winners. Aluminum is another high-growth marker, especially seeing as premiums have risen because of US tariff implementations. One market I find particularly interesting, perhaps above all these, is Lithium. It’s the engine that will enable further EV adoption. The most famous EV entrepreneur, Elon Musk, even stated this about the mineral: “license to print money.”
Seeing as there is still upside for lithium prices supported by the EV adoption accounting for 90% of lithium demand, I think that Standard Lithium (SLI) is a Strong Buy here. As we’ll get into in the article, it trades at a large discount to future cash flows, one of many qualities that makes it a top stock for me in 2026.
Summary
Standard Lithium is rated a Strong Buy, driven by its discounted valuation and significant upside as EV-driven lithium demand accelerates.
SLI's South West Arkansas Project, with 1.5 million tonnes LCE and $1.7B NPV, targets commercial production by 2028 and industry-leading cost efficiency.
SLI maintains a healthy, low-debt balance sheet, funding growth via equity; further dilution (5-10%) is likely before revenue generation begins.
Key risks include lithium price volatility and potential market oversupply, but SLI's strategic positioning in the Smackover Formation offers substantial long-term value.
Investment Thesis
I’ve made it no secret that I like to cover the mineral industry, given the recent track record I have of articles published on the site. Rare earth minerals is one highly niched and capital-intensive market where not all will be winners. Aluminum is another high-growth marker, especially seeing as premiums have risen because of US tariff implementations. One market I find particularly interesting, perhaps above all these, is Lithium. It’s the engine that will enable further EV adoption. The most famous EV entrepreneur, Elon Musk, even stated this about the mineral: “license to print money.”
Seeing as there is still upside for lithium prices supported by the EV adoption accounting for 90% of lithium demand, I think that Standard Lithium (SLI) is a Strong Buy here. As we’ll get into in the article, it trades at a large discount to future cash flows, one of many qualities that makes it a top stock for me in 2026.
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I signed up in October a two years back. Bought lending club at recommended 18, then the stock market fell and LC went to 10 or so, it finally round tripped back to 18 and is around there today. Didn't try any of there other ones but it seems to me they announce quite a few after the have made big gainz.
quote:
Would be awesome to see that get back up to the 10-20% range for a while.
Man that was the good ole days ??. Just called Schwab and they said they don’t have SLI on there lending list. Bummer Hopefully there is more interest later.
re: McCafée Popup
Posted by Pierre on 12/11/25 at 9:21 am to SallysHuman
Got last 2 days and on an off for a month. I thought I watched to much pron
re: Is it time to bench Lamar Jackson?
Posted by Pierre on 12/9/25 at 1:33 pm to beauchristopher
I benched him in week 14 only because someone dropped Jayden Daniels so I started Daniels. Wish that dude never dropped Daniels lol
re: Playoff Tiebreaker
Posted by Pierre on 12/9/25 at 1:31 pm to TigerintheNO
Points and its not close or debatable
What is the citi conference tomorrow?
re: Pi contains your phone number
Posted by Pierre on 12/2/25 at 1:19 pm to MrFreakinMiyagi
If pi is infinite can it sequence itself? I think not
Holy shite!
Up 20 percent what’s going on? Insert i feel like im taking crazy pills gif
I’ve seen a few raccoons that died from drinking to much bud light. Damn thing laying there with the bottle resting on his stomach.
re: Diving deeper on Standard Lithium?
Posted by Pierre on 9/25/25 at 10:15 am to SmackoverHawg
Let's fricking gol!! I was in at 2.50 back in the early days. Need 3.60 to break even cause I fomo'd and bought a shite ton of shares at 6 something on that awesome run back in the day. DCA'd around 1.40 or so though so let's do it!
Anyone have a link to the Texas report or where I can find it or cliffs of what was in it?
re: Gas pumps running slower than years past
Posted by Pierre on 9/16/25 at 3:21 pm to DownshiftAndFloorIt
They don’t change the filters and it runs slow. Go somewhere else that maintains their pumps properly.
re: Week 1 Survivor check in
Posted by Pierre on 9/8/25 at 9:42 am to Bama and Beer
Cardinals
re: Diving deeper on Standard Lithium?
Posted by Pierre on 9/3/25 at 4:10 pm to FMtTXtiger
quote:from the article
Represents average of 20-year forward pricing curve provided by Fastmarkets for battery-quality lithium carbonate, commencing in 2028.
quote:from Grok
Fastmarkets is a leading price-reporting agency (PRA) and information provider for global commodities, specializing in markets like agriculture, forest products, metals, mining, and new-generation energy, including lithium. With a history dating back to 1865, they offer price data, news, analytics, and events, helping customers navigate volatile and opaque markets for trading and risk management.
re: Diving deeper on Standard Lithium?
Posted by Pierre on 9/3/25 at 3:52 pm to Shepherd88
I may be mistaken but 2028 has been projected for a while ever since it got pushed back a couple years ago. I don’t think it’s an additional delay, but I could be wrong. Just working off an old and shot memory
Today’s the day fellas! Let’s get past $3 and never look back!!
re: Per Fox News - Bolton will be charged
Posted by Pierre on 8/24/25 at 10:42 pm to idlewatcher
It’s gonna be hilarious watching cnn tell me how awesome John Bolton is and how many great things he did for our country :lol:
re: Will you ever remarry?
Posted by Pierre on 8/24/25 at 10:10 pm to SemperFiDawg
Bookmarked good post
re: My teacher story from 8th grade.
Posted by Pierre on 8/2/25 at 8:48 pm to UncleRuckus
quote:
I slept over at my 8th grade teachers house many times.
Your 8th grade teacher was your mom?
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