Standard Lithium: Discounted Based On Future Cash Flows From SWA

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.

Seeking Alpha • Jan 8, 2026

Why Standard Lithium Stock Popped Today

China is canceling old lithium mining licenses, mostly for non-operational mines. Chinese lithium prices spiked on the news, pushing lithium stocks higher today.

The Motley Fool • Dec 17, 2025

Smackover Lithium Receives Indications of Interest for Over $1 Billion in Project Finance for the SWA Project

All figures are in US dollars unless otherwise stated. LEWISVILLE, Ark.

GlobeNewsWire • Dec 9, 2025

Standard Lithium Ltd. (SLI:CA) Presents at Citigroup 2025 Basic Materials Conference Transcript

Standard Lithium Ltd. (SLI:CA) Presents at Citigroup 2025 Basic Materials Conference Transcript

Seeking Alpha • Dec 3, 2025

Standard Lithium to Participate in Multiple Upcoming Investor Conferences

VANCOUVER, British Columbia, Nov. 18, 2025 (GLOBE NEWSWIRE) -- Standard Lithium Ltd. (“Standard Lithium” or the “Company”) (TSXV: SLI) (NYSE.A: SLI), a leading near-commercial lithium company, will have senior leadership participating in multiple upcoming investor conferences.

GlobeNewsWire • Nov 18, 2025

Why Standard Lithium Stock Powered Up Today

China's Ganfeng Lithium Group chairman Li Liangbin forecasts 30% to 40% demand growth for lithium in 2026. Prices of the battery metal could more than double on demand growth.

The Motley Fool • Nov 17, 2025

Focus: Standard Lithium gets boost from Washington in Arkansas lithium race

Standard Lithium is getting a boost from Washington as it vies with Exxon Mobil to become the first company to produce lithium in Arkansas, a U.S. state containing one of North America's largest supplies of the battery metal.

Reuters • Nov 14, 2025

Standard Lithium Ltd. (SLI:CA) Q3 2025 Earnings Call Transcript

Standard Lithium Ltd. ( SLI:CA ) Q3 2025 Earnings Call November 11, 2025 8:00 AM EST Company Participants Daniel Rosen - Vice President of Strategy & Investor Relations David Park - CEO & Director J.

Seeking Alpha • Nov 11, 2025

Smackover Lithium Files Maiden Inferred Resource for Its Franklin Project in East Texas, Containing the Highest Reported Lithium-in-Brine Grades in North America

LEWISVILLE, Ark., Nov. 05, 2025 (GLOBE NEWSWIRE) -- Smackover Lithium, a 55:45 owned Joint Venture (“JV”) between Standard Lithium Ltd. (“Standard Lithium” or the “Company”) (TSXV: SLI) (NYSE.A: SLI) and Equinor (“Equinor”), announced today that it has filed its Maiden Inferred Resource report (the “Report”) for the Franklin Project (the “Project”) in the northeast region of Texas.

GlobeNewsWire • Nov 5, 2025

Smackover Lithium Receives Key Final Integration Approval from the Arkansas Oil and Gas Commission for South West Arkansas Project

LEWISVILLE, Ark., Oct. 30, 2025 (GLOBE NEWSWIRE) -- Smackover Lithium, a 55:45 owned Joint Venture (“JV”) between Standard Lithium Ltd. (“Standard Lithium” or the “Company”) (TSXV: SLI) (NYSE.A: SLI) and Equinor (“Equinor”), is pleased to announce unanimous approval from the Arkansas Oil and Gas Commission (“AOGC”) for its Integration Application for the Reynolds Brine Unit where the initial commercial phase of the JV's flagship South West Arkansas Project (the “Project” or “SWA Project”) is planned to be developed.   Integration is the formal process which amalgamates any non-leased mineral interests into an approved brine production unit, ensuring the operator's access to the brine while protecting the correlative rights of mineral owners.   This final AOGC approval is a key de-risking step providing certainty on the resource underpinning the Project.

GlobeNewsWire • Oct 30, 2025