Standard Lithium Corp (AMEX:SLI)

Q1 2026 Standard Lithium Ltd Earnings Call Transcript

May 11, 2026 / 08:30 PM GMT

Release Date Price: $4.12 (+4.83%)

Transcript

Key Points

Positve

Standard Lithium Corp (SLI) achieved major operational milestones at their demonstration plant in Arkansas, processing over 1 million barrels of live smack-over brine.
The company announced its first binding commercial off-take agreement with Trafigura for 8,000 metric tons per year of battery-quality lithium carbonate over a 10-year period.
SLI has made significant progress on key work streams required for a final investment decision (FID) at the Southwest Arkansas project.
The company has a strong cash and working capital position of $141 million and $139.5 million, respectively.
SLI is targeting approximately $1.1 billion in senior secured limited recourse project debt, supported by major export credit agencies and commercial banks.

Negative

Standard Lithium Corp (SLI) reported a net loss of $2.7 million for the first quarter of 2026, compared to a loss of $1.6 million in the same period of 2025.
Demonstration plant costs increased by $0.4 million year-over-year, driven by higher personnel and supply costs.
The company recorded a higher investment loss from joint ventures of $1.5 million for the quarter, reflecting expanded operational activity.
SLI recognized a $0.8 million loss on the fair value of contingent FID payments due to revisions in milestone timing assumptions.
The final investment decision for the Southwest Arkansas project is contingent on finalizing customer offtake agreements and project financing.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SLI.V - Standard Lithium Ltd
Q1 2026 Standard Lithium Ltd Earnings Call
May 11, 2026 / 08:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, thank you for standing by and welcome to Standard Lithium's first quarter 2026 conference call.

All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a brief question-and-answer session. If you would like to ask a question, please press *1 to raise your hand. To withdraw your question, press *1 again.

It is now my pleasure to turn today's call over to Daniel Rosen, VP of Investor Relations and Strategy for Standard Lithium. Please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.