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Standard Lithium (TSXV:SLI) Is Up 20.3% After Record Lithium-in-Brine Discovery at Franklin Project – Has The Bull Case Changed?

Reviewed by Sasha Jovanovic
- On September 24, 2025, Smackover Lithium, a joint venture between Standard Lithium and Equinor, announced a maiden inferred resource for the Franklin Project in East Texas, highlighting the highest reported lithium-in-brine grade in North America and substantial multi-mineral potential.
- This milestone positions the project as a significant contributor to US lithium supply, supported by extensive resource volume and a critical minerals portfolio amid increasing government interest.
- We'll now examine how Standard Lithium's progress in securing high-grade lithium resources could reshape its broader investment narrative.
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What Is Standard Lithium's Investment Narrative?
For investors considering Standard Lithium, the core belief is that the company will successfully transition from a pre-revenue developer to a significant domestic supplier of battery-grade lithium, buoyed by strategic partnerships and technological progress. The recent confirmation of North America's highest lithium-in-brine grades at the Franklin Project represents a material development, as it helps address the key short-term catalyst: resource validation that de-risks commercial plans and attracts further government and industry support. This news, combined with Standard Lithium’s expanding joint venture footprint and ongoing advances in extraction, provides new momentum even as the business remains unprofitable and reliant on future funding. Risks remain around execution, production scaling, and the company’s ability to turn resources into revenue, especially in light of fluctuating lithium markets and no immediate profit or cash flow. The uptick in share price indicates optimism, but investors should stay focused on milestones that could affect timelines and long-term value.
But with ambitions rising, the timeline to monetization remains a key point investors can’t ignore. Upon reviewing our latest valuation report, Standard Lithium's share price might be too optimistic.Exploring Other Perspectives
Explore 7 other fair value estimates on Standard Lithium - why the stock might be worth as much as CA$5.08!
Build Your Own Standard Lithium Narrative
Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.
- A great starting point for your Standard Lithium research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.
- Our free Standard Lithium research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Standard Lithium's overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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About TSXV:SLI
Standard Lithium
Explores for, develops, and processes lithium brine properties in the United States.
Flawless balance sheet with moderate growth potential.
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