Standard Lithium files Franklin study. Standard Lithium stock has a USD 345.5 million market value

Published on 10/27/2026 at 13:38 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Franklin models 70,000 tonnes and a USD 5.9 billion NPV. Standard Lithium stock costs EUR 1.27 on October 27, 2026, with USD 345.5 million in value.

Franklin study shapes the investment case

Standard Lithium filed its Franklin project study on October 20, 2026, with annual output of 70,000 tonnes.
The study projects a USD 5.9 billion unlevered pre-tax NPV and a 25.7 percent internal rate of return.
Standard Lithium stock traded at EUR 1.27 at 1:33 p.m. CEST at Lang & Schwarz on October 27, 2026.
Jefferies began coverage with a Hold rating and a USD 2.90 target on September 2, 2026.

SLI, CA8536061010, Illustration mit AI erstellt.

Standard Lithium Ltd. (CA8536061010) traded at EUR 1.27 at Lang & Schwarz on October 27, 2026, at 1:33 p.m. CEST. The company filed a preliminary economic assessment for its Franklin project on October 20, 2026, outlining 70,000 tonnes of annual battery-quality lithium carbonate capacity, according to Standard Lithium.

Franklin project sets a large scale

The assessment describes a 20-year operating model with total production of 1.29 million tonnes of lithium carbonate. Its headline economics include a USD 5.9 billion unlevered pre-tax NPV, a 25.7 percent internal rate of return and a three-year payback period, all tied to the October 20, 2026 study.

The proposed project is owned 55 percent by Standard Lithium, while the company and Equinor plan to advance Franklin to a preliminary feasibility study. First production is targeted for the early 2030s, giving the study a long development horizon despite its large projected output.

What does the valuation imply?

MarketBeat reported on October 24, 2026, that Jefferies had initiated coverage with a Hold rating and a USD 2.90 price target, based on a research note dated September 2, 2026. The same report cited a USD 4.38 consensus target from three Buy ratings and one Hold rating through MarketBeat.

Three milestones define the path

Standard Lithium appointed Ralph Alexander to its board on October 13, 2026, and granted him 300,000 incentive stock options, as reported on the company investor page. On September 28, 2026, the South West Arkansas project expanded its potential Trafigura offtake by 4,000 tonnes to 12,000 tonnes annually, while total committed offtake reached 20,000 tonnes with LG Energy Solution, according to Bamboo. The Franklin assessment followed on October 20, 2026.

Upcoming dates and market context

The next scheduled reporting date is November 5, 2026, according to MarketBeat. The company is also targeting a final investment decision and construction start for the South West Arkansas project by year-end 2026, with first commercial production targeted for 2029.

Stock price and project milestones

Standard Lithium stock traded at EUR 1.27 at Lang & Schwarz on October 27, 2026, at 1:33 p.m. CEST. The primary listing is on the NYSE American, where the latest structured quote was USD 1.40 on October 26, 2026, at 4:00 p.m. ET. The same quote showed a USD 1.32 to USD 6.00 52-week range and a USD 345.5 million market capitalization as of October 26, 2026.

The further course of trading is shown by the continuously updated real-time quote of Standard Lithium stock.