SDSTW Stardust Power Inc.

NEUTRAL Impact: 4/10 8-K
Horizon months Filed Apr 13, 2026 Processed 2mo ago SEC 0001493152-26-016290
8-K context-dependent: Items 7.01
Latest settled — T+20d
SDSTW ▲ 0.00% at T+20d
NEUTRAL call ✗ call lost 0.00% · α vs SPY -7.73% · entry $0.2250 → $0.2250
Next anchor: T+60d in 23d
Last close $0.2250 (close Jun 12) · -0.00% from $0.2250 entry
Entry anchored
Apr 13, 2026
via day open
T+1d
0.00%
call 0.00% · α -1.21%
$0.2250
settled 2mo ago
T+5d
0.00%
call 0.00% · α -3.30%
$0.2250
settled 8w ago
T+20d
0.00%
call 0.00% · α -7.73%
$0.2250
settled 5w ago
T+60d
call — · α —
in 23d

Price Chart

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Executive Summary

Stardust Power announced a non-binding Letter of Intent (LOI) to secure up to 15,000 metric tons per year of lithium carbonate equivalent (LCE) in the form of lithium chloride from a California brine project, supporting feedstock supply for its Oklahoma refinery. The LOI is subject to due diligence and definitive agreement, with no certainty of execution.

Actionable Insight

Monitor for announcement of definitive agreement or counterparty name, which could validate supply chain progress; absence of binding terms or financial details limits immediate impact.

Key Facts

  • Stardust Power entered into a non-binding LOI for up to 15,000 metric tons per annum of lithium carbonate equivalent (LCE) in the form of lithium chloride
  • The LOI is with a strategic counterparty and relates to a lithium brine project in California
  • Initial deliveries are expected in the first half of 2028, pending execution of a definitive agreement
  • The LOI supports the Muskogee, Oklahoma refinery development but is non-binding and subject to further due diligence
  • No financial terms or counterparty name disclosed

Financial Impact

undisclosed amount

feedstock supplyproduction capacity

Risk Factors

  • LOI is non-binding and subject to due diligence with no certainty of execution
  • No counterparty or financial terms disclosed, creating execution risk
  • Deliveries not expected until 2028, leaving timeline and integration risks

Market Snapshot

Exchange
Nasdaq
Sector
Primary Smelting & Refining of Nonferrous Metals

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001493152-26-016290
Exhibit: ex99-1.htm0001493152-26-016290
Document: 0001493152-26-016290-index-headers.html0001493152-26-016290
Document: 0001493152-26-016290-index.html0001493152-26-016290
Document: 0001493152-26-016290.txt0001493152-26-016290
7 reports for SDSTW
Performance horizon
0% Hit rate 0 of 5 directional calls best @ T+1· 0.00%Apr 20, 2026
Filters
Rows
Reports for SDSTW — sortable, filterable
Type Now
May 8, 2026
5w ago
8-K
BEARISH ★ 7/10
$0.2250 $0.2250· 0.00%▼ −0.09%$0.2250 (+0.00%)
May 8, 2026
5w ago
424B5
BEARISH ★ 7/10
$0.2250 $0.2250· 0.00%▼ −0.09%$0.2250 (+0.00%)
Apr 30, 2026
6w ago
8-K
BEARISH ★ 8/10
$0.2250 $0.2250· 0.00%▲ +2.35%$0.2250 (+0.00%)
Apr 20, 2026
7w ago
8-K
BULLISH ★ 6/10
$0.2250 $0.2250· 0.00%▼ −0.91%$0.2250 (−0.00%)
Apr 20, 2026
8w ago
EFFECT
BULLISH ★ 7/10
$0.2250 $0.2250· 0.00%▼ −0.91%$0.2250 (−0.00%)
Apr 17, 2026
8w ago
EFFECT
NEUTRAL ★ 4/10
$0.2250 $0.2250· 0.00%▼ −0.55%$0.2250 (−0.00%)
Apr 13, 2026
8w ago
8-K
NEUTRAL ★ 4/10
$0.2250 $0.2250· 0.00%▼ −3.30%$0.2250 (−0.00%)
Showing 7 of 7

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