As always, my posts are not financial advice. This account is for my own research and entertainment purposes only. Please do your own research before investing.
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From the Preview Guide for the Advanced Materials Show 2026, October 6-7, Pittsburgh, PA/HydroGraph Clean Power $HGRAF
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@LibertyStreamIP just filed its notice for an October 15 annual and special meeting.
Read it closely and it looks like a US listing playbook. 🇺🇸
What's on the ballot and what it signals 👇 $LIB.v $VLTLF
ceo.ca/content/sedar/LIB-202…
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One question I keep seeing: what if @LibertyStreamIP does a reverse split before a US listing?
Honestly, that's fine.
Major US exchanges set a minimum share price for new listings. A consolidation is the standard way Canadian companies get there when they uplist. $LIB.v $VLTLF
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My take: Standard Oil didn't win on one product. It won by extracting every drop of value from the same barrel.
@LibertyStreamIP has the same chance with brine. Lithium first. Every mineral next.
Beyond lithium is potential, not production yet. DYOR. NFA. $LIB.v $VLTLF
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Demand is already lining up. LibertyStream signed its first definitive offtake for 600 tonnes a year starting in 2027, with customer work spanning seven organizations.
Contracted demand before the first commercial plant is even built. $LIB.v $VLTLF
open.spotify.com/track/7bW0o…
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@selectwaterinc has recycled more than 1 billion barrels of produced water since 2021 and is exploring beneficial reuse beyond oil and gas.
In its own words this week, the goal is to maximize "the value potential out of every barrel."
Sound familiar? $LIB.v $VLTLF
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The partnership matters. @selectwaterinc pre-treats the water and runs the pipelines and disposal network. @LibertyStreamIP extracts & refines lithium from the same stream.
No open-pit mine. No evaporation ponds. Built on infrastructure that already exists. $LIB.v $VLTLF
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Lithium is the opening act.
@LibertyStreamIP’s own materials put boron, magnesium, potassium, calcium, manganese and rubidium on the table NEXT.
Add hydrochloric acid recovered and reused in the process, and the barrel starts to look like a portfolio. $LIB.v $VLTLF
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@LibertyStreamIP turns that cost into a product line.
Brine comes in from existing oil and gas infrastructure. Lithium is captured, then refined into battery-grade lithium carbonate.
Producing today in Texas. 🇺🇸 $LIB.v $VLTLF
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The Permian produces more than 20 million barrels of produced water a day. Many wells bring up 5 barrels of water for every barrel of oil.
For decades, that water was a cost. Pipe it away, inject it, forget it. $LIB.v $VLTLF
open.spotify.com/track/2d1fw…
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Standard Oil got rich by pulling every product out of a barrel of crude.
Nothing wasted.
@LibertyStreamIP is chasing the same playbook with oilfield brine. Lithium first.
Boron, magnesium, potassium, manganese, rubidium and more are on the table next. 🇺🇸
$LIB.v $VLTLF
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@selectwaterinc (@LibertyStreamIP water supply partner) just announced that they acquired Pilot Water Solutions with a core position in the Delaware Basin!
More infrastructure for $LIB.v $VLTLF to BOLT ON and multiply!
finance.yahoo.com/energy/art…
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d1io3yog0oux5.cloudfront.net…
Presentation about @selectwaterinc acquisition of Pilot Water! $LIB.v $VLTLF
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