$vltlf $lib.v Why is LibertyStream Infrastructure Partners currently my biggest position? Its market cap is currently around $153 million, yet I believe the story alone could support a valuation of $500 million to $1 billion once more investors discover the company. LibertyStream is extracting and refining battery-grade lithium from oilfield brine in the Permian Basin in Texas. It has already signed an offtake agreement for 600 tonnes per year, with deliveries scheduled to begin in Q1 2027. Its first facility, Freedom 1, is currently under construction, with planned annual production capacity of 1,000 tonnes. Construction costs are approximately $37 million per facility, with projected operating costs of around $6,200 per tonne. The construction timeline is just 11 months, and the company plans to build two additional facilities in 2027, with more to follow. The strategy is straightforward: sign offtake agreements to secure demand, obtain financing, construct the facilities, deliver the lithium, and use free cash flow to repay the debt. What I particularly like is how easy the story and business model are to understand. I expect lithium demand to grow strongly over the next 5–10 years, driven by EVs, battery energy storage systems (BESS), AI data centres, and robotics. Most lithium refining currently takes place in China. LibertyStream aims to produce battery-grade lithium in the US, giving domestic manufacturers an opportunity to diversify and strengthen their supply chains. I also see potential for US government support through grants. Based on discussions with prospective customers, the company has identified potential demand of approximately 100,000 tonnes per year. That is a substantial long-term opportunity, although potential demand should not be confused with signed contracts. The stock currently trades on Canada’s TSX Venture Exchange and the US OTC market. The company is targeting a listing on a major US exchange through an IPO by the end of this year. If completed, a Nasdaq or NYSE listing could broaden access for institutional investors, potentially eligible ETFs, and retail investors using platforms such as Robinhood. Greater visibility could be a major catalyst. A viral media clip, a Fox News appearance, or a mention from someone such as Elon Musk or Donald Trump could bring the company to a much wider audience. That is speculative, of course, but it illustrates how quickly awareness could change. My understanding is that @iancassel is already invested. I believe more investors could follow as the company gains visibility and delivers on its plans. For me, the opportunity is to invest early, before the company becomes widely followed. Execution will be crucial, but the combination of US lithium production, a repeatable expansion model, and potential catalysts is why LibertyStream is my biggest position—and why I believe it has significant room to grow. NFA.

Finally, $LIB.v $VLTLF closed above its 200MA!! $VLTLF continues to show strong bullish momentum. After testing the 200MA twice, today's breakout above the $0.72 level resulted in a strong close at $0.7349. Tomorrow will be an important follow-through day. A sustained move above the 200MA could trigger significant buying interest and potentially drive the stock much higher. The next key resistance level sits around $1.15, followed by the 52-week high of $1.31. 🚀📈

Big things ahead for $LIB.v $VLTLF Market just starting to catch on 🚀

$LIB.v $VLTLF LibertyStream Just Opened a $95M Funding Path Without Selling Its Stock Today, LibertyStream announced a non-binding term sheet with Endurance Finance Partners for a financing framework of up to US$95M Here's why I think this is a big deal for us shareholders. No dilution spiral. The proposed facility is a delayed-draw senior secured construction credit facility covering Freedom 1 & Freedom 2, drawn against independently certified construction milestones. Money flows as the project gets built, from a lender, not from issuing shares. For a pre-revenue #lithium name (with $125M Mcap), that's the answer we've been waiting for on "how do they fund construction?" Third-party validation. Endurance is a direct lending firm that targets projects with "proven technologies, visible commercial demand and substantial capital needs". A professional credit shop doing deep due diligence & signing a term sheet is an institutional stamp of approval no press release can buy. A repeatable scaling playbook. The framework includes future-site financing on a site-by-site basis up to the full $95M . Once Freedom 1 & 2 are underwritten, LibertyStream has a standing funding channel for Permian expansion without returning to the equity market. The caveats, honestly. It's still non-binding, subject to definitive agreements targeted within 45 days, an agreed investment commitment from the company, & regulatory approvals. Warrants of up to 10% on the initial $45M facility are included, exercisable for 7-years. I see those as modest, capped, one-time cost for a nine-figure framework with a lender aligned for five-plus years. Bottom line: lender-validated tech, construction funded without a dilutive raise, and a built-in path to scale. Next catalyst: definitive agreements within the 45-day window and more offtake-agreements!

LibertyStream Signs Term Sheet for Up to US$95 Million in Project Financing $LIB.v $VLTLF businesswire.com/news/home/2…

This is a massive deal for $LIB $VLTLF: A term sheet for UP TO US$95M in project financing just dropped 🧵 businesswire.com/news/home/2…

In this Business Breakdown, @Valuehunte and @StunningFeline sit down with LibertyStream Infrastructure’s $LIB.V $VLTLF CEO Alex Wylie @LibertyStreamIP microcapclub.com/libertystre…

He knows his stuff. thenew.money/article/the-ale…

$Lib.v $VLTLF LibertyStream stands at a compelling inflection point in the domestic battery metals sector: the transition from an early-stage story into a real, commercial lithium producer in the United States. By deploying proprietary Direct Lithium Extraction (DLE) technology to recover lithium directly from oilfield wastewater (produced brine), the company is transforming an industrial disposal liability into a high-margin mineral asset. 1. Disruptive Economics & Modular Deployment Traditional hard-rock mines and evaporation ponds require hundreds of millions of dollars in upfront capital and years of environmental permitting. LibertyStream bypasses these bottlenecks by partnering directly with established midstream oilfield operators—starting with Select Water Solutions ($WTTR) in the Permian Basin. Ultra-Low CapEx: A standard 1,000-tonne-per-annum (tpa) facility costs approximately $37 million to build—a fraction of conventional mining infrastructure. Industry-Leading OpEx: Operational expenses sit at roughly $6,200 per tonne, securing high profit margins even during softer commodity price cycles. Rapid Deployment: Modular units bolt directly onto existing saltwater disposal (SWD) infrastructure and can be brought online in a matter of months rather than years. 2. Commercial Execution: The "Freedom" Roadmap The business model is actively moving from technical validation to revenue generation: Freedom 1 (Howard County, TX): On track for completion by the end of this year, establishing the baseline 1,000 tpa commercial production template. Contracted Offtake Anchor: 600 tonnes per year (60% of Freedom 1's design capacity) are already locked in under a multi-year customer agreement with two years of fixed pricing. Sequential Scaling: Freedom 2 and Freedom 3 are scheduled to follow through mid-to-late 2027, compounding total annual output rapidly. 3. Catalysts & Re-Rating Potential Currently trading on the TSX Venture Exchange (TSXV: LIB), LibertyStream plans to relocate to Texas and uplist to the NASDAQ by the end of this year. Over the next two quarters, several key milestones could drive a significant valuation re-rating: Securing the remaining 400 tpa offtake capacity for Freedom 1. Non-dilutive capital arrangements and potential U.S. government grant awards. Reaching full commercial production at Freedom 1 and breaking ground on Freedom 2. Capitalizing on long-term macro tailwinds as U.S. supply security mandates and EV supply chain demands push lithium prices upward. Public markets consistently award multi-billion-dollar valuations to waste-management companies that turn industrial garbage into stable cash flow. LibertyStream’s model of turning oilfield "trash" into battery-grade "white gold" offers a simple, powerful narrative for institutional capital once listed on the NASDAQ. If the team continues to execute according to plan, LibertyStream has a clear path toward becoming a premier, high-margin U.S. lithium producer. My price target for the end of the year is CAD 1,4. (Disclaimer: For informational purposes only. Not financial advice / NFA.)

$LIB.V NASDAQ listing this year , regarding share price deficiency stay tuned

Trash to Treasure or as I like to refer to it, WASTE stream to WEALTH stream 💰 Bill did a great job presenting yesterday! Watch the @LibertyStreamIP $VLTLF $LIB.v presentation from the August 5th & 6th OTCQB Virtual Investor Conference. 👇🏻 youtu.be/zmDOHCAos4I?si=4WGm…

@stoneybagpipes just published something worth reading twice. 🙌🏻 The CEO of $LIB.V $VLTLF wrote a personal $700,000 cheque into his own company’s raise, on top of a position that already makes up most of his net worth 🧵💰 stoneybagpipes.substack.com/…

$VLTLF $LIB.V Yeah, that cancellation’s actually a loud signal, Joe. The DLA couldn’t get bids because domestic lithium capacity just isn’t there yet, and volatile prices make long fixed-price contracts a nightmare. So if they’re serious about building a North American supply chain, they’ll need to sweeten the pot with grants, offtake deals, or policy support. LibertyStream’s DLE tech in Texas puts it right in the crosshairs for that kind of help.

The failure of US #lithium stockpiling plans highlights a massive reality: North America lacks the production capacity to meet demand. $VLTLF $LIB.v is positioning itself as the primary domestic solution by leveraging existing infrastructure. The key to unlocking this will be the rapid funding and deployment of tens #DLE units faster! US Defense Agency Cancels Plan to Buy $300 Million of Lithium finance.yahoo.com/energy/art…

Today the White House invoked Defense Production Act authority on “recoverable critical minerals and materials essential to our national defense.” Read the fine print and a Texas lithium producer fits the description almost word for word 🇺🇸 $LIB.V $VLTLF whitehouse.gov/fact-sheets/2…

Time to move on to the next milestone & there are so many, even in 2026. $LIB.v $20 million to continue to develop $VLTLF's direct lithium extraction #DLE technology to improve operating efficiencies & scale-up! LibertyStream Announces Closing of Non-Brokered Private Placement of Units businesswire.com/news/home/2…

$VLTLF $LIB.v Insiders may sell for countless reasons, but only ONE reason insiders reach for their wallets: they expect the stock to rise. Convection! "Certain insiders of LibertyStream and their affiliates, including Alex Wylie, President and Chief Executive Officer of the Company, participated in the Offering in the amount of C$2,178,912."

Market going to be 🔴🔴🔴🔴🔴

$SIVE one of my greatest exits ever. As soon as it broke 80, it was always going to fall apart. Receipts of selling between 79 - 105SEK on profile ✌️

Wildly specific to exactly what $LIB.v does and where they are based. 👀