restingpoint

@Wingtrade101 @wolfgangkasper I am unsure what vul does, but $lib.v is extracting lithium today out of 28 ppm brines in the Permian Basin. They've delivered 1 tonne and have produced a lot more, with their first 1000 tonne facility in production by year end.

@wolfgangkasper Despite the technical differences, what’s the benefit of $LIB compared to $VUL? Both have the problem to get a lithium rich sole for extraction and the extraction to a competitive price remains critical for both in my humble opinion. Possibly I miss something.

Just started a core position in one of the most potentially lucrative, unknown, lithium carbonate extraction startups. I now only hold 3 stocks! $LIB / $VLTLF — LibertyStream What it is: a ~US$200M micro-cap producing lithium carbonate from Permian oilfield brine in Texas. Instead of mining or evaporation ponds, it uses proprietary ion-exchange Direct Lithium Extraction (DLE) on the salty ‘produced water’ that oil & gas operators already pull up and have to dispose of. No competition in this aspect. How it operates: asset-light. Rather than owning wells or building greenfield plants, it bolts modular extraction + on-site refining units onto a partner’s existing water infrastructure. Namely, Select Water Solutions (NYSE: WTTR), under a definitive build-out agreement. Select handles pretreatment and site logistics; LibertyStream brings the tech and takes the lithium. That cuts capex, permitting burden, and time-to-production. This enables greater profitability. How it makes money: it sells lithium carbonate (technical + battery grade) under purchase orders and, going forward, multi-year offtake agreements. Select takes a per-tonne royalty. FIRST U.S. purchase order landed in 2026; a 600 tpa offtake term sheet (from a 1,000 tpa facility) is the first contracted demand. Not to mention the applications for multiple government grants and $LIB has a strong case for many.. We can see up to 3-4 facilities by end of 2027. The model’s edge and the projection: ‘prove one modular unit, then copy-paste it.’ Facility 1 (~1,000 tpa) targets year-end 2026 commissioning. From there the plan is to replicate across Select’s Midland Basin sites and eventually the Bakken. Company-cited opex is ~$6,200/t (incl. royalties) against ~$25k/t lithium - but note that’s an anticipated figure at first-site scale, not yet proven commercially. Opex can come down significantly over time. The trend it’s riding: the U.S. is heavily import-dependent for refined lithium (China dominates processing), demand is growing with EVs + grid storage, and Washington is pushing hard on domestic critical minerals. A Texas-incorporated, U.S.-producing lithium company sits right in that lane. Look at US demand/supply curve for lithium. Growth catalysts to watch: definitive offtake signing, Facility 1 commissioning, a targeted NASDAQ uplisting (late ’26/early ’27), and Bakken expansion via state-grant funding. Huge growth is coming IMO. The honest risks: it’s pre-commercial, costs at scale are unproven, dilution is POTENTIALLY (CEO seems to be looking for a non-dilutive path from yesterdays presentation) coming, the inventor-CTO and co-founder both departed in 2025 (raising IP questions), and there’s active promotion around the name. High risk, high reward. Under-covered, genuinely interesting. DYOR. Not financial advice. For those who know about this stock feel free to comment anything I may have missed (alot). 😂 -🐺 libertystream.com/investors

@Gantosj I think all $lib.v needs is more word of mouth and public presentations. Planet Microcap is great to get the word out to retail investors, plus all the 1-on-1 meetings. How can you see this tech, understand it, and not want in?

$LIB.v $VLTLF has been showing strong momentum after bouncing off its 200MA, & the trend points toward another attempt to break above the US$1 level Meanwhile, management is clearly making an impact in Vegas, introducing the company & its potential to thousands of investors, exactly the kind of visibility a developing #lithium producer needs as the sector heats up 🔥

@Hasansal__ @Gantosj More

@Gantosj Easily a 2x from here by EOY 🚀

The market will come to see the innovation that $LIB.v brings, and I expect the price to rise to a $1b valuation in time. And eventually eclipse even that. With their tech, spudomene mining will be a thing of the past. $vltlf

@QHCapital @BetterIRR Hopefully a good amount, but I think just the visibility getting a DoE grant would give them would help propel the stock upwards. They seem like a shoe-in, when you read the description of what some of these grants are for

@BetterIRR Plus DOE funding potential - wonder how much that is? 20m? 50m? more?

Wow suprised $LIB.V isn't up more after their Vegas presentation. They've locked in the Li price for the first two years with their offtake partner, why? To allow for debt financing. The market had been worried about how they will fund their ambitious expansion plans.

@BetterIRR Corning? 🤔 Wonder who their buyer is, excited to see the NR soon here. Great to see them covering the cost of the first unit through the locked pricing.

@kDarr66283 Already in bro, good community

@restingpoint Would you be interested in the LIB Discord? Almost 200 of us know. Lots of good info/knowledge/discussion. Bill from IR has a channel and answers our questions

This company has so much going for it. A disruptor for the whole lithium mining industry. DLE done at scale with an almost limitless feed, all within the US. Who wouldn't want in? I also anticipate good news for future battery development alongside Packet Digital $lib.v $wttr

@LucasCrabapple @Gantosj It's not priced in. Signing an offtake agreement would guarantee a customer for 10/20/30 years at a time. I'm wondering, maybe what they want is to announce 2 or 3 at once. The plan is that each 1t site will have multiple customers for the different purities of carbonate produced

@Gantosj Is the forthcoming off-take agreement already priced in? If we all know it’s coming (and I share your belief) why hasn’t the market already digested that? It’s like what happened when the agreement with Select was signed.

$LIB.v $VLTLF This delivery sets the stage for the first offtake agreement. It’s no longer if, it’s simply when. "The lithium carbonate was produced to the customer’s required technical specifications and delivered as part of LibertyStream’s broader customer qualification and commercial sales process"

@whirlybard Pretty astounding stuff. Are there any other companies close to these numbers, doing volume and producing the tonnage that Liberty is? I can't find any that are currently doing real-world (battery or otherwise) work with such small lithium concentrations

A quick look inside Liberty's operating Gen 6 pilot plant: 28 ppm oilfield waste brine to technical or battery grade lithium carbonate. $LIB.V $VLTLF

@mikkyvaky It's game-changing. That's for sure. The tech works so well that it'll blow all other lithium companies away in due time. They've got it working at 28 ppm feeds with their gen 6 tech. Crazy stuff

We are watching a technological revolution unfold before our very own eyes ladies and gentlemen. $LIB.V $LIB

@DustinFluff @Gantosj In USD, First unit is $37m and subsequent units are expected to be less. Opex is around $4k/t and cost of lithium carbonate let's say $25k/t. In a year you make $21m worth in profit, then minus a 5% royalty fee. $20m. You pay for that first unit completely in less than 2 years

@DustinFluff @Gantosj The tech, according to what's known, is very profitable. Even though the feedstock in the Permian is hosting very low concentrations of lithium (28ppm), there is so much volume that this first site will refine 1k tonne/yr from 120k barrels of the water daily.

Totally agree, $LIB.v $VLTLF is on a trajectory that could realistically land it on the Nasdaq. And a year from now, the valuation being 10× higher isn’t a stretch in my opinion. This isn’t just "scaling up" ... It's about multiplying units across the entire Permian Basin 🚀

@LibertyStreamIP @selectwaterinc Love the look into the running plant! Time to scale it up. Super impressive

Inside LibertyStream’s Field Operations with Select Water Solutions @selectwaterinc $LIB.v $VLTLF $WTTR youtu.be/gL4m40XYbWU

@CoNaMaio We'd all be millionaires with should've-could'ves. I think they're much further de-risked than they were last September and a stronger buy at these prices. News regarding offtakes should come soon!

Wish I had purchased more $VLTLF $LIB.V back at .14-.2. Execution and management team is A+. I plan on holding for a long time. This company is one of the biggest reasons I look forward to checking my portfolio.

@Gantosj @Skeptical1704 Bit of a weirdly written article; it feels half-baked. Portions are ripped right from the oilprice.com coverage, and then it ends abruptly while talking about BESS. Still, good to see more coverage spreading the word around.

And just as expected, & what we’ve been waiting for, $LIB.v $VLTLF is finally stepping into the spotlight they deserve for their innovation and fastest‑moving progress in the #DLE space. After the big feature on Oilprice.com, now okenergytoday.com is following up with its own coverage: The Permian Basin - a growing lithium source?" This is exactly the kind of US exposure that accelerates recognition of @LibertyStreamIP's leadership & the scale of what they’re building. H/t @ArneriDesign okenergytoday.com/2026/05/the-pe…

@Gantosj @StoneX_Official Higher than $5! I wonder what their estimates are internally on scaling 1k this year, to 4k next year, to ?? In '28. They'll be swimming in profit. I hope we can see gov grants to the company soon enough, they've definitely got the business model for it.

Diving deeper into the $LIB.v $VLTLF initiation from @StoneX_Official, & the analyst is way more conservative than where this story is heading. Momentum, execution, and interest are all accelerating. My personal TP? 2028 at $5 is absolutely on the table as milestones land and the market catches up. Their 2028E model implies only about 1,500 tonnes at ~$20k/t #LithiumCarbonate, producing ~$30M revenue and ~$14M EBITDA. But the first unit will be ready by YE-2026, and 2nd unit by mid-2027, so 2027 they will have at least 1500 tonne. Then 2 more units will be built in the rest 2027 & 2028 has the potential of 4000 tpa!

Great to see this so early after properly domesticating to the US. Here's to more great things soon and higher PTs.

@Gantosj I've also added at C$0.75, can't believe I'm getting the chance to do so again. They've been making great, fast progress.

$VLTLF consolidation around the $0.54 support line & the 200MA with 5 straight days of testing & bounce off that zone! Anything below the 50MA (U$0.67) is a gift. Time to add at a discount, picked up $LIB.v on the TSX at C$0.75 (about U$0.54 - U$0.55) They deployed the unit at the Select site in just 1.5 months & already extracted half a tonne of #LCE Solid progress on both the technical and operational fronts.

@ChimeraResearch @Gantosj @CC_Rachel_eth @X Hope you get your account back soon - the support for their users, paying or not, is not very good.

Joe never traded #Crypto ⚠️WARNING The hacked @Gantosj account is currently attempting to scam users by inflating @CC_Rachel_eth's followers Please DO NOT hit links in your DM Joe will provide an update once he has recovered his @X account & will unlock it Please spread the word