QHCapital

I am long $SIVE I am long $MU I am long $DRAM I am long $NBIS I am long $AMPG I am long $KEEL I am long $SHAZ I am long $OUST Among a few others. My biggest holding still, and always will, remain $LIB.v / $VLTLF When the market realises they are producing battery-grade high spec lithium from oil brine (waste), it will be a multi-billion dollar company. They are turning a waste and storage issue (millions upon millions of barrels of waste brine) into dollars. They are doing this domestically in the US. In the Permian basin - where 19m barrels of brine are produced DAILY. Look at this from an ESG angle - it makes sense. All in it costs them $6.2k/tonne to deliver their lithium. We are still super early. Nasdaq uplisting DOE funding More off take agreements Debt funding term sheets More brine supply partners Big 2026/27 coming up. 🔥🚀 libertystream.com

@broheim777 My PT = $4+ EOY. Pre Nasdaq uplifting. Post uplisting = $10+ LFG

$VLTLF have an inconsequential position unfortunately….

@TraderOver1 You’d hope so. It’s about time

Lol $LIB.v starting to get noticed more generally i guess

@wolfgangkasper Glad you’re in. I’ve been here since it was ALLIED COPPER years ago. $0.30 entry, $0.20 entry and all the way up to $1.10. Ready to reap the rewards for patience - still a multi-year hold $LIB.v

@QHCapital It's hard to come by companies as asymmetric as this!

$LIB.v $VLTLF 😬😬💪💪 Read this. Market hasn’t caught on yet.

You got to be kidding. SLI have been in demo plant for 5 years. What does that tell you? Their tech is inferior to $LIB.v - they likely can not scale under their current process. Where’s $LIB.v … signed an off take agreement, rolling out units to brine supply sites, delivering lithium ALREADY. Do some DD, you’ll be far more impressed.

@kDarr66283 @wolfgangkasper This is literally not a new concept. SLI already does that. Lots of DLE outfits out there, almost none have scaled successfully.

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

@wolfgangkasper Exactly 😬 guess what? Market still doesn’t realise. $302m CAD market cap company has 10k tpa term sheets out to buyers. $240m annual revenue is what’s represented there. WILDY UNDERVALUED $LIB.v Just wait until the market realises and they uplist to NASDAQ.

ThErE'S CoMpeTiTioN! "We've got this unique situation, and that is, we're the only ones doing it in America. Next closest group is about three years away." -Alex Wylie CEO of LibertyStream Infrastructure Partners LibertyStream is actively supplying battery grade lithium to their customers. $LIB.V $VLTLF

@TradingGasMoney This has literally done nothing for so long now.

Buy the dip $SRXH

@ArneriDesign @wolfgangkasper 🚀

Fantastic write up by @wolfgangkasper about $LIB.v $VLTLF 🦾🦾

@wolfgangkasper @PhotonBull Their management team haven’t missed a milestone to date. Extremely rare to have execution this high in such a small company.

It takes me a while to find true long term conviction names. Namely, they need to be leaders in their tech, if it isn’t already proprietary, have a large accessible TAM, market tailwinds, and a great business model to propagate in claiming market share. $LIB / $VLTLF checks those boxes for me.

Don't often see this guy announcing new picks Will definitely be taking a look here after his $ASTS and $EOS.AX performance

@wolfgangkasper From what I understand those exec departures were because they wanted to sell / licence the technology only… not actually build the units and use the technology to produce. Alex’s model is far more profitable

@Invest_RCH @LibertyStreamIP 2021 for me!!!

@QHCapital @LibertyStreamIP I'm holding since 2024, 2 or 3B mcap and my life is totally changed

$LIB.v $VLTLF I don’t want to say I told you so… but @LibertyStreamIP is one of my longest term holds. I have extremely strong conviction on their management team and technology. This will be a multi billion dollar company. Mark my words 🔥🚀

@dfdez0200 Canada for me.

@QHCapital Prefer to buy PINK or Canada market?

A reminder this stock was $1.74 BEFORE their off take agreement. BEFORE they had 10,000 tonnes of lithium termsheets with buyers. BEFORE they had another 5x brine supply partners in the pipeline. BEFORE they were producing lithium in the Permian and delivering it to customers. This should be $4 NOW. $LIB.v $VLTLF

$VLTLF $LIB.v Powerful. Lowest CapEx Lithium on the planet. By far bar none.

You need to look at this company. I have been posting about it for a long time. Market just starting to catch on now. They will 3-5x before EOY. They are criminally undervalued and have so many catalysts in the pipeline. Oh and they are producing domestic lithium in Texas from oil brine (waste)… RIGHT NOW $LIB.v $VLTLF

@wolfgangkasper Yes! Welcome

@AktienAkademie I added, but not enough.

@QHCapital Finally. We had enough time to accumulate the last months

$LIB.V is currently up ~25% following yesterday's presentation Let's goooo

@BetterIRR Hahaha

$LIB.V $LODE

@ChimeraResearch New ATH inbound.

I like seeing an uptrend supported by expanding volume... That’s real momentum. $LIB.v has already traded 850K+ shares in Canada, and $VLTLF in the U.S. is at 432K... & it’s only 10:55am. Exactly the kind of volume profile you want to see during a trend continuation.