@EmotionMarkets @TrendSpider What’s the thought of how this weeks trading for $SOFI will be?
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GeneralistJeff
663 posts
This is the opposite of a “permission without belief” squeeze.
• Price RSI ~30.8 (washed)
• Sentiment RSI ~51.8 (repaired)
• +21 sentiment premium
• -1.04σ MACD divergence (belief leading tape)
That combo usually reads as absorption + base-building, not chase-mode momentum. #SETA #SOFI #Equities
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Right in the sweet spot between insider confidence and trend support 🎯 $SOFi
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GeneralistJeff retweetledi
March 1: site access at Select’s Howard County site.
April 9: announced lithium carbonate production.
Today: crews are working around the clock as we safely and consistently ramp output.
Lloyd George and President & CEO Alex Wylie onsite.
Execution in motion.
$LIB.v $VLTLF
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I love the $VLTLF community but it all seems to be a heard of heavily biased observations with an unwillingness to address the extreme uncertainty and risk associated to the transition from pilot to production
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$LIB.v $VLTLF
What’s the strongest evidence that this is de-risked beyond pilot stage
• no proven production at scale
• no long-term offtake agreements
• no bank-financed expansion
Is the thesis still essentially:
“we think the tech works” + “we think customers will buy”
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#lithium sector will have >15 #10baggers from 2025 lows
lithiumforum@lithiumforum
Lithium market to enter deficit until 2035, says Canaccord. Prices are going to increase further. We will already see a very strong 2026 for the #lithium industry. Shares of producers jumped already, near-term producers will follow. #Battery $RCK mining.com/lithium-market…
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@ArneriDesign Again, This is all great but what about the reality of the current context of a 90% surprise increase in site 1 CAPex and the unknowns of where the money will come from? Thanks 🙏🏼
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🌟The 100x math closed
$50M market cap → $5B if top 5 producer thesis plays out. Gemini flagged that the efficiency premium (lower capex, lower opex) would likely command a higher multiple than traditional miners, not lower.
That makes the upside case stronger, not weaker.
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@ArneriDesign This is all great but what about the reality of the current context of a 90% surprise increase in site 1 CAPex and the unknowns of where the money will come from?
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🌟 2️⃣ The 30-mile radius stat
Within 30 miles of $LIB.v current operation there’s enough produced water to generate 95,000 tons of lithium per year. That’s not a geological guess — the resource is already flowing through existing infrastructure.
$VLTLF
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GeneralistJeff retweetledi
QAM
@AktienAkademie @Miyaji786 @Gantosj $VLTLF $LIB.v
Grants may come but I doubt they'll wait for it if their plan is to accelerate further developments and be ahead of the market. Two options: Dilution or high rate debt. Both are equally as bad.
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$LIB.v $VLTLF's customer from North-Dakota Packet Digital awarded $27 million Phase III SBIR contract by the Naval Air Warfare Center Aircraft Division to scale domestic manufacturing of battery cells!!!
They will use a domestic #LithiumCarbonate from ND extracted by $VLTLF
packetdigital.com/packet-digital…
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@authvera @Miyaji786 @Gantosj You clearly don’t understand how offtakes work or how they relate to Project financing in O&G projects. Site one CapX includes lots of extras they are including, so yes increase, but no ‘erosion’ from those that follow and understand.
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@Kiko69421137 @Gantosj I’m confused by the tone of your post. Good or bad news?
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@Gantosj This MD&A is all about liquidity and trust.
On venture, you're a speculative tech play. On NASDAQ you're an industrial infrastructure company..
We are moving to the big leauge, and it's a required track record for SEC filing. A vauge "pilot plant" MD&A isn't enough.
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GeneralistJeff retweetledi
$VLTLF $LIB.v has the lowest CapEx & lowest OpEx in the entire #lithium extraction industry, providing a significant competitive moat.
it's a genius revenue model, utilizing oil & gas waste "brine" that used to require payments to water handling companies for injection back.
This turns a cost center into a revenue stream with no need to drill new wells, eliminating permitting delays and drilling costs!!!
Joe@Gantosj
I had a call with $LIB.v $VLTLF's IR to get clarification about the #DLE unit costs & am summarizing what I understood from the discussion. Why CapEx is Increasing from $21M to $37M: 1. Shared Infrastructure Investment: Some of the first unit's CapEx will be utilized across subsequent units through shared heavy machinery and infrastructure, meaning units #2, #3, and #4 will have significantly lower CapEx costs. 2. System Evolution & Efficiency Gains: Additional expenses are allocated for evolving the system, which will improve operating efficiency & reduce OpEx for the unit . 3. Expedited Construction: A larger contractor crew is being hired to expedite unit construction & maintain process efficiency, though this premium cost won't be needed for subsequent units. 4. Premium Components: Some off-the-shelf parts are driving CapEx higher but will extend the unit's integrity, longevity, reduce maintenance requirements, & extend the structure's life. 5. Media Manufacturing Equipment: Part of the CapEx funds equipment to manufacture their own media. This investment will lower OpEx & create a circular economy benefiting the current and future units . 6. Next-Gen System Efficiency: The next-generation system will be faster and more efficient with lower OpEx 7. Strategic Progression: It’s a journey, the company has successfully progressed from pilot to commercial unit, with plans to deploy multiple units across the US.
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I had a call with $LIB.v $VLTLF's IR to get clarification about the #DLE unit costs & am summarizing what I understood from the discussion.
Why CapEx is Increasing from $21M to $37M:
1. Shared Infrastructure Investment: Some of the first unit's CapEx will be utilized across subsequent units through shared heavy machinery and infrastructure, meaning units #2, #3, and #4 will have significantly lower CapEx costs.
2. System Evolution & Efficiency Gains: Additional expenses are allocated for evolving the system, which will improve operating efficiency & reduce OpEx for the unit .
3. Expedited Construction: A larger contractor crew is being hired to expedite unit construction & maintain process efficiency, though this premium cost won't be needed for subsequent units.
4. Premium Components: Some off-the-shelf parts are driving CapEx higher but will extend the unit's integrity, longevity, reduce maintenance requirements, & extend the structure's life.
5. Media Manufacturing Equipment: Part of the CapEx funds equipment to manufacture their own media. This investment will lower OpEx & create a circular economy benefiting the current and future units .
6. Next-Gen System Efficiency: The next-generation system will be faster and more efficient with lower OpEx
7. Strategic Progression: It’s a journey, the company has successfully progressed from pilot to commercial unit, with plans to deploy multiple units across the US.
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@Gantosj This is great - thank you! But company still has to pay for it somehow. I am hoping for governments grants or loans, but dilution remains a risk.
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Yes, the street will get it at some point!
$LIB.v $VLTLF DLE unit that produce 1000 tonne/year cost $37M & the cost will be recovered in ~2 years, while the unit will continue working & extracting #LithiumCarbonate in a market that is gonna triple by 2035 & the demand will continue. especially for a domestic lithium!
Kiko@Kiko69421137
@Gantosj If they prove that a $37M investment generates $10M–$15M in annual EBITDA (depending on lithium prices), the ROI is roughly 25–40%. Those are spectacular numbers for a project that has 20+ lifespan.
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@Gantosj @convexititties any additional comments other than than what’s been already illuminated? @Premski_SGP @Kiko69421137
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In the $LIB.v $VLTLF Annual MDA, they stated the CapEx for first commercial 1K tonne DLE-unit is $37 million, which sparked some confusion!
The CapEx pivot $21M to $37M isn't an overrun, it's an evolution.
Adding the larger "Refining-Unit" which can produce 1000 tonne/year of lithium Carbonate at each site, essential to unlock low OPEX!
$VLTLF's operating costs estimates to be under $4K per tonne, and #LitiumCarbonate prices at >$25K/tonne!
Premski_@Premski_SGP
$LIB has announced that their CAPEX needs go up from 22 to 37mln.Will try to get more info on the details.I kind of expected that not everything will be rosy as this kind of business was never setup before so we are blueprinting it as we go.Expect a rollercoaster tomorrow.
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.....it's time extreme value nano/micro caps had a few years in the sun
Sam Gatlin@sam_gatlin
The micro-caps are starting to squeeze the short sellers out 🍋
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GeneralistJeff retweetledi
LibertyStream Completes Texas Incorporation, Advancing U.S. Listing Pathway and American Growth Strategy
$LIB.v $VLTLF
businesswire.com/news/home/2026…
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