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@wilks222 And new patent in progress for battery recycling. ReCraft will be licensed in 2027 or 2028 depend on SLI plant construction

$TELI just released its quarterly results: newsfilecorp.com/release/301678/ A few key updates : First, DirectInject-IC was only announced earlier this year. The fact that they've already invoiced a system is a much faster commercialization timeline than I expected. The demand seems real and strong for this new product. Second, management disclosed 4+ SDL opportunities currently in the pipeline (not in the PR but on SEDAR filling). Today we have 4 contracted (x2 Pfizer) so it's a minimum x2 from this (and as mentioned before the first one is the most difficult to sell after there is more installations, potential royalties, maintenance, upgrades, means recurring revenue snowball). Third, the AGI collaboration appears to be progressing well. The AGI SDA initiative involves collaboration with multiple major biopharma companies and aims to build AI-ready chemistry infrastructure. That could become a very meaningful distribution and adoption channel over time. Once again, we're seeing multiple business lines advance simultaneously. SDL deployments DirectInject-LC DirectInject-IC DirectInject-ICP development Lithium initiatives AGI collaboration This is increasingly looking like a platform company rather than a single-product story. We are at the scalling moment, if they handle well the next raise we can accelerate and fly for the next couple of years.

$TELIF the presentation at planet microcap was a masterclass ! Future is shining after great ER and a forecast at 9.4M C$ for this year

@DrTilt2 Le fintwit français quoi, à l'image du gouvernement français et de la société. Des siècles de retard sur le mindset ricain

Quand je pense a tout ceux qui se disent depuis 2 ans "moi on m'aura pas je vais me faire un pf solide avec que de la valeur sûre !" Le père de capucine a donc acheté des air liquide des fdj des sanofi et des lvmh....

@QHCapital 2029 not before for multi billion

Has the market looked at $LIB.v $VLTLF from an ESG angle yet? Think about it: 19/20m barrels of oil brine, which is waste, gets produced EVERY DAY. In the Permian alone. What the hell are they going to do with all that waste? It can get processed by water partners and pumped back into the ground, sure. OR. You can run it through @LibertyStreamIP tech and produce a DOMESTIC supply of battery grade high spec lithium. We are so damn early. Adding every opportunity I can. This will be a (multi) billion dollar business by 2027. 🚀

$LIB.v $VLTLF Equipment payback 18-24 months Unique situation - We’re the ONLY ones doing it in America. The next closest group is about 3 years out We have a lot of demand for what we’re trying to do Customers are living up! - Alex, CEO

🇨🇦 Le Canada accélère sa stratégie IA pour soutenir ses futurs champions nationaux. Plusieurs volets de cette stratégie présentent des connexions directes avec Telescope Innovations $TELI | $TELIF : 💰 Tech Growth Fund (500M$ CAD) → Investissements et prises de participation dans des entreprises IA canadiennes. 🖥️ AI Sovereign Compute Infrastructure Program (890 M$ CAD) 🧬 Health AI Program (200M$ CAD) → Accélérer la découverte de médicaments grâce à l'IA. 🚀 Regional AI Initiative (500M$ CAD) → Soutenir les entreprises technologiques en phase de croissance. Telescope Innovations🔭 coche les critères d’éligibilité : société canadienne, IP propriétaire, traction pharma, et a déjà obtenu ~3,36 M$ CAD de financement public lié au lithium et aux technologies associées. #AI #Canada NFA.

Robosense has officially been blacklisted under the @DeptofWar 1260H Section on 6/8/2026, joining fellow LiDAR maker Hesai. Very bullish for $OUST media.defense.gov/2026/Jun/08/20… @RJScaringe @Rivian time to switch to American LiDAR @ousterlidar $OUST $RIVN

@SchnabeltierSc2 @itschrisray Swissquote have it on american market so strange you have not on your german broker

@itschrisray Where can I buy this company in Europe (Germany)? Could find it in my stock broker unfortunately… But I guess IBKR does have it

Soon $OUST LiDAR will be the only option for Western companies… 👀

$VLTLF $LIB.V 2 important things from investor presentation update

@convexititties @Mangan150 3 more facility already signed for 2027 ( 3x 1000tpa )

@Mangan150 The subject offtake agreement is expected to commence in ‘27. We will see if they can secure another agreement for the remaining 400K ton capacity at the Howard County facility. I suspect they will. If so, then it’s time to stand another facility. 🚀

$LIB.V announced this morning that it has executed a term sheet for a long-term lithium carbonate offtake agreement (600 tons/yr) with a leading American industrial customers to be named once a definitive agreement is finalized, which is expected in <=30 days. LibertyStream estimates that its all-in operating costs are $6,200 per ton at a steady-state commercial scale. The Howard County, Texas facility has a 1,000 ton/yr capacity. Current market price of lithium is $24,200/ton. Call it $25,000/ton for American production due to lower transit costs. $25,000 revenue/ton - $6,200 OpEx/ton =$18,800 operating profit/ton (75% margin) $18,800 operating profit/ton * 1,000 tons =$18,800,000 operating profit Slap a 30x multiple on it, and that’s conservative in my opinion, and you get $564M enterprise value on ~250M shares, or $2.25 per share, versus $0.66 per share today, or ~240% upside. (All $ in USD) $VLTLF

The "Brine-to-Billions" Bull Case! $LIB.v $VLTLF What does a $Billion lithium company look like?💎 As #Lithium hits $25K/ton & OpEx stays ~$6K including royalties, that is a huge $19K profit per ton! By 2028, at 10k tons/yr, $VLTLF would hit $190M annual profit. Even at S&P500 multiples, this puts us at a >$2B valuation (or ~$9.35/shr) vs today's ~$160M$ with $0.75 share price. This is the brine-to-billions play! 🚀

Solid report on Telescope $TELI "Physical AI in the Lab" docs.google.com/document/d/1rS… Credit to Hairoglypics on StockTwits

@McGhona @EGuerizec Trql t'es un grand père y'a pas d'insulte, j'vois t'as le poing serré, enfin le dentier serré...

Mais qu'est ce qui se passe aujourd'hui sur le marché. Il y a tout qui perd -5% au minimum ( sauf exception) ou c'est moi qui suis fou.

@imAvensio J'en ai profité pour renforcer sur le dernier pullback je suis bien content ! J'ai vraiment peur qu'elle se fasse racheter dans les prochaines années au rabais

$TELI - $TELIF Ma position pour cette petite entreprise est déjà faite. Une bonne période pour avoir des nouvelles de ReCRFT, DualPure ou du 3ème brevet.

@McGhona @EGuerizec Après regarde ton pf de grand père c'est normal on est pas du même siècle

@EGuerizec Hein ? On est pas sur le même marché 🙄

Wanted to put on paper and share a bit more and reflect here about my portfolio. I run a concentrated book. Three positions. That's it. $TELI $TELIF, $ASTS and $ABAXX. TELI alone represents over 50% of my portfolio. That's not recklessness, that's intentional. Buffett concentrates in his best ideas. Bezos talks about asymmetric bets : if there's even a small chance of a life-changing outcome, the math says you take it. Diversification protects you from ignorance, not from conviction. I'd rather own three things I deeply understand than twenty I kind of follow. I've heldmore companies in the recent past but I don't have the bandwidth to properly track more than three. So I cut. What's left is what I'd bet my financial future on. On $ASTS you know the story. Superior tech, iron will from management, execution speaks for itself. On $ABAXX, less known, same DNA. Exceptional management, clear vision, zero noise. They're building, not talking. That combination always wins eventually. Now let's talk $TELI because I think most people still don't fully grasp what's in front of them. One thing that hooked me beyond the product and the team was something Jason Hein said on the Curzio podcast. TELI operates under an "under promise, over deliver" philosophy. Short term it can be frustrating. Long term that's how you build real trust and real execution credibility. The market always eventually catches fair value. Always. So what is the anomaly here? A micro-cap sitting at roughly $55M CAD market cap. Normally at this valuation you get zero major pharma clients, maybe one if you're lucky. TELI has three. Three of the largest pharmaceutical companies in the world by revenue have adopted their Self-Driving Lab technology. Pfizer. KPBMA. And now a third with European operations and a crystallization focus. If I had to guess it's Merck, their Irish hub is one of the world's leading crystallization R&D centers and Dubina said "latest partner" on LinkedIn, not client, partner and probably new giving the wording ( so not Roche an probably not European). That word choice is deliberate and it changes everything about how you read the relationship. Three top pharma clients validates something profound. This isn't a one-off sale, it's a repeatable platform. And the timing matters. We're living through the transition from LLM-based AI to Physical AI, agentic, tangible, material. Cathie Wood has already talked about it. The market is only beginning to price this shift and TELI is already deployed inside it, with the most demanding customers on earth as proof. Layer on the ongoing discussions with AWS and Google DeepMind for ecosystem integration and the possible surface area of this platform becomes genuinely hard to model. Then there's the team. Jason Hein is an award-winning chemist deeply embedded in global pharma R&D, collaborator of Barry Sharpless who won the Nobel Prize in Chemistry twice. Dr. Hawkins from Pfizer whose master agreement was recently extended. Henry Dubina spent 20 years as President of Mettler-Toledo AutoChem. Vaso Vlachos was Global Head of Mettler-Toledo's Real-Time Analytics division. These two literally commercialized the hardware that plugs into TELI's own DirectInject-LC system. The doors that are normally closed to small companies? This team has the keys. And we haven't even talked about lithium. DualPure and ReCRFT are two advanced battery chemistry platforms with confirmed discussions with major players ongoing. They've been quietly expanding their facilities to demonstrate impact. Companies don't invest in infrastructure when the pipeline isn't real. A licensing deal here could re-rate the company entirely on its own and I expect a closing this year. Now the risks, because I'm not here to pump and disappear. A capital raise is almost certainly coming this year given their cash position and burn rate. That means dilution and short term pain. But it also means accelerated deployments, faster scaling, more SDLs, more recurring revenue. If there's a meaningful dip on the raise announcement I'll be rebalancing into it, likely moving some $ASTS LEAPS into $TELI to offset the dilution percentage wise. The other risk is an early acquisition which would transform TELI into a multi-bagger overnight but would cut the compounding journey short. Both are risks I can live with. My base case for a x40 from my PRU of $0.407 is a target around $16 CAD, market cap of roughly $1.3B CAD. What gets us there? Revenue of $100-150M CAD at a 10x multiple, which is conservative for a Physical AI platform with validated Big Pharma adoption and growing recurring streams. 2026 revenue is tracking toward $10M+. The compounding starts slowly then accelerates hard. More SDLs means more recurring revenue from maintenance, upgrades and client tailoring. The first SDL is always the hardest to sell. We're past that, three times over. Add lithium licensing. Add potential AWS and Google DeepMind integration. Add the AGI SDA consortium with six pharma co-developers already in motion. The vectors of growth are not one, they're running in parallel across multiple industries simultaneously. I don't try to time this. Missing the re-rating moment on a company like this, the risk of being on the sidelines when institutional discovery finally happens, is far greater than living through the volatility. I've been through the pump, the pullback, the fear. None of it changed the thesis. The price always catches the value. I'm just here early. $TELI $TELIF $ASTS $ABAXX. Long term. High conviction. No noise. NFA, do your own research, this is my personal thesis and I could be completely wrong.

@jpmontero88 I like that is not only Pfizer buying SDL 😍, they still have 3 SDL on pipeline for this year. So we can have a year with 5 SDL sell

$TELI.CN Secures 3rd Self-Driving Lab Deployment with Major Global Pharmaceutical Company! @newsfile/telescope-innovations-secures-third-self-driving-lab" target="_blank" rel="nofollow noopener">ceo.ca/@newsfile/tele…

@SpecificWhite GSK ? 😇

$TELI | $TELIF 🇰🇷 KPMA 🇺🇸 Pfizer 🇪🇺 Major Global Pharma newsfilecorp.com/release/299526… 👀 3 Self-Driving Labs. 3 continents. 3 major pharmaceutical organizations. The story here isn't one deployment, it's the emergence of a repeatable platform.