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

If you want to listen to the latest $LIB.v $VLTLF presentation from their CEO Alex - link is below. Incredibly bullish 🐂🐂 event.summitcast.com/view/bpjo3VVjZ…

@snixie Yooooo 🇦🇺🇦🇺🇦🇺

do I still have Australian people on my timeline? Interact please I need to tap back into the algorithm

@kDarr66283 @mgInvesting_ Thanks

@QHCapital @mgInvesting_ meetmax.com/sched/event_13…

The presentation is over. How can you not be bullish? Holy shit. $LIB.V $VLTLF #Lithium #DLE

@BetterIRR @restingpoint I’m trying to be conservative haha

@QHCapital @restingpoint Much more than double IMO

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.

$LIB.v $VLTLF 10,000 tonnes of lithium off-take demand anticipated. That’s F’n enormous. At $24k a tonne, that’s $240m of revenue a year. For a $250m CAD company that’s wanting to uplist to NASDAQ this year…. This will multiple FAST. 🔥🚀

@crypto_biotech Haha love it

There are so many catalysts it’s ridiculous. It’s like giving Stevie Wonder a camera on the Vegas Strip…he’ll still snap absolute bangers because the photo ops are literally everywhere. Now imagine if he could actually see. That’s LibertyStream. We WILL BE the largest supplier of Lithium in America. 🇺🇸 $VLTLF $LIB.v

$VLTLF $LIB.v My timeline is much sooner. Added today.

@restingpoint @BetterIRR Agree. If they announce DOE funding, the stock will double in a day or two

@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

@Gantosj So if it’s an Alabama client… any guesses who the company is?

@CalebSol $LIB.v $VLTLF - super undervalued company producing lithium from oil brine (waste)

Where should I put 50K? Give me the ticker.

@BioMaVeNAdAms1 @ArneriDesign They also have a mgmt team that can’t execute properly.

@ArneriDesign For Hydrograph payback is 43 DAYS not months

$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

@AktienAkademie @StunningFeline True. They are yet to miss a milestone so hopefully that isn’t much of a risk 🤷🏼‍♂️

@QHCapital @StunningFeline Yup funding basically. Maybe also that the commercial unit planned for dec 26 becomes reality

$VLTLF $LIB.v Term sheets that represent 10k TPA LCE… demand is NOT an issue

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

If they can majority fund with debt this stock will become a straight line up!

$LIB.v $VLTLF Is it sinking in yet? They have term sheets would for 10k tonnes of lithium purchase agreements. First off take signed - leading industrial partner - will know name within 30 days. Financing now becomes debt funding, not equity dilution. Reminder a decent amount of warrants for funding availability also. 🔥🔥🔥🔥

@Simipandaface @NingiResearch Great call out. @NingiResearch I think you’ve got this one wrong.

CW stands for Continuous Wave, yes its AI slop from the article screengrab where the journalist made that mistake on reporting something they didnt understand. A screengrab of article and substance is still valid and its not own Serenitys words just highlight "key" info. Stop 💩 -ing

$SIVE pumpers are lying to move the stock. Serenity invents "Content-Based" CW lasers. Not a thing. That's AI slop. That's why he always crops screenshots and never link sources. Another "connects" $SIVEF to Anduril, when both are just customers of the same software suite...

@StunningFeline @MicroCapClub 🔥🚀

$VLTLF $LIB.v The company is in Las Vegas at the @MicroCapClub conference (which is amazing by they way) They are booked with 1on1 meets… lots of buzz on the floor around what they are doing.

@ciainvestor 💯

$SIVE closed above 100 SEK. Now all of a sudden bears disappeared, but they will comeback when sive will fall from 120 SEK to 110 saying it’s a “scam” stock. The catalyst keep getting stronger and the thesis isn’t changing. Only getting stronger. I love $SIVE

Aus retail brokers ALL got 40% allocation. Each broker has their own allocation policy that differs. What each broker does with their 40% allocation is up to them - which is 100% legal and compliant. I guarantee you Australia’s richest woman did NOT participate in the Australian retail offer mate. If she bid $1.4bn and was allocated $1.4bn it’s super likely there was a cornerstone offer that was held BEFORE their S-1 went public. A cornerstone offer de-risks the trade for the issuer by gathering demand without a live public deal. In return, the investor typically gets 100% allocation when the deal runs publicly. It’s very common in the insto world - would happen daily/ with almost every deal.

@QHCapital But the IPO was explicitly marketed, via widely reported selective briefings of Reuters, as being retail-friendly with a 30% allocation. This then got cut to low 20s to accommodate a few connected whale bidders like Gina. Musk should have kept his word on 30% retail allocation.

Sent these questions to Commsec today, before news broke of Gina’s $US1 billion special allocation from Elon on SpaceX float. Now even more important that Commsec gets out of the bunker & embraces some basic transparency on the role our biggest bank played in the $US75b raise.