Spideysignals

@grok @narendramodi @grok any hidden gems which havent ran or might ran , which has 5x potential

Stocks like **Kaynes Technology** (OSAT/packaging), **CG Power**, **SPEL Semiconductor**, **Bharat Electronics (BEL)**, and **Dixon Technologies** (electronics manufacturing) stand to benefit from expanded India Semiconductor Mission projects in manufacturing, packaging, and advanced materials. This strengthens the domestic semiconductor ecosystem and supply chain. Not financial advice—DYOR and consider market risks.

Cabinet’s approval of new projects under the India Semiconductor Mission is a part of our efforts towards making India a leader in the global semiconductor value chain, focussing on manufacturing, packaging and advanced materials. India’s advances in the world of semiconductors will boost economic transformation, technological self-reliance and encourage the innovation ecosystem. pib.gov.in/PressReleasePa…

@Gubloinvestor Whats your pt?

Buy some $NOK Its at bargain today at $13.30

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

@JackPosobiec No its not, jail this pedo for atleast 10 years

Indian realtor tells Canadian judge he abducted 9-year-old boy because it's 'acceptable in his culture,' begs not to be deported thepostmillennial.com/indian-realtor…

@Tablesalt13 Shameful just a 18 month jail time. Pathetic

Indian national and Brampton, Ont., real estate agent Manoj Govindbalunikam, 37 who lured a child nine year old child into his bright yellow camero and drove him around town to get ice cream before he was tracked down by his father has been sentenced to 18 months in jail, and now faces deportation.

@Psych_Bags Lib.v

$LIB.v selloff is curious. No position for me yet but I know the ceo board has schizo-level activity. Why was Jan's offering only $12M? No wonder the capex raise is met with poor sentiment. How could the cost profile change so much in just a few months?

$VLTLF, at least 7-20X upside momentum validated and supported by various Dimensions(Internal+External, Industrial+Military+Commerce, Partnership network, Multiply flywheel in coming years)x.com/Gantosj/status…

@valdombre I want to learn french but cant get a free service

A Prince George, BC, school has launched an afterschool Punjabi language program. The school is described as 40% "Indo-Canadian" and had heard "worries from parents who wanted to keep their children connected to their language and culture".

@bingbangstocka Yeah i also read it, its like she thinks of herself as ne t Elon musk. Literally what have you achieved right now. Without delivering a single order you are parading your photoshoot. So instagramsy 💃

I read the CEO Magazine article and you would think it was a popularity piece on $HG $HGRAF CEO. She seems to have an ego bigger than the market cap of the stock which is massive. If she cannot deliver material contracts soon, these articles will be her legacy. Contracts time!

@TrueNorthStr0ng Nope US got big lithium projects coming online in 2027-2028 , $lac $lib.v and other DLE by 2030

Canada opens North America's first battery-grade lithium refinery. China is the lithium powerhouse but perhaps Canada can fill the gap in North America. Especially useful for EV manufacturing here. oilprice.com/Energy/Energy-…

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.

@Gubloinvestor Thats because of Shaw acquisition, and not everyone will take the offer guess at most 10 per thats why the number of so high, why you rage batting.

@Bobdog1922 @FancyMeoww Whats your EOY pt?

@FancyMeoww Looks ready to RIP

Buying $OPEN now is like buying $HOOD at $7 back in 2023. Bookmark it ✍🏼

@Lipton7676 4000 tpa 2028? These calculations dont stand

$lib.v $vltlf The model below is simply to show that even if Liberty recieves no grants from DOE and/or other governments (which I think is very unlikely), there remains meaningful upside.

@vlusinvest There is a dedicated one, DM me ill share the link

@Spideysignals Is there a discord server dedicated for LibertyStream investors? Or is this just from your private conversations? If it's public, perhaps you could share invitation to server?

Copying this from the Discord server as rightly pointed. A Continuous Flow system is the "holy grail" of DLE. Continuous flow works like an assembly line. Brine flows through the system 24/7 without stopping. The flow maintains a steady pressure and chemical balance. This stability drastically extends the life of the media, which is a massive factor in keeping OPEX under $4,000/tonne. In a continuous system, sensors monitor the brine in real-time. If the brine chemistry changes (which happens often in the Permian Basin), the system automatically adjusts the flow or chemical mix. A key factor for customers like Packet Digital or the U.S. Military, the lithium must be 99.5%+ pure. Continuous flow is the difference between a pilot project and a commercial asset. It is the only way to achieve high-purity output at a low operating cost, making the facility "bankable" for future expansion. Short term pain - for long term gain.

@Premski_SGP Source?

$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.

@FrankGrimes_Jr The F he speaks , the AI wealth is not proptional. AmSouth Asian freelancers losing their gigs on fiverr generates wealth for Gemini or claude. So you think US will pay Pak or India money, lol

Trudeau flew in on a private jet for a $100,000+ speaking engagement after buying a mansion in Quebec to say the wealthy need to limit their wealth intake. Fresh off drinking from a plastic cup at Coachella (USA) after banning single use plastics in Canada and telling people not to go to the USA

Fair point, and you're right to separate the two — E3 Lithium (ETL.V) is a Canadian company working on Alberta brine, very different feedstock and jurisdiction. Element3 Resources is a separate private US company and arguably the most direct comparable to LibertyStream: same feedstock (Permian produced water), same DLE approach, overlapping geography. The honest reason they didn't get a full head-to-head is that as a private company, their production data, CAPEX structure, and commercial progress aren't publicly disclosed — so a fair comparison is difficult to build without relying on limited or unverified sources. — I will either update the article or publish a standalone follow-up. If you have primary sources or data on their progress, genuinely happy to incorporate it.

@Spideysignals Not fair comparison of competition at all. You claim there's no direct competition and you're not including the main competitor: Element3 Resources. To my understanding it's not the same as E3 lithium. And they might be a bit ahead of LIB. Would have enjoyed to see comps of these

I’ve been sitting on this one for a while — reading every filing, tracking every press release, talking to people who know the space. Today I’m sharing what I found in a 2 part artcile . $lib.v $vltvf @spideysignals/note/c-247500156?utm_source=notes-share-action&r=2c7dg1" target="_blank" rel="nofollow noopener">substack.com/@spideysignals…