ChimeraResearchGroup

5.8K posts

ChimeraResearchGroup

ChimeraResearchGroup

@ChimeraResearch

Providing independent & actionable investment & trading ideas backed by fundamental research & analysis in biotech & pharmaceuticals

เข้าร่วม Nisan 2011
13 กำลังติดตาม3.7K ผู้ติดตาม
ChimeraResearchGroup
ChimeraResearchGroup@ChimeraResearch·
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.
Joe@Gantosj

$LIB.v $VLTLF has been showing strong momentum after bouncing off its 200MA, & the trend points toward another attempt to break above the US$1 level Meanwhile, management is clearly making an impact in Vegas, introducing the company & its potential to thousands of investors, exactly the kind of visibility a developing #lithium producer needs as the sector heats up 🔥

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Joe
Joe@Gantosj·
Meanwhile, $VLTLF $LIB.v is positioned as the first domestic #Lithium producer in #Texas & that puts them directly in line for government support as they move to deploy multiple commercial #DLE units ASAP! "G7 will coordinate stockpiling and set up a crisis-response platform with the IEA to monitor markets and flag risks, starting with #lithium and #nickel." globalbankingandfinance.com/g7-sets-up-cri…
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Joe
Joe@Gantosj·
$SPY $SPX $QQQ $USO all RED! As the U.S.–Iran agreement becomes a near‑certainty, with final signatures expected Friday... Crude oil prices are tumbling. CL:NYMEX - West Texas Intermediate #WTI futures are breaking below the $78.40 support level & are now sliding toward the next key zone around $72.28
Joe tweet media
WS News@warstrike88

⬇️⬇️ A framework agreement between the U.S. and Iran on terms to end their war and reopen the Strait of Hormuz sent oil prices tumbling, as traders anticipated the return of flows. But industry officials say a full return to pre-war production and refining levels is likely to take weeks, months or even years. 📉 Middle East producers including ​Iraq, Kuwait, Saudi Arabia and the United Arab Emirates shut down millions of barrels per day of crude oil output due to the effective closure of ​the Strait. The International Energy Agency's most recent report says that more than 14 million barrels per day of oil output is shut, ⁠or about 14% of world demand. 🛢🛢 As a result of the supply disruption, the world's oil stocks are dwindling and a return to normal levels will be prolonged, possibly taking years. Stockpiles in the world's largest economies are headed toward their lowest levels since at least 2003, squeezed at a record pace due to the lost Gulf output, according to the U.S. Energy Information Administration. Follow @warstrike88

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ChimeraResearchGroup รีทวีตแล้ว
Joe
Joe@Gantosj·
Just check this slide from #Benchmark research! This is why I'm not worried about competition in #Lithium space.... The head-start gives $VLTLF $LIB.v a real early-adapter advantage. The demand for #lithium is set to far exceed supply as #BESS installations explode. Massive battery systems are now being deployed to stabilize electricity for #AI infrastructure, renewable power & grid balancing, a structural shift that goes well beyond #EVs.
Joe tweet media
Joe@Gantosj

When you mention $LIB.v $VLTLF, lithium or batteries, first thing that pops into most people’s minds is EVs. But the reality is shifting fast, the surge in data-centers and #AI infrastructure is rapidly becoming the dominant new driver of battery demand, outpacing expectations tied solely to electric vehicles. "Explosive growth in #BESS Battery Energy Storage Systems, massive lithium battery installations designed to stabilize electricity supply for AI infrastructure, renewable power systems, and grid balancing"

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ChimeraResearchGroup รีทวีตแล้ว
Joe
Joe@Gantosj·
Yes, EnergyX is another DLE player, similar to SLI, E3, Element3 & others... All requiring $1–$2B CapEx, centralized processing plants & targeting ~2030 before meaningful production. Meanwhile, $LIB.v $VLTLF is directly connecting to READY brine from $WTTR's feedstock & can begin the #DLE process immediately. And unlike #VLTLF, EnergyX still needs to drill wells just to access brine, a major time & capital hurdle.
Darren Estes@DarrenEstes

Joe, do you know anything about Energy X? They seem to be doing something similar to $vltlf except they are not public yet, but backed by GM.

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ChimeraResearchGroup รีทวีตแล้ว
Joe
Joe@Gantosj·
This is the reality of recurrent #pericarditis; relief, then fear of the next flare. Preventing the next episode, that’s what matters most. That’s why MAVERIC’s focus on stopping recurrence is such a big deal. $CRDL is going after the outcome that actually changes lives.
Cardiol Therapeutics Inc.@CardiolRx

A person with recurrent pericarditis knows the feeling. The pain subsides. Life starts to normalize. And then, weeks or months later, it comes back. That cycle of recurrence is one of the most difficult aspects of the disease. Treatments that provide short-term relief matter. But therapies that can prevent the next episode from happening are what patients and their physicians are looking for. That is why MAVERIC’s primary endpoint is freedom from a new episode of recurrent pericarditis after six months of treatment. Not symptom management. Recurrence prevention. $CRDL

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ChimeraResearchGroup รีทวีตแล้ว
Joe
Joe@Gantosj·
Just like $VLTLF, also $ASTS has consistently offered investors multiple opportunities to accumulate shares over time. Anyone who has followed $ASTS over the past 3-years has seen substantial gains, with continued progress suggesting further developments ahead.
Joe tweet media
Joe@Gantosj

$LIB.v $VLTLF New HoD $0.7739 In 6-7 months from now, this chart may prompt the familiar reflection: "Why didn’t I accumulate more at these levels, especially following the 1st offtake announcement?"

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ChimeraResearchGroup รีทวีตแล้ว
Joe
Joe@Gantosj·
$VLTLF $LIB.v new presentation On - spec production of battery and technical grade Lithium Carbonate for Four Potential Offtake Customers! dropbox.com/scl/fi/y39v7sa…
Joe tweet media
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ChimeraResearchGroup รีทวีตแล้ว
Joe
Joe@Gantosj·
$LIB.v $VLTLF New HoD $0.7739 In 6-7 months from now, this chart may prompt the familiar reflection: "Why didn’t I accumulate more at these levels, especially following the 1st offtake announcement?"
Joe tweet media
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ChimeraResearchGroup
ChimeraResearchGroup@ChimeraResearch·
A re‑rate is coming as $VLTLF continues securing momentum & advancing toward its next offtake agreements. $LIB.v is moving quickly & already secured its 1st offtake agreement, which could naturally open the door to a 2nd & 3rd this summer.
Joe@Gantosj

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! 🚀

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ChimeraResearchGroup รีทวีตแล้ว
Joe
Joe@Gantosj·
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! 🚀
Joe@Gantosj

Could $VLTLF $LIB.v be on the path to a billion-dollar valuation? I’m seeing more offtake agreements in the works & I wouldn't be surprised to see few more supply deals land in the next month or two. Then, the street will wake up and realize this isn't just a lab experiment but a real revolution & a real domestic lithium producer! #LithiumRevolution #Lithium #Permian

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ChimeraResearchGroup รีทวีตแล้ว
Joe
Joe@Gantosj·
Could $VLTLF $LIB.v be on the path to a billion-dollar valuation? I’m seeing more offtake agreements in the works & I wouldn't be surprised to see few more supply deals land in the next month or two. Then, the street will wake up and realize this isn't just a lab experiment but a real revolution & a real domestic lithium producer! #LithiumRevolution #Lithium #Permian
Joe@Gantosj

$LIB.v $VLTLF The demand for domestic #lithium is huge, and @LibertyStreamIP is ready to meet it!💥 "LibertyStream has delivered lithium carbonate samples to multiple groups representing an anticipated demand pipeline in excess of 10,000 tonnes per annum through 2029 from America."

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ChimeraResearchGroup รีทวีตแล้ว
Joe
Joe@Gantosj·
$LIB.v $VLTLF The demand for domestic #lithium is huge, and @LibertyStreamIP is ready to meet it!💥 "LibertyStream has delivered lithium carbonate samples to multiple groups representing an anticipated demand pipeline in excess of 10,000 tonnes per annum through 2029 from America."
Joe@Gantosj

This is a game-changer for $VLTLF. $LIB.v is moving from technology validation to commercial execution! 🚀 LibertyStream has officially secured a long-term #LithiumCarbonate offtake deal with a major U.S. industrial customer! Starting 2027, facility-1 will supply 600 tonnes annually, & all sourced from oilfield brine (zero new water needed). This creates the first fully domestic American Li supply chain using existing infrastructure! #Mining #Sustainability #Investment

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ChimeraResearchGroup รีทวีตแล้ว
Joe
Joe@Gantosj·
This is a game-changer for $VLTLF. $LIB.v is moving from technology validation to commercial execution! 🚀 LibertyStream has officially secured a long-term #LithiumCarbonate offtake deal with a major U.S. industrial customer! Starting 2027, facility-1 will supply 600 tonnes annually, & all sourced from oilfield brine (zero new water needed). This creates the first fully domestic American Li supply chain using existing infrastructure! #Mining #Sustainability #Investment
Joe@Gantosj

$LIB.v $VLTLF keeps delivering & moving forward at an impressive pace. LibertyStream Announces #Lithium Carbonate #Offtake Milestone with U.S. Industrial Customer and Provides Operations Update businesswire.com/news/home/2026…

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ChimeraResearchGroup รีทวีตแล้ว
Joe
Joe@Gantosj·
$LIB.v $VLTLF keeps delivering & moving forward at an impressive pace. LibertyStream Announces #Lithium Carbonate #Offtake Milestone with U.S. Industrial Customer and Provides Operations Update businesswire.com/news/home/2026…
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Joe
Joe@Gantosj·
The market is missing how big this milestone is for $LIB.v $VLTLF. This is @LibertyStreamIP's first tonne shipped since starting #LithiumCarbonate production in Texas at the $WTTR Select Water Solutions site. Industrial buyers don’t purchase a tonne as a one‑time transaction. This shipment represents the validation step that typically precedes an offtake agreement.
Joe@Gantosj

$VLTLF $LIB.V Major milestone: the first tonne has been delivered. Getting the order is one thing, hitting the customer’s exact specs & delivering it is what really matters. This delivery sets up the next step: an offtake agreement. The customer bought 1 tonne to test, & if it performs as expected, a larger deal can follow. Plus, $VLTLF is also working with multiple other customers, & the company’s own update hints at more activity ahead, maybe 4-5 offtake within 2-4 months: "We continue to make lithium carbonate for delivery to a number of battery‑grade and technical‑grade customers."

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ChimeraResearchGroup รีทวีตแล้ว
Joe
Joe@Gantosj·
This publication in the @MyJSCAI Journal of the Society for #Cardiovascular Angiography & Interventions is a pivotal milestone for Conavi Medical $CNVI.v $CNVIF A major peer-reviewed publication in @SCAI validates @ConaviMedical’s breakthrough Novasight Hybrid IVUS-OCT system. It proves how dual-modality imaging solves complex coronary cases where traditional #angiography hits a wall. jscai.org/article/S2772-…
Conavi Medical@ConaviMed

New @MyJSCAI publication analyzed 25 studies across multiple countries... When evaluated over a patient’s lifetime, #IntravascularImaging not only improves outcomes significantly, but is cost-effective and often cost-saving, reducing adverse events and repeat interventions. Increases number of #PCI procedures, clinical evidence, guideline support, and adoption of IVI, understanding its long-term economic impact has become increasingly important. Read more on the publication here 🔗 lnkd.in/etsiwkGD $CNVI.V $CNVIF @SCAI #Conavi

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ค้นพบ

@LibertyStreamIP @MyJSCAI @SCAI @ConaviMedical @elonmusk @BarackObama @taylorswift13 @cristiano