u/rush89

Posted in Baystreetbets but figured it belonged in here as well.

Can't say I don't mind a $2.00CAD price target with this caveat:

"Model could prove conservative as platform scales. Our estimates reflect a measured ramp at the initial site, an equity-funded buildout vs. potential future project financing, and no contribution from potential offtake optimization, pricing improvement, or broader deployment across Select’s footprint. As LibertyStream demonstrates repeatability and expands across multiple sites, we see meaningful upside to both volume assumptions and longer-term earnings power."

Cheers!

Feel free to tinker, poke holes, ask questions - whatever you wish. I am just providing a link to a question I asked.

URL

Very exciting news

The price has been sliding and people without proper info have been panicking. Those with a deeper knowledge of the company haven't. They have been accumulating. Everyone gets to look at the situation and make their own decisions of course.

What I wanted to do was share some of the information that was out there so you can at least make your own decision. If you like what you see and want to join the discord just send me a message and I will send you the link.

Articles:

https://www.almostmongolian.com/p/libertystream-infrastructure0-partners

 

https://whirly.substack.com/p/spicy-2-liberty-for-lithium-libv

 

https://whirly.substack.com/p/spicy-2-update-1-liberty-marches

 

https://spideysignals.substack.com/p/the-only-us-lithium-producer-nobody?r=tgxa&utm_medium=ios&triedRedirect=true

 

https://spideysignals.substack.com/p/libv-part-2-catalysts-competition

 

https://aitoolsforinvesting.substack.com/p/found-a-100x-potential-stock-in-12

 

https://packetdigital.com/packet-digital-27million-contract-battery-cell-manufacturing/

Videos:

https://www.youtube.com/watch?v=SbjbZZXVhM4&list=PLJo0YzRaqwC3lYV9wIFS0borHB8ePmoas&index=4&t=12s

https://www.youtube.com/watch?v=ZsCW_KKEG_g&list=PLJo0YzRaqwC3lYV9wIFS0borHB8ePmoas&index=5&t=261s

https://www.youtube.com/watch?v=uvmtWInYeG0&list=PLJo0YzRaqwC3lYV9wIFS0borHB8ePmoas&index=8&t=200s

https://www.youtube.com/watch?v=jbNPg4ldPi0&list=PLJo0YzRaqwC3lYV9wIFS0borHB8ePmoas&index=6

CEO Alex Wylie will be giving a talk on Tuesday at 11:45 CDT (I believe as it is in Texas) at the 6th Annual Oilfield Water Markets Conference

Alex is also going to be on a Planet MicroCap podcast coming out June 17.

LIB is good at under promising and over delivering so we will see what type of news comes out from these events.

Iykyk

xeqt and chill

https://x.com/Gantosj/status/2048819364736946416?s=20

Go read for yourself but the increase in cost to build the unit is for a range of factors including upgraded parts for longevity and efficiency (aka lower lomg-term opex) and a premium to get the construction done faster than expected - they want this thing built. Now.

Also, many things that cost more to get this unit going quicker and to be more efficient long term are going to be used on the other 3 units that will

be built so this one-off capex spike it just that.

Invest now for better ROI in the future. I can't wait for Alex's interview with MicroCap in June.

Mario: "Here we goooo!"