Benchmark Analysis on LIB
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!