Wickedbored

Here for the investing chatter. Long term investor. $VLTLF, $ELF, $NOW, $NKE, $CELH, $AMZN, $CRM, $QXO, $UNH, $MRK, $BIIB, $XOM, $INCY, $HALO, $EXEL, $BX, $SRPT

[Joe @Gantosj]

Huge volume = conviction.

$VLTLF is ripping through the $1.02 line & pushing $1.05, with 2.6M+ shares traded in the U.S & the session isn’t even over.

$LIB.v is at C$1.48 with 2.7M+ shares traded in Canada.

When you see an uptrend with expanding volume like this, it usually means bigger money is stepping in.

[Wickedbored @CoNaMaio]

@Gantosj

[AlmostMongolian @AlmostMongolian]

Yesterday's presentation was the best one so far from $lib.v.

"So we announced a couple weeks back that we've signed a first offtake agreement with an American industrial customer. We're going to be shipping our lithium carbonate to their plant in Alabama, and that's going to start in Q1 of 2027. it is a long-term agreement. It's a minimum five-year deal. We've got some fixed pricing for the first two years, which is a great benefit for us. Why did we establish fixed pricing for the first two years? Because we're working on project financing right now as we speak."

-Working on project financing right now is probably the most bullish new takeaway from this presentation. This usually refers to debt, and financing their business model without diluting, would be massive. Also just from market validation perspective.

- Active offtake discussions going on with >5 other parties and active feedstock provider discussions >5 other parties.

- All the product they produce is already battery grade spec, but they don't sell it for batteries yet, because that requires a two year qualification process. The first offtake is with a group that needs battery grades spec.

"we've got term sheets with a number of groups that represent up to about 10,000 tons per annum of demand."

"Select, as we've put out in press releases, they move about 2.5 million barrels of water a day. That's the equivalent to about 25,000 tons per annum. They've got 26 sites around the basin that we can deploy. But they're not the only ones. We're in discussions with groups that are moving 10 million barrels of brine in the basin today. That represents about 100,000 tons per annum."

"Where are we at on the NASDAQ? I think you'll see something with us later this year. We're actively looking to relist. We've had to go through a bit of a process. We're a Canadian company. We redomiciled to Texas in April, and now we're actively looking for a NASDAQ listing. I expect later this year, beginning next year, but I would count more on Q4."

Only thing missing was talk about any potential future grants, allthough if there are ongoing negotiations they might not be able to talk about that.
Overall, the execution has been on point. Exceeding my expectations.

[Wickedbored @CoNaMaio]

@StunningFeline @MicroCapClub Twist my arm

[Wickedbored @CoNaMaio]

@Gantosj Wish I could listen!

[Wickedbored @CoNaMaio]

@heweymack2449 I guess Ted picked the right club

[Wickedbored @CoNaMaio]

@HolySmokas I’m baffled by the limited amount of $ELF shares You own for how bullish you are on. But you will pour hundreds of thousands into other companies.

[Wickedbored @CoNaMaio]

@HolySmokas Thought you would have had more than 1125 shares of elf

[Wickedbored @CoNaMaio]

From -12 to +8 %. Hell of a week owning $ELF . Thanks for the buying opp whoever sold…

[Wickedbored @CoNaMaio]

$ELF started buying at $64. Added a decent amount around $55 and loaded heavy at $49-50. Quicker bounce back than expected, love to see it.

[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
https://t.co/2uOkNieW83

[Wickedbored @CoNaMaio]

$VLTLF $LIB.v

[LibertyStream Infrastructure Partners @LibertyStreamIP]

LibertyStream Delivers First Tonne of Lithium Carbonate to U.S. Industrial Customer

$LIB.v $VLTLF

https://t.co/fMerd5CMqG

[AktienAkademie @AktienAkademie]

🇨🇦🔋 $LIB.V $VLTLF I had a short chat with IR today asking about the commercial 1000 tpa unit, especially timeline and relation to the existing one.

Some points/answers I want to share:

- equipment for commercial unit is set to arrive starting end of august and then the 2 following months

- the currently existing unit will then serve as employee training grounds and for sample production for customers

- extraction part of commercial unit is basically the same as right now only with more cylinders (multiplying approach)

- extraction equipment of the current unit is a replica of the future commercial one

- refining part of the equipment is nothing really novel and the team handling the manufacturing and construction has been doing it successfully for years

For me those answers cleared up some of the confusion I had by connecting some points.

Thanks to $LIB.V Investor Relations for friendly and helpful communication 👏

[LibertyStream Infrastructure Partners @LibertyStreamIP]

Inside LibertyStream’s Field Operations with Select Water Solutions @selectwaterinc

$LIB.v $VLTLF $WTTR

https://t.co/Fq9l0YSbMH

[Joe @Gantosj]

No one believed Alex, the CEO of $LIB.v $VLTLF, when he said that #DLE technology was truly working ,not just extracting lithium, but doing it from low‑concentration oil‑field brine, a byproduct many dismissed as uneconomical.

Now the proof is right in front of us. It’s happening in Texas & it has the potential to transform the entire world of lithium extraction.

[Wickedbored @CoNaMaio]

@QuantumDom Best part about quantum is that every year we are only 5 years away from quantum doing what people promised 20 years ago

[Wickedbored @CoNaMaio]

@crypto_biotech Yeah I’ve picked up a couple thousand extra shares since originally purchasing the biggest lot at .24. Any dips are buying opps!

[Wickedbored @CoNaMaio]

Wish I had purchased more $VLTLF $LIB.V back at .14-.2. Execution and management team is A+. I plan on holding for a long time. This company is one of the biggest reasons I look forward to checking my portfolio.

[Wickedbored @CoNaMaio]

Just sharing other positions. All the longs I have in my bio are my single stocks. Have been fortunate to take advantage when these equities have been mispriced. $BHVN $UNH $AMZN $QQQ

[Wickedbored @CoNaMaio]

Yea I wish emptied the clip on $NOW