GeneralistJeff

[GeneralistJeff @GeneralistJeff]

@whirlybard @FieferP43990 this clear enough now? 😎

[GeneralistJeff @GeneralistJeff]

@kDarr66283 @FieferP43990 @wolfgangkasper @FieferP43990 you clearly have zero idea what you’re talking about 🤣🤣

[GeneralistJeff @GeneralistJeff]

@ArneriDesign @wolfgangkasper Yesssss 😇

[GeneralistJeff @GeneralistJeff]

@wolfgangkasper Alex Wylie and team @LibertyStreamIP $VLTLF $LIB.v are true professionals. These guys aren’t fucking around

[Wolf Capital @wolfgangkasper]

ThErE'S CoMpeTiTioN!

"We've got this unique situation, and that is, we're the only ones doing it in America. Next closest group is about three years away."

-Alex Wylie CEO of LibertyStream Infrastructure Partners

LibertyStream is actively supplying battery grade lithium to their customers.

$LIB.V
$VLTLF

[Wolf Capital @wolfgangkasper]

Just started a core position in one of the most potentially lucrative, unknown, lithium carbonate extraction startups. I now only hold 3 stocks!

$LIB / $VLTLF — LibertyStream

What it is: a ~US$200M micro-cap producing lithium carbonate from Permian oilfield brine in Texas. Instead of mining or evaporation ponds, it uses proprietary ion-exchange Direct Lithium Extraction (DLE) on the salty ‘produced water’ that oil & gas operators already pull up and have to dispose of. No competition in this aspect.

How it operates: asset-light. Rather than owning wells or building greenfield plants, it bolts modular extraction + on-site refining units onto a partner’s existing water infrastructure. Namely, Select Water Solutions (NYSE: WTTR), under a definitive build-out agreement. Select handles pretreatment and site logistics; LibertyStream brings the tech and takes the lithium. That cuts capex, permitting burden, and time-to-production. This enables greater profitability.

How it makes money: it sells lithium carbonate (technical + battery grade) under purchase orders and, going forward, multi-year offtake agreements. Select takes a per-tonne royalty. FIRST U.S. purchase order landed in 2026; a 600 tpa offtake term sheet (from a 1,000 tpa facility) is the first contracted demand. Not to mention the applications for multiple government grants and $LIB has a strong case for many.. We can see up to 3-4 facilities by end of 2027.

The model’s edge and the projection: ‘prove one modular unit, then copy-paste it.’ Facility 1 (~1,000 tpa) targets year-end 2026 commissioning. From there the plan is to replicate across Select’s Midland Basin sites and eventually the Bakken. Company-cited opex is ~$6,200/t (incl. royalties) against ~$25k/t lithium - but note that’s an anticipated figure at first-site scale, not yet proven commercially. Opex can come down significantly over time.

The trend it’s riding: the U.S. is heavily import-dependent for refined lithium (China dominates processing), demand is growing with EVs + grid storage, and Washington is pushing hard on domestic critical minerals. A Texas-incorporated, U.S.-producing lithium company sits right in that lane. Look at US demand/supply curve for lithium.

Growth catalysts to watch: definitive offtake signing, Facility 1 commissioning, a targeted NASDAQ uplisting (late ’26/early ’27), and Bakken expansion via state-grant funding. Huge growth is coming IMO.

The honest risks: it’s pre-commercial, costs at scale are unproven, dilution is POTENTIALLY (CEO seems to be looking for a non-dilutive path from yesterdays presentation) coming, the inventor-CTO and co-founder both departed in 2025 (raising IP questions), and there’s active promotion around the name. High risk, high reward.

Under-covered, genuinely interesting. DYOR. Not financial advice.

For those who know about this stock feel free to comment anything I may have missed (alot). 😂

-🐺

https://t.co/iDZp8fxoB9

[GeneralistJeff @GeneralistJeff]

@convexititties This is getting bonkers LFGO!!!!

[GeneralistJeff @GeneralistJeff]

@Gantosj holy moly!!!

[GeneralistJeff @GeneralistJeff]

@Gantosj wow

[LibertyStream Infrastructure Partners @LibertyStreamIP]

AI and data centers are making lithium a bigger story than EVs alone.

OilPrice recently highlighted LibertyStream’s produced-water lithium model in the Permian Basin and its role in U.S. critical-mineral supply:

https://t.co/j4dsyxUM5X

$LIB.V $VLTLF

[Convexititties, CFA @convexititties]

If Lithium stabilizes at $20K/ton and LibertyStream’s OpEx stabilizes at $6K/ton, you get $14K operating profit per ton. 10,000 tons/yr * $14,000 operating profit/ton = $140M operating profit/yr. Even at a P/E in line with the S&P500 you get a >$2B valuation, or >$9 per share, versus $0.66 per share today 🚀

The need to issue debt and equity to stand up additional facilities seems low if Lithium prices sustain current market prices given ~75% operating margins. Cash machine!

[GeneralistJeff @GeneralistJeff]

@LibertyStreamIP This team is incredible, can’t wait to see what’s next!!! ✅ @LibertyStreamIP $LIB.v $VLTLF

[Joel @StunningFeline]

$VLTLF $LIB.v super early… like still on the warm up lap early. 🎉🏎️

[Arneri Design @ArneriDesign]

The Houston Chronicle just ran it: Texas data centers are dying of thirst.

The Permian Basin produces 22M+ barrels of wastewater water daily.

Only Jim4 has connected these two dots to $LIB.V $VLTLF.

Let’s explore. Thread.

Not such wasteful water after all.💡 #lithium #DLE

[Rush89 @kDarr66283]

@RKEquityRocks What do you lads think about $LIB / $VLTLF new video? 🔥🔥🔥

https://t.co/yWjTVle0k7

[GeneralistJeff @GeneralistJeff]

@LibertyStreamIP @selectwaterinc Cutting edge, outstanding achievement.

[LibertyStream Infrastructure Partners @LibertyStreamIP]

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

$LIB.v $VLTLF $WTTR

https://t.co/Fq9l0YSbMH

[GeneralistJeff @GeneralistJeff]

@Gantosj and neither does the egregoire that is the mysterious market forces :)

[GeneralistJeff @GeneralistJeff]

@Gantosj I don't think people have fully realized how big $LIB.V $VLTLF will be.

[Joe @Gantosj]

The game-changing difference between $LIB.v $VLTLF & traditional #DLE players like SLI or Albemarle?

💰 Big DLE companies: Just like mining companies, invest $1B - $2B+ CapEx upfront. Wait 5-10 years for revenue.

⚡ $VLTLF: Just like Oil & Gas style model!
Build Unit 1, start producing & use the revenue to fund Unit 2 & then 3 & keep growing 📈
No risk of central plant that might stop working!

This approach cuts CapEx, accelerates returns, and unlocks faster deployment.

The future of lithium isn't mining... it's integration. #Lithium #Mining #Energy #Sustainability #OilGas