Invest RCH

J'aime bien parler de finance et apprendre

[Invest RCH @Invest_RCH]

@usppdd A wonderful idea

[Invest RCH @Invest_RCH]

@IllyrianFund @itschrisray Elon is not stupid, if rev8 perform bethter than camera he will switch to lidar

[Invest RCH @Invest_RCH]

@BetterIRR The interesting point will be the new products and future licensing agreements, which will accelerate in 2027-2028 thanks to SLI and others.

[Invest RCH @Invest_RCH]

@BetterIRR I think it will continue to double its growth rate, and margins should increase thanks to recurring revenue and licensing.
The more products sold, the higher the recurring revenue will be, and therefore the better the margins.

I'm just worried about a premature acquisition.

[Invest RCH @Invest_RCH]

@MarcRavioli @wolfgangkasper I took 150$ (actual price) with 20'000$ TPA for lithium.
32'000 tpa HCI per unit

[Wolf Capital @wolfgangkasper]

Another very nice quote from the CEO. $LIB.V $VLTLF

"When we are up and running at our first site and as we move forward, we're using a process called Bipolar Electrodialysis to create our reagents.. for every ton of lithium we produce, we produce 32 tons of hydroclauric acid.

We also produce causitc onsite. So what we do is we reuse those. Now we're gonna have an excess supply of HCL so we're gonna be able to sell it off. We are not getting any reagents from China or anywhere else, this is all from the oilfields."

I suggest anyone interested, take a look at their investor presentation.

https://t.co/6YqFudorvV

[Invest RCH @Invest_RCH]

@smartmonkeyfx Un vrai no brainer Ouster
Et le chips act est pas encore passée

[Invest RCH @Invest_RCH]

@QHCapital @LibertyStreamIP I'm holding since 2024, 2 or 3B mcap and my life is totally changed

[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.

[Invest RCH @Invest_RCH]

@imAvensio Ils devrait recevoir des grants gouvernementaux (suite à sa phrase sur la non dilution)

[Invest RCH @Invest_RCH]

$TELIF the presentation at planet microcap was a masterclass !
Future is shining after great ER and a forecast at 9.4M C$ for this year

[Invest RCH @Invest_RCH]

@imAvensio Ils ont montrés une vidéo du SDL corée en action
J'ai interpreter le recraft en faite ils attende juste que SLI soit en prod.
Nouveau patent en cours de travail pour le recyclage des batteries.

[Invest RCH @Invest_RCH]

@imAvensio Oui c'est dispo en replay au cas ou.
4 nouveau produit directinject en cours de développement.
Les 4 SDL dans le pipeline je le savais ils l'ont déclarés dans le MD&A il y a 2 jours.
9.4M de revenue c'était nouveau.
Pas de dilution nécessaire (dit durant la presentation)

[Invest RCH @Invest_RCH]

@wilks222 And new patent in progress for battery recycling.
ReCraft will be licensed in 2027 or 2028 depend on SLI plant construction

[Invest RCH @Invest_RCH]

@DrTilt2 Le fintwit français quoi, à l'image du gouvernement français et de la société.
Des siècles de retard sur le mindset ricain

[Invest RCH @Invest_RCH]

@QHCapital 2029 not before for multi billion

[Arneri Design @ArneriDesign]

$LIB.v $VLTLF

Equipment payback 18-24 months

Unique situation - We’re the ONLY ones doing it in America. The next closest group is about 3 years out

We have a lot of demand for what we’re trying to do

Customers are living up!

- Alex, CEO

[Avensio @imAvensio]

🇨🇦 Le Canada accélère sa stratégie IA pour soutenir ses futurs champions nationaux.

Plusieurs volets de cette stratégie présentent des connexions directes avec Telescope Innovations $TELI | $TELIF :

💰 Tech Growth Fund (500M$ CAD)
→ Investissements et prises de participation dans des entreprises IA canadiennes.

🖥️ AI Sovereign Compute Infrastructure Program (890 M$ CAD)

🧬 Health AI Program (200M$ CAD)
→ Accélérer la découverte de médicaments grâce à l'IA.

🚀 Regional AI Initiative (500M$ CAD)
→ Soutenir les entreprises technologiques en phase de croissance.

Telescope Innovations🔭 coche les critères d’éligibilité : société canadienne, IP propriétaire, traction pharma, et a déjà obtenu ~3,36 M$ CAD de financement public lié au lithium et aux technologies associées.

#AI #Canada
NFA.