Jeremy Hellman

personal account, opinions are my own.

[Stoic Point Capital Management @stoic_point]

$EVLV guiding to TRIPLE its biz organically ~25% CAGR printing 25%+ EBITDA margins
(Street is at only 18% growth next year)

[AlmostMongolian @AlmostMongolian]

$LIB.V big news:
-Executed term Sheet for long-term offtake agreement
-30 days to finalise
-Multi year agreement for 600 tonnes per year(60% of facility 1 production)
-Pricing has been set for the first 2 years. We don't know the pricing yet.
-Expected all-in operating costs for the first facility of US$6,200, and with very significant detail, "This estimate includes royalties payable to Select"
-"LibertyStream has delivered lithium carbonate samples to multiple groups representing an anticipated demand pipeline in excess of 10,000 tonnes per annum through 2029 from America
-Competitive costs on a global scale:

[Jeremy Hellman @JeremyJBH]

@howardlindzon @frecfinance No marginal buyers left

[LibertyStream Infrastructure Partners @LibertyStreamIP]

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

$LIB.v $VLTLF $WTTR

https://t.co/Fq9l0YSbMH

[Jeremy Hellman @JeremyJBH]

@RakeshSFNYC look at the chart of EZPW. If you're looking for the laggard, there's SVV.

[Jeremy Hellman @JeremyJBH]

@AKWilk The dynamic whereby stocks react to the print relative to consensus rather than intrinsic performance is a flaw in the system. Earnings go from 50c to 98c while consensus was $1 and stock gets killed despite 96% growth. Nuts. But, also opportunity.

[Joe @Gantosj]

Wow
This shows how excited #Select is about the agreement & proof it's happening in real life $LIB.v $VLTLF

Select CEO John Schmitz showed up in person, because this isn't about one check, it's about building a recurring royalty revenue stream for Select!

$VLTLF's DLE tech integrated into existing infrastructure means Select cashes checks from a partner's breakthrough, not drilling.

This is what American mineral independence looks like. 🇺🇸

#LibertyStream #RoyaltyPartner #AmericanMinerals #SelectWater

[Joe @Gantosj]

$VLTLF $LIB.v extracting battery-grade #LithiumCarbonate in @selectwaterinc site in Texas!

Select Water is impressed by LIB.V's decisive leadership. Built the Gen-6 unit in <40 days, already running & extracting #lithium ahead of schedule.

Delivering the first 1 tonne order early while scaling up the next commercial unit, ordering the tanks & refining equipment to be deployed by YE-2026

This early production accelerates offtake deals with industrial clients (beside Packet-Digital) & unlocks financing.
More agreements = faster momentum
Off-take agreements aren't about if, but when? 🚀

[Jeremy Hellman @JeremyJBH]

@RakeshSFNYC @Hertz I rented with Hertz a couple times and came away annoyed at their incompetence both times. Why they wouldn't have every EV in the garage plugged in to charge is just bizarre to me. No wonder that initiative failed.

[Joe @Gantosj]

$LIB.v $VLTLF Scaling Narrative
From Pilot to Production: LibertyStream's Lithium Flywheel is Engaging

The playbook is proven, now it's about speed-to-scale:

Q2-2026: Initial #LithiumCarbonate production at $WTTR Select site (Howard County, TX)
Q2-Q3 2026: Full system validation & customer qualification
By YE-2026: 1,000 tonnes/year production capability

What makes this unique? LibertyStream doesn't build new plants from scratch. They integrate proprietary #DLE technology into existing oilfield infrastructure, cutting capital costs & fast-tracking deployment. No wells drilling or managing pipeline! Just feedstock from Select-Water!

First tonne already committed to an American consumer. Offtake discussions are moving forward. The repeatable model is ready to replicate across Permian, Bakken, & beyond.

[Jeremy Hellman @JeremyJBH]

@RpsAgainstTrump Will the orange ink smudge or no ?

[Jeremy Hellman @JeremyJBH]

@stoic_point @EvolvTechnology Honestly just need someone to put a bug in Trump's ear and they'll get installed everywhere...just look at Joe Rogan and the Psilocybin drugs.

[Ryan Sarver @rsarver]

https://t.co/qCabAEQByz

[Jeremy Hellman @JeremyJBH]

@richardblade Trump probly trying to appoint himself Pope so he can start selling Trump-branded communion wafers and wine.

[Jeremy Hellman @JeremyJBH]

@ClueHeywood He's no Chief Wiggum

[Jeremy Hellman @JeremyJBH]

@cleantechinv Would argue their downfall is also often a function (among other things) of the fact that there are 'participants' whose incentives are to take their promote and then get their capital out to repeat elsewhere. Not to mention the warrant overhang that many dislike.

[Joe @Gantosj]

Execution. Execution. Execution.
$LIB.v $VLTLF management keeps delivering ahead of expectations , outstanding performance from a team that actually executes.

LibertyStream’s lithium extraction and refining system at Select has moved rapidly from site access to production, incorporating prior field learnings.
https://t.co/gDBasEMsiJ

[BioPharm_the_Magnificent @crypto_biotech]

$LIB.V $VLTLF

WOW!

Joe’s post flags real, measurable progress toward commercial-scale domestic lithium production using a HIGH IQ, low-footprint approach.

In a world hungry for secure battery metals and pragmatic energy-transition solutions, hitting production milestones this quickly is rare and valuable.

It de-risks the company, validates the technology, and positions LibertyStream as an early mover in a U.S.-centric lithium renaissance.

The team continues executing at a pace NEVER seen before in Lithium DLE AND the implications stretch far beyond one stock:

More domestic supply, new revenue for oilfield operators, and tangible support for the clean-energy buildout.

Worthy entry at this ridiculously low price and following closely if you follow resource innovation or critical-materials themes.

[Jeremy Hellman @JeremyJBH]

@chamath Why would I, or anyone, want a data center near me ?

[Jeremy Hellman @JeremyJBH]

@caillean @ClueHeywood Beat me to it....lol