QHCapital

Investor for 15+ years || NFA DYOR

[QHCapital @QHCapital]

🔥🔥 $LIB.v / $VLTLF 🔥🔥

Breaking: LibertyStream Secures First Major Lithium Carbonate Offtake Term Sheet with Leading U.S. Industrial Customer.

Big step forward for domestic U.S. lithium production. LibertyStream (TSXV: LIB) just announced execution of a term sheet for a multi-year lithium carbonate offtake agreement with a major American industrial buyer. Definitive agreement expected within 30 days.

Key Details:
• Initial volume: 600 tonnes per annum (tpa) from Facility 1 (Howard County, Texas, at Select Water Solutions site), starting 2027.
• Quarterly deliveries of 150 tonnes.
• Pricing locked in for the first two years.
• This follows successful production, customer sampling, and their first U.S. purchase order/delivery.
Facility 1 is designed for 1,000 tpa capacity, so this offtake covers a solid base load with room for expansion and additional contracts. The company already has a demand pipeline exceeding 10,000 tpa through 2029.

Revenue Potential at $25,000/t Lithium Carbonate (my assumed price):
Using the announced numbers for straightforward extrapolation (gross revenue, pre-costs/royalties/taxes):
• Facility 1 (1,000 tpa capacity):
$25 million annualized revenue at full utilization.
• Offtake commitment (600 tpa):
$15 million per year starting 2027.
Management estimates all-in operating costs around $6,200/t at steady-state for a 1,000 tpa facility (including royalties). At $25k/t pricing, that’s a strong ~75%+ gross margin potential per tonne before other expenses, highlighting excellent leverage as they scale modularly across the Permian and other basins.

This is a classic de-risking milestone: moving from tech validation and pilot sales to committed commercial supply using DLE on oilfield brine. With low capex via existing infrastructure partnerships (like Select), LibertyStream is positioning as a nimble, low-cost domestic producer in a market hungry for U.S.-sourced lithium.

CEO Alex Wylie nailed it: “This is the plan coming together.”

Watch for the definitive agreement, ramp-up updates, and more offtakes.

$LIB.v building real momentum in the critical minerals space.

*Not financial advice — DYOR. Lithium prices fluctuate, and execution risks apply.*

[QHCapital @QHCapital]

@CKCapitalxx Any views on $SIVE

[QHCapital @QHCapital]

@TW_trades_ Letsss go 💪💪🔥🔥

[QHCapital @QHCapital]

@Sofigoodboy It was a founders exit. You should know this by now

[QHCapital @QHCapital]

@Ausbobsmit Fuck we need this. And we need it now.

[Andiamo @andiamonow]

Six days ago I posted that $SIVE had zero US institutional 13F filings.

BlackRock and Fidelity now both showing up as NEW positions on Morningstar as of May 31. Two trading days after MSCI Sweden Small Cap inclusion went effective.

JPMorgan disclosed 5.25% Friday.

The "zero institutional ownership" setup flipped before the Nasdaq listing even happened.

$SIVE

[QHCapital @QHCapital]

@TheBigBerbowski Don’t forget the masses saying “I GAVE YOU THIS STOCK AT $X….”

[QHCapital @QHCapital]

Few big instos entering $SIVE atm 😬

[Anders Storm @StormDirac]

Just seen both BlackRock and Fidelity showing up as $SIVE institutional ownership? Is this completely new?

https://t.co/OmdTm6wMqE

[QHCapital @QHCapital]

@asianinvestors I’m only kidding. Too committed to $SIVE $LIB.v and $MU to be fkn around 😂

[QHCapital @QHCapital]

@kevinxu What about $BOT…. Would have been well in the money 🤷🏼‍♂️

[QHCapital @QHCapital]

@realloys $LIB.v $VLTLF 🔥🚀

[softcareline @user637826]

$SIVE to 400 sek before EOY😳

[QHCapital @QHCapital]

@BULLOFBRITAIN @napoleon21st Lol

[QHCapital @QHCapital]

$SIVE 😤😤💪💪

[Sancet @Million_Sancet]

Let me speculate a bit on $SIVE

Based on my own assumptions, I’m going to map out a timeline for $SIVE

We are seeing upcoming catalysts and growing expectations:

- Ayar Labs integrating into the $NVDA ecosystem

- Partnership with $GFS

- Dual listing on the Nasdaq

But recently, we've also been seeing actual order confirmations

Even if these aren't in the photonics segment, they are hitting their other business units

This cleans up their financials and gives them the breathing room to smoothly develop the photonics and CPO branch

What I expect next:

Short-term: I see a strong rally through the rest of the month up to 150 SEK

Driven by a shift in macro market sentiment and capital inflows returning after the migration to $SPCX

Consolidation: After that, I expect a consolidation phase in the 150 SEK range, similar to what we are seeing right now

Summer Catalysts: More catalysts will keep rolling in throughout the summer, moving the price into the 200-250 SEK range

Post-Summer & Looking into 2027:

After the summer, I firmly believe the first orders from the photonics branch will start coming in

Nothing crazy, but they will serve as massive validation, alongside the upcoming quarterly results

For those quarters, I expect growth to surpass the 77% surge we saw in Q1

This should move us into the 300-400 SEK range

As we approach the end of 2026, we'll be right on the doorstep of CPO starting to show tangible results by early 2027

Larger photonics orders will kick in, and the second mega rally for $SIVE will begin

I foresee more catalysts dropping

While institutional investors finish locking down a massive piece of the pie

I see $SIVE wrapping up the year in the 500-700 SEK range

From there, the rally will continue into numbers I won't even try to guess

This timeline is based on recent developments, the company's execution, and price action

It is pure speculation on my part, but keeping it realistic

If the current catalysts start solidifying

Ultra bullish on $SIVE

[ItsSmacky @Chaamacoo]

Quietly, $SIVE just took a massive step forward.

Sivers Semiconductors just delivered the kind of real-world validation that turns patience into conviction.

They’ve locked in an $8.2 million production order from https://t.co/A7mlfHMHLp for advanced Ka-band beamforming ICs, real volume manufacturing through 2027 for next-gen tactical terminals that seamlessly handle LEO, MEO, and GEO orbits at once. This isn’t another prototype deal. This is the ramp kicking off!

Even better: https://t.co/A7mlfHMHLp is being acquired by York Space Systems ($YSS), a major US defense prime. Sivers’ chips are now embedding straight into critical national security programs — resilient multi-orbit comms that the US Army, Navy, and allies actually need.

One terminal can pack hundreds to over a thousand of these high-value chips. As volumes scale, this relationship alone can deliver tens of millions in annual revenue. With defense budgets surging, constellations exploding, and unbreakable connectivity in huge demand, the setup is incredibly strong.

After following this story closely, this feels like exactly the validation we’ve been waiting for. Beamforming is winning real high-stakes spots today, while photonics keeps them primed for the AI data center boom. A small-cap at the intersection of SATCOM, defense, and next-gen infra, this is asymmetric at its best.

What’s important to remember: almost everyone is hyper-focused on photonics (for good reason), but wireless has been the quiet but powerful growth engine laying the foundation all along. More than the order size, it’s the strong signal it sends. Leadership delivered exactly what the CEO flagged in Q1. Next, I expect photonics to fire with new design-ins and pre-production orders.

I’m more bullish than ever. Patience here is going to pay off big.

[Sancet @Million_Sancet]

That is why, ladies and gentlemen, we have to hold

In less than 30 minutes, $SIVE has bounced back 15%

I'm telling you in advance, it's an institution

They are buying in at these great prices

Why wouldn't you?

Don't tell me you are one of those who panic sells

We stay strong, gentlemen

[QHCapital @QHCapital]

@SultanAmeerali Insanely undervalued. $LIB.v $VLTLF

[QHCapital @QHCapital]

@rk8215 @hennycapital Which one? 😬😬

[Sivers-Semiconductors @SiversSemicond]

We're pleased to announce that Sivers has received a new $8.2M production order from @allspaceltd for Ka-band Beamforming ICs.

The order underscores Sivers' growing momentum in defense and commercial satcom, where our BFICs are helping enable next-generation multi-orbit satellite communications platforms.

For full details visit: https://t.co/QDfIQf4orV

#Satcom #SpaceTech #Semiconductors #DefenseTech

[QHCapital @QHCapital]

@napoleon21st 👌🏻👌🏻