Grace Victor

"Ye are in Christ Jesus, who became to us from God, wisdom, righteousness also, and sanctification, and redemption" - 1 Cor 1:30.

[Grace Victor @VictorInGrace]

LAYER 0: THE EARTH
But before any inference workload is routed, $ATV, before any memory is deposited, $WBT, a chip must be designed and fabricated.

#HPA $A4N $A4N.AX is to chip fabrication what $ARM was to chip design—an enabling foundational material that dictates performance.

[Grace Victor @VictorInGrace]

If I layer in a few other names I can create a sovereign heterogeneous 3D tech stack that bypasses Silicon Valley. I hope the Semiconductor Service Sector Bureau gets the memo and gets folks talking.😄

$A4N $AI1 $ATV $AXE $BLG $TRJ $WBT $PWH $OEC $TRJ MorseMicro

[Grace Victor @VictorInGrace]

⚡️https://t.co/gPdXfXCcct #TAS ionic clay asset⚡️

✔️3x Dysprosium
✔️3x Terbium
✔️3x Yttrium
✔️Uranium+Thorium free
✔️Low cost heap leaching
✔️Hydrofluoric acid from waste
✔️MOU with $UURAF / $UCU.NE
✔️Sumitomo distribution

#rareearths #hree
https://t.co/bnJIOmKv42

[Grace Victor @VictorInGrace]

And since cold spray process is governed by particle velocity, gas type, temperature, and powder characteristics - it is actually far easier for Titomic to cold spray lower density aluminum/copper than titanium/steel - unlike competitors.🫡

#14D $A4N.AX $TTT.AX $EOS.AX $DRO.AX

[Grace Victor @VictorInGrace]

Outside defence, semi fab equipment and process components use aluminium/aluminium alloys = ^ demand for alkoxide-route free Alpha #HPA.

Titomic's work with RPI on batteries also shows their aluminium capability is very real. UNDERRATED.🫡

#14D $A4N.AX $TTT.AX $EOS.AX $DRO.AX

[Grace Victor @VictorInGrace]

Outside defence, semi fab equipment and process components use aluminium/aluminium alloys = ^ demand for alkoxide-route free Alpha #HPA.

Titomic's work with RPI on batteries also shows their aluminium capability is very real. UNDERRATED.🫡

#14D $A4N.AX $TTT.AX $EOS.AX $DRO.AX

[Grace Victor @VictorInGrace]

Puzzled at ASX market scepticism regarding Titomic's use in defence when an ADF supplier like Rosebank Engineering receives grants for a cold spray facility for AUKUS. And Rosebank has used cold spray since 2009!

US redomiciling seems justified🤔

#14D $TTT.AX $EOS.AX $DRO.AX

[Grace Victor @VictorInGrace]

Puzzled at ASX market scepticism regarding Titomic's use in defence when an ADF supplier like Rosebank Engineering receives grants for a cold spray facility for AUKUS. And Rosebank has used cold spray since 2009!

US redomiciling seems justified🤔

#14D $TTT.AX $EOS.AX $DRO.AX

[Grace Victor @VictorInGrace]

Some of the pure solid state battery projects in the U.S. aviation space.

You can add LG-funded/NASA-supported Sion Power hybrid lithium metal battery that will start shipping in Q3 2026.

#LU7 Texas Lithium carbonate refinery well-placed.🫡

#14D $A4N.AX $TTT.AX $EOS.AX $DRO.AX

[Grace Victor @VictorInGrace]

Snippet from joint G7 statement on critical minerals emphasises circular economy + urban mining - including alternative sources such as mine and tailings waste.

$COB.AX ReMine+ can recover #gallium #germanium and #indium from tailings.🫡

$ABX.AX $AVL.AX $EQR.AX $MTM.AX $SKY.AX

[Grace Victor @VictorInGrace]

$COB.AX ReMine+ and $MTM.AX FJH technologies can recover #gallium #germanium and #indium from tailings waste and electronic waste respectively.

E.G. $BLG.AX longer wavelength green GaN lasers require higher amounts of indium.

[Grace Victor @VictorInGrace]

What isn't confirmed: that $OEC-powered drones are flying for Pointerra's pipeline contracts.

What is confirmed: $3DP.AX is now winning enterprise contracts in precisely the market segment Pearce told the AFR that Orbital is targeting commercially🫡

#14D $DRO.AX $EOS.AX $OEC.AX

[Grace Victor @VictorInGrace]

A quarterly survey cadence of 750km means each drone needs to cover meaningful distance per flight.

Moving from 30 min to 3+ hrs flight time shows $OEC delivers the capability gap needed to execute a 750km survey economically.

#14D $DRO.AX $EOS.AX $OEC.AX

[Grace Victor @VictorInGrace]

A quarterly survey cadence of 750km means each drone needs to cover meaningful distance per flight.

Moving from 30 min to 3+ hrs flight time shows $OEC delivers the capability gap needed to execute a 750km survey economically.

#14D $DRO.AX $EOS.AX $OEC.AX

[Grace Victor @VictorInGrace]

CONNECTING DOTS:

$3DP.AX signed a 3yr drone-based pipeline inspection contract with Origin Energy covering well heads, gathering networks, and downstream process infrastructure.

Quarterly surveys begin July '26 across their full 750km network.

#14D $DRO.AX $EOS.AX $OEC.AX

[Grace Victor @VictorInGrace]

CONNECTING DOTS:

$3DP.AX signed a 3yr drone-based pipeline inspection contract with Origin Energy covering well heads, gathering networks, and downstream process infrastructure.

Quarterly surveys begin July '26 across their full 750km network.

#14D $DRO.AX $EOS.AX $OEC.AX

[Grace Victor @VictorInGrace]

CONNECTING DOTS:

Stephen Pearce, current $OEC CEO, was previously CEO of drone operator Carbonix.

Carbonix has a partnership with Pointerra that lets them integrate LiDAR data captured by their drones with $3DP.AX data processing capabilities.

#14D $DRO.AX $EOS.AX $OEC.AX

[Grace Victor @VictorInGrace]

CONNECTING DOTS:

Stephen Pearce, current $OEC CEO, was previously CEO of drone operator Carbonix.

Carbonix has a partnership with Pointerra that lets them integrate LiDAR data captured by their drones with $3DP.AX data processing capabilities.

#14D $DRO.AX $EOS.AX $OEC.AX

[Grace Victor @VictorInGrace]

THE OLD v NEW ORBITAL THESIS:

The current situation is the inverse of the 1990s: a thesis that is materialising is priced as if it isn't.

Market now prices $OEC.AX as if it has no future—$28M mcap on real IP, real customers, real operational deployment.

#14D $DRO.AX $EOS.AX

[Grace Victor @VictorInGrace]

Alpha HPA (Stage 2) is nearing completion with over 12,000 tpa in LOIs - surpassing 10,430 tpa plant capacity.

Alpha Polaris (Stage 3) is $A4N.AX future plan to co-locate a #HPA plant next to Orica in Canada for the North American market.

$LIB, $VLTLF DLE sorbent supplier?🤔

[Grace Victor @VictorInGrace]

FACT: The dominant DLE sorbent architecture globally is based on alumina lithium intercalation. Sorbent performance is determined by alumina purity and morphology.

$A4N.AX can make high-purity amorphous ATH for DLE sorbents used by $LIB and others - picks and shovels play.🫡

[Grace Victor @VictorInGrace]

FACT: The dominant DLE sorbent architecture globally is based on alumina lithium intercalation. Sorbent performance is determined by alumina purity and morphology.

$A4N.AX can make high-purity amorphous ATH for DLE sorbents used by $LIB and others - picks and shovels play.🫡

[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

[Grace Victor @VictorInGrace]

Today, $OEC is the stump of a company that once had a $1B+ valuation, whose underlying IP found correct application 30 years later.

So the question is not whether the tech works but whether the market reprices it before or after an acquirer does?🫡

#14D $DRO.AX $EOS.AX $OEC.AX

[Grace Victor @VictorInGrace]

THE OLD v NEW ORBITAL THESIS:

The current situation is the inverse of the 1990s: a thesis that is materialising is priced as if it isn't.

Market now prices $OEC.AX as if it has no future—$28M mcap on real IP, real customers, real operational deployment.

#14D $DRO.AX $EOS.AX

[Grace Victor @VictorInGrace]

THE OLD v NEW ORBITAL THESIS:

The current situation is the inverse of the 1990s: a thesis that is materialising is priced as if it isn't.

Market now prices $OEC.AX as if it has no future—$28M mcap on real IP, real customers, real operational deployment.

#14D $DRO.AX $EOS.AX

[Grace Victor @VictorInGrace]

THE OLD v NEW ORBITAL THESIS:

But the thesis never materialised as the automotive industry shifted to four-stroke engines.

However, the technology that failed to penetrate the car market in the 90s is now powering Indian drones in the Himalayas.

#14D $DRO.AX $EOS.AX $OEC.AX

[Grace Victor @VictorInGrace]

THE OLD v NEW ORBITAL THESIS:

But the thesis never materialised as the automotive industry shifted to four-stroke engines.

However, the technology that failed to penetrate the car market in the 90s is now powering Indian drones in the Himalayas.

#14D $DRO.AX $EOS.AX $OEC.AX

[Grace Victor @VictorInGrace]

THE OLD v NEW ORBITAL THESIS:

In the 1990s, Orbital's FlexDl tech had attracted global automotive interest.

The company had a $1B+ valuation based on the view that every car manufacturer would need it to reduce emissions under the Clean Air Act.

#14D $DRO.AX $EOS.AX $OEC.AX

[Grace Victor @VictorInGrace]

THE OLD v NEW ORBITAL THESIS:

In the 1990s, Orbital's FlexDl tech had attracted global automotive interest.

The company had a $1B+ valuation based on the view that every car manufacturer would need it to reduce emissions under the Clean Air Act.

#14D $DRO.AX $EOS.AX $OEC.AX

[Grace Victor @VictorInGrace]

INFRASTRUCTURE PROPOSITION:

Pipeline inspection covering 500km of outback or an oil platform 60km from shore can not
be done on a 40-minute battery.

Helicopter inspection charges $800-1,200/hr. What if $OEC.AX power-by-the-hour model charges $100/hr? 🤔

#14D $DRO.AX $EOS.AX

[Grace Victor @VictorInGrace]

INFRASTRUCTURE PROPOSITION:

Pipeline inspection covering 500km of outback or an oil platform 60km from shore can not
be done on a 40-minute battery.

Helicopter inspection charges $800-1,200/hr. What if $OEC.AX power-by-the-hour model charges $100/hr? 🤔

#14D $DRO.AX $EOS.AX

[Grace Victor @VictorInGrace]

AGRICULTURAL PROPOSITION:

At 10,000 ha farms in US, Brazil, Australia — continuous operation with minimal battery swaps needed.

Hybrid fuel drones can run for 3+ hrs versus 20-30 min on batteries - a single operator can supervise multiple drones.

#14D $DRO.AX $EOS.AX $OEC.AX

[Grace Victor @VictorInGrace]

AGRICULTURAL PROPOSITION:

At 10,000 ha farms in US, Brazil, Australia — continuous operation with minimal battery swaps needed.

Hybrid fuel drones can run for 3+ hrs versus 20-30 min on batteries - a single operator can supervise multiple drones.

#14D $DRO.AX $EOS.AX $OEC.AX

[Grace Victor @VictorInGrace]

THE $OEC.AX COMMERCIAL SLICE:

Medium-to-large commercial drones (payload >20kg, range >100km), hybrid and pure combustion propulsion.

This represents 5-10% ($4-7B) of the commercial drone market — but it's the fastest-growing segment and $OEC dominates.

#14D $DRO.AX $EOS.AX

[Grace Victor @VictorInGrace]

THE $OEC.AX COMMERCIAL SLICE:

Medium-to-large commercial drones (payload >20kg, range >100km), hybrid and pure combustion propulsion.

This represents 5-10% ($4-7B) of the commercial drone market — but it's the fastest-growing segment and $OEC dominates.

#14D $DRO.AX $EOS.AX

[Grace Victor @VictorInGrace]

"Everyone is going to be crop spraying with drones."

Agricultural drone market globally is dominated by DJI—a company the US has classified as a Chinese military company, and the Australian government has restricted in sensitive applications.

#14D $DRO.AX $EOS.AX $OEC.AX

[Grace Victor @VictorInGrace]

"Everyone is going to be crop spraying with drones."

Agricultural drone market globally is dominated by DJI—a company the US has classified as a Chinese military company, and the Australian government has restricted in sensitive applications.

#14D $DRO.AX $EOS.AX $OEC.AX

[Grace Victor @VictorInGrace]

"I’m not talking about delivering a can of Coke or a pizza, I’m talking about lifting 100 kilograms and flying 200 kilometres."

First company to successfully demonstrate multiple autonomous drones carrying a payload is integrating Orbital engines.

#14D $DRO.AX $EOS.AX $OEC.AX

[Grace Victor @VictorInGrace]

SNEAK PEEK AT THE REGISTRY:

Who is Duncan Saville?

#14D $DRO.AX $EOS.AX $OEC.AX

[Grace Victor @VictorInGrace]

SNEAK PEEK AT THE REGISTRY:

Who is Gordon Martin?

#14D $DRO.AX $EOS.AX $OEC.AX