Carlosmo76

History is a lie that we agreed to be true.

[Carlosmo76 @carlosmo76]

So true......

[Carlosmo76 @carlosmo76]

@HerculesMetals Excellent initiative! Congrats!

[Arneri Design @ArneriDesign]

One barrel of brine. Every drop of value.

$LIB.v $VLTLF

[Lucas Sacerdote🔋 @LucasSacerdote_]

LibertyStream: Building America’s Next Major Lithium Producer | CEO Alex Wylie

I sat down with Alex Wylie, founder and CEO of LibertyStream ( $LIB.V / $VLTLF ), for a deep dive into the company and what they are building in the Permian Basin, Texas.

LibertyStream has the potential to become one of the largest (if not THE largest) lithium producers in the U.S., with a model that could also make it one of the lowest-cost and fastest to scale.

The idea behind LibertyStream is surprisingly simple:

Oil & gas operators in Texas move enormous amounts of oil every day (~6 million barrels per day). And even greater amounts of produced water (~20 million barrels per day). That water contains lithium.

Instead of building a new mine, Liberty plugs into existing oilfield water infrastructure, extracts the lithium, refines it on site, and returns the water.

The lithium supply chain today is heavily dependent on China (especially for refining), creating a meaningful national security risk. Liberty is extracting and refining lithium right at the heart of the U.S.: Texas. They have the fastest time to market (conventional mines take multiple years), the lowest CAPEX, and a leading AISC (all-in sustaining cost).

The company has come a long way in a short period of time. Since I first came across LibertyStream, one thing has consistently impressed me: their ability to execute. Every major milestone they have laid out has been achieved, and achieved on time:

- Field extraction in 2024
- On-site refining in 2025
- Consistently produced battery-grade lithium carbonate for the past 3+ months
- Partnership with Select Water Solutions
- First commercial offtake signed
- Secured up to $95M in project financing to fund commercial expansion
- First 1,000-ton/year commercial unit now being built in Howard County, Texas

I had the opportunity to visit their operations in Midland in June, which helped me understand how much of the infrastructure Liberty needs is already sitting there.

That, to me, is what makes this story particularly interesting.

They are not trying to recreate the lithium supply chain from scratch. They are trying to bolt lithium production onto an enormous existing oil & gas ecosystem.

During the interview Alex went through the full story: the technology, Select partnership, unit economics, customer demand, project financing, permitting, competition, media manufacturing, scaling production, and what still needs to go right.

There is still plenty to execute on. But if (when) Liberty proves that its first commercial unit works economically and repeatably, the opportunity gets very interesting very quickly.

Hope the conversation helps anyone trying to understand the company.

Timeline:

00:00 Introduction & LibertyStream overview
01:25 Alex Wylie: background & company origins
08:30 Technical challenges, pre-treatment & Select Water partnership
16:17 How the process works: extraction, refining & battery-grade lithium
23:35 U.S. lithium demand, customers & offtakes
27:37 Unit economics, project financing & funding growth
36:25 Freedom 1–4: scaling, repeatability & site expansion
42:00 In-house media, cost advantages & LibertyStream’s “secret sauce”
49:14 Customer qualification, contracts & proving commercial scale
53:13 Permitting, competition & first-mover advantage
59:45 Team, capital allocation & dilution
1:03:28 Scorecard: what to watch over the next 6–12 months

Disclaimer: Opinions expressed are our own and are provided for informational purposes only. Nothing herein constitutes investment advice or a recommendation to buy or sell any security. Valora Investment Group LLC and accounts advised by the firm hold positions in LibertyStream.

[Carlosmo76 @carlosmo76]

@tom_woolrych @MM_SdT @ZamLung There are more Tom....

[Tom Woolrych @tom_woolrych]

its all lining up

[Jose Vizner @Josevizner]

No juntan ni 2 neuronas. Menudo futuro.

[Sergio @tri33s]

Están cocinando la falsa bandera para acusar a Rusia e iniciar la guerra que desean, para tapar su sistema podrido, fallido, pasar por la picadora a toda la población que puedan y someter a vigilancia y control a los que sobrevivan. La guerra no es contra Rusia sino contra ti.

[Fthegurus @fthegurus]

This image should be shown in every school around the world.

[Willem Middelkoop @wmiddelkoop]

In March I asked CEO Georgie Ogilvie, who just sold $ASCU for $2 bln, if he knew about Hercules copper discovery in Idaho. He didn’t but promised to look into it.

Now he is also convinced ‘a new copper district’ could well have been found by geologist Chris Paul. Chris needed some mngt help and decided to step down as CEO.

George brought in his full team, including his VP investor relations Alison Dwoskin (R).

Tonight we all celebrated $BIG’s mngt change in Beaver Creek (Colorado)

As you can see former CEO Chris is happy as well 😁🙏

[Arneri Design @ArneriDesign]

Standard Oil got rich by pulling every product out of a barrel of crude.

Nothing wasted.

@LibertyStreamIP is chasing the same playbook with oilfield brine. Lithium first.

Boron, magnesium, potassium, manganese, rubidium and more are on the table next. 🇺🇸
$LIB.v $VLTLF

[Premski_ @Premski_SGP]

$LIB.V will be the first producer of US domestic lithium. The Lithium comes from oilfield wastewater, Other projects (assuming that on time/budget) will come much later on time:

[Iñigo Ezponda @inigoezponda]

$GLDC.V: I recently published Cassiar Gold on my Substack at C$0.45. I think the company is a great buy for this Q4 of 2026. The thesis is simple:

-The stock trades cheaper than its peers at the pre-PEA stage, even though it has several reasons to trade at a higher value per ounce. Today Cassiar has 2.34 Moz at 1.01 g/t and trades at ~US$20/oz on EV. Canadian peers with a resource and no economic study trade at ~US$34/oz on average. The main asset is the Taurus deposit at Cassiar North, and that's where almost all the long-term value is.

-Yes, Taurus has a higher % of Inferred ounces than its peers (~83%). But look at what the deposit is: one very big open pit, not a cluster of satellite pits. That means one pit, one waste dump and one plant for the whole resource. It's bulk tonnage, with good grade for this kind of system (1.01 g/t at a 0.40 g/t cut-off, versus 0.7-0.9 g/t at most peers). 81% of the tonnage is within 100m of surface, and there are very high-grade zones that could matter a lot in the first years of production. Bulk-tonnage potential, real near surface, single-deposit, and already permitted (they need to update the permits).On top of that it sits next to Highway 37 with grid power already connected, which removes a big part of the capex surprises you usually get in northern BC.

-Then you have Cassiar South, a secondary asset in the historic Cassiar camp. It has a 300 tpd mill already built and ~25km of underground development. They're trying to restart it in 2028 for US$30-40M of capex, producing 30-60k oz of gold per year. The CEO puts the replacement value of the South infrastructure alone at C$200M+, against a company worth ~C$75M. It's already permitted but in care and maintenance, so they need to update the permits, not get them from zero, and that shouldn't be a problem. A greenfield project needs a decade to cover that same ground.

-Peers trade ~50% higher per ounce than my entry point. That case alone gives you ~50% upside, and it needs nothing else: no premium, no new ounces, no higher gold price, no PEA. Only for the market to stop discounting Cassiar more harshly than the companies next to it.

-But the PEA is also coming in November, and Q4 is full of potential catalysts. With the PEA they'll update the MRE. It will probably include ~10km of drilling, mostly step-out, and probably lower the cut-off grade to 0.3 g/t, which is much more realistic with gold where it is today. That should take us to 3+ Moz. The updated MRE alone makes the stock even cheaper, because you get more ounces for the same market cap. Then the PEA adds value per ounce on top. It's the first time anyone puts cash flows, NPV, IRR and capex on Taurus, and it moves Cassiar out of the bucket the market prices only on ounces.

-To get a sense of what the project could be worth, I built my own model of Taurus from scratch while we wait for the PEA. It's my approximate estimate. It's a 15,000 t/d open pit, with costs and capex benchmarked line by line to a comparable engineered study in BC. The key point: I did it only with the current 2.34 Moz. It does NOT include the resource expansion that will probably come with the updated MRE. That means no ounces from the 10km of drilling and no lower cut-off. On top of that I only convert 75% of the resource into mill feed, I run the grade flat at 1.01 g/t with no high-grading in the first years. Even so, the post-tax NPV5 comes out at ~US$2.1B at US$4,500 gold (54% IRR) and ~US$1.4B at US$3,500. That's ~C$15 of NPV per share against a C$0.45 stock, so the market is potentially paying ~3% of the project's present value according to my own computations. If you add the 3+ Moz I expect after the MRE update and mine the higher grade first, the NPV goes up from this initial scenario. None of that upside is in my base case.

-Why I think this PEA is more predictable than most: it's one simple, continuous deposit, open pit only, no underground component, on flat ground. Road, power and permits are usually the three things that blow up a first study in BC, and here they're largely in place.

-In Q4 we get drill results, metallurgical results, the updated MRE (lower cut-off plus the new drilling) together with the PEA, a potential JV confirmation for Cassiar South, and potentially the results of the internal studies on Cassiar South restart. That's a lot of news flow for a company that today has little volume and few eyes on it and that is cheaper than rest imho.

-If we get a bit lucky, the Cassiar South JV could happen this Q4 and we get some nice cash for Cassiar Gold. Imagine that right after a successful PEA they tell the market: "we're fully funded for the PFS, don't worry about dilution for now." It would rerate even more, because the market isn't expecting that and dilution is exactly what usually caps these stocks after a PEA. And market potentially will see that the company will raise at a lot higher valuations. Also, there are already 7.27M warrants in the capital structure that can only be exercised if a JV or transaction happens at Cassiar South. That tells you the company has always treated a partner there as a real option. Lets see if it happens.

It's really hard to find stocks that trade below their peers, have real reasons to trade at a premium, and have imminent, important de-risking catalysts. This is a medium-term rerate buy imho.

Not investment advice. Make your own DD.

[Carlosmo76 @carlosmo76]

@AlmostMongolian Top class management 🙌

[Carlosmo76 @carlosmo76]

@dave73es Te sorprendería la reacción del pueblo español si eso pasase.

[Mark @Mark4XX]

MOST DANGEROUS SINCE 1945: EUROPE IS FLYING BLIND INTO A WAR IT CANNOT FIGHT

Swiss journalist Roger Köppel, publisher of "Die Weltwoche", sat down and said the quiet part out loud. In his judgment this is the most dangerous historical moment since the end of the Second World War — worse than the Cuban Missile Crisis, worse than Yugoslavia, far more dangerous than the war in the Middle East. And he says the European Union is steering straight into it.

THE CORE WARNING
➡️ Köppel calls it “pure madness.”
➡️ Europe, he says, is not equal to this situation in any respect — not financially, not militarily, not mentally.
➡️ The EU is sliding into a war it cannot fight, while the public still talks about heatwaves and state elections as if those were the main event.

THE FORBIDDEN QUESTION
➡️ He says only one opinion is allowed: ours.
➡️ What the other side thinks must not even be taken note of. In the EU, he claims, trying to find out how Russians think and what they say can land you under penalty.
➡️ Even if you believe “planetary evil” is concentrated in Moscow, he argues, that is exactly when you must study the enemy.
➡️ That work is not wanted. Anyone who considers a wider war is branded a soulless propagandist for Russia, a henchman of the devil.

THE BLIND FLIGHT
➡️ “This is a gigantic blind flight,” Köppel says — into a war, into an abyss.
➡️ His family memory is Königsberg — the East Prussian city now called Kaliningrad.
➡️ His grandfather was an Auslandsschweizer, a Swiss citizen living abroad, and a professional firefighter there. Then came the British phosphorus bombs of 1944, and the flight to Switzerland.
➡️ More than eighty years later he finds it grotesque that Germany is circling the same questions again.
➡️ Where are the German politicians with historical consciousness? A few remain, he says. Most are already of pension age.

WHAT HE HEARD IN MOSCOW
➡️ The danger became real for him before the summer holidays, sitting with a major international industrialist in Russia.
➡️ The man did not joke. “The train has actually left.”
➡️ He was preparing for a full war in Europe within six or seven months — maybe a little longer. He saw no way out.
➡️ Köppel’s read of the machine: the West backs Ukraine, Ukraine keeps escalating, Russia hits back, pressure on Putin rises, and both camps are rock-solid convinced they alone are in the right.
➡️ Russians, in the conversations he describes, see themselves as victims of Western expansion and NATO’s advance. They are sure they have broken neither international law nor justice. The EU is just as certain the other side is the criminal.
➡️ That mix, he says, is the most dangerous of all. You cannot appeal enough for peace.

THE BOTTOM LINE
Köppel is not predicting a date on a calendar. He is describing a continent that has locked the cockpit, banned the other map, and called the warning itself treason.
A blind flight only ends when someone looks out the window.
#RogerKöppel #EuropeWar #BlindFlight #Kaliningrad #Weltwoche #PeaceAppeal #UkraineWar
HT: YouTube Die Weltwoche

[Joe @Gantosj]

Wow, one of Chimera's subs sent me a screenshot from Fox, where @iancassel mentioned $VLTLF as his pick
Mine $LIB.v 😎 for the past year &waiting for x5

[Carlosmo76 @carlosmo76]

@Empiretrader82 Not. Thats not the lithium play. Its $LIB.v

[Gary Savage @garysavage1]

We are entering a very dangerous time. A time where much of the population (especially young people) are going to drift toward socialism.

I warned when we began the lockdowns that this would ignite the inflation cycle and the war cycle. A lot of people at the time thought I was crazy, but that is exactly what happened.

Humans can do insanely stupid things if everyone else is participating (mass psychosis). And we rarely come to our senses until we reach the crash and burn stage.

We're already seeing many young people succumbing to socialist propaganda. It doesn't matter how many times this has been tried and failed. When times get hard, politicians will always turn to socialist policies to generate envy, resentment and outrage in the middle and lower class that suffer most during an inflationary/recessionary cycle. Just look at New York. They elected a socialist mayor promising free stuff. This is always how socialism gets a foot in the door. It's a time tested way to get votes. And these politicians know that the ruling elite are the ones that benefit under socialist policies, so they don't care that they universally fail every time they have been tried.

When people are suffering and mad at the world it's easy to steer them to socialism with the promise of free, and if you take from those that have more, even better. Envy is the most destructive human emotion. In the long run socialism makes everyone's life (except the ruling elite) miserable.

During the next recession (probably starting next spring if energy prices continue to climb) the poisonous lure of socialism will become irresistible. Don't get me started on "this is Trump's fault". The war cycle was inevitable whether Trump or Kamala was elected and probably would have been more intense and started sooner under Kamala as her weak character would never be able to resist the neocons. I doubt she would even have been allowed into the situation room.

If the Democrats take the House and the Senate in the midterms they will work to make sure the economy is in recession by 28, and at that point the socialists will be deeply entrenched in the party.

In 6 weeks we will determine if we start down the path of destruction like so many countries have in the past.

Unless we are determined to repeat the mistakes of the past it is critically important that conservatives remain in control of at least one house of the legislature during the recessionary period that is approaching. Otherwise human nature will almost certainly propel the United States, the freest, most prosperous country in the history of the world, toward a dark socialist future.

[Carlosmo76 @carlosmo76]

@AllStreetsWolf @SurgeBattery Have a look to $LIB.v thats the real lithium play.

[Carlosmo76 @carlosmo76]

Soon will be $BIG.v time!

[CEO Technician @CEOTechnician]

U.S. Department of War Invests US$5.22 Million in the LM Nickel-Copper Project, Michigan

God Bless America, and God Bless Michael Carr! 🫡

Hard work and persistence can pay off. $BTT.V @bitterrootltd