Everyone’s up in arms over $LAC’s US$900M capex hike. Meanwhile, $LIB.V is quietly lining up the stars in Texas.
Estimated capex per 1,000 tpa:
$LAC — US$95.75M at Thacker Pass Phase 1
$LIB.V — ~US$37M at Freedom 1 in Texas
That’s ~61% lower upfront capex for LIB.
🤷♂️
@ErnestScheyder Are we going to start paying more attention to companies like @LibertyStreamIP $LIB.V? Way lower CAPEX and essentially in production phase with numerous offtakes and agreements. LAC is out. LIB is in.
@minenergybiz This is why @LibertyStreamIP $LIB.V is so appealing. Much, much lower CAPEX. I’d say it’s high time to start redirecting some capital over to these guys. DLE company in essentially production phase.
$LIB.V $VLTLF
My bull case: once $LIB.V secures financing, scales production and delivers on its contracts, the upside from today’s share price will be truly substantial.
Executing one step at a time.
Today’s valuation should look very different in the next year. Let’s go!
$LIB.V $VLTLF closed up 13% today. Latest meeting materials show concrete steps toward a U.S. listing, including a potential reverse split. Encouraging progress, but financing, dilution and execution remain key. The Nov 30 vote is another milestone. Execution must back the plan
$LIB.V $VLTLF
Real customers
Real production
Real lithium carbonate
Real sales agreements
That’s what makes LibertyStream a different story today.
The conversation has moved from whether they can produce lithium carbonate, to who’s signing up to buy it.
Hello @elonmusk? 🤷♂️
$LIB.V $VLTLF
Market bloodbath today, but LIB signed a lithium carbonate deal with a cathode supplier: 500 tonnes in 2027, with terms for another 17,000 tonnes through 2031 still to be finalized. 🔥
Next on my radar: more offtakes, Endurance financing and the U.S. uplisting.
LibertyStream Infrastructure Partners has secured a European distribution agreement for non-battery lithium carbonate with its existing offtake partner. | $LIB.V #lithium
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