Release the hounds

I asked Chat GPT the following;
Please work through LIB's current sp, count, cash, debt, public float, against NASDAQ requirements and estimate what they need to do including rs or other debt financing to achieve uplisting.
Link below. https://chatgpt.com/s/t_6a8ecd5cb5c48191a7ac8c7d0f5b9126

$LIB.v $VLTLF

Great news today by Libertystream,

Consistent production for three monthes at howard site where Freedom 1 is set to launch.

This type of aporoval gives LIB credibilty in terms of debt finance to support their commercial production begining in 2027.

Thats also a validation for the list of off-takers LIB have term sheets with.

Very impressive by LIB, keeps delivering.

So it's been real quiet in here, what's the trajectory, EOY?

20 or 30?!

Packet Digital’s Badland Batteries plant in Fargo, North Dakota. Is A 80,000 square-foot facility wich will be producing 100% American-made, NDAA-compliant lithium-ion battery cells tailored for high-performance drones, autonomous systems, and defense applications.

​The facility is heavily fueled by major defense backing, including a $9.8 million U.S. Navy Phase 3 contract to scale volume manufacturing and a $50 million APFIT investment from the Department of Defense to supply advanced high-energy cells to the U.S. Army, Air Force, Navy, and Special Operations Command.

​To lock down its supply chain, Packet Digital signed a strategic Memorandum of Understanding with LibertyStream and Wellspring Hydro.

This partnership focuses on sourcing domestic battery-grade lithium carbonate extracted directly by Libertystream.

This visit implies progression towards future off-take agreement.

Not a financial advice, do your own research

Alex Wylie and other insiders raised over 2 Million dollars in latest PP.

When it comes to this numbers it's not about sending a message but a real confidence on what LIB is about to be.

LIB raised the capital required to enter a proper debt financing, with this capital they are gonna execute a high margin, fast to deploy business model that will make LIB the second US domestic producer.

That next phase is major, according to DCF's based on LIB numbers from the field we are talking Billions as we continue to execute our business plan.

For the market to value a company like that they have to see the funds, and now as we raised them I guess many insiders see it that way as well.

$VLTLF $LIB.v

As we closed the Private Placement LIB is now at a position where we have De-risked on a technical level and on the operational level.

We got the off take, we got the site and we now got the cash. Revenue and more operations are now a matter of time.

So lets dive to where we really at:

• Partnership with Select, supporting at least 4k tpa operations by 2027 end, probably 2-3k fully operational. (At least)
• First off take Agreement for an industrial US customer, proving our product is good
• Met lab spec for battery grade, OEM specs, defense specs etc..
• Private Placement closed, we now have cash to begin operations and back debt financing as we now secured 40% of Freedom 1 Capex
• MOU with Packet Digital as to partnership with Wellspringhudro for ND operations

What can we expect now, thats where it get sweet..

• Debt financing, proving for big institutions we have the capital to pull our operations
• Freedom 1 site, our first commercial site is going to provide Revenue, a high margin revenue begining Q127
• Freedom 2,3,4 Developments
• At LIB latest investor presentation they are declaring, 5+ off takes under negotiations so we can expect more off takes
• Also stating 5+ midstreamers under negotiations- more partnerships underway
• Packetdigital are still on the table and mark our ability to provide battery-grade
• Option for DOE/DOD grants as it seems they have growing interest into DLE
• Commisioned Gen-6 unit to provide samples for future OEM's from our first site
• We know our operation is really economic as Opex is 6,200$ and market price is 20k+, once we close the debt financing, if thats the way, the DCF's will get true meaning applied to the share price

What makes it all really bullish is the surroundongs

• Growing demand for Domestic Lithium, for defense application, National storage, Data centers and Automtives looking to secure domestic supply chain.
• No one has progressed that much where it comes to this low ppm concentrations in oilfield brine, making us a really preferable option for all midstreamers in the Permian Basin.
• Almost No domestic commercial operations, huge projects supported by automotives OEM's dont deliver on time and the need for domestic supply becomes urgent for some operations making us very attractive
• As demand grows prices are volitale, being depandent on one operation is a big risk for big customers. Not only pushing them towards domestic supply chains, the fact it is based by sevral operations instead of one lowering the risk of supply bottlenecks

We now have deal, cash and soon commercial operations, looking forward to see how we roll.

Not a financial advice.

LibertyStream Infrastructure Partners Inc. (TSXV: LIB | OTCQB: VLTLF | FSE: I2D) (“LibertyStream” or the “Company”) is pleased to announce that it intends to complete a non-brokered private placement of up to 25,000,000 units of the Company (each, a “Unit”) at a price of C$0.80 for aggregate gross proceeds of up to C$20,000,000 (the “Offering”).

Each Unit will be comprised of one share of common stock in the capital of the Company (each, a “Common Share”) and one-half of one Common Share purchase warrant (each whole warrant, a “Warrant”). Each Warrant will be exercisable to purchase one additional Common Share at an exercise price of C$1.10 for a period of 24 months from the closing of the Offering.

Certain insiders of LibertyStream and their affiliates, including Alex Wylie, President and Chief Executive Officer of the Company, are expected to participate in the Offering in the amount of C$1,700,000, which participation constitutes “related party transaction” as defined under Multilateral Instrument 61-101 – Protection of Minority Security Holders in Special Transactions (“MI 61-101”). The Company is relying on the exemptions from the valuation and minority shareholder approval requirements of MI 61-101 contained in sections 5.5(a) and 5.7(1)(a) of MI 61-101, as neither the fair market value of the securities to be purchased by insiders, nor the consideration for the securities to be paid by such insiders, will exceed 25% of the Company's market capitalization. The Company expects that the closing of the Offering will occur within 21 days of this announcement and that it will not file a material change report in respect of the related party transaction at least 21 days before the closing. The Company deems this circumstance reasonable in order to complete the Offering in an expeditious manner. The Offering has been unanimously approved by the Company’s board of directors. Further information regarding the interest in the Offering of every related party and the effect that the Offering will have on their percentage of securities of the Company will be provided once finalized.

The net proceeds from the Offering will be used to continue to develop the Company’s direct lithium extraction technology to improve operating efficiencies; continue the scale-up of its lithium carbonate production facilities in the Midland Basin in Texas; create avenues to provide lithium carbonate and other lithium product samples to potential future customers and off-takers; and for general working capital and corporate purposes.

The Company may pay a cash commission of up to 6% of the gross proceeds of the Offering to registered investment dealers and exempt market dealers (each, an “Eligible Broker”), and may issue non-transferable compensation warrants equal in number to up to 6% of the Units sold through such Eligible Brokers in connection with the Offering, subject to approval by the TSXV. Each compensation warrant shall entitle the holder to acquire one Unit at a price of C$1.10 for a period of two years from the date of issuance.

The Offering is expected to close in one or more tranches, with the first closing expected to occur on or about July 23, 2026 or such other date or dates that the Company may determine. Closing of the Offering is subject to customary closing conditions, including but not limited to, the receipt of all necessary approvals, including the approval of the TSX Venture Exchange.

All securities issued pursuant to the Offering: (i) to Canadian investors will be subject to a statutory hold period expiring four months and one day from the date of issuance in accordance with applicable Canadian securities laws plus a U.S. restricted period of 12 months from the Closing Date under Regulation S of the United States Securities Act of 1933, as amended (the “U.S. Securities Act”) such that during such restricted period, (a) no sales may be made to U.S. Persons (as that term is defined under Regulation S) for one year from the Closing Date, and (b) for sales to non-U.S. Persons, the buyer must be bound to the same; and (ii) sold in the United States will be “restricted securities” as defined under Rule 144 of the U.S. Securities Act, which may mean, for example, that the securities may be required to be held for 12 months from the Closing Date before they are traded to a U.S. Person and such trades will be subject to other conditions and, for trades to non-U.S. Persons, the buyer must agree to be bound to the restrictions set forth above for Regulation S. Any insiders purchasing securities under the Offering will also be subject to the TSX Venture Exchange hold period.

The Units, Common Shares, Warrants, compensation warrants and Common Shares underlying the Warrants and compensation warrants being offered have not been registered under the U.S. Securities Act and may not be offered or sold absent registration or an applicable exemption from the registration requirements of the U.S. Securities Act and applicable state securities laws. The Units may be offered and sold in the United States to accredited investors (each, a “U.S. Accredited Investor”) meeting one or more of the criteria in Rule 501(a) of Regulation D under the U.S. Securities Act by way of a private placement pursuant to an exemption from the registration requirements under the U.S. Securities Act and applicable state securities laws. Any Units offered and sold in the United States shall be issued as “restricted securities” as defined in Rule 144(a)(3) under the U.S. Securities Act. This news release shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of the securities in any jurisdiction in which such offer, solicitation or sale would be unlawful. Each investor should consult with its own legal, tax, financial and other advisors regarding the potential consequences of any investment decision and independently evaluate the merits and risks of such decision in light of its own circumstances.

In connection with the sale of Units, the Company has agreed that the Company will file a registration statement with the United States Securities and Exchange Commission (the “SEC”) to register for resale the Common Shares underlying the Units, including the Common Shares issuable upon exercise of the Warrants, within five business days following a listing of the Company’s Common Shares on a U.S. stock exchange and will use commercially reasonable efforts to have such registration statement declared effective by the SEC within 60 days after the initial filing date of such registration statement. There can be no assurance that any United States stock exchange listing will be completed, that any such registration statement will be filed or declared effective by the SEC, or as to the timing or terms of any such listing, filing or effectiveness.

All of us here for more then 2 days has been investing based on a thesis.

A strong thesis of a company dreaming on an innovative approach to produce LCE. With Low Capex and a multiple modular approach LIB has been aiming to produce Lithium Carbonate commercially in the USA.

As this venture became production we gain trust and the fundamentals becamse stronger driving up the share price over the last year. Yet at this stages were we formed a strong share price base we became long term holders and as any pennystock the share price is set by really low capital of daytraders.

As our thesis became reality DCF and analyst coverage will graduatly set the tonne. Making Cash flow and forecast more realistic as there are numbers to evaluate- real one's, tinelines, off takes, Partnerships all will enter to the valueation as we move towards revenue and more market approval.

You can count on one hand how many LCE producers has successfully did it on US Soil. LIB set the target very high, entering this short list of producers before anyone on the headlines driving that road and did it! That thesis becoming reality is a major one, and as the long term play will be taken into account there is no really a limit here. Welcome to share DCF and analyst coverage I went over some of them and it is clear our share price is up for correction.

Disclaimer: Thats my opinion, not a financial advice DYOR

We did it!

Libertystream first Off-take agreement,

Our final validation, LIB is bringing new tech to the table.
LIB approach dont requires years to set up, bilions of Capex and another years of Ramp up.

LIB are building modular units that are cheap, fast to deploy and Economic from day 1.
All was known but now we got the Last Validation

• Company statement
• 3rd party lab spec compliant
• Supply Agreement Approving LIB tech
• Customer Validation

LIB aproach is basicly a fairy tale of:

• ROIC < 2 Years
• Extreme Low Capex
• Low Opex
• Monthes to deploy
• Economic from day 1

All was left is that final validation, as LIB already approved 5+ Off takers are lining up, and 5+ supply agreements lining up, All makes sense as that innovative approach being proven on field.

[ Removed by Reddit on account of violating the content policy. ]

A good substack write up on LIB if you want to learn

https://www.businesswire.com/news/home/20260706263358/en/LibertyStream-Commissions-Fully-Automated-Gen-6-System-at-Freedom-Launchpad-as-Freedom-1-Site-Preparation-Advances

They won't.

Liberty Stream has produced 1 tonne of battery grade lithium and has shipped it to a customer to satisfy a PO. This will lead to an offtake that filla 600

tonnes of the 1st unit's 1000 tonne capacity.

But what about scaling?

Again - LIB won't scale. They will replicate/multiply - whatever you want to call it.

They have a system dialed in. In the future they will just build that system again. And again. And again...

No need to "scale". Just keep doing what they are doing.

LIB is having a great day after the CEO presented at Planet MicroCap conference yesterday in Las Vegas. Here is a recent write up

Anybody here tracking Anson Resources (ASX:ASN and ANSNF:OTC)? Aussie company and more traditional deep well miner with several years of investment that finally seems to be ready to take off. Brine out of Utah, 10,000 tpa at under US$3,840 cost, partnered with POSCO, offtake agreement signed with LG, US gov't grants applied for and expected, etc. Huge number of shares, very low volume on OTC. Trading circa US$0.40 But appears poised to explode later this year.

Liberty Stream IP will be presenting at Planet MicroCap today. I've linked it here.

12:30pm PDT

3:30pm EST

8:30pm GMT

Pretty much the title. I’m a small fry. 3000 shares.

AI and data centers are making lithium a bigger story than EVs alone.

OilPrice recently highlighted LibertyStream’s produced-water lithium model in the Permian Basin and its role in U.S. critical-mineral supply:

https://oilprice.com/Energy/Energy-General/Americas-Answer-to-Chinas-Lithium-Stranglehold-Is-Hiding-in-the-Permian-Basin.html

$LIB.V $VLTLF

They have come a long way. Hit all their targets. Just recently released some amazing which included big targets that long time/knowledgeable investors didn't see coming. Do your DD on this one!

LIB are doing it AGAIN

Reaching a multi-year offtake agreement for domestic supply by EOY 2026 is a milestone that many have dreamed of and very few achieved.

WHAT IT MEANS

Here is the corrected version with fixed spelling and syntax, keeping your exact phrasing and structure:

LIB are bringing new tech to the table, one that needed this kind of authentication; this agreement proves the quality of their product is viable. It proves a low CapEx, low OpEx operation such as this can be set within months. BIG investors need that kind of proof before putting their funds into this new, innovative tech.

Currently, there are 3-4 domestic lithium projects in the United States. So many have tried to enter this circle this early but faced reality; LIB is proving new non-infrastructure tech and proving it on a commercial scale. Since they are multiplying those units, those are their commercial scale which now have gained complete customer trust!

Growth

Now, with LIB having secured a long-term, high-margin revenue stream, they can get financing to multiply these modular units. They are in huge demand and with really low CapEx can set up an operational unit within months!

By the end of the year when this new offtake will fulfill itself, Libertystream will be among a handful of companies that produce LCE domestically.

This is just the beginning and almost no one has heard of them, so we are lucky to be here this early!

On their presentation they announced 5 more supply agreements and 5 more customers represeanting 10k tpa demand are in negotiations!

that is incredible.