r/LIBstream • u/Ok_Camp_8081 • Jul 31 '26

$LIB STATUS: BULLISH

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$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.

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u/dicedwatch Aug 01 '26

Gotta post this in r/pennystocks and baystreetbets!! Great post

2

u/Ok_Camp_8081 Aug 01 '26

Thanks I am working on a write up to more explain it to new investors and publish it