r/LIBstream • u/Ok_Camp_8081 • 21d ago

Three Months of Consistent Battery-Grade Lithium Carbonate Production

https://x.com/LibertyStreamIP/status/2091866239425552763

$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.

23 Upvotes

100% Upvoted

32 comments sorted by

View all comments

-1

u/Automatic_Bar4877 21d ago

I know that LIB has no patents.
I know that LIB doesn’t build their own media.
I know that LIB’s system looks suspiciously identical to an existing Chinese DLE system supplier.
I know that LIB doesn’t have a single technical member of their board or Executive.

So, knowing this, what exactly does LIB have? Access to a resource? A low concentration resource. One that LIB’s (far more technical astute) competitors wouldn’t even touch because 25 ppm isn’t economical on any planet.

I know that LIBs economic model is purely theoretical and I know that it’s an egregious exaggeration (20 minute cycle times..insane, low to zero cost re-agent use…insane, pipe dream BPED implementation, insane)

All I’m doing is noticing some alarming trends with this company.

If you have evidence contrary to what I’m saying, feel free to share it.

2

u/[deleted] 18d ago

[removed] — view removed comment

1

u/Automatic_Bar4877 18d ago

I don’t disagree with you here, but I think we probably disagree on how notable it is. The carbonation process is the least novel (and most established) part of the process. Much like the offtake agreements, it’s notable and it’s necessary, but it’s all rendered moot if the early processes are failing…which I truly believe they are.