Mtack90

$LIB.V $VLTLF Let’s see what this week brings! @LibertyStreamIP heads to @PlanetMicroCap in Toronto Shareholder meeting rescheduled for November 30. Watching for offtake announcements and confirmation of financing. iirc, the market liked June’s MicroCap presentation

#Lithium $lib.v $vltlf Lithium carbonate has swung from US$25,000 in 2017, $6,000 in 2020, $76,000 in 2022, to $9,700 in 2025. Lithium clients want predictable costs and reliable supply—making long-term agreements with suppliers like $LIB.v attractive. Right here in the USA.

Is $LIB.v’s S-1 becoming public the catalyst people are waiting for, or the U.S. listing itself? Neither guarantees a higher valuation, but broader investor access could matter. What would convince you the listing is more than a change of exchange?

How much of $LIB.v’s share price reflects lithium prices versus company execution? If lithium stays lower for longer, what would you need to see on production costs and offtake pricing to feel confident in the margins? Or is a lithium price recovery what you’re waiting for?

Pathfinder provided $LIB.v C$15M in financing for Freedom 1 and working capital. Add Endurance’s proposed US$95M framework, still awaiting definitive agreements. Is closing that financing the milestone investors need before feeling more comfortable?

$LIB.v says Freedom 1 construction is underway, all major process equipment is purchased, and first commercial deliveries are targeted for Q2 2027. Is sustained commercial output the milestone you’re waiting for before calling this substantially derisked?

$LIB.v’s update outlines 9,100 tonnes/year of potential 2028 demand, including 600 already contracted. The rest remains non-binding. How much of that pipeline needs to become signed agreements before investors give it meaningful value?

$LIB.v already has a signed 600-tonne/year offtake, covering 60% of Freedom 1’s planned capacity. For those waiting on offtakes, is it about seeing additional contracts, battery customers signing, or actual deliveries starting?

$lib.v $vltlf Oct 16, 2026 update summary: 2028 pipeline (tonnes/year) - 3,000t signed MOUs - 3,000t negotiating definitive agreements - 2,000t RFP (Request for Proposal) - 500t negotiating term sheet - 600t contracted. Total potential demand: 9100t across six counterparties

$lib.v $vltlf Oct 16, 2026 update summary: Potential lithium markets span glass, ceramics, welding, cathode manufacturing, electric vehicles, energy storage and U.S. defense—including product evaluation for military drone battery research.

$lib.v $vltlf Oct 16, 2026 update summary: Freedom 1 — Construction is underway in Texas, with all major process equipment purchased. First commercial deliveries under the existing offtake agreement are targeted for Q2 2027. Previous target was Q1. Minor delay overall.

$lib.v $vltlf Oct 16, 2026 update summary: Financing — Endurance exclusivity mutually extended through Nov 14. Proposed financing of up to US$95M covers Freedom 1, Freedom 2 and potential additional sites. Zero concerns extending this deadline. It’s business.

$Lib.v $vltlf August 2026, $Lib.v reported working with 7 potential customers. Sept 1, 2026, “The plan is to lay out the demand, identify the site to meet that demand, finance that site, build it, and then start delivering” - Bill McClain Hint: F1 is being built

$lib.v I had a great phone call today with Bill from Investor Relations. Nothing has changed. Zero issues with financing. Everything is going as planned.. from offtakes, S-1, up listing, financing… sit tight and enjoy the ride.