Another Canadian Spec Play: VLTLF

I do not believe this is the world changing product that graphene is, but having a ready to go infrastructure in place to supply the water is certainly a benefit.

Okay, they have hired a major US auditor and announced an equity plan that will only take effect after a US IPO.

Sounds like $VLTLF is planning a NASDAQ listing. They are at $0.70/share now. They need to get to $4, which would be a 6x increase by itself.

They will be commissioning their first 1000 ton facility in December and have been producing 99.9% pure lithium carbonate for 3 months now.

I got out of this a while back because I thought it was going to take too long to get productive. I'm jumping back in.

This sounds almost like Levidian's LOOP technology that creates graphene out of oil well gas flares. If they can get costs down, this is a no brainer. Big if though.

Or it sounds like a tailings miner that will recycle Rare Earths from old mine tailings.

Sorry to be offering only 2 cents but I like these kinds of stocks.


ETA: ADNOC Gas + Baker Hughes + Levidian: deployed a LOOP unit at an Abu Dhabi gas-processing facility, targeting about 1 tonne/year of graphene initially

1 tonne a year is not a lot. But if you can take someone's trash and make it your treasure, that s a win if you can scale it.

I actually finally jumped back in. I was going to invest a few weeks ago, but I underbid, and glad I waited. It tanked in the last couple of weeks and is now at 0.40/share (my failed bid a few weeks back was for 0.65/share).

They are ramping up to deliver their new facility in December, so I'm taking a flyer on it now. We'll see...

Got this message from Vanguard brokerage

quote:

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Securities may be unavailable for purchase at Vanguard due to a number of variables including regulatory restrictions,

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Answer re: Vanguard

• OTC / Pink Sheet Restrictions: Vanguard has tight limitations on trading Over-the-Counter (OTC) stocks, penny stocks, and foreign equities not listed on major U.S. exchanges like the NYSE or Nasdaq.

I didn’t listen to it but they will be competing against the likes of XOM who is extracting lithium from water in Arkansas and has huge plans.

Detailed Strategic Breakdown


1. Brine Access and Well Management

• Exxon Mobil: Operates like a traditional mining or upstream oil project. They drill dedicated wells 10,000 feet underground into the Smackover Limestone formation to pull up pristine, highly concentrated lithium brine, and then reinject it into the same reservoir once the lithium is stripped.

• Liberty Stream: Does not drill wells. When oil companies pump fossil fuels in places like the Permian or Bakken basins, they inadvertently pump up massive amounts of mineral-rich water called "produced water". Liberty Stream "borrows" this dirty wastewater for less than an hour, strips the lithium using its proprietary DLE platform, and hands it back to midstream operators to be disposed of normally.

2. Capital Efficiency & Scalability

• Exxon Mobil: Leverages its massive balance sheet to fund multi-billion-dollar, multi-year mega-projects. They build out high-capacity, permanent infrastructure intended to produce heavily at scale by the end of the decade.

• Liberty Stream: Focuses on modular, rapid-deployment technology. Because they tap into water that has already been brought to the surface, they avoid major permitting and drilling costs. A single modular site can be established for roughly $20 million to $25 million, making it a highly capital-efficient and agile strategy.

3. Purity and Market Positioning

• Exxon Mobil: Directing its efforts toward the premium automotive market. Its long-term goal is strictly battery-grade material to support domestic EV manufacturing.

• Liberty Stream: Targets a blended customer profile. While they do produce technical and battery-grade lithium carbonate, they intentionally target industrial buyers (glassmakers, medical supply manufacturers) that require 98% to 99% purity. This requires a much shorter product qualification process than automotive supply chains, allowing them to book revenue faster.

They are actively producing lithium carbonate. That is a quarter of a billion dollar contract, right there. Granted, spread over 4 years, but they can scale up cheaply and quickly. Will be interesting to see what happens next.