Equity market consultant. Technical Analysis Trader with over 25 years of experience. #Biotech Deep dive research.
Biotech Trading Analyst @ChimeraResearch
Feb 2 • 11 tweets • 3 min read
After listening to the $VLTLF interview twice, it’s worth pulling out the key takeaway.
This 🧵thread breaks down the most important points from $VLTLF $LIB.v Liberty Stream’s CEO, Alex Wylie interview, highlighting the company’s unique value proposition, execution, and market opportunity!
Extracting #Lithium from Oil-Field Brine. A Game-Changer for US Supply!
1/10 $VLTLF $LIB.v
The Problem: #Lithium Shortage + US Dependency on China
The US imports 90% of its lithium from China. Meanwhile, 20 million barrels of lithium-rich brine are disposed of daily in the #Permian Basin, enough for 200,000 tons of lithium/year(vs. the world’s largest producer’s 70,000 tons).
$VLTLF is tapping this untapped resource using proprietary extraction + refining tech, built for cost efficiency and scalability.
Jan 6 • 5 tweets • 1 min read
Thread 1/...
$VLTLF $LIB.v achieves consistent, spec-compliant #LithiumCarbonate production from its automated refining unit in Texas’ Permian Basin.
Independent labs validate multiple batches, that's a key milestone in domestic lithium supply chain!
2/....
$VLTLF $LIB.v's proprietary #DLE (Direct Lithium Extraction) + refining unit converts oilfield brine into lithium carbonate directly at disposal wells, de-risking scalability. Targeting commercial volumes by 2027 after 2026 scale-up.
Dec 4, 2025 • 6 tweets • 2 min read
I really appreciated the detailed response from $VLTLF's Head of IR, Bill McClain, during the Virtual-Investors Conference.
"Can you explain what differentiates LibertyStream $LIB.v from other large #DLE players like Standard Lithium, Exxon, or other companies in the space?"
2/... $VLTLF answer:
Yes, I think there’s a common misconception in grouping us with other #DLE companies, & I want to clarify the key difference.
Most other DLE operators, like Standard Lithium $SLI, pumps fluid to surface solely for mineral extraction.
In contrast, our lithium comes as a byproduct from oilfield brine,an entirely different source.
So, they’re extracting lithium from high‑concentration brine specifically targeted for mineral recovery, while we leverage existing oilfield operations.
Jun 7, 2024 • 5 tweets • 1 min read
1/5 .... I had a call with a friend, MD specialized in cancer treatment & discussed with him MDNA11 from $MDNAF $MDNA.to & in lights of the #IL2 great safety profile & promising "Monotherapy" with several PR's, while 2 patients showing 100% resolution of baseline lesions!
2/5.... After digging into latest $MDNAF data release and full presentation at Sachs conference the same day as ASCO, he got excited even more than me.
He believe that MDNA11 could potentially further improve outcomes for patients that currently receiving #Keytruda
