Added to YB: 2026-03-27
Pitch date: 2026-03-25
LIB.V [bullish]
LibertyStream Infrastructure Partners Inc.
Author Info
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Company Info
LibertyStream Infrastructure Partners Inc. operates as a lithium producer and extraction technology company in North America.
Market Cap
CAD 137.3M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-30.55
P/E
-11.43
EV/Sales
N/A
Sector
Metals and Mining
Category
growth
Spicy #2 - Update #1: Liberty Marches On
LIB.V (holding update): Secured 1st water deal w/ Select—100% Liberty-owned (not JV), bullish surprise. Stage 1: 1k tonnes/yr LCE by Dec 2026; Stage 2: 2k tonnes by Jun 2027; Stage 3: 4k tonnes by Jul 2028 (~$100M rev). Select's pre-treatment cuts opex, essentially free water. Battery-grade samples to customers, 1st offtake expected by Apr. US re-domicile/NASDAQ move by Apr. Li carbonate +24% to $23k/ton. Risks: dilution +11% vs model, DoE grants uncertain.
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