North Dakota Rollout and Customer Mix

In this Business Breakdown, David Barbato and John LaGourgue sit down with LibertyStream Infrastructure’s (LIB.V; VLTLF) CEO Alex Wylie.

The company was originally profiled by MicroCapClub member "John LaGourgue" on October 14, 2025, at $0.40 CAD per share. 

This discussion took place live on January 30th, 2026, on the MicroCapClub Community. 

Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/join-now/

In this conversation, Alex Wylie, CEO of Liberty Stream Infrastructure, discusses the company's innovative approach to lithium extraction from oilfield brines. He outlines the operational strategies, including the importance of field experience, proprietary technology, and refining processes. The conversation also covers market demand, partnerships, funding strategies, and the long-term vision for the company in the rapidly evolving lithium market.

✉️ Share your feedback - david@microcapclub.com

✉️ David’s X (Twitter) - https://x.com/Valuehunte 

Chapters

00:00 Introduction to Liberty Stream Infrastructure

07:14 Field Operations and Technology Development

11:48 Partnerships and Market Demand

14:46 Refining Lithium and Market Strategy

19:18 Future Plans and Market Positioning

33:37 Strategic Planning and Feedstock Deals

34:18 R&D and Technological Advancements

35:29 Refining Processes and Business Strategy

37:17 Partnerships and Customer Relationships

39:29 Corporate Structure and Future Listings

40:40 Production Challenges and Environmental Factors

42:13 Customer Decision-Making Process

44:05 Long-Term Business Strategy

46:13 Operational Priorities and Product Consistency

47:18 Risk Management and Production Reliability

48:36 Long-Term Vision and Market Positioning

49:09 Bottlenecks and Lessons Learned

51:16 Motivation and Resilience

53:48 Market Position and Competitive Landscape

55:46 Future Expansion and Product Diversification

Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.