Company Background and Lithium-from-Brine Thesis

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. 

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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.

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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

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