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Li-FT PowerTSXV:LIFT

Lithium explorer, with a project stated to be in Canada.

NoneCanada — as stated on the recordings

explorer lithium NoneCanada
Feb 2026Covered
7 of 10Topics on record
1 executiveNamed on the record
Stage
Explorer
Primary commodity
Lithium
Jurisdiction
Canada
Deposit
hard rock lithium, pegmatite-based
Latest appearance
09 Feb 2026
On record
1 interview · 15 statements · 1 executive

At a glance

What the record holds today. Every card names where it came from — a management representation is not an established fact, and the page never blurs the two.

What is in the ground
50 million tons at Yellow Knife project
Management-stated Francis Macdonald Feb 2026
Money on hand
4.30 per share for Lyft announced with Winston transaction, ran up past $9 since then
Management-stated Francis Macdonald Feb 2026
What happens next
feasibility study planned following 2026 drilling and studies in 2027
Management-stated Francis Macdonald Feb 2026
The main open question
Lithium spot prices were below production costs as of July, raising questions about project economics at current prices.
Weighed from the statements below, not our opinion of the company.
Our reading

Management view vs outside view

Management interviews are promotional by nature; the outside view is the counterweight. Both are quoted from the recordings, not added by us.

What management spends its time on

Counted from Li-FT Power's own claims across 1 interview — most-covered theme first.

What outside voices pick up on

No independent commentary on record yet — so far the page carries only the company's own voice.

Bull · Bear · Watch next

Weighed from the statements on this page — management's pitch and the outside view. Not financial advice, and not our opinion of the company.

▲ Bull case

Management says Li-FT will hold the second-largest hard rock lithium resource base in North America post-acquisition, with 50 million tons at Yellow Knife and a favorable 1:1 strip ratio on the first phase at Adena.

What it rests on
▶
▶
▶
Evidence: 3 moments from 1 interview
Read the full case

Management says Li-FT will hold the second-largest hard rock lithium resource base in North America post-acquisition, with 50 million tons at Yellow Knife and a favorable 1:1 strip ratio on the first phase at Adena. The deposit shows unstepped drill intersects of 30–40 meters at 1.5% lithium, suggesting exploration upside, and a near-term drilling campaign (50,000 meters this summer at Adena, imminent at Yellow Knife) should feed a combined resource estimate and feasibility studies through 2027.

▼ Bear case

Lithium spot prices were below production costs as of July, raising questions about project economics at current prices.

What it rests on
▶
▶
▶
Evidence: 3 moments from 1 interview
Read the full case

Lithium spot prices were below production costs as of July, raising questions about project economics at current prices. The resource base remains early-stage: only one major drill program completed at Yellow Knife, and the scoping study precedent (Winton's 78 million tons cut to 35 million in the pit) suggests that resource tonnes may not translate to mineable reserves. Agnico Eagle's 100% ownership of the subsidiary structures the deal as a reverse takeover, and permitting remains in year two of baseline work with no final environmental approval in sight.

◆ Watch next

Drilling at Yellow Knife starts next week and 50,000 meters are planned at Adena this summer.

What it rests on
▶
▶
Evidence: 2 moments from 1 interview
Read the full case

Drilling at Yellow Knife starts next week and 50,000 meters are planned at Adena this summer. A combined Adena–Galina resource estimate is expected near transaction close. Feasibility studies are slated for 2027. The market test will be whether these near-term drill results upgrade the resource and whether costs can undercut the current depressed lithium price environment by the time production decisions are made.

Each moment links to the exact point in the source recording. The cases are drawn from the transcripts, weighed as written — they are not a rating, a target or a recommendation.

Project 8 statements

The deposit 5

Key takeaway. Management describes the deposit as a hard rock lithium, pegmatite-based system (Feb 2026).

Read the full summary

At the Yellowknife project, the company reports 50 million tons of resource, while in their overall resource estimate they cite 78 million tons; they also claim this is the second largest aggregate hard rock lithium resource base in North America after acquisition (Feb 2026). On exploration upside, management notes drill intersects of 30–40 meters at 1.5% have not yet been stepped out on at Yellowknife (Feb 2026).

What was actually said
deposit type
hard rock lithium, pegmatite-based
“Lyft is focused on hard rock lithium development projects in Canada.”
Francis Macdonald· 09 Feb 2026·
exploration upside
drill intersects of 30-40 meters at 1.5% not stepped out on at Yellow Knife
“There were drill intersects, you know, kind of 30 40 mters at 1 and a half% that we haven't stepped out on.”
Francis Macdonald· 09 Feb 2026·
resource size
50 million tons at Yellow Knife project
“We really did one drill program in Yellow Knife, one one big drill program over two seasons and we got to 50 million tons.”
Francis Macdonald· 09 Feb 2026·
Show the other 2 statements
resource size
second largest aggregate hard rock lithium resource base in North America after acquisition
“after this acquisition, Lyft will have the second largest aggregate uh hard rock lithium resource base in North America.”
Francis Macdonald· 09 Feb 2026·
resource size
78 million tons in their resource estimate
“Winom had 78 million tons in their resource estimate, but only 35 million tons made it into the pit in their scoping study.”
Francis Macdonald· 09 Feb 2026·

Jurisdiction 2

Key takeaway. Management notes that Li-FT Power operates in Canada.

Read the full summary

As of February 2026, the company reports that environmental baseline work is underway at Yellowknife, currently in the second year of baseline data collection.

What was actually said
country
Canada
“Lyft is focused on hard rock lithium development projects in Canada.”
Francis Macdonald· 09 Feb 2026·
permit status
environmental baseline work underway at Yellow Knife in second year of baseline data collection
“We we've been doing environmental baseline work in Yellow Knife that is required for the permitting process. We go into the second year of baseline data collection this year.”
Francis Macdonald· 09 Feb 2026·

Technical risk 1

What was actually said
key assumption
phase one pit at Adena has 1 to 1 strip ratio
“There's there's a phase one pit that that runs for a number of years that has a 1 to 1 strip ratio.”
Francis Macdonald· 09 Feb 2026·

Economics 1 statement

Financing 1

What was actually said
financing status
4.30 per share for Lyft announced with Winston transaction, ran up past $9 since then
“The pricing on the financing that was announced in tandem with that was4 $4.30 per share for Lyft and we ran up past $9 since then.”
Francis Macdonald· 09 Feb 2026·

Timeline 4 statements

Timeline 4

Key takeaway. Management outlined a multi-stage timeline for Yellowknife and Adena in February 2026.

Read the full summary

Drilling is set to begin at the Yellowknife project next week, and 50,000 meters of drilling are planned at Adena this summer. A combined Adena-Galina resource estimate is expected around the transaction close, and a feasibility study is planned to follow the 2026 drilling and studies in 2027.

What was actually said
milestone
feasibility study planned following 2026 drilling and studies in 2027
“And then uh that'll feed into studies in 2027.”
Francis Macdonald· 09 Feb 2026·
milestone
combined Adena Galina resource estimate expected around transaction close
“we're starting to put together a combined Adena Galina resource estimate right now. And I'm hoping that we'll be out around the time the transaction closes.”
Francis Macdonald· 09 Feb 2026·
milestone
50,000 meters of drilling planned at Adena this summer
“So the drilling that we'll do this summer at Adena that we're planning right now. So it's about 50,000 mters”
Francis Macdonald· 09 Feb 2026·
Show the other 1 statement
milestone
drilling starting at Yellow Knife project next week
“So we're going to start drilling on our Yellow Knife project next week”
Francis Macdonald· 09 Feb 2026·

Corporate 2 statements

Share structure 1

What was actually said
insider stake
Agnico Eagle is 100% owner of Aanir, disclosed as largest shareholder
“AR minerals uh was disclosed is our largest shareholder and Aanir is 100% owned subsidiary of Agneo Eagle.”
Francis Macdonald· 09 Feb 2026·

Market 1

What was actually said
cost curve position
lithium prices were below the cost of production in July
“What we've seen is is the lithium prices were below uh the cost of production in July.”
Francis Macdonald· 09 Feb 2026·

Sources 1 interview

Every interview 1

DateChannelInterviewStatements
09 Feb 2026 Crux Investor Li-FT Power (TSXV:LIFT) – Consolidating a Tier-One Lithium Asset as the Next Bull Cycle Begins 15

What else those interviews covered

Every other asset named in the same recordings, by how many of them named it — the company's coverage context, not its holdings. Where the name is another company we hold a record for, it links to it.

agnico eagle mines 1
copper 1
core lithium 1
gold 1
lithium (spodumene) 1
lithium carbonate 1
patriot battery metals 1
pilbara minerals 1

Questions people ask

What is Li-FT Power's project and where is it?

Li-FT Power is a explorer lithium company, with a project stated to be in Canada. Everything here is drawn from its executives' own interviews.

Which interviews mention Li-FT Power?

We track 1 interview mentioning Li-FT Power, across 1 channel (Crux Investor).

What are investors saying about Li-FT Power?

No independent commentary is on record yet — so far the page carries only the company's own voice.

What do recent interviews with Li-FT Power cover?

The most-discussed topics on record are the deposit, timeline, jurisdiction, financing — each claim quoted and dated in the sections above.

How to read this page

What is here

Statements made by company representatives in the interviews listed above — each one carrying the words that made it, the date, and the recording. Nothing is added from any other source: if it was not said on a recording, it is not on this page. The one exception lives in the Claims & Checks record, which cites a metal price from our own feed so a stated cost can be set against it — and labels it as ours wherever it appears.

What is not verified

All of it. Resource figures, economics, timelines and promotional framing are management's own representations, checked against no filing and no technical report. Transcripts are automatic; we repair a clearly mis-heard word but never a number, a date, a unit or a speaker's hedge — “about 8.6 million ounces” keeps its “about”.

How to use it

Treat it as a map of what has been said, not as a source of fact. Where a figure matters to you, open the recording and read the company's filings. Nothing here is financial advice, a recommendation, or an offer to buy or sell any security — these are interested parties discussing their own company.

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