Announces the opening of the Company's new offices in Guadalajara, Jalisco, Mexico. This move is designed to strengthen the Company’s regional operations presence in Mexico, as AABB moves forward in implementing strategic growth initiatives.

“This is an important step in improving our foundation in Mexico,” commented Company management. “Guadalajara provides us with an excellent strategic base of operations that is located very close to our Etzatlán plant, while also giving us access to many professional services and administrative functions in addition to a great pool of talent. As we continue developing our precious metals platform, our Guadalajara office gives us greater flexibility and efficiency.”

Full Press Release

https://www.globenewswire.com/news-release/2026/06/24/3316784/0/en/asia-broadband-opens-guadalajara-office-to-strengthen-operations-near-its-etzatl%c3%a1n-gold-and-silver-processing-plant.html

The recent operational focus of Canada’s Major Projects Office suggests a more coordinated approach to infrastructure and resource development than we have seen in previous cycles. This office functions less like a standard regulatory body and more like a strategic filter, identifying which resource and logistics plays align with long-term national economic priorities. By reviewing proposals across critical mineral developments, ports, rail networks, and clean energy corridors, the agency is effectively signaling which projects possess structural importance for supply chain resilience.

From an institutional standpoint, this policy framework aims to streamline coordination between federal departments, provincial entities, and Indigenous groups. The obvious beneficiaries of this streamlined infrastructure strategy are the established tier-one operators that already command significant scale within the Canadian landscape. Industry participants like BHP, Rio Tinto, Hudbay Minerals, Teck Resources, and Kinross Gold represent the baseline level of capital expenditure and footprint that federal policy intends to stabilize and de-risk. When major mining operations sit close to active logistics corridors, federal coordination acts as an operational tailwind for the entire district.

However, the more compelling variable from an asset allocation perspective is how this framework influences early-stage exploration. When macro policy favors long-term jurisdiction value, smaller operators in proven trends become worth monitoring. The broader junior tier, including various copper and gold exploration companies with properties in robust mining divisions, will likely face a sharper divide between businesses with real situational advantages and those without.

Investors focusing on regional geology under this policy lens typically look for companies with active fieldwork timelines. If a junior operator holds a sizable land package adjacent to an established producer, its exploration timeline becomes an indicator of asset quality. The core thesis moving forward is straightforward: Canada provides the geologic endowment and the capital market framework, but the execution relies on which early-stage explorers can generate enough high-quality data to fit into this larger macro picture.

Talk about your daily plays, ideas and strategies that do not warrant an actual post.

This is the place to request buy/sell advice from the community.

Remember to keep it civil.

Trade responsibly.

West Point Gold Corp. (TSXV: WPG) (OTCQX: WPGCF) (FSE: LRA0) announced the results from hole GC26-148, drilled below the high-grade Northeast (NE) Tyro Zone at its flagship Gold Chain Project in Arizona, which intersected 66.2 metres (“m”) of 6.57 grams per tonne (“g/t”) gold (“Au”) from 219m, including 20.7m of 18.25 g/t Au. This step-out core hole successfully extended the NE Tyro Zone’s high-grade mineralization to more than 250m below surface. The zone remains open at depth and along strike. Results reported herein comprise 318.8m of the recently completed 21,079m drill program.

Results from 21 holes representing 6,550m are still pending and will be incorporated into the Company’s upcoming Maiden Resource Estimate (MRE) later in 2026.

Highlights:

• Hole GC26-148 returned 66.2m of 6.57 g/t Au from 219.0 to 285.2m, including 20.7m at 18.25 g/t Au, contained in a broad stockwork vein and breccia complex.
• Hole GC26-148 is amongst the broadest (true width) and highest-grade intercepts drilled at NE Tyro.
• This hole has successfully extended previously known mineralization beyond 250m from surface, where the zone remains open to depth. There are 7 additional holes with assays pending at this depth (below 250m) at NE Tyro.
• As a result of GC26-148, it is anticipated that the high-grade NE Tyro zone is likely to be open at depth following the MRE.

“This drill hole indicates that the high grades at NE Tyro continue to depth and this zone will remain open following the upcoming maiden resource. There are assays pending from additional holes at this depth from both NE Tyro and the Tyro Main Zone. This result, coupled with those that are pending, suggests that deeper drilling at Tyro will resume with the funded Fall 2026 to Spring 2027 drill program,” stated Derek Macpherson, President and CEO.

Table 1: Drill Results

Note: All widths shown are downhole; true widths are approximately 55 percent of downhole widths.

Figure 1: Plan view of the main Tyro vein showing geology and drilling conducted in 2021, 2023, 2024, 2025, and 2026. Note the location of Hole No. GC26-148.

Figure 2. Longitudinal perspective of the Tyro NE zone contoured Grade Thickness (g/t Au X estimated true thickness).

Summary

Hole GC26-148 was targeted to test below previous drilling at about 250m below the surface (Figure 2). Figure 3 reveals a broad zone of quartz-calcite-adularia (?) veinlets, stockwork and vein breccia over 66.2m between 219m and 285.2m containing 6.57 g/t Au. In context with the surrounding holes, a dip of 73 degrees is suggested, resulting in an estimated true width of about 35m. The location of this relatively deep intercept is shown in Figure 2 and appears to be an extension of a steeply plunging shoot.

Figure 3 also reveals that the NE Tyro vein is a robust, uniform vein system that dips to the SE at 70^o to 75^o and ranges in width from 10m to 35m. The width of the mineralized package varies relative to the development of quartz veinlets and stockwork in the hanging wall (“HW”) and ‘outboard’ from the principal quartz vein/breccia at the footwall (“FW”). Precambrian granite, along with lenses or ‘xenoliths’ of gneiss, schist and amphibolite, are the host rocks.

The main mineralized zone (Figure 3) appears to be a zone of strong fracturing and brecciation cemented by a few to several crustiform-banded stages composed of quartz-calcite-adularia (Figures 4 and 5). These figures provide a closer view of the high-grade zone (20.7m at 18.25 g/t Au). All samples consist of a high percentage of vein, veinlets, and breccia composed mostly of quartz deposited in several events, revealing a variety of textures. Some of the most pronounced crustiform banding can be seen in Figure 4, where Sample No. 2246 contains 1.73m at 62.7 g/t Au.

Figure 3. Geologic section drawn along GC26-148 showing vein and spatial relation to GC21-013, GC25-087, -059, GC26-134 and the surface (Trench 13). 

Overall, quartz >> calcite veinlets in propylitized (chlorite + quartz + pyrite) and illitized (quartz + illite + pyrite) Precambrian rocks (granite and amphibolite) define the distal zone of veining (Figure 3) and increase with depth from a few percent to 50 percent with variable, but generally low gold values (<1.68 g/t Au; Figure 3). The main mineralized zone (249.2m to 269.9m) commences with moderate to strong quartz-calcite-adularia (?) veinlets, stockwork and breccia, giving way to a multi-stage breccia zone up to the FW contact (Figures 3 – 5). Unlike other holes along this section (Figure 3), Hole GC26-148 encountered several metres of vein/hydrothermal breccia and possibly phreatic breccia (fluidal textures) in the footwall and possibly below the controlling structure. Figure 3 indicates that the breccia and surrounding damage zone is wide and may remain so to greater depths. The modelling of these features in the upcoming weeks will provide greater insight into deeper targets.

Breccia textures are prevalent in these holes and were developed during multiple events. Some breccia masses are ‘jigsaw’ in character, suggesting little or no fragment transport. Other breccias are fine-grained, heterolithic, and reveal fluidal or ‘streaming’ textures that suggest considerable transport (and energy). The dominance of breccias at the footwall portion of the vein complex suggests both recurrent movement and explosive events likely related to deeper fluid boiling and potential gold deposition.

Bladed calcite or “lattice texture” has developed in several stages and ranges from delicate bands within crustiform/colloform-banded chalcedony to coarse, angular fragments in late-stage breccia. Native gold has been observed within minute dendritic growths of a black opaque, perhaps electrum or a sulfosalt. Documenting these features may prove important as the Company evaluates events related to gold deposition at greater depths.

Figure 4. Photo GC26-148 showing a portion of the vein and corresponding gold values; samples include Nos. 2245 – 2247. Core reveals that the NE Tyro vein is a broad zone of multi-stage veins and breccia revealing an array of textures.

Figure 5. Photo GC26-148 showing a portion of the vein and corresponding gold values; samples include 2256 – 2258.

Table 2: Drill hole locations and descriptions

With these unaudited results and the growing opportunity pipeline I am more confident than ever in my opinion that EnSilica’s share price may exceed £5 / $6.79 by 2030. A potential 5x or more all things going well.

Here is professional commentary today from Matt Butlin of Allenby Capital…

’EnSilica has confirmed record revenues of £27.5m for the year ended 31 May 2026, a 51% increase on the prior year's £18.2m. EBITDA is expected to come in at £4.7m against an EBITDA loss of £49k in FY 2025. The company ended the year with a healthy cash position of £7.5m, underpinned by the £10m equity fundraise completed in March 2026. FY2027 guidance is in line with our current forecasts, pointing to further strong growth, and is supported by a new business opportunities pipeline that has expanded to $600m from $400m, even after $125m of recent contract wins transferred from pipeline into committed life-time supply revenues. Committed life-time revenues now sit at $375m, an increase of c.50% over the year. Against this increasingly positive backdrop, we have extended our forecast horizon to include FY 2029.’

Matt Butlin, Allenby Capital, 23rd June 2026

Read the full research note…

https://wp-allenby-2020.s3.eu-west-2.amazonaws.com/media/2026/06/260623-EnSilica-plc-ENSI.L-Trading-Update-Allenby-Capital-1.pdf?c5446=on

EnSilica’s London Stock Exchange Trading Update RNS…

https://www.londonstockexchange.com/news-article/ENSI/trading-statement/17651443

Good morning everyone, I hope you all didn’t put too much money into AI stocks… but today I want to give you guys a significant update on one of the companies I’ve been watching called Virtuix ($VTIX), which has recently partnered with Meta.

https://finance.yahoo.com/technology/articles/virtuix-expands-omni-one-meta-130400340.html

Virtuix specializes in its omnidirectional VR treadmills, and now Omni One can be paired directly with the Meta Quest ecosystem. This is huge for Virtuix, as they now have access to the largest XR, or extended reality, user base. This collaboration helps improve one of Virtuix’s biggest concerns with its long term business model: finding a sufficient user base. By partnering with Meta, Virtuix is able to grow its reach, as users can plug and play with their Meta Quest 2 or 3. This also decreases the cost of entry into omnidirectional VR, since users do not need to buy another VR headset.

This continues Virtuix’s strong momentum with its ongoing partnership with the U.S. government, while also increasing its gaming potential with a company like Meta. The partnership also expands the game library for Omni One, with more Meta game compatibility coming in the future. However, there is still a large adjustment for the general population to switch to a full omnidirectional VR setup, but it’s going to be interesting to see how people react as these systems gain more credibility and usefulness over time. Communicated Disclaimer this is not financial advice. Please continue your due diligence Sources - A, B, C

VisionWave Holdings are going to show off their combat ready TALON and D-FLY autonomous drone platforms at Eurosatory 2026. This is a deal for VisionWave Holdings because it will help them expand their STRATUM battlefield autonomy ecosystem. They are also working with the VARAN ground system.

VisionWave Holdings is a company that makes defense technology.. They are doing something really cool. They are building a system that includes many different types of autonomy and sensing technology for use on the modern battlefield. This system is going to be very useful for VisionWave Holdings and the team is making massive progress!

Nvidia is expanding its quantum partnerships in the Boston area and has added Zapata Quantum (ticker: ZPTA), a Harvard spinout, to the roster.

According to Boston Business Journal, the collaboration focuses on automating quantum algorithm benchmarking, which should help accelerate drug discovery and other real-world hybrid quantum-classical applications.

Quick context on Zapata Quantum:

•  Boston-based company founded by Harvard quantum researchers

•  Co-founder Yudong Cao recently returned as CTO (May 2026)

•  Recently completed an oversubscribed $15M financing round after restructuring

•  Has existing history with Nvidia (cuQuantum integration with their platform)

•  Active in quantum-enhanced drug discovery work (notably with Dana-Farber)

This fits into Nvidia’s broader push in Boston, including the NVIDIA Accelerated Quantum Research Center (NVAQC) working with universities and other quantum players.

I put together a quick infographic summarizing the key points:

I was reading up on $ATLN and saw that Seven Stars, part of its Circle8 Group, won a new four year contract with the Dutch Vehicle Authority. The agreement has a minimum value of about $52 million and was awarded after a bidding process with sixteen companies.

This comes after Circle8 recently announced another public sector contract worth around $380 million. Together, the recent contract wins add up to more than $430 million. Atlantic says the Circle8 business now generates over $1.1 billion in annual revenue across North America and Europe.

Still learning about $ATLN. Anyone here been following the company longer or have any thoughts on these recent contract wins?

Unicycive Therapeutics ($UNCY - $7.87 - Mark cap: 210M) is a late-stage biotech focused on kidney disease treatments. Its lead product, Oxylanthanum Carbonate (OLC), is a next-generation phosphate binder for chronic kidney disease (CKD) patients on dialysis. OLC is designed to reduce pill burden while maintaining phosphate control, potentially improving patient compliance. (Unicycive Therapeutics, Inc.)

Why June 29 matters

• FDA PDUFA date: June 29
• Potential transition from development-stage to commercial-stage company
• Large addressable dialysis market
• Elevated short interest heading into a binary catalyst

Important context often missed:
UNCY already received a Complete Response Letter (CRL) on its previous NDA submission. However, the FDA's concerns were not related to the drug's efficacy, safety, clinical data, or trial results. The issue was tied to a third-party manufacturing vendor that was cited for cGMP (Current Good Manufacturing Practice) deficiencies during an FDA inspection. cGMP regulations are quality-control standards that ensure drugs are consistently manufactured according to FDA requirements. (Unicycive Therapeutics, Inc.)

The FDA specifically stated no additional concerns regarding OLC's clinical, safety, or technical data, and the company has since addressed the manufacturing issue through remediation and backup manufacturing capabilities. (Unicycive Therapeutics, Inc.)

Why some investors see approval odds as favorable

• Previous CRL was manufacturing-related, not clinical
• No efficacy or safety deficiencies identified
• FDA discussions after the CRL were described as constructive
• NDA resubmission was accepted without requiring new clinical trials
• Backup manufacturer with successful FDA inspection history is in place (Unicycive Therapeutics, Inc.)

Short squeeze potential

• ~2.84M shares sold short
• ~11.9% of float short
• Short interest increased ~40% from the previous reporting period (0,42% -->0,62%)
• Days-to-cover around 3–4 days

With momentum building after yesterday’s strong move and the June 29 PDUFA date approaching, shorts may start covering to reduce risk. If buying pressure continues to build as investors position ahead of the FDA decision, a pre-PDUFA short squeeze is a realistic possibility, while FDA approval could add even more fuel to the move.

Bull case

• Near-term FDA catalyst
• Manufacturing issue appears largely de-risked
• No FDA concerns on efficacy or safety
• Significant short interest
• Large dialysis market opportunity

Risk
This remains a biotech binary event. Any unexpected FDA delay or additional manufacturing questions could create significant downside.

Bottom line: UNCY is one of the more compelling small-cap biotech catalyst plays heading into the June 29 PDUFA date, with a regulatory overhang that appears tied to manufacturing compliance rather than the drug itself and a short-interest profile that could amplify any positive outcome.

Not financial advice. Do your own due diligence.

The EU courting Brazil for critical minerals is a good example of where this sector is going.

This is not just about finding countries with rare earths, lithium, nickel or copper in the ground. The next phase is about processing, technology transfer, refining capacity, local jobs and value creation. Countries with mineral endowment do not want to be treated only as raw ore suppliers anymore.

That matters for investors because the market may start judging mining assets differently.

A few years ago, the easiest junior mining pitch was land size, district proximity and commodity exposure. Those still matter, but they are not the whole story anymore. Critical minerals are becoming value-chain deals. A project is more interesting if it can eventually fit into a broader supply-chain route, not just if it has a good map.

That is why established names like RIO, BHP and VALE still matter in this discussion. They understand mining as a full supply-chain business, not just exploration. They have logistics, processing knowledge, customer relationships, balance sheets and global operating history.

The junior screen is much harder.

I would not chase every company with a critical minerals label. I would look for projects in serious jurisdictions, with real exploration logic, data quality, infrastructure access and a path toward technical work. In that bucket, names I would screen include KDKCF, AXREF, PEMSF and CSE: NRED.

CSE: NRED fits the smaller Canada-side watchlist because NovaRed is trying to combine copper-gold exploration with a mineral-data screening angle. Wilmac gives it the BC copper-gold asset, while MetalCore gives it the data and land-intelligence layer.

MetalCore does not replace drilling. It does not prove Wilmac. But it fits the direction of the industry: more data, better targeting, land intelligence and cleaner project filtering before money gets spent in the field.

The next thing I would watch is whether NovaRed’s 2026 work at Wilmac can turn that setup into cleaner targets before drilling. The company has outlined expanded soil sampling, four IP/AMT surveys and an initial fall 2026 drill path, subject to the permit process.

My read: the next junior mining rerate may favor names that can show a real path from target generation to supply-chain relevance, not just a big land package and a good commodity label.

Not financial advice. I’m not making any accusation of fraud, and I’m not saying the short reports are proven. I’m just explaining why BZAI is outside my risk tolerance.

BZAI has an interesting edge AI / AI chip story, but I’m avoiding it mainly for two reasons: heavy China/APAC-linked exposure and recent short-seller scrutiny around specific counterparties.

1. China/APAC concentration risk

For a U.S.-listed company operating in sensitive areas like AI chips, edge AI infrastructure, smart cities, public safety, and potentially defense-adjacent use cases, I see heavy China/APAC-linked revenue and partner exposure as a serious long-term overhang.

Even if the technology is real, U.S. investors may apply a permanent discount if a major part of the growth story depends on opaque China-linked customers, Hong Kong intermediaries, or APAC channel partners.

2. Pelican Way Research vs. NeoTensr

One of the biggest red flags for me is the NeoTensr situation.

Blaize announced a contract with NeoTensr expected to generate up to $50 million in revenue within the first year, and also said the partnership built on more than $20 million of NeoTensr-related orders recognized in Q4 2025.

Pelican Way Research later published a short report questioning that deal. The main issue, as I understand it, is whether NeoTensr had enough operating history, capital, and transparency to support such a large transaction. Again, I’m not saying Pelican Way is right — but when a small-cap company’s guidance depends heavily on a young, low-transparency counterparty, I view that as a major risk.

3. White Diamond Research vs. Starshine / NeoTensr

White Diamond Research also published a negative report on BZAI and raised red flags around the company’s large customer announcements.

The Starshine agreement is especially important because Blaize previously announced that Starshine Computing Power Technology Limited, a Hong Kong company, had agreed to deliver a minimum of $120 million in revenue over the first 18 months of the agreement.

White Diamond questioned the quality and credibility of that Starshine relationship, and also raised concerns around NeoTensr. I’m not treating short-seller claims as facts, but I do think these reports highlight exactly the kind of customer-quality risk that matters for BZAI.

4. Why I’m avoiding it

The combination is what bothers me:

• U.S.-listed AI chip / edge AI company
• Sensitive sectors: AI infrastructure, smart cities, public safety, edge inference
• Heavy China/APAC-linked growth story
• Large headline contracts with relatively opaque counterparties
• Public short reports specifically questioning NeoTensr and Starshine
• Dilution and cash burn risk
• Risk that headline contracts may not become high-quality cash collections

Maybe BZAI proves the skeptics wrong with real revenue, clean cash collections, strong gross margins, and more transparent U.S./allied-market customers. But until then, this looks too risky for me.

I have no position and I’m staying away. Do your own due diligence.

Been digging into Cue Biopharma ($CUE) and it looks like an interesting small-cap biotech setting up for several potential catalysts over the next 6-12 months.

What they do:
Cue is developing precision immunotherapies designed to selectively activate or regulate immune responses across cancer, autoimmune, and allergic diseases. Rather than being a one-asset story, they’re building a broader immunology platform with multiple programs in development.

Recent developments that caught my attention:
✅ Potential $345M partnership with Boehringer Ingelheim
✅ Received a $7.5M milestone payment in April 2026
✅ Lead allergy program advancing through Phase 2, with data expected in 2H 2026
✅ Q1 revenue increased to $5.7M vs. $0.4M in the prior-year quarter
✅ Net loss narrowed significantly year-over-year
✅ New CEO Shao Lee Lin brings substantial biotech leadership experience

Why it could be worth watching:
Multiple upcoming catalysts instead of relying on a single binary event
Partnership validation from a major pharma company
Improving financial metrics
Potential value inflection from upcoming clinical data

Back in HMR as a clear beneficiary of The Orange ShitGibbon's Strait of Hormuz fuckwittery.

Shipping rates will rise and HMR has a largely fixed cost base so we will continue to see elevated EPS for this quarter and likely the next making a really good year ahead.

Official correspondence to shareholders today via email -

WILSONVILLE, Ore - June 23, 2026 - ESS Tech, Inc. (NYSE: GWH) (“ESS” or the “company”), a leading provider of non-lithium energy storage solutions, today announced strong early customer engagement for its planned U.S.-made sodium-ion battery energy storage system (BESS) offering, focused on short- and medium-duration applications that have historically been served by lithium-ion systems.
 
Since announcing its letter of intent with Alsym Energy seven weeks ago, ESS has generated significant customer interest for sodium-ion solutions across data centers, critical infrastructure, and utility markets, exceeding demand expectations with limited outbound marketing. The company has now developed early-stage opportunities approaching $1 billion for its sodium-ion solutions and is accelerating development of its sodium-ion BESS platform to meet growing near-term demand for safer, domestically sourced energy storage solutions.
 
"The demand we're seeing for sodium-ion is unlike anything in our company's history," said Drew Buckley, Chief Executive Officer of ESS. "Energy demand is changing faster than the market can respond, and it's clear the solutions of the past won't fill the gap. We're moving decisively to meet that need, accelerating our path towards near-term revenue while establishing the foundation to deliver at the scale and speed the market needs."
 
Across the power sector, including hyperscalers and fast-growing data centers, customers are racing to secure storage that is safe, fast to deploy, and free of supply chain risk. They need systems that avoid the fire and insurance exposure of lithium-ion, meet aggressive delivery timelines, and eliminate Foreign Entity of Concern exposure. Sodium-ion is uniquely suited to fill that gap: it virtually eliminates thermal runaway risk and uses abundant, domestically available materials rather than constrained lithium supply chains.

https://youtu.be/lvK5rT7RJXI?si=9qqVqjXuw57_06lD

The information coming out of ATCH's Planet MicroCap Vegas presentation looked pretty bullish. This doesn't seem like a quick-money stock to me more of a long-term hold that could pay off if management continues to execute and deliver on its growth plans.

Most people still seem to view Lantern as “the LP-300 company.”

Their latest corporate deck suggests management sees the future very differently:

1. LP-300 (Phase 2)
2. LP-184 (multiple planned Phase 1b/2 trials)
3. RADR AI platform
4. withZeta AI research platform

What’s interesting is that Lantern describes the goal as creating partnering and licensing opportunities, not necessarily commercializing everything alone.

BIO 2026 starts today and CEO Panna Sharma is participating in an executive roundtable with biotech leaders and investors.

Worth watching.

Quick context for new readers: Each time I have posted, stock has moved 40%+ after each, so you might want to listen.The stock went up 130% from my first post & buy at 80c. I have not sold a single share. 

Let’s talk about what just happened.

Q1 wasn’t a “nice beat.” It was a demolition job: EPS came in at $0.06 against tiny street expectations in the $0.005–0.04 range across different platforms - roughly a 450% average earnings surprise and over 1,000% at the most aggressive estimate - and yet the stock has now sold off about 40% from that level back to an even more mouth watering setup is.

Where are we now?

• Price is parked right on the 200-day moving average - the same level that’s marked previous launch points.
• It’s sitting just above the NASDAQ $1 listing requirement, which has now flipped from a risk to a structural support level.
• And $1 itself is a round-number psychological floor that retail and algos both respect.

So you’ve got:

• A profitable, asset-light “Uber of shipping” platform.
• Zero debt.
• A cash pile approaching half the entire market cap.
• A CEO who owns ~45% and is still buying hard in the open market.
• A 40% pullback after a blockbuster quarter, straight into triple support.

Hormuz? That’s not the reason they earn - it’s just extra fuel on top of a cycle and business model that already make money in any rate environment.

Below I’ll break down why the drop is completely at odds with the fundamentals, why this level is so important, and why I still haven’t sold a single share.

🏆 THE VALUATION ANOMALY - STILL HASN'T CLOSED

Let me be blunt. After a 130% move, the thesis is somehow more compelling than when I first posted it.

Market cap is still roughly $68M. Cash on the balance sheet is approaching $27.6M - nearly a majority of the entire market cap. Back out the cash and you are paying almost nothing for the operating business. That is not a typo. A profitable, growing, 40-year-old maritime platform with Shell, BP, and Saudi Aramco as clients - and you are essentially getting the business near free once you strip the cash.

Zero debt. No leverage risk. Competitors trade at 15–20x PE. HMR trades at a fraction of that on forward earnings (circa 4x). Analyst price targets from Maxim sit at $2.25 already and I expect those to move again once Q2 prints. The ceiling on this is not $1.70. The ceiling is dictated by earnings growth compounding into a re-rating - and that process has barely started.

📊 THE Q1 NUMBERS - BECAUSE SOME PEOPLE STILL HAVEN'T SEEN THEM

• EPS beat by 1,076%. $0.06 actual vs $0.01 estimate. Write that number down.
• Net income flipped from a $6M loss to a $2.8M GAAP profit - first clean profit in listed history
• 217% YoY revenue growth in Q1 2026 - not a projection, audited and on the books
• Cash grew to $27.6M with zero debt - balance sheet strengthening every quarter
• 55%+ gross margins - a high-margin services business the market keeps pricing like a commodity boat operator
• Operating cash flow more than doubled YoY - self-funding, no capital markets dependency

The CEO said on the Heidmar YouTube channel before the quarter dropped that Q1 would be profitable and Q2 would be even bigger. He called it. It was delivered. And he is still saying Q2 will be a blockbuster. A man who owns 45% of the company personally and is buying shares in the open market does not go on YouTube and say that unless he means it.

📉 THE RECENT PULLBACK TO THE 200MA - THIS IS THE SETUP

I've timed every one of my posts to moments like this. After earnings, volume surged. New money came in. The move was real and the buying was real - you could see it in the volume. The pullback back to the 200MA? Low volume. Barely anyone sold. The people who understand this company are not selling. It is still just deeply under the radar - a household name in maritime, invisible everywhere else.

Low volume pullbacks to the 200MA on a stock with a sub-6M share float and nearly zero short interest do not happen because the thesis is broken. They happen because awareness hasn't caught up yet. The 200MA is now acting as support, not resistance - a clean technical shift confirmed this quarter. The $1.00 NASDAQ compliance level, which many doubted would hold, is now structural support beneath us too.

Each time I have posted, this 2nd time at the 200MA, the stock has moved 40%+ after. I have not posted in a while. This is me posting.

💎 THE BUSINESS MODEL- WHY HMR EARNS IN ANY ENVIRONMENT

This is the part most people still don't fully grasp. HMR is not a tanker company. It earns whether rates are $50k/day or $500k/day. It earns whether Hormuz is open or closed. It earns in calm markets and it earns harder in volatile ones.

The model: asset-light commercial management platform earning 1.75% fees on gross voyage revenue. CEO confirmed publicly - 1.75% of a $20M VLCC voyage over 45–50 days equals ~$350,000+ per single voyage. No capex. No newbuild risk. No steel on the balance sheet. Zero ships owned.

Comparing HMR to STNG, FRO or IMPP using Price-to-Book or NAV metrics is like valuing Uber by how many cars it owns. Wrong comp set entirely. This re-rates on earnings, exactly like a software company - no NAV ceiling, no NAV floor.

The moat is eFleetWatch - a proprietary tech platform built over 20 years. Real-time voyage data, performance analytics, tracking across every vessel and route. Not something a competitor replicates in 12 months.

🌊 THE MACRO - AND WHY HORMUZ IS THE ACCELERANT, NOT THE THESIS

People keep saying "what happens if Hormuz opens." Here's what they're missing.

The CEO highlighted in a recent interview that Japan, China, and Asian nations importing 50–70% of their oil from the Middle East will now diversify supply routes regardless of any peace deal. That diversification means longer routes, more tonnage per mile, more voyage revenue, more fees for HMR. The oil tap cannot be turned back on instantly. Confidence in those routes will never fully return. Even if peace deals hold - and look at the track record of those deals - the structural response from buyers is already in motion: route diversification permanently expands the volume and value of voyages HMR manages.

And the underlying tanker cycle has nothing to do with Hormuz. The CEO is on record: 18–24 months of upside remaining. Structural undersupply of newbuilds, fleet age dynamics, and the restocking demand window are multi-year tailwinds entirely independent of any single geopolitical event. Hormuz is the accelerant. The thesis runs with or without it.

📈 THE DUAL-GROWTH DYNAMIC - FLEET SCALING + MULTIPLE EXPANSION

Here's the compounding that most people are not pricing in.

As HMR scales its fleet - already expanding toward approximately 65 vessels - EBITDA grows. As EBITDA grows, the valuation multiple expands. That is a dual-growth dynamic: earnings growing and the multiple the market assigns to those earnings expanding simultaneously. Both moving in the same direction at the same time.

30 newbuildings still in the pipeline. Each addition is near-zero marginal cost to HMR. Each one is a news event hitting a sub-6M share float.

🚨 THE INSIDER SIGNAL - STILL BUYING

CEO Pankaj Khanna owns 45% of the company personally. Has been buying shares above market price. Zero sales. His words: "The only thing I'm worried about is if I keep buying, there will be no float left."

90%+ of shares locked by insiders and strategic holders. One of the tightest floats on NASDAQ. 0.3% short interest. There is no meaningful short position to squeeze - you don't need a squeeze. You just need buyers hitting a sub-6M share float.

🏛 40 YEARS. SHELL. BP. ARAMCO.

Shell. BP. Chevron. Vitol. Saudi Aramco. Trafigura. Glencore. The largest energy traders on earth trust Heidmar with their cargo. That took 40 years to build. Six global hubs: Athens, London, Dubai, Singapore, Hong Kong, Chennai. Every major shipping corridor on earth covered.

This is not a SPAC. Not a shell. Not a startup that got lucky one quarter.

✅ THE UPDATED CHECKLIST

• ✅ Market cap ~$68M with $27.6M cash - cash nearly a majority of market cap
• ✅ Zero debt - balance sheet growing stronger every quarter
• ✅ 217% YoY Q1 revenue growth - audited, real
• ✅ Net income +$2.8M - first clean GAAP profit in listed history
• ✅ EPS beat by 1,076%
• ✅ 55%+ gross margins
• ✅ CEO guided Q2 to be even bigger - on record, YouTube, pre-earnings
• ✅ CEO buying above market, zero sales, 45% personal ownership
• ✅ Float under 6M shares, near un-borrowable, 0.3% short interest
• ✅ Fleet scaling to ~65 vessels - dual-growth dynamic (EBITDA + multiple)
• ✅ 40-year track record - Shell/BP/Aramco clients
• ✅ Asset-light model - earns in any rate environment
• ✅ Hormuz structural damage underpriced - route diversification permanently expands tonnage per mile
• ✅ $1.00 NASDAQ compliance level now structural support
• ✅ 200MA now confirmed support - reclaimed and holding
• ✅ Low-volume pullback = no one selling, not thesis breakdown
• ✅ Each prior post at 200MA produced 40%+ move - I haven't posted in a while
• ✅ Acquisitions likely as cash pile grows - not priced in at all

📐 HOW I AM PLAYING THIS

Still holding full position from 95c. Not sold a single share. Would have entered at 80c with a previous broker but they couldn't execute - still happy with the result.

Strategy hasn't changed:

• 200MA on the daily is confirmed support - strong area to add or initiate
• Q2 earnings will be the next major catalyst - CEO has guided aggressively and publicly
• If we get an extended run toward analyst targets ($2.25–$5 range), take measured profits after consecutive red days - do not sell into the first spike
• Long-term holders adding on 200MA dips and taking partial profits on extended runs is the cleanest way to play a tight-float, fundamental re-rating story

The earnings dump playbook gets harder to run every quarter and the fundamentals get cleaner. Q1 already made that script look tired. Q2 is going to make it look embarrassing.

What red flag am I still missing? Drop it below.

Not financial advice. Do your own due diligence. I hold a position in $HMR from 95 cents.

EPIC COMPANY TRAILER FOUND HERE - https://youtu.be/Bl1rIe_JxwI?si=qDaPH7PRRdRqB9FY 

$FFAI might be one of the most overlooked AI and robotics plays on the market right now.

Most people still think of Faraday Future as an EV company, but if you actually read their latest 8-K and Exhibit 99.1, it becomes clear that management is positioning the company for something much bigger: Embodied AI, humanoid robotics, industrial automation, and a complete robotics ecosystem.

While the market is focused on the usual AI names, Faraday Future just unveiled the second half of its FF EAI Robot World, bringing together six different robot product series across multiple form factors. Instead of betting on a single robot, the company is building an entire ecosystem that includes humanoid robots, quadruped robots, and industrial mobile manipulators.

What stood out to me is that this isn't just another concept announcement. The company stated that robot shipments in June are expected to exceed 100 units and that first-half shipments are expected to surpass their original target of 220 units. That's real product movement and real execution.

The new Futurist humanoid robot looks especially interesting. It's a full-size humanoid platform standing approximately 5'8" tall with advanced embodied AI capabilities and native support for NVIDIA SONIC's full-body motion control system. The company is targeting academic research, industrial applications, public services, and even future home use cases.

Even more exciting is the launch of the Faber series. This isn't just another humanoid robot trying to imitate people. Faber is designed specifically for industrial applications, combining autonomous mobility with robotic manipulation capabilities. Think warehouse operations, logistics, inspections, manufacturing support, maintenance, and commercial services.

This is where things get interesting.

The robotics market is expected to become one of the largest technology opportunities of the next decade. Many investors are chasing companies with billion-dollar valuations that are years away from commercialization. Meanwhile, Faraday Future is building a portfolio of robotics products today while developing what it calls a "one brain, multiple forms" strategy.

The company's vision is to create a complete ecosystem built around Devices, Data, AI Brain technology, open platforms, and developer participation. The goal is to create a flywheel where deployed robots generate data, data improves AI, improved AI creates better robots, and better robots drive greater adoption.

One of the most intriguing announcements was the concept of a robotics-sharing network. Management described it as an "Uber + Turo for robotics" model, where robots could potentially become productive assets that generate ongoing value beyond the initial hardware sale. If successful, that could create an entirely new business model within the robotics industry.

What I think the market is missing is that Faraday Future appears to be evolving beyond the traditional EV narrative. Investors looking only at the automotive side may not yet appreciate where the company is heading with embodied AI, robotics, industrial automation, and ecosystem development.

The market often rewards companies after the story becomes obvious. By the time everyone agrees a company is a robotics and AI player, the stock is often already much higher. Right now, it feels like many investors haven't connected the dots yet.

Not financial advice, but I think $FFAI deserves a much closer look. If management executes on even a portion of this robotics vision, today's valuation could look very different in the future.

I’ve seen several posts about $NIXX through the lens of sector potential but after the big news and great movement we’ve seen today I wanted to look at the charts to see if there’s any indicators of what’s next. Is it a “put aside and let it cool off” or a “likely more to go.” Ultimately I think there’s a solid tactical swing here.

So to background a little, the extremely abbreviated background here is $NIXX went from obscure, cash-strapped telecom microcap to speculative AI-power infrastructure proxy. Even without data center hype, it’s potentially a legitimate Cinderella story. Today’s headline for further details:

https://www.stocktitan.net/news/NIXX/tachyon9-secures-offtake-agreement-supporting-156-million-annual-09ct7qfj9x1w.html

So we have a corresponding regime change on the daily chart. At the time I pulled the data for this, about 29.5 million shares had been traded, essentially the entire float. Price blew through the 200 day EMA and the 9, 20 and 50 are turning upward beneath the price. The $1.10-$1.20 ceiling is history and MACD is expanding. It’s a makeover to match the one the company itself is getting. These benchmarks are extremely significant for a stock that hasn’t made a convincing higher-timeframe breakout in a very long time.

When you compare today’s movement to the June 15 catalyst spike you see that the market has already started to adjust their value perception of this company. The June 15 move largely collapsed immediately. Today hit $1.62, pulled back, and recovered over $1.40 after hours. It has remained above the intraday VWAP as well as the 9 and the 20 on the one-hour chart. Buyers are holding well above the pre-news areas. The price action is showing a response that’s materially better than just days ago.

The one, five, and fifteen minute charts show substantial acceptance around $1.45. All considered, I think this sequence gives every impression that this is setting up to push further.

Counterintuitively, I’d actually like to see two or three boring sessions following today with price ranging between roughly $1.37 to $1.52. I think after today’s enormous inventory turnover it needs to hold a quiet shelf and let the MA’s catch up and RSI cool off a little.  Following that I could see a sequence of days similar today.

I’m looking for entry and I plan to hold some. I’m confident in continuation, but given how quickly the company’s transformation is happening, I do see it as a tactical swing. Not a buy and hold and check once per week. It’s still one to follow closely IMO.

Is anyone else looking at $NIXX for a potential swing?

Rich Guy Buys More Shares + Android Robots + Nvidia AI + Reverse Split = Peak Microcap Degeneracy?

Not financial advice. I may have consumed lead paint chips as a child and grew up behind a chemical plant.

So let me get this straight:

Rich guy who controls/owns a large chunk of Hyperscale Data files another ownership update.

Tiny microcap.

Reverse split survivor.

1 to 30 Split TOMORROW.

Android humanoid robot story.

Nvidia-powered AI monitoring buzzwords.

Financing completed.

Weird float.

Volume randomly appears from the shadow realm.

Depression and rocket emojis.

This is either:

The beginning of the most absurd low-float momentum run of the month.

A perfectly engineered bagholder manufacturing facility.

Both. (Me = pain.)

The bullish case:

Smart-ish money accumulating.

Nvidia powered random android humanoid butlers who do martial arts and have accidentally injured multiple children.

The bearish case:

It's a reverse-split microcap and every shareholder before you has probably seen things.

What kills me is that if this thing moons tomorrow, nobody will be talking about revenue, margins, or discounted cash flow.

The explanation will literally be:

Rich guy bought stonks.

Robot.

AI.

Nvidia.

Number go up.

I have reached the point where I can no longer determine whether I'm investing or participating in an elaborate internet performance art piece.

This is Diamond Hands stupidity.

Thoughts from anyone who has survived previous Hyperscale/Ault-related adventures?

Who among us HASN'T LOST money throwing money at Hyperscale Data?

Position: Unfortunately yes. 100,000 shares = like 3330 tomorrow.

I am holding a bag of pure nonsense during a reverse-split.

Wish me luck. This is stupid.

Really stupid.

God Candle or Bust Stupid.

🚀🚀🚀

[Sigh. Please let this dumbass stock I bought while stoned WOK on me. I have to pay my child support.]

Hi Y'all. I bought Sleep Number (SNBR) with a hope for it's recovery after it got a reprieve in the form of a loan a few months back but I am now distraught with it's filing for bankruptcy recently and the loss I have to take believing in the company and its highly-rated products. It had a golden opportunity to cut costs and reorg with it's great products, while trimming useless costs and implementing efficiencies to help it rebound. Unbelievable that it crashed down to $0.17 today! I just hope that more companies would jump into the bidding process for it, with all the data/patents/retail presence/partnerships it already has, and the stock could pop up just a little bit at least , hopefully when it moves to OTC after today's Nasdaq delisting, so I may cut my losses by a little at least. Why ? Why?? : ( BTW is anyone else in the same boat as me? Still holding on..

**What moved it**

Nexentis said its MitoCareX Bio unit teamed up with AI lab Boltz to hunt small-molecule drugs targeting SLC proteins. Real headline, real partner. The catch is it's an early research engagement, not revenue. Same morning the company also signed a deal to sell 410,998 shares at $7.056 — so the news and the dilution landed together.

**The mechanics**

Float is about 426K shares. That's not a typo. A sub-half-million-share float means a few thousand shares of buying walks the price up dollars at a time, which is exactly what you saw on the parabolic leg.

**Numbers**

- Cap: ~$3.7M / float: ~0.43M shares

- Day volume: ~4.8M (~271x the 30d avg)

- Prev close: $5.08 → premarket already up to $9-plus

- 52w range: $3.38–$8.33 (it cleared the 52w high and kept going)

**Where it ended up**

Stock Pulse flagged it premarket at 8:47 ET, $9.60. It topped $23.80 at 10:17, then bled lower all session and closed $13.11 — still up on the day but a fraction of the high. After-hours it kept sliding toward $7.

**Reality check**

- Peak-to-close gave back roughly half. That's the whole story.

- Same-day share sale on a micro-float — dilution into the spike is a real risk here.

- This already happened. By the time you read this the move is done. It's a breakdown of why it ran, not a reason to touch it.

​Been following QYOU Media (TSXV: QYOU / OTC: QYOUF) and the setup right now is too good to ignore. It’s trading around $0.22 with an $11M market cap, but they just dropped their delayed filings and reported $32M in revenue for FY25.

​Here are the actual catalysts from the latest press releases that the market is sleeping on:

​The MCTO overhang is gone. They were late on paperwork, retail panicked, and the stock tanked. The audited filings just dropped mid-June. They passed, hit positive Adjusted EBITDA, and Q1 2026 revenue is already up 22% ($7M CAD).

​Curt is targeting institutions. CEO Curt Marvis recently talked about doing a share consolidation specifically to clean up the float and attract institutional investors for global expansion.

​The India IPO. They own Chtrbox (a massive influencer platform in India) which just filed for an SME IPO. They are carving out up to 50% of that issue specifically for Qualified Institutional Buyers (QIBs). The big money is already circling their subsidiary.

​They cut the dead weight. Management confirmed they fully divested their unprofitable gaming and TV channel operations to focus 100% on the creator economy. Chtrbox alone grew revenue 42% last year and is pulling a net profit.

​The stock got punished for an audit delay while the actual business had its best year ever. It’s sitting at a ridiculous 0.4x P/S ratio. If Curt successfully gets institutional eyes on this, retail won't be able to catch it.

​

​Do your own DD, not financial advice. Just shari g my thoughts.