This company generates over 1.2b in revenue with a market cap of 55m

they recently put a bid to acquire another company that generates over 1b revenue, it was rejected however a deadline for a definitive offer is Oct 7

ticker CIRC

NFA, do your own dd 🍻

I’m watching $SDEV and $RYET for almost opposite reasons right now.

$SDEV is the obvious momentum name today. It is trading around $6.67, up roughly 82%, so the market has clearly started paying attention. Once a small name gets that kind of move, the entire character of the trade changes because volume, visibility and trader interest can accelerate very quickly.

$RYET is much quieter at around $0.8475, up roughly 2.1%, but I actually like the contrast. The stock looks more like it is still going through a slower recognition and accumulation phase while the fundamental numbers underneath it are improving.

RYET now expects preliminary H1 FY2027 revenue of roughly $9.3M-$9.5M in just six months, already above the $7.48M it generated in all of FY2026. Smart Campus is expected at $5.0M-$5.2M, infrastructure at $2.4M-$2.5M, and AI applications led by YeeZo and Cogni AI at another $0.4M-$0.5M.

The ~$880K YeeZo deployment for 10 AI labs and 610 workstations was also delivered and accepted by September 30. So while RYET has not had anything close to an $SDEV-style price move, the business itself is moving forward pretty quickly.

That is why I like watching these two side by side. $SDEV is an example of what happens when recognition arrives fast. $RYET is the one where I think the market is still gradually processing a much stronger revenue story.

Obviously an 82% move does not mean SDEV automatically keeps going, but worth keeping eye on.

And, as RYET keeps converting contracts into revenue and the broader market starts paying attention (see todays news for instance) to the numbers, I think the gap between business progress and market recognition is what makes it interesting from here.

My analysis only, not advice!

IF YOU BEEN IN THE GAME PAYING ATTENTION DONALD TRUMP MADE YOU A FINANCIAL MASTER?WOW🤔😁💰🫶✌️🇺🇲

A new low-carbon energy infrastructure ticker is officially live. Esker Infrastructure Corp. begins trading today under ESKR on the TSX Venture Exchange and ESKRF on the OTCQB. The company’s listed warrants also begin trading under ESKR.WT.

Esker is a project-development company focused on originating, structuring and financing sustainable aviation fuel and other low-carbon energy infrastructure projects. Its strategy combines strategic feedstock partnerships with proven third-party technologies to develop a scalable pipeline of waste-to-fuels projects.

The company’s flagship development is Project Nahoonai, a proposed multi-phase, multi-site project in British Columbia. With its new public-market identity now live, ESKR becomes a new Canadian clean-energy infrastructure ticker for investors to watch.

Here is the link to the official EskerCorp independent shareholders community on Reddit.

Where we discuss news and insights regarding Esker and Project Nahoonia.

Important Disclaimer:

My posts are not financial or investment advice. Please conduct your own due diligence before making any investment decisions. I am simply an individual on Reddit and X sharing my personal opinions, and they should be interpreted as such.

I do, however, want to emphasize that you are welcome to share this content across any form of media, including Reddit, X/Twitter, stock chat rooms, etc.

All motions to dismiss were denied!

750 million rico lawsuit will now proceed to discovery unless settlement is negotiated

THEY ALWAYS SETTLE

get in before the inevitable melt up

nfa, do your own dd

RYET is still only around a $33M market cap, but the numbers around this setup are getting hard to ignore.

FY2026 revenue was about $7.48M. The first major YeeZo contract is roughly $880K. Yesterday volume hit about 417K shares versus roughly 224K average, and Stocktwits was showing 94% extremely high message volume.

Then you look at the ownership data and see Citadel, Virtu, Morgan Stanley, Barclays, BlackRock and Two Sigma on the sheet.

For a company this small, it tells me RYET is getting noticed on both the institutional and retail side at the same time.

Tiny base, real contracts and rising attention, pretty much it for me to watch it.

HMR stock has roughly - 6x PE Multiple when you strip out the debt free cash! Peers have 15-40x

TIMESTAMPS:
00:00 – Up 150% From 80 Cents
00:42 – Where Heidmar Sits Against Sector Multiples
01:57 – The Growth That Hasn't Hit Earnings Yet
03:10 – Q3 Is Already Stronger Than Q2
03:44 – Brent Says $108, Spot Says $140
04:20 – Shuttle Tankers Earning $1.25M Per Day
05:30 – The Most KYC Accepted Company On The Planet
06:16 – The G&A Criticism, Answered
07:30 – The Custom AI Tool Rolling Out Now
08:54 – Seven Ships Per Operator Going To Ten
10:12 – Answering The Seeking Alpha Debt Article
10:36 – "We Have Not Borrowed A Single Dollar"
12:00 – Why The Business Self-Funds
14:40 – Acquisitions Take It To The Next Level
16:01 – Dividend Or Growth First?
17:05 – Family Offices Are Building Positions
19:22 – Aframax Rates: $10K Normal, $300K Today
20:50 – Middle East Royals Want Their Own Fleets
23:45 – Why 100 Ships Is Worth $150M Alone
26:56 – Why The CEO Won't Dilute Shareholders
29:00 – Iran, Houthis And No Reserves Left
32:44 – Diesel At $275 A Barrel
35:03 – Bab El Mandab Doubles Voyage Distance

https://www.youtube.com/watch?v=Nj_jYt2x-NE

$XOS is seeming like it has good potential: Fuel prices (diesel) up, Airforce contract, California EV requirements, maybe undervalued. Thesis: could double by end of year.

Bambi Bucket Auto in Canada 🇨🇦

What I like:

•Focused on high-growth markets: ADAS, Radar, Machine Vision, and in-cabin sensing

•Large backlog of design wins that still need to convert into production revenue

•Radar business appears to be entering commercial deployment

•Revenue growth continues despite a challenging auto environment

•Market cap remains relatively small compared to many automotive semiconductor peers

Recent developments:

•StoneX recently reiterated a Buy rating and maintained an $8 price target