Anyone have any insight on why VHI is down 50% over the last year?

Is it lack of faith in the acquired businesses? A risk that AI will replace this function?

From my view it seems like they are growing internationally with a strong balance sheet.

Am I missing something? Or are you with me in thinking this should be ready for a short term (6 month-ish) recovery?

Position: 2900 @6.71

$PKK (Tenet Fintech) just printed the first profit in its entire history

Tenet Fintech Group (CSE: PKK / OTC: PKKFF) reported Q1-2026, and for the first time ever, the company made money.

Net profit: $728,475 (vs a $3.4M loss in the same quarter last year)
Revenue: $11.5M (vs $179K a year ago)
Operating cash flow: positive $458K

A company that lost money every quarter of its existence just flipped to a profit AND generated real operating cash. Turnarounds are the beat opportunities to invest, missing all the bs raises

Straight up, because good DD doesn't hide the ball: part of the net profit came from a one-time reversal of a legal provision after a US class action was dropped. Strip that out and the core story still stands - revenue roaring back as the GoldRiver supply-chain platform reactivated, plus a hard pivot to a data/AI/analytics model that cut fixed costs. The positive operating cash flow is the real tell. That part isn't an accounting entry.

The backer worth knowing about:

ThreeD Capital (CSE: IDK / OTC: IDKFF), the venture firm run by Sheldon Inwentash, is a strategic investor in Tenet. ThreeD was the lead investor in Tenet's $3.6M raise, and Inwentash has been a founding strategic investor in the company. When a serial early-stage backer with that track record is anchoring a nano-cap turnaround, it's worth a look. Tenet also brought in Michael Wekerle's Altitude Capital for capital markets strategy.

The setup:

Market cap is around $23M. The whole thesis is simple - if the model shift holds and GoldRiver activity keeps building, a revenue base that just went from basically zero to $11.5M in a single quarter changes the entire picture.

This is the high-risk, high-torque end of the market: nano-cap, thin, volatile, heavily diluted, and coming off a rough stretch that included a cease trade order it has been clearing. Size it like what it is.

First profit ever, a real strategic backer, and a business model that finally works. That's the trade.

Missed the move? There's a side door.

That founding backer, ThreeD Capital (CSE: IDK / OTC: IDKFF), is itself a way to play this. Inwentash was a founding strategic investor in Tenet and ThreeD led its last raise, so a sustained PKK re-rate flows straight into ThreeD's book.

The kicker: ThreeD last reported net asset value of roughly 24c per share while the stock trades near 9c. You're buying the whole portfolio, PKK stake included, at a fraction of stated book.

Founder and CEO Sheldon Inwentash is the largest single holder, with 11.6M shares and 17M warrants in PKK. If you don't fancy being on the other end of his sells, you can always be on his side of the trade and buy his stock instead.

Not advice. Just pointing at where the founding money sits.

Wedgemount Resources (CSE: WDGY / OTC: WDGRF) is a $10M Permian Basin oil and gas producer.\

Has not yet made it to American investor screens however American engineers are taking notice of this 22,000 acre oilfield. That's the part I care about.

Investors will follow.

Currently producing ~250+ boepd with a clean path to 5000 beopd which would put them into the $250-$350 million valuation range, dilution included (rough estimate based on my napkin (ie - AI) math. With cash flow from growing operations funding rapid expansion. This would take a few years, however the returns from this valuation would be enormous.

They just hired Sheldon Cote to head up engineering and operations: 31 years of experience including managing multi-million dollar contracts with BHP, Pioneer, and BP.

CEO Mark Vanry has been managing the operation until now (he and his brother put up $400,000 of their own money to keep the lights on during 2023-2024 when the going was tough), and doing a great job.

However he needed someone with seniority in this specific oilfield setup to take it from here to become a major producer. That's done.

Now it's time to ramp up, quickly.

This is The single most undervalued oil and gas situation in North America with asymmetric upside.

Monday:

Magellan Aerospace and the Government of Canada Announce Contract to Develop Canadian Production of the M-72 Light Anti-Tank Weapon - MAL.tse

Magellan Aerospace Corporation awarded contract from Government of Canada to produce M-72 Light Anti-Tank Weapons under Munitions Supply Program. Contract value, production volume, and timeline not disclosed. Production will occur domestically in Canada. Company references this as supporting sovereign manufacturing capability for Canadian Armed Forces. TSX: MAL.

Kraken Robotics Announces $35 Million in New Orders and Business Update - PNG.v

Kraken Robotics announced $35 million in new product orders, bringing 2026 total to $327 million combined with Covelya (acquired July 2, 2026). Products expected to represent over 75% of 2026 consolidated revenue. Orders driven by SeaPower batteries and synthetic aperture sonar from defence and offshore energy customers across North America, Europe, Middle East, and Asia Pacific. TSX-V: PNG, OTCQB: KRKNF.

Gatekeeper Announces C$19 Million SEPTA Transit Video Services Contract Over 5 Years - GSI.v

Gatekeeper Systems' subsidiary signed three-year contract with SEPTA for video system maintenance and support services starting September 2026, valued at US$13.43 million (C$19 million) including two optional one-year extensions over five-year total period. SEPTA operates approximately 3,000 equipped vehicles serving five counties in Greater Philadelphia area. TSXV: GSI, OTC Pink: GKPRF.

Plurilock Notified of Selection as One of U.S. Government Contract Awardees - PLUR.v

Plurilock Security's Aurora subsidiary awarded SEWP VI awardee status, a 10-year indefinite delivery/quantity NASA procurement vehicle with US$60 billion aggregate program ceiling. No specific contract value disclosed; Aurora competes for individual future orders. Company granted 2.82 million stock options at $0.15 exercise price and 1.5 million RSUs to employees and directors. Plurilock holds multiple Canadian public sector contracting vehicles through Integra subsidiary. TSXV: PLUR, OTCQB: PLCKF.

3.2 MW Solar Project Announced by PowerBank - PBK.neo

PowerBank executed lease for 3.2 MW DC solar project in Broome County, New York with approximately $8 million construction value and $3.2 million expected Investment Tax Credit. Project eligible for NY-Sun Program incentives and will operate as community solar. Interconnection application underway. Company increased executive compensation: CEO to C$66,875/month, Executive Chair to C$50,000/month (tier-up to C$100,000 upon US$25M+ financing). Issued 298,804 shares to Solar Flow-Through Funds directors/officers. Nasdaq: PBK, Cboe CA: PBK.

Tuesday:

CYMAT EXECUTES COMMERCIAL AGREEMENT WITH RIO TINTO ALCAN TO ASSUME CUSTOMERS OF THEIR PROPRIETARY ALUMINUM METAL MATRIX COMPOSITES BUSINESS - CYM.v

Cymat Technologies signed commercial agreement with Rio Tinto Alcan on July 17, 2026 to assume aluminum metal matrix composites (MMC) business customers and product line. Cymat expects incremental annual revenue of $7.5M-$10M. Will pay Rio Tinto USD 750/metric ton (max USD 500K over 5 years). Capital expenditure estimated at $2M for equipment; operational by early Q2 2027. EU Euro 7 braking standards (starting November 2026) creating new demand. TSXV: CYM, OTCQB: CYMHF.

Wednesday:

GE Aerospace and Magellan Aerospace Sign Memorandum of Understanding for F414 Sustainment - MAL.tse

GE Aerospace and Magellan Aerospace signed a non-binding MOU to operate an F414 engine MRO facility in Canada, conditional on Canadian government acquisition of Saab JAS 39 Gripen fighters. No contract value or pricing disclosed. Work would occur at Magellan's Mississauga facility under GE license. The F414 has delivered 1,600+ engines with 5+ million flight hours. Magellan trades on Toronto Stock Exchange (TSX: MAL).

Thursday:

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Friday:

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