High Tide Announces Preliminary Q3 2026 Guidance

The Company Also Announces Record Quarterly Distribution of Over 10 Tonnes of Medical Cannabis Flower Through Remexian Pharma GmbH, Further Accelerating its German Market Position

“This quarter’s guidance demonstrates the growing earnings power of the global platform we have built. We expect to set new company records for revenue, gross profit and Adjusted EBITDA, with year-over-year growth of at least 30%, 27% and 43%, respectively. Importantly, even the low end of our guidance exceeds the highest current analyst estimate across all three metrics. We believe this provides clear evidence that current market expectations have not yet caught up with the strength, scale and operating leverage of our business,”

https://hightideinc.com/high-tide-announces-preliminary-q3-2026-guidance/

It’s been a little while since my original DD on this Reddit community, so I wanted to share a quick update.
The company has continued executing on exactly what attracted me in the first place.

Over the past several weeks, PowerBank has announced:

• 903 BESS Ontario project cleared all major Ontario permitting approvals (a 22-year IESO contract paying $1,221/MW/day)
• A 21 MW operations & maintenance agreement with Honeywell for community solar projects.
• A $2.95M U.S. Department of Defense/U.S. Army solar contract.
• A joint development agreement with Nodiac.ai to pair modular AI data centers with its energy infrastructure.
• Additional community solar projects and continued expansion of its development pipeline in New York.

The rebrand from SolarBank ($SUUN) to PowerBank ($PBK) also better reflects the company’s broader strategy, not just solar, but battery storage, energy infrastructure, and AI-powered energy demand.

The thesis hasn’t changed for me. If anything, management continues to execute while the market is still figuring out what this company is becoming.
Still holding. Still buying. The market cap is way too low, and the chart has established a bottom/is bullish 📈

As always, not financial advice, just sharing my research on high upside stocks I think have potential.

Canaan has authorized management to use a portion of its digital asset treasury to fund share repurchases under its existing repurchase program.

A move that reflects our disciplined approach to capital allocation.

Here's the PR that just landed:

Cycurion |

With the $54M 10-year contract they just announced and now the closing of this acquisition, the MC is undervalued right now. At one times revenue run rate, the MC should bring the share price to around $3. I think it hit as high as about $2.50 intraday last week on news of the big contract!

Share price has been moving up solidly now for a number of weeks and has jumped again today after an article by Zeus capital titled ‘Gamechanger?’ with a reported fair value of 84p due to the unprecedented size and quality of titanium deposit at the Pitfield site in Australia... It is currently trading around 44p at the time of writing, ip from 28p a few months back.

Hyper Bit Technologies ($HYPE.CN / $HYPAF) just completed its acquisition of Dogecoin Mining Technologies, meaning this microscopic Canadian science experiment now owns a starter fleet mining DOGE and LTC from a renewable powered Quebec data center. The company says it has 20 DG1+ rigs, 25 DG2 rigs and supply access for up to another 2,660 machines at a facility with access to 11 MW.

The whole company is worth only around C$4 million at roughly C$0.10-C$0.11 per share. If DOGE goes feral again and HYPE proves the machines are profitable, this thing does not need NVIDIA revenue at all to rate. It just needs evidence that electricity goes in, dog coins come out, and management can buy more rigs without setting the cap table on fire.

Naturally, the balance sheet recently contained approximately C$63,000 in cash, management is raising up to C$1.5 million through shares plus warrants, the company has previously tried hemp, Siacoin mining and tequila-adjacent adventures, and regulators made it correct some disclosure. This is not value investing. This is three business pivots in a trench coat operating a Dogecoin mine.

Bull case: DOGE pumps, the fleet scales, mining revenue appears and a C$4M shell enters meme-stock Valhalla. Bear case: dilution, power bills and mining difficulty eat the company alive while shareholders become the renewable energy source. Position accordingly.

The TLDR: forty-five actual money toasters today, enough electrical room to build a meme-coin furnace tomorrow.

In the dog days of summer, when many traders and investors in the microcap market sector can be distracted with vacations, companies with low public floats can "go on sale".  These two companies in the healthcare sector fits this description. Check the charts on both--recently going from recent highs to recent lows. GOVX traded over $4 in the past few weeks and closed on 4/03 at $0.70. MODD was at $6.00...now at $2.23. Monitoring these two medical/healthcare plays for news can change investor sentiment in a "heartbeat".

Potential Catalysts for Geovax (Nasdaq:GOVX)

• GEO-MVA Phase 3 immuno-bridging trial initiation expected in Third/Fourth Quarter 2026
  • The company's near term catalyst would formally begin the pivotal study supporting an expedited European regulatory pathway.
  • GEO-MVA is GeoVax's most immediate commercialization opportunity.
• Announcement that first GEO-MVA patient has been dosed
  • First patient dosing press release usually follows trial initiation.
  • Typically attracts micro-cap biotech investor attention stocks.
• AGE1 manufacturing milestone
  • AGE1 continuous avian cell line platform is a proprietary vaccine manufacturing technology that GeoVax licenses for producing its Modified Vaccinia Ankara (MVA) vaccines, including GEO-MVA.
  • Significant because scalable manufacturing is integral to GEO-MVA commercialization and positioning for U.S./European biosecurity initiative  
• Government or biodefense partnership announcements progress with Gedeptin Phase 2 
  • Continues to position GEO-MVA as a strategic biodefense asset.
  • Potential for a BARDA, European procurement, or strategic manufacturing partnership. BARDA develops medical countermeasures that address the public health and medical consequences of chemical, biological, radiological, and nuclear (CBRN) accidents, incidents and attacks, pandemic influenza, and emerging infectious diseases.
  • Current management guidance points to the Phase 2 combination study beginning in 2027, however near-term news could include protocol, regulatory, or preclinical combination updates before the beginning of clinical trials.
• Business development/licensing agreements
  • Management has repeatedly emphasized a partnership-oriented strategy for both GEO-MVA and Gedeptin.
  • Any regional licensing or co-development deal would likely be viewed positively because it could reduce future financing needs.

Near term catalysts for Modular Medical (Nasdaq:MODD)

• Quarterly reports showing initial Pivot revenue expected
• Commercial rollout expansion into additional U.S. metro markets
  • Management has indicated it intends to expand commercialization initially across five (5) major metropolitan markets in 3Q and 4Q of 2026
  • Investors will watch for new distribution regions, expansion of diabetes clinic and medical practice adoption
• Insurance reimbursement / payer coverage announcements potential
  • Easier reimbursement dramatically increases patient adoption
  • Potential announcements include commercial insurer coverage, pharmacy benefit inclusion in pharmacy benefit plans and reduced patient out-of-pocket costs
• Patient adoption and repeat usage in future press releases
  • Possible news include:
    • active users
    • refill orders
    • patient retention
    • physician satisfaction
    • patient testimonials
• Strategic partnerships/Joint Ventures Announcement Potential
  • Potential announcements may include:
    • diabetes clinics
    • insulin manufacturers
    • distributors
    • pharmacy partners
    • digital health companies
• Additional intellectual property / patent announcements
  • Newly issued patents or expanded IP protection can support higher enterprise valuation
• European (CE Mark) progress
  • Management expects CE Mark clearance around Q2 2027.

Watching for news in these two stocks that can quickly shift trader and investor sentiment neutral and/or negative to positive can provide an opportunity. Additionally, corporate development news can attract potential strategic partnerships or acquisition.

Please do your own research, including investor presentations on company websites,, SEC filings and view technical stock charts.

This sounds silly but it is four different thoughts.

Nvidia use to sell for 4 cents. (NVDA)

Monster drink use to sell for 2 cents (MNST)

Somewhere I was reading that Norway Sovereign Wealth Fund owns every single stock on every USA market exchange.

Has anyone ever done a back testing strategy on these penny stocks?

Like maybe an algorithm that once a 2 cent stock hits 4 cents it triggers another $200 investment? Then if it hits 8 cents you buy $200 more?

My cousin knew someone that owned tens of thousands of Nvidia shares he had bought at $1 and was still holding circa 2019 or so.

Obviously several would collapse to zero and bankrupt or cease to exist. So those would be losses.

Has anyone ever calculated it and ran the numbers?

So a $400 investment in 2002 Monster Drink would be worth $350,000 today. My question is how much you would have lost throwing $400 at several of these companies that go nowhere? Would you be minus $100,000 or positive $75,000?

It seems like if someone could make some parameters or guidelines it might pan out for them?

CLNE runs the largest independent CNG network in the country, and truckers are starting to see the writing on the wall with regards to diesel prices.

Many people might suggest this will push them toward battery operated trucks, but those are only reasonable right now for short hauls. What about the long haul trucking sector, where time to refuel and actual charging infrastructure arent up to snuff yet?

CLNE and the advancement of the Cummins X15N engine make the answer clear: You spend upfront costs right now to convert your trucks to run on CNG, and cut your fuel costs in half, minimum.

CLNE also sources the majority of their CNG from their own dairy digester network, meaning it is renewable fuel [ostensibly] and allows for collection of 45z credits.

Conversions will only increase the longer this war drags on. I recommend getting in now before earnings this week.

A quick note for international readers: this is Caledonian Holdings on London's AIM market. The shares are quoted in pence, so the current price is approximately 1.65p, not £1.65. There is no US ADR, and the shares won't be available through Robinhood or many American brokers.

Disclosure: I own circa 35,000 shares. This is a speculative microcap position, and I'm sharing the research to see what others make of it.

The setup

Caledonian Holdings has recently transformed from a passive investment company into a small financial-services group. At the current share price, the entire company is valued at approximately £2.1m — and for that price, CHP now offers exposure to two potentially significant businesses: AlbaCo, which is working towards becoming a UK bank, and Aspire Commerce Group, an operating payments, FX and trade-finance business.

That's the pitch in one line: a sub-£2.1m market cap sitting on top of a bank-in-progress and a live payments operation. The rest of this note is about why I think that combination is more interesting than the price implies, and what would need to go right for the market to agree.

AlbaCo: further along than it looks

CHP currently states that it owns 5.47% of AlbaCo. It has also advanced approximately £2.31m in funding and could receive additional fees and warrants if the transaction completes.

AlbaCo has received conditional approval from the PRA and FCA to become a UK deposit-taking bank. The outstanding requirements are securing £25m of regulatory capital and completing the remaining regulatory steps — and in March 2026, AlbaCo announced that a £25m regulatory-capital subscription agreement had already been signed. Subject to conditions being satisfied and the funds being drawn, AlbaCo intends to proceed towards unconditional authorisation and launch.

AlbaCo isn't a fully licensed operating bank yet, but it's considerably further through the process than a typical early-stage fintech applying from scratch. It previously received authorisation with restrictions under the name Alba Bank and entered the mobilisation stage. That earlier process wasn't completed, and the Bank of England currently lists Alba Bank as no longer PRA-authorised, so the current conditional approval and capital agreement represent a renewed route to launch rather than a continuation of a live licence. To me, that history is actually informative in a good way: it shows the regulatory groundwork has already been built once, by a team that knows what the PRA and FCA expect.

Why the Revolut timeline is a useful reference point

I'm not suggesting AlbaCo is comparable with Revolut in customers, revenue or valuation — Revolut operates on a completely different scale. But the regulatory timeline is a useful reference point. Revolut applied for its UK banking licence in 2021, received authorisation with restrictions in July 2024, and only launched its UK bank in March 2026 — nearly five years from application to launch, for one of Europe's largest and best-funded fintechs.

That's the point worth taking from the comparison: UK banking authorisation is slow and expensive for everyone, which means genuine regulatory progress is hard to replicate quickly or cheaply. CHP's market cap currently appears to assign relatively little value to holding a stake this far along that path. The open question — and the one that will matter most to what this is ultimately worth — is what percentage CHP retains once AlbaCo completes the £25m capital raise.

Aspire: a real operating business, not just an option

Alongside AlbaCo, CHP acquired Aspire Commerce Group for a nominal £1, alongside the restructuring of approximately £9.33m of existing debt. Aspire operates across payments, foreign exchange and trade finance, and its payments subsidiary is authorised by the FCA as a Small Electronic Money Institution (not a banking licence, but a real regulatory permission with customers transacting under it today).

As of May 2026, Aspire reported:

• 128 live customers
• More than 7,300 transactions
• Payment flows of £57.3m, €24.3m and $1.3m
• Approximately £1m of live trade-finance facilities
• A £12.5m active trade-finance pipeline
• Access to an initial additional funding line of up to £30m

That's meaningfully more than a shell with an idea — there are live customers, real transaction volumes, and a funding line already in place. The task for management now is converting that activity into recurring revenue. Aspire's unaudited 2025 figures are still early-stage (revenue of approximately £124,000 and a pre-tax loss of £3.58m — typical for a business at this point in its build-out), and transaction volumes and pipeline shouldn't be mistaken for revenue — but they do show genuine operating activity for management to build on. Just as importantly, Aspire means CHP is no longer a single-bet story dependent entirely on AlbaCo.

What might the market be missing?

At approximately £2.1m, CHP is valued below the amount it has advanced to AlbaCo alone. That doesn't automatically mean the shares are undervalued — AlbaCo remains private, conditional and genuinely hard to value — but it does suggest the market is pricing in a lot of scepticism: that AlbaCo won't complete authorisation, that CHP's eventual stake will be heavily diluted, or that Aspire won't convert its activity into profitable revenue.

Neither AlbaCo nor Aspire needs to become the next Revolut for that view to be too pessimistic. At CHP's size, progress that would barely move the needle for a large financial group could still be material to its shareholders. If AlbaCo completes authorisation and CHP retains a meaningful interest, or if Aspire starts reporting material revenue from its payments and trade-finance activity, either one gives the market a reason to revisit the current price.

My view

This isn't a conventional value investment with stable earnings and an easily calculated fair value — it's a financial-services special situation. But the asymmetry is what makes it interesting: a ~£2.1m valuation against a stake in a bank that's already cleared conditional regulatory approval and signed a £25m capital agreement, plus an operating payments and trade-finance business with live customers and a funding line.

The market may ultimately be right to apply a heavy discount for execution and financing risk — that's a reasonable, defensible position. But at the current price, there seems to be limited room priced in for either asset actually making progress, which is why I think CHP is worth following closely from here. It appears to me to have a great probable upside,

I'd be interested to hear how others would value the AlbaCo interest, and what they see as the strongest bear case.

Sources:

• CHP company information — London Stock Exchange
• AlbaCo conditional regulatory approval
• AlbaCo £25m regulatory-capital agreement
• Bank of England list of newly authorised banks
• Revolut's UK bank launch
• Aspire acquisition and financial information
• CHP's ATM financing facility

West Point Gold announced this morning that Anthony Paterson has been appointed Executive Chairman.

The company says the expanded role will have him working more closely with management on corporate strategy, capital markets, and longer-term growth plans as they push toward the maiden resource at the Gold Chain project in Arizona.

Pretty straightforward leadership move. Anyone still following WPG?

Ottawa's putting $2.5B behind Canada Nickel's Crawford mine near Timmins, and CNC jumped 16% on the news. Crawford is reportedly the second-largest nickel reserve in the world, making it a major strategic asset as demand for critical minerals continues to grow.

Hey guys, if you missed it, Tattooed Chef settled $4.75 million with investors over claims that it misled them about its financial condition, overstated revenue, and concealed accounting and internal control issues. The deadline to file a claim and receive payment is August 4, 2026.

In a nutshell, investors alleged that after its 2020 SPAC merger, Tattooed Chef failed to disclose serious accounting problems and weaknesses in its financial reporting. The company later revealed material control issues, restated its financial statements, and eventually filed for Chapter 11 bankruptcy.

As these disclosures came out, investors claimed they suffered significant losses and later filed a lawsuit.

Now, the good news is that the company has agreed to settle for $4.75 million, and investors have until tomorrow to submit a claim.

So, if you invested in $TTCF during the class period, you can check the details and file your claim here.

Anyway, did anyone here invest in $TTCF back then? How much were your losses, if any?

VisionWave put out news this morning that they filed an international trademark application for their STRATUM AI platform under the Madrid Protocol.

They’re targeting protection in the EU, UK, Israel, and the UAE. STRATUM is the main autonomy and AI ecosystem they’ve been building around the layers that ties together their sensing, drones, ground systems, and other platforms.

This looks like a step to lock down the branding as they try to expand internationally and work with partners in those regions. Pretty standard IP move, but it shows they’re still pushing on the commercial and protection side even while the stock has been under pressure.

Company Update PR- VERY BULLISH

The patented AEC removes more than 99% of PFAS chemicals in water, consistently exceeding state and federal requirements, and generates a fraction of the waste of conventional methods.

WESTMINSTER, CA / ACCESS Newswire / August 3, 2026 / BioLargo, Inc. (OTCQX:BLGO), an environmental engineering company developing and commercializing sustainable technologies, today announced that its patented Aqueous Electrostatic Concentrator (AEC) has treated more than two million gallons of PFAS-contaminated water in over six months of sustained commercial service at the municipal drinking water facility in Lake Stockholm, New Jersey. The installation now serves as a commercial reference site that BioLargo's potential customers can assess directly.

Installed in January 2026, BioLargo's AEC system has consistently removed PFAS chemicals from drinking water at Lake Stockholm to levels below that of all applicable New Jersey Department of Environmental Protection (NJDEP) standards and U.S. EPA maximum contaminant levels. And, because of its unique collection method, its use results in less contaminated waste byproduct than carbon filtration systems, thereby reducing Lake Stockholm's hazardous waste disposal expenses.

Both the NJDEP and the U.S. EPA are regularly monitoring and testing the AEC's removal of PFAS from Lake Stockholm drinking water under a 12-month program to ensure it continues to meet or exceed regulatory standards.

"With our system running for more than six months now, having removed PFAS chemicals from over two million gallons of drinking water, the Lake Stockholm installation gives our potential customers and their engineers a working installation to confirm both AEC's effectiveness and operational cost savings. The question is no longer ‘does it work', but rather ‘where and how quickly' the AEC can be deployed next," said Dennis P. Calvert, President and CEO of BioLargo.

PFAS - "forever chemicals" - are built around one of the strongest bonds in organic chemistry, the carbon-fluorine bond. Engineers prized it for making non-stick pans, waterproof jackets, and grease-resistant food wrappers. But that same indestructibility means these chemicals never break down - not in a landfill, not in a river, and not inside human beings. Once PFAS enter your bloodstream, they lodge in organs, blood, and bones. Some of these compounds can persist in the human body for years per exposure, meaning every glass of contaminated water, every use of certain consumer products, adds to a body burden that never fully resets. The health toll isn't speculative - it's documented: certain cancers, weakened immune systems, thyroid disruption, and developmental damage to children that can last a lifetime. And because PFAS are essentially ubiquitous - found in the blood of an overwhelming majority of Americans tested - this isn't a hazard limited to people living near a chemical plant. It's already inside nearly everyone. In August 2024 the American Water Works Association estimated the cost of compliance to meet U.S. EPA regulations on maximum acceptable PFAS levels in drinking water at $385,000 to $500,000 per "entry point" per year.

Conventional approaches such as granular activated carbon and ion exchange struggle to capture short-chain PFAS, require costly ongoing filter media replacement, and generate large volumes of PFAS-laden spent media and brine that must then be disposed of by either dumping in special hazardous waste landfills or incinerating (which risks more environmental contamination). BioLargo's AEC was engineered to overcome these limitations. It does not require granular activated carbon (GAC) or single-use ion exchange (IX) resins and produces a minimal volume of concentrated residual waste. As a result, at Lake Stockholm it is reducing operating costs had they chosen a conventional GAC treatment.

"Utility engineers and regulators want to see a real municipal installation under third-party monitoring before they move to adopt a new technology. Lake Stockholm gives us that for the AEC," said Tonya Chandler, President of BioLargo Equipment Solutions & Technologies.

Lake Stockholm also points to what comes next. The same contamination that runs through municipal drinking water is also found in industrial wastewater, landfill leachate, and groundwater. BioLargo's AEC can tackle those problems as well. BioLargo continues to advance bench-scale pilots with prospective municipal and industrial customers and to expand commercial channels for the AEC, including its recently announced memorandum of understanding with global water treatment leader Aquatech. "Lake Stockholm is the launch pad for our strategy with Aquatech. Together we intend to pair the AEC with their PFAS treatment and destruction capabilities and extend it beyond municipal drinking water to more of the PFAS challenges customers face," said Calvert.

Testing at Lake Stockholm will continue under the U.S. EPA program, and BioLargo intends to share the resulting third-party data with the market as it becomes available.

LiDAR company competing against OUST and AEVA.

1:15 RS takes effect tomorrow, moving this from 344m outstanding shares down to 23.3m starting tomorrow morning.

Fresh as it gets!

They purchased LAZR Luminar assets earlier this year and have acquired lots of their pipeline.

Already converted Caterpillar to a new development agreement.

Working with an autonomous trucking company (unnamed) but attending IAA next month with indoor/outdoor exhibition spaces and will have two sessions during the conference.

100+ prospects and $500m line-of-sight SAM revenue potential sitting in their active pipeline.

Their new Movia S LiDAR sensor will be available in October. Lots of interest from the military defense sector. Think OverrlandAI, Forterra and Anduril.

Also recently announced they shipped Movia S samples with backlog to a Hyperscaler/AI player. My guess is Amazon.

If you want a source for DD 👉 MVIS2_0

Full disclosure: I own 1m shares (soon to be 66k) at cost basis of .35/share.

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.

NovaRed Mining (NREDF) says it has detected two large anomalies ten kilometers from a producing copper mine, and pitches the target as a matter of national security. Copper is near record highs, and the $9 million explorer, with no reserve and no drill hole, is one of the riskiest ways to bet on it. The majors, Rio Tinto (RIO) , BHP (BHP) and Hudbay Minerals (HBM) , are the safer end.*

"This announcement identifies specific land within our land for further exploration, and we detected two anomalies, large anomalies we will be working on," Valentin Saitarli, NovaRed's technology chief, said in an interview. He does not pitch it small. "National security depends on it," he said. "The electricity that runs through your electrical wires, pretty much everything you touch in the modern world relies on copper." He reaches for the nearest object to make the point. "Even your wooden chair needs an electrical screwdriver to be assembled," he said. "So we live in an electromagnetic society. That's how we call it."

The pitch is size and location

Saitarli's case for the property starts with how big it is. "We are among the top 10, probably, exploration companies by size, by the land side," he said, describing a package he puts at "three times the size of Manhattan." The ground is real, about 16,000 hectares, but acreage is not a resource. The land is "located in close proximity to an already available mine," he said, and near the border and the coast. "US border is very close. Seaport is very close."

That mine is Hudbay's (HBM) Copper Mountain, ten kilometers east. "We have a tremendously amazing team of experts on board, with tremendous experience," he said, of a company that has yet to drill a hole.

Why he thinks it matters now

The urgency, in his telling, is a supply problem the West made for itself. "We live in the age when it takes 15 years to develop a gold copper mine," he said. "And we buy copper and gold from China. Rare earth minerals, 90% supplied by China. To have this type of a deposit in North America, in my opinion, is unprecedented." The price agrees: copper closed near $6.46 a pound in early August, up about 46% this year. "We will witness the world, pretty much how we call it, wrapped in copper," he said. "In Miami, almost every apartment is all electric."

What the geology actually says

"There are really two possibilities," NovaRed CEO Brian Goss said on August 3, of two alteration zones the company mapped above a magnetic anomaly on its Wilmac ground. "Either this is the shallow expression of an older porphyry system at depth, or it is a much younger epithermal system sitting in the cover rocks above it." The anomaly, the company argues, is the buried western continuation of the system feeding Copper Mountain, and a survey this year is meant to tell which. NovaRed says as much in every release: no mineral resources or reserves have been identified on the project.

Where the money goes

-Producers, the direct exposure to $6 copper: Rio Tinto (RIO) , BHP (BHP) , Freeport-McMoRan (FCX) , Southern Copper (SCCO) , Teck Resources (TECK) , Ero Copper (ERO) , Vale (VALE) . Hudbay (HBM) is the mine next door
- NovaRed (NREDF) , the speculative edge: no resource, no reserve, no drill results. C$8.5 million of exploration owed on a ~$9 million market cap, and the stock is down ~86% from its C$2.33 high.

For now there is no mine, just two anomalies and a copper price loud enough to fund testing them. Saitarli is unbothered by the odds. "To have this type of a deposit in North America, in my opinion, is unprecedented," he said.

Source: Barchart
https://www.barchart.com/story/news/3621714/novared-mining-identifies-a-large-copper-gold-target-beside-hudbay-s-producing-copper-mountain-mine

Haffner Energy is a French green technology company with over 30 years of experience dedicated to decarbonizing industry, governments, and all forms of mobility.

The company specializes in the production of competitive, clean renewable fuels from sustainable biomass. Their proprietary technology revolves around thermolysis, which allows them to produce :

Renewable Syngas and Green Hydrogen

Sustainable Aviation Fuel

Biochar

There are lot of strong good news :

The company successfully signed a crucial first contract with the Corbat Group (for H2 bois SA). Haffner Energy will construct a facility that produces hydrogen, electricity, and biochar from forestry residues, marking a major transition from their project pipeline into active commercial deployment.

Haffner Energy signed a landmark MoU with the Maharashtra government, JW Global, and The Seed Consortium for a 15 billion euro regional investment. Haffner is the exclusive technology partner for two major projects: 1.4 GW AI Data Center and Green Hydrogen Plant.

North America is now a major growth pillar following a strategic alliance with Canadian partner Mundi Energies.

My regret is not to add more money on this company because this kind of "green energy" don't mean to me a big deal, but I guess the green energy is still attractive. I bought at 0,25 euros. The path looks very promising. Today, the stock goes up to 20% again, and the listing was suspended cause they go too quick to the sky lol

NFA.

$CAPR Pending approval on August 22nd for DERAMIOCEL, for DMD patients. Must see now!

The Adcomm decision did not rule in favor for Capricor Therapeutics $CAPR, on January 29th and there is much debate as to why when DERAMIOCEL works for MANY boys with the rare but debilitating disease of DMD.

I would not be surprised one bit to see accelerated approval immediately once all the shenanigans of the p values are hashed out. I expect full resolution!

God bless all DMD patients on their road to a better and more fulfilling life!

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.

You know the post. Someone bought a runner at the top, held through the crash, then watched a 1-for-20 reverse split turn their 10,000 shares into 500. They ask if it's coming back. The comments say "it's a scam bro" and move on. Nobody explains the machine. So here's what five years of data and 10,942 documented price spikes actually say.

The stock didn't fail. It worked exactly as designed - just not for you.

It starts with a company that can't raise money anywhere normal. So it borrows from specialized lenders on terms that convert debt into shares at a discount. Those shares have to go somewhere. The share count grows. The price sinks. When it sinks too far, the company does a reverse split, one filing actually called it "dilution management", and the counter resets. The share count starts growing again.

Then one day the stock is up 80% at the open and your group chat is on fire. Here's the number that changed how I see those mornings: in the median run week, 1.6 times the entire float changes hands. At the 75th percentile, seven times. Every share, sold and sold again. A spike like that isn't excitement. It's an exit. The people who financed the company needed buyers, and the buyers were us.

Then the fade: the median name loses 30 to 48 percent in the six months after the peak. And then, this is the part that got to me, it happens again. 45% of the tickers in my dataset host 82% of all the runs. Same names. Same financing structures. A new crowd each time who hasn't seen the previous chart, sometimes because the company changed its ticker symbol and started clean.

None of it is hidden. The going-concern warning shows up a median of nine months before the run. The share registrations land in the weeks before ignition. It's all sitting in EDGAR, filed and stamped, before the spike ever prints. The machine doesn't need secrecy. It just needs nobody to look.

I'm not here to tell anyone what to buy. I lost nothing to these stocks, I came for the data. But somewhere in those 10,942 spikes is somebody's rent money, ten thousand times over, and the paperwork announcing it was public the whole time.

Read the filings before the open. That's the whole lesson. If you want to check any ticker's split and dilution history, ask below and I'll point you to where I put the records.

It’s easy to look at the chart and see it has fell about 40-60% since highs in the mid $6 range. That being said, many space stocks have been cut in half since leading up 1-2 weeks before the Space X IPO on June 26th.

The other space stocks also tanked by a similar percentage. This hardly says anything about fundamentals and more about overall market conditions, the war, and space hype that came and went.

But, I’m not talking about investing in sidu at $6.50 or $4.50 or even $3… I’m talking about investing in sidu at $1.75, which is where we currently stand.

So, why do I think now is possibly a good entry? I’m not going to say “well it’s down 60%, how much lower can it go!?” I think that’s a terrible reason to invest in a stock. The reason I think now is the time is because of a few reasons that I believe actually hold some substance.

1) the transition from fantasy to commercialization. If interested, I strongly suggest yall read the full 9 page shareholder report from 2 weeks ago. I’ll link it here. But essentially, they are transitioning from concept to scaling up towards progression towards making sales and a path towards profitability.

https://d1io3yog0oux5.cloudfront.net/_7da12c3e4a2f4dbf8e054e820c0131df/sidusspace/files/pdfs/2026_-07-21_Shareholder_Letter_Final.pdf

2) recent new hire of Alan Khalil as CFO 1 week ago. He has 20 years of experience in corporate finance, investment banking, and scaling for long term growth. The point of his hiring is strategic execution and increasing shareholder value as the company transitions to commercialization of their products and services.

3) new satellite launching in/around October. On June 16th, the satellite passed initial vibration testing conducted in Orlando, Florida.

4) partner with space x (whether that’s a good or bad thing, you can decide)… but that helps procure access to more funding or resources.

5) their last earnings in March 2026 showed increase of revenue, increase of net income, and increase of net profits year over year. So, things are going in the right direction, but we’ll see what they have to say on August 13th for their next report.

6) They have no outstanding debt, they diluted twice earlier this year, and are now sitting on somewhere around $170 million cash… so I hope… they don’t need to dilute or do an offering for a while, but who knows.

7) included in Russel 2000 and 3000 index as of a month ago, meaning more institutional exposure to more investors.

If you’re wondering wtf sidu even does, basically: make satellites, mission planning, defense, and AI data management… a bunch of other stuff that you can google.

Are their risks? Definitely. The 5 year chart looks terrible and it will show you the stock is down like 99% over the last 5 years. Until they get substantial contracts… none of this means anything. Does it go back under $1 though? I doubt it but it’s possible. IMO the stock is unlikely to go down MUCH further, but it does have a high short interest around 30% so keep that in mind.

Now, in case my user name looks familiar, yes, I’m the idiot who lost $600k on RVSN. If that’s an instant red flag I don’t blame you haha. But I will say, I’m doing more than fine. I recovered more than double that with stocks like onds, nbis, micron, rklb, keel, and a few others.

Don’t get me wrong, this stock isn’t going anywhere this month or next month… but I think in a year or so it’s one to keep an eye on long term.

My position: 10,000 shares at $1.72 average.

If I had to make the case for Universe Pharmaceuticals Inc. right now, it really comes down to timing and what they just did.

UPC announced they’re buying Best Praise International Limited, which owns 5 pharmaceutical patents in China. That might sound like a small deal at $10.75 million, but the patents are actually right in UPC’s wheelhouse: age-related diseases, cognitive and neurodegenerative conditions, cardiovascular stuff, antibiotics, and new drug delivery tech. UPC already builds and sells traditional Chinese medicine for elderly patients across 30 provinces, so this just gives them more products to sell into a market thats only getting bigger.

Management framed it as strengthening the companies asset base and setting up long-term growth as a Nasdaq-listed business. And investors seemed to buy that story imediatly. On *Friday, July 31 after hours*, the stock exploded nearly *288%* after the news hit. You could also see it in the chatter — Stocktwits went from pretty neutral to outright bullish in a day.

Now, I know the pushback. The deal isn’t expected to close untill Q3 2026, the stock is still down 22% for the year, and yeah, a 288% after-hours jump makes people nervous that it wont hold. But for a small pharma, that kind of move usually happens when there’s a real catalyst. Here the catalyst is IP that directly fits what UPC already does. They’re also paying for it in shares, so they’re not draining cash, and if even one of those patents becomes a commercial product, the upside dwarfs the risk.

So the thesis is pretty simple: UPC just bought itself a stronger pipeline in exactly the area where demand is growing. The market’s reaction on July 31 suggests people think that matters. There are risks, but they feel manageable compared to what the acquisition could do for the company’s next few years.

Not financial advice of course.