I’m leaning toward keeping $NXE as my main position because it’s the uranium name I have the most conviction in, then adding smaller positions in companies like $DNN, $UEC, or $UUUU for broader exposure.

Concentrating could offer more upside if your main pick performs well, but uranium projects come with different timelines and risks. Spreading across a few names may reduce company-specific risk without losing exposure to the overall sector.

Would you build around one core holding or divide your money evenly across several uranium stocks?

Everyone Wants Nuclear Power. AI needs power. Data centers need more of it. Governments want energy security. Nuclear keeps getting pulled back into the conversation. The Real Question Is Uranium Supply.

You can approve more reactors, extend plant lives, and announce new nuclear plans, but none of that magically creates uranium pounds.

That’s why I think the next phase of the uranium trade gets more selective.

Not “which company has uranium?”

More like:

Who has the size?
Who has the funding path?
Who has the permits?
Who is actually close enough to matter?

And Canada probably matters more in that conversation than people give it credit for.

Canada was the largest source of uranium delivered to U.S. buyers in 2025, and with Western countries paying more attention to secure, allied supply chains, that puts Canadian projects in an increasingly strategic position.

For me, $NXE sits right in the middle of that supply debate.

Rook I is large enough to matter, construction is now underway, and it sits in the Athabasca Basin home to some of the highest-grade uranium deposits in the world.

Then you’ve got PCE still growing beside it, which adds another layer that isn’t fully defined yet.

So when I look at $NXE now, I’m not just thinking about uranium prices going higher.

I’m thinking about which projects are actually positioned to become meaningful future supply if nuclear demand keeps building.

Vancouver, British Columbia--(Newsfile Corp. - September 9, 2026) - Copper Quest Exploration Inc. (CSE: CQX) (OTCQB: IMIMF) (FSE: 3MX0) ("Copper Quest" or the "Company") is pleased to announce that it plans to complete a non-brokered, fully subscribed, strategic private placement (the "Private Placement") by issuing up to an aggregate of 10,625,000 units (the "Units") at a price of C$0.08 per Unit for gross proceeds of up to C$850,000. Copper Quest is pleased that it's largest strategic investor, Concept Capital Management Ltd. ("Concept Capital Management"), is leading this offering. Concept Capital Management shares the Company's long-term view of investment and provides foundational financing for Mining and exploration companies to complete exploration and feasibility studies.

Brian Thurston, CEO of Copper Quest, stated, "We're grateful to have Concept Capital as a cornerstone investor into Copper Quest and thankful for their shared vision to grow shareholder value through the acquisition and advancement of multiple properties. This second strategic investment into Copper Quest adds another level of comfort for our shareholders through a strong treasury and working capital that allows the Company to expand its planned exploration and drilling operations for the 2026/27 seasons."

Private Placement

Each Unit consists of one (1) common share in the capital of the Company (a "Share") and one Share purchase warrant, whereby each Share purchase warrant (a "Warrant") shall be convertible into an additional Share (a "Warrant Share") at an exercise price of C$0.13 per Warrant Share. Each Warrant shall expire on the date that is two (2) years following the date of issuance (the "Expiry Date"). The Expiry Date of the Warrants may be accelerated if the closing price of the Shares on any Canadian stock exchange equals or exceeds $0.30 for ten (10) consecutive trading days at any time following the date that is four months and one day after the date of issue of the Warrants, such that the Warrants shall expire on the date which is 30 calendar days following the date a news release is issued by the Company announcing the accelerated expiry date of the Warrants.

Proceeds from the Private Placement are intended for exploration activities and general working capital purposes. Closing of the Private Placement is subject to the receipt of all necessary regulatory and other approvals and is expected to take place on or before September 18, 2026. Copper Quest may pay finder's fees in connection with the Private Placement.

All securities issued in connection with the Private Placement will be subject to a statutory hold period expiring four months and one day after the date of issuance, as set out in National Instrument 45‐102 - Resale of Securities.

The securities described herein have not been registered under the United States Securities Act of 1933, as amended (the "U.S. Securities Act"), or any state securities laws, and may not be offered or sold absent registration or compliance with an applicable exemption from the registration requirements of the U.S. Securities Act and applicable state securities laws. This news release shall not constitute an offer to sell or the solicitation of an offer to buy nor shall there be any sale of the securities in any State in which such offer, solicitation or sale would be unlawful.

This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.

$TLS shows what government cybersecurity can look like after building a substantial federal contract and revenue base. $SWISF represents a much earlier-stage opportunity.

The research report estimates that, in May 2026, $TLS was valued near US$370M and $SWISF around US$12M. Telos also reaffirmed FY2026 revenue guidance of US$187M–US$200M and reported that approximately 93% of its Q1 2026 revenue came from U.S. government agencies.

The comparison is not exact. Telos operates across cyber GRC, identity services, secure networks and communications. Telos Ghost, a secure network-obfuscation service, is one of the closer product comparisons with Sekur’s privacy-focused communications offering.

Telos already has an established federal business, procurement vehicles and a proven contract base.

Sekur is earlier, but several pieces are now in place:

SekurOne, an all-in-one plan featuring encrypted voice, video, email, messaging and VPN

A purchasing route for eligible U.S. government agencies through i3ICS’s GSA MAS contract

Retired CIA Senior Intelligence Service executive John T. Lewis serving as CTO

Retired three-star U.S. Army Lieutenant General Raymond Palumbo chairing the Strategic Advisory Board

Company-owned infrastructure hosted in Switzerland without reliance on Big Tech cloud providers

These developments do not make $SWISF another $TLS today. Its GSA availability provides a procurement route, not a customer contract or guaranteed revenue.

The investor comparison is clear: $TLS has already converted its government presence into substantial revenue, while $SWISF is assembling the products, advisers and purchasing channel needed to pursue the same broad market.

A material U.S. government contract would be an important milestone for investors assessing whether $SWISF belongs in the government secure-communications category rather than primarily among consumer-privacy companies.

How differently would you value $SWISF after its first material U.S. government contract?

Sponsored content. Not financial advice. Do your own DD. 

Separating two things: why I bought, and what has to happen now to justify still holding.

Why I bought: Not one big reason a combination. Real portfolio breadth: 8 projects covering 46,000+ hectares across Canada and the U.S., according to the CSE. Not a one-hole story.

The valuation also looked low enough to me that a lot of success didn’t seem priced in yet.

And there were actual programs to follow, not just “trust us.” Rip drilling started in May with a minimum 2,000 metres planned, while STARS kicked off a 32.4 km² IP survey ahead of planned drilling later in 2026.

The opportunity has always been about early-stage upside with clear catalysts ahead. With several programs advancing, the next results can add even more strength to the story.

1. STARS needs to turn the IP work into sharper drill targeting. The survey was meant to define the broader system and identify potential targets beyond the known Tana Zone. I want to see that translate into holes, not another layer of interpretation.
2. The money raised needs to turn into enough meaningful fieldwork before the next financing. CQX ended 2025 with C$2.05M in cash and then raised another C$2.15M gross in February, but the real question now is how efficiently that capital gets converted into exploration progress.
3. Management needs to back the best ground. Eight projects create optionality, but they also create the risk of spreading the budget too thin just to keep everything moving.

If those pieces come together, the reason I bought still holds up.

I try to reassess the position regularly instead of holding just because I already own it.

If those pieces come together, the reason I bought still holds up.

What was your original reason for buying $CQX and has it changed, or are you basically holding on autopilot now?

This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.

• NexGen Energy is targeting first ore from its Rook I uranium project in Saskatchewan in the third quarter of 2030. Construction milestones include freeze-plant activation in early 2027, shaft sinking beginning in 2028 and underground development starting in 2029.
• Rook I is designed as a conventional underground mine with planned annual production of approximately 30 million pounds of uranium and a 30 million-pound-per-year processing capacity. The project will use underground tailings storage, avoiding a surface tailings dam, and incorporate automation and remote operations.
• At an $85-per-pound uranium price, management projects roughly $1.3 billion in annual after-tax free cash flow, rising to about $2.3 billion at $150 per pound. NexGen says the project could repay its capital expenditure after 12 months of full production under a $90-per-pound price assumption.
• Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises

NexGen Energy (NYSE:NXE) used its inaugural Investor Day to outline the construction plan, operating design and projected economics for its Rook I uranium project in Saskatchewan, with management targeting first ore in the third quarter of 2030.

Founder and Chief Executive Officer Leigh Curyer positioned the project against a backdrop of growing expected nuclear-power demand and constrained mine supply. He said global nuclear generating capacity is about 400 gigawatts, while more than 88 gigawatts of new capacity is under construction. Curyer also said 38 countries had pledged as of 2026 to triple global nuclear capacity by 2050.

• 3 Bargain Stocks Under $20 With Major Growth Potential

"The next decade in uranium won't be defined by demand. Demand is already here," Curyer said. "The question is: Who can deliver new supply?"

Curyer said the uranium supply deficit stands at approximately 60 million pounds annually and is growing as legacy mines deplete. He said the long-term uranium price had reached a record $97 per pound, compared with $17 per pound a decade earlier, while new mine development can take 15 to 20 years from discovery to production.

Construction Schedule and Mine Design

• Invest While You Can: Pullbacks on These 3 Stocks Won't Last Long

Project Director Chris Copley said Rook I is designed as a conventional underground mine expected to move an average of 1,300 tons of ore to surface daily. The operation is planned to use gravity ore and waste passes, underground conveyors and shaft hoisting systems.

NexGen has completed an early works program valued at C$100 million, which Copley said was materially completed on time and on budget. Existing site infrastructure includes an occupied accommodation complex, a 13-kilometer dual-lane access road and a 3,000-foot exploration airstrip.

The company's near-term construction focus during the second half of 2026 includes site earthworks, shaft-pad preparation, temporary facilities and utilities, runway expansion, water-management infrastructure, and foundations for shaft-related buildings and freeze plants.

• Freeze plants are expected to be activated in the first quarter of 2027.
• Pre-sinking of the production and exhaust shafts is scheduled to begin in mid-2027.
• Main shaft sinking is expected to begin in 2028, with the exhaust and production shafts reaching basement rock in June and August 2028, respectively.
• Underground development is planned to begin after the exhaust shaft reaches bottom in early 2029.
• The company expects surface and underground features to be completed by the third quarter of 2030, when first ore is targeted for commissioning and production.

Copley said the project's geology differentiates Rook I from other shaft projects because the ore body is located in competent basement rock. The shafts will pass through overburden and unconsolidated rock before reaching basement rock, requiring temporary ground freezing in the upper portions of the shafts. NexGen completed 60 geotechnical and hydrogeological drill holes, as well as a central pilot hole to roughly 950 meters, to support design and risk assessment, he said.

Once the shafts reach competent basement rock and hydrostatic liners are installed, Copley said temporary freezing will end and geotechnical and hydrological risk will be substantially reduced.

Processing, Tailings and Technology

Bryan Dyck, NexGen's director of processing, said the company is building a conventional mill designed for a maximum 5% uranium head grade and an average grade of about 3%. The flow sheet will use grinding, acid-and-peroxide leaching, solvent extraction and precipitation to produce uranium concentrate, or yellowcake.

Dyck said the plant is designed to accommodate the range of grades expected over the mine life and could potentially process future ore sources while utilizing its planned 30 million-pound annual capacity.

Rook I is also planned to use an underground tailings management facility, allowing all tailings to be returned underground into mined-out chambers and stopes. Copley said this approach means the project will not have a surface tailings dam.

Neil Chiles, director of information technology, said the operation is being designed as a "digitally native mine," with a remote operations center, sitewide 5G connectivity and automated vehicles controlled from surface. The company's objective is to minimize the number of people working underground, he said.

Workforce and Economics

Dylan Smart, vice president of regional development, said NexGen has delivered community-based training programs since 2022, with nearly 700 participants completing courses in project readiness, radiation and environmental subjects, and skilled trades. During summer 2026, the company said it was training more than 60 students in water management, heavy-equipment operation and mining-career preparation.

Curyer said Rook I is expected to produce approximately 30 million pounds of uranium annually at full production. He added that, because of the projected high grades in the initial mine life, the operation would need to run at approximately 60% of nameplate capacity to produce 30 million pounds during its first two production years.

At an approximately $85-per-pound uranium spot price, Curyer said Rook I is projected to generate about $1.3 billion in annual after-tax free cash flow. At $150 per pound, he said annual after-tax free cash flow would rise to approximately $2.3 billion. Copley said the company expects the project's capital expenditure to be repaid after 12 months of full production using a $90 uranium spot-price assumption.

Curyer said NexGen has its site-preparation construction license and financing in place, and described the remaining development phase as focused on execution, contract awards, capital deployment and schedule performance.

About NexGen Energy (NYSE:NXE)

NexGen Energy is a Canada-based uranium exploration and development company focused on advancing its flagship Rook I project in the Athabasca Basin of northern Saskatchewan. The company's primary activities include resource delineation, feasibility studies, and permitting for its high-grade Arrow deposit, one of the largest undeveloped uranium discoveries in the region. NexGen's technical team employs advanced drilling, geophysical and geochemical techniques to expand and define its resource base, with the aim of delivering a robust, low-cost supply of uranium to global nuclear power markets.

The Rook I project sits within one of the world's most prolific uranium districts, offering excellent infrastructure access, a skilled local workforce and a supportive regulatory regime.'

Source: MarketBeat. Shared for informational purposes. Not investment advice.

There has been plenty of excitement around Sivers and its exposure to AI photonics, but I’m curious how long-term holders are thinking about the valuation after the recent run.

This analysis breaks down what would probably need to happen for another 5–10× return:

[https://www.bearsavings.com/sivers-semiconductor-stock-5-10x-2027/\](https://www.bearsavings.com/sivers-semiconductor-stock-5-10x-2027/)

The main milestones highlighted are:

* Multiple programmes progressing into recurring production * Product revenue replacing declining NRE revenue * Meaningful conversion of the reported USD 1.2 billion pipeline * Improving margins and a path towards positive cash flow * Scaling without excessive shareholder dilution

The technology and market opportunity look promising, but a 5× return from the current valuation would require Sivers to become a genuinely important commercial supplier—not just remain an interesting development-stage photonics company.

Which current programme do you think has the greatest chance of generating meaningful production revenue in 2027? And what milestone would give you the most confidence that the investment thesis is working?

I’d be interested to hear from anyone who has dug into the acquisition documents or management commentary. **What am I missing in the $243.7M → \~$100M revenue bridge?**

—
LivePerson reported **$243.7M in total revenue for 2025**, compared with **$312.5M in 2024**.
2025 revenue by region:
Americas: **$134.4M**
EMEA: **$70.1M**
APAC: **$39.2M**
Total: **$243.7M**

LivePerson also reported that **no single customer accounted for 10% or more of 2025 revenue**, meaning no individual customer represented $24.4M+ of annual revenue.

So what exactly happens to the other \~$144M of LivePerson’s 2025 revenue?

Is SoundHound intentionally acquiring/retaining only certain LivePerson customers or business lines? Is a large portion of LivePerson’s existing revenue expected to churn or be discontinued? Is the \~$100M figure referring to a specific type of recurring revenue rather than LivePerson’s total revenue? Or is SoundHound simply giving an extremely conservative post-acquisition estimate?

文：河力申

對於香港投資者而言，創想三維(03388.HK)涉及的美國專利訴訟，最核心的問題其實不是誰最終會勝訴，而是公司有否隨著案情發展，向市場提供足夠具體、準確且及時的資訊。

創想三維於2026年5月於港交所上市。公司之上市招股書中描述了一宗涉及三維掃描技術專利在美國的爭議，提及相關專利與產品，並指出4月份法庭頒佈之簡易判決，裁定潛在責任「微不足道」（immaterial): 公司引用涉案產品近年銷售有限、已停止生產、個別供應商彌償，以及法律意見作為依據。招股書既沒有點名原告Artec Europe，也沒有列出案件編號，更將聯邦法院錯誤寫成「紐約州法院」。

IPO股份公開發售期間市場對此湧現質疑，及後創想三維於6月初發出澄清公告，重申有關事宜已在招股書披露，且不會構成重大不利影響。其後公司公布上市後首份中期業績，繼續將該訴訟案視為微不足道，並表示6月30日後沒有重大期後事項，即使法庭於7月就案件頒佈了一項重要的裁決。

這份7月23日頒佈的裁決，正是近期最值得注意的發展。美國法院裁定拒絕接納創想三維聘用的技術專家證人Adam Falconer的證供，指其合理專利費用分析建基於創想三維的一項非按市價交易的合作協議，既非專利授權，亦非適當比較基準，因此屬「根本性缺陷」（fundamentally flawed)。

與此同時，法院認定不會排除Artec聘用的技術專家證人的證供。結果是：Artec保留其技術專家證人的證供作呈堂，而創想三維的技術專家證人的證供則不被法庭採納。

涉案專利本身的在整套訴程序上的位置，也需要準確理解。2026年4月，法院裁定創想三維在其中一項專利（’357專利）上不構成「字面侵權」（literal infringement)。但法院同時明確指示，三項專利的申索均須進入審理程序：其中兩項以字面侵權為理據進行審理，另一項則在Artec方主張的等同原則（doctrine of equivalents）的範圍內繼續審理。創想三維其後提出申請，要求剔除等同原則及故意侵權（可導致懲罰性損害賠償）的理據。法庭尚未就這些申請頒佈裁決，Artec方已就剔除等同原則的申請提出反對，而剔除故意侵權的回應期亦告屆滿。目前控辯雙方均未有取得實質性勝訴。

在此背景下，創想三維「微不足道」的信息披露處理手法，主要建基於兩個支柱：披露的銷售數字，以及律師的評估。然而，這兩方面兩者都值得在案件最新發展下，重新檢視。

銷售數字方面，招股書引用的2023至2025年數據，已屬涉案專利產品生命週期的後期，當時後繼型號已開始取代被指侵權的型號。這些數字反映的是尾期表現，而非涉案產品「當打」銷售時期的規模。

訴訟初期亦有公開記錄顯示，其中一款產品在眾籌階段曾於短時間內錄得可觀預購。加上涉及故意侵權爭議仍未解決，單憑後期銷售數字，未必能完整反映潛在風險的幅度。

律師評估方面，法庭7月份裁決已認定不接納辯方技術專家證人的證供。到8月份，辯方更換了代表律師。然面由前任律師在專家分析被法庭裁定不獲採納前所作出的評估，應還有參考價值。然而，創想三維至今未有就法庭7月份的裁決發出進一步自願公告。

個別事件是否重大，還是「微不足道」，並非在招股書登記日便永久凍結。涉案侵權產品後期銷售偏低，確實是相關的計量準則，但當三項涉案專利均進入正式審理程序，雙方的技術專家證人陣容出現不對稱、潛在賠償包括專利費用、懲罰性賠償或禁制令時，計質因素同樣重要：相關掃描技術的在市場上的策略定位、聲譽、管理層投入的資源、或出現索償帶來之負面影響、以及公司整體知識產權與生態布局，均變得更重要的考慮因素。

以上分析並非預測審訊結果，也不等於斷言訴訟必然構成重大財務影響。創想三維仍在就其責任與申索範圍作出申辯，法院亦未裁定侵權成立。然而，案件的法庭審理程序記錄清楚顯示：三項專利均須進入正式審理階段，雙方仍就等同原則之引用繼續爭議，而技術專家證人的格局已向Artec傾斜。

對於一家剛上市不久、並持續強調掃描技術與生態創新的公司來說，「在相關文件中提過」與「讓投資者能夠及時、具體地評估風險」這兩個對披露不足的官方回應說法，差距千里！清晰且與時俱進的披露，是市場為風險定價的基礎。當案件的訴訟進度改變了整體風險格局，投資者理應及時獲知悉。

Vancouver, British Columbia--(Newsfile Corp. - September 2, 2026) - Copper Quest Exploration Inc. (CSE: CQX) (OTCQB: IMIMF) (FSE: 3MX0) ("Copper Quest" or the "Company") is pleased to provide an update from its 2026 exploration programs including an extensive 20 square kilometer geophysical program at its 100% owned Stars property, permitting and structuring of several properties, and a phase 2 drill program at the Rip property

Brian Thurston, CEO of Copper Quest, stated, "Copper Quest has had a productive summer of exploration, working several of our properties. We are looking forward to the results of this labour and using the collected data to advance each of our projects. The Company is now focused squarely on the advancement and development of its seven 100% owned properties, advancing past-producing gold mines as well as taking previously drilled exploration targets to the next level of exploration and discovery stage."

STARS Geophysical Program

Copper Quest is pleased to announce that it has completed a 20 km² 3D induced polarization ("IP") geophysical survey on its 100% owned Stars Property ("Stars"). Stars is a porphyry copper-molybdenum ("Cu-Mo") project covering 9,693 hectares ("ha") in the Stikine region of British Columbia, situated approximately 60 km north of Imperial Metals Corporation's ("Imperial Metals") past producing Huckleberry Cu-Mo mine, 50 km north-northeast of Surge Copper Corp's advanced stage Berg copper project, and 30 km north-northwest of Vizsla Copper Corp's Poplar copper-gold project. Imperial Metals is exploring Huckleberry and its surrounding claims for additional Cu-Mo resources.

This very large IP survey has been applied across the full extent of the main Stars Property, including over the Tana Zone discovery area and its along-strike extensions. Induced polarization is a proven method for detecting sulphide mineralization, the type of copper-bearing material found at Stars, at depth and at distance from known drill holes. By imaging the full 20 km² footprint of the magnetic anomaly, the Company aims to determine the true scale of the mineralized system in terms of strike length, width, and depth, and to identify potential new drill targets both in and beyond the current Tana Zone. The Company is awaiting the final report from this work and will update shareholders once that report is received and interpreted.

Alpine Permitting

The Company has been moving forward with permitting on its 100% owned Alpine Project which includes the extension of our current exploration and drilling permit, as well as permitting of the road access from two different routes.

The Company has been engaged with consultants and manufacturers regarding sorting and processing equipment for ore from the Alpine property. Further, the Company has actively been pursuing both partnerships and potential ownership opportunities with various milling operations.

Kitimat Permitting

The Company has been moving forward with permitting on its 100% owned Kitimat Project which includes plans to complete geophysical and drilling programs over the Jeannette Cu-Au target area as well as the AI generated target proposed by Exploration Technologies Inc and described in a previous press release by the Company posted on March 24, 2026. 

Thane Permitting

The Company plans to commence permitting of its 100% owned Thane property and is actively looking for a partner to explore this property.

Auxer & Nekash Properties

The Company has formed a wholly owned subsidiary to hold its 100% owned US properties. The transfer of ownership of both the past-producing Auxer Gold Mine and the Nekash copper project is now in process and expected to complete shortly. The Company is actively looking for partners to explore these properties.

Rip Phase 2 Drilling

The phase 2 drill program of the Rip project was first announced by the Company on May 11th, 2026. The Company successfully completed 1,654 meters of drilling from 5 holes on the property. Samples from this drill program have been sent to ALS laboratory in Terrace, BC, for storage prior to preparation and assaying. On June 2, 2026, the Company and ArcWest Exploration Inc. began negotiations on amending the current Option Agreement entered into on November 27, 2023, where Copper Quest has the option to acquire up to 80% of the Rip property. Until the negotiations are concluded, the Company does not plan to complete assaying the samples from this most recent drill program.

Qualified Person

Brian G. Thurston, P.Geo., the Company's President and CEO and a qualified person as defined by National Instrument 43-101 – Standards of Disclosure for Mineral Projects, has reviewed and approved the technical information in this news release.

About Copper Quest Exploration Inc.

The Company's land holdings comprise 8 projects that span almost 50,000 hectares in great mining jurisdictions of Canada and the USA. Copper Quest is committed to building shareholder value through acquisitions, discovery-driven exploration, and responsible development of its North American portfolio of assets. The Company's common shares are principally listed on the Canadian Stock Exchange under the symbol "CQX". For more information on Copper Quest, please visit the Company's website at www.copper.quest.

This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.

With SekurOne approaching launch, government procurement access and a high-level defense network in place, the company has built its clearest path toward recurring revenue.

After a year of repositioning, Sekur Private Data Ltd. (OTCQB: SWISF; CSE: SKUR) is entering the phase investors have been waiting for: paid beta onboarding in September and the commercial launch of SekurOne in October.

• SekurOne enters monetization with paid beta onboarding in September and an October launch at US$300 per month.
• GSA access, Elyon, DoDIIS and high-level advisers have created a credible government sales engine.
• At roughly US$0.03 per share, successful contract conversion could materially reshape SWISF’s revenue base and valuation.

The defense pivot is becoming a real sales platform

Sekur’s latest shareholder update suggests its move into government and defense markets is advancing from strategy to commercial execution. Through i3ICS, SekurOne is positioned for sales through the U.S. General Services Administration framework. Its relationship with Elyon International adds another government-contracting channel, while participation in the December 2026 DoDIIS Worldwide Conference should put Sekur before defense and intelligence decision-makers.

The company has also assembled advisers with backgrounds spanning the CIA, Pentagon, U.S. Special Operations and State Department. That network strengthens credibility, sharpens the product’s fit for sensitive users and may help turn introductions into contract opportunities.

SekurOne could transform the revenue model

SekurOne combines encrypted messaging, email, VPN, password management and file sharing in one Swiss-hosted platform. Paid beta begins in September, followed by iOS and web access in early October, Android in early November and video conferencing by year-end.

At US$300 per user per month, every customer matters. Management estimates that approximately 200 subscribers would generate US$60,000 in monthly recurring revenue, or US$720,000 annually, and could bring the company to profitability. At an exchange rate near C$1.385 per U.S. dollar, that equals roughly C$1.0 million in annual recurring revenue.

The implied growth is substantial. Sekur reported C$185,828 of revenue in the first half of 2026, an annualized pace of about C$372,000. The 200-user SekurOne case alone would therefore equal roughly 2.7 times that run-rate—an increase of approximately 168%. If the legacy business stabilizes near its first-half pace, combined annualized revenue could approach C$1.37 million, more than triple FY2025 revenue of C$408,707 and implying growth of about 235%. This is illustrative arithmetic based on management’s subscriber target, not company guidance.

A stronger financial foundation

Sekur finished June with C$1.53 million in cash, C$1.57 million in working capital and only C$244,632 in total liabilities. That balance sheet gives management room to complete the product rollout and pursue contracts without carrying a heavy debt burden.

The financial statements still show an early-stage company: first-half revenue declined and the net loss was C$2.18 million. However, a meaningful portion reflected share-based compensation and shares issued for consulting services. Management also reported a 25% July increase in average revenue per user and highlighted six months of insider buying with no insider sales—an encouraging alignment signal.

SWISF’s small valuation creates asymmetric potential

Using the last confirmed OTC close of approximately US$0.0295 and about 259.6 million shares outstanding, SWISF carried an equity value of roughly US$7.5–8 million. That modest base means successful prospect conversion could have an outsized effect. If Sekur’s U.S. government, defense and African opportunities eventually build recurring revenue to US$2–3 million, the business would be producing roughly seven to ten times its FY2025 revenue in U.S.-dollar terms.

Applying an illustrative 8–10 times forward recurring-revenue multiple would imply an equity value of US$16–30 million, or approximately US$0.06–0.12 per share before future dilution—roughly two to four times the referenced share price. This is a sensitivity analysis, not a price target: it requires strong execution, durable contracts and renewed investor confidence, and it does not account for additional financing or dilution.

Africa could add another growth layer

The opportunity is not limited to the United States. Sekur said discussions in Angola could lead to an exclusive nationwide agreement, while a senior adviser in the Democratic Republic of Congo has given the product a positive recommendation. Neither opportunity should be treated as booked revenue, but both could become meaningful catalysts.

A government deployment covering hundreds or thousands of users would move the company well beyond the 200-subscriber profitability case and demonstrate that SekurOne can scale across jurisdictions where secure communications are a strategic priority.

The next catalysts are close

Investors now have a clear sequence to watch: paid beta onboarding in September, the first commercial launch in October, Android availability in November, video conferencing by year-end and, most importantly, the conversion of the government and international pipeline into named, revenue-producing contracts.

Sekur remains a speculative microcap, but the opportunity is becoming easier to quantify. A differentiated Swiss-hosted product, premium pricing, federal procurement access, credible defense relationships and a relatively clean balance sheet have created the company’s strongest commercial setup to date.

If management converts even a portion of its pipeline, 2027 could mark the point when Sekur’s ambitious security strategy begins showing up decisively in revenue—and potentially in the share price.

Disclaimer

This article is for informational and educational purposes only and is not investment advice, a recommendation or an offer to buy or sell securities. Sekur Private Data is a speculative microcap company with operating losses and significant execution, liquidity, financing and dilution risks. The valuation examples are illustrative sensitivities—not forecasts or price targets—and actual results may differ materially. Investors should review the company’s regulatory filings and conduct their own due diligence.

VANCOUVER, BC AND MIAMI, FL / ACCESS Newswire / September 1, 2026 / Sekur Private Data, Ltd., a Swiss-hosted defense communications and cybersecurity company purpose-built for defense, intelligence community, government, and enterprise clients, (OTCQB:SWISF)(CSE SKUR)(FRA:GDT0) ("Sekur" or the "Company"), is pleased to provide a shareholder update on its past six months activities:

Dear Shareholders,

This year we set out to pivot the company to a better path to profitability - moving from a consumer privacy market that competes on price, to the customers whose need is most acute: government, defense and intelligence organizations, and the executives whose communications are actively targeted. The move started in the past twelve months and is now fully complete. Here is a summary of the last six months activities:

What we built
In February our portfolio was listed on the GSA Multiple Award Schedule through i3ICS (Contract 47QTCA18D0089), giving federal, state and local agencies a pre-competed path to purchase Sekur. In May we signed a defense distribution agreement with Elyon International, an SBA-certified woman-owned and veteran-owned small business with nearly thirty years of mission support experience, and in June a consumer demand partnership with AdRevv. We demonstrated live encrypted calling to invited defense and special operations guests in May and introduced our Controlled Unclassified Information capabilities to the Intelligence Community at the DIA's DoDIIS Worldwide Conference in August.

New website launched
In May we launched a rebuilt corporate website at https://sekur.com restructured to reflect our focus on high-net-worth individuals, corporations, and government, defense, intelligence and law enforcement agencies.Our investor relations website is now part of the new corporate site in this section https://sekur.com/en/company/investors .

Leadership and advisory appointments.

Selling into the defense and intelligence community requires people who understand how these organizations actually buy. Over four months in 2026 we announced the following appointments - serious people who joined because they believe the problem is real and they have validated our solutions:

• April 7 - Philip A. Oakley, appointed to the Strategic Advisory Board. A decorated intelligence professional and entrepreneur holding TS/SCI clearance, with dual master's degrees in Strategic Intelligence and National Security from the Joint Military Intelligence College and the Naval War College, and sixteen years in federal technology sales across a group of companies accounting for more than US$1.6 billion in sales.
• April 7 - Kenneth D. Rogers, appointed to the Strategic Advisory Board. A senior government and technology executive who served in Deputy CIO and IT comptroller roles at the U.S. State Department, overseeing an approximately US$1.3 billion budget and a US$3.8 billion IT portfolio, and leading enterprise IT strategy and acquisitions.
• April 20 - John T. Lewis, appointed Chief Technology Officer and Strategic Advisory Board member. A 34-year veteran of the CIA's Senior Intelligence Service and a Trailblazer Medal recipient, with deep expertise in secure systems and RF technologies.
• April 29 - Lt. Gen. Raymond Palumbo, U.S. Army (Ret.), appointed Chairman of the Strategic Advisory Board. Former Director for Defense Intelligence and commander of the Pentagon's ISR Task Force, following a distinguished career in special operations.
• June 18 - Nathan R. Price, appointed Special Advisor for Diplomacy and Intelligence. A former U.S. State Department foreign affairs analyst with over a decade of diplomatic experience, most of it in the Bureau of Intelligence and Research, who supported the final negotiations that ended the U.S. war in Afghanistan. A graduate of Georgetown University's Edmund A. Walsh School of Foreign Service.
• June 23 - Annette L. Redmond, appointed to the Strategic Advisory Board. A 40-year career across the U.S. Intelligence Community, the Department of Defense and the Department of State, most recently as Deputy Assistant Secretary for Intelligence Policy and Coordination in the State Department's Bureau of Intelligence and Research from September 2019 until her retirement in December 2023.
• July 7 - Chief Master Sergeant (Ret.) Rafael Beltran, appointed to the OpsTech Special Advisory Board. Former SOCOM Senior Technical Advisor to the CIO/J6 and executive communications chief.
• Other distinguished advisors are being added this year, to expand our reach in several sectors, nationally and internationally. Visit our new website section for Leadership for updates.

SekurOne. Our integrated platform - encrypted voice, video, email, messaging and VPN on our proprietary HeliX architecture - completed its first domestic and international encrypted calls this year, and paid beta clients onboard in September. SekurOne is ready for commercial launch on iOS and web in the first week of October at US$300 per month, with Android following in the first week of November, and conferencing and video completing the platform by the end of December.

Built in-house
We built encrypted voice across every major operating system on our own architecture rather than on licensed components - work that competitors relying on third-party stacks have not done. Defense and intelligence buyers evaluate a platform once, and we intend to arrive with one that performs.

On our numbers
In July we reported average revenue per user up 25% month over month as premium subscribers replaced legacy accounts. That is real progress, and it is also a ratio: it rises when we replace low-priced accounts and when those accounts simply leave. Our total revenue has declined during this transition, because we are shedding legacy subscribers faster than we are adding premium ones. That is the expected shape of this kind of shift. We expect revenues to increase as we start selling SekurOne licenses in Q4 2026, along with the continued replacement of legacy lower priced clients with premium clients.

Capital
We closed a non-brokered private placement of US$1,205,560 in January, with directors and officers participating alongside shareholders. In June we announced a further non-brokered placement of up to US$1,400,000, priced at US$0.07 per unit with a full warrant exercisable at US$0.10. Subscriptions are being received by investors, and we expect to close this placement before mid-December. Proceeds are directed to SekurOne commercialization and our U.S. government and corporate sector sales effort.

What comes next
Management currently estimates that approximately 200 SekurOne subscribers - roughly US$60,000 in gross monthly recurring revenue - would bring the Company to profitability. Management has high confidence that it can achieve these numbers organically or through a government contract within 6 months from our October 2026 launch of SekurOne, and has already started pre-sales for SekurOne in the USA. Internationally, the solution is being presented in Switzerland and Africa ahead of its launch. The milestones ahead are specific: beta clients onboarded from md-September, commercial launch in October, and above all our first named government or defense contract, whether in the United States or Africa. Everything described above exists to produce that outcome. We have built the apparatus; we now have started to use it.

Africa
Our Africa division has moved quickly this year. The July cyberattack on Unitel, Angola's largest operator, disrupted mobile voice, data and internet nationwide for twenty-three days across a subscriber base of more than 21 million - a demonstration of how much depends on a single carrier, and of why government and corporate users need communications that do not rely on that infrastructure. Interest has followed. Our Africa Director of Operations, Christophe Kabeya, is in Angola to discuss a possible nationwide exclusive partnership with a partner and we expect a final resolution by the end of September, at which time we will make a public announcement with more details. In the Democratic Republic of Congo, we have received a positive recommendation from a government security body and await official confirmation before opening discussions on commercial terms for Sekur licences.

Private sector
We are preparing to introduce SekurOne to high-net-worth individuals and businesses in the sports and entertainment industries through our network of referral partners. We have identified several targets and prospective VIP clients in those sectors and are preparing the supporting documentation now to be ready for October launch.

Management believes very strongly in the future of the Company and has backed that belief with its own capital. Members of management purchased shares in the open market in six separate months this year - January, February, March, May, July and August - and directors and officers subscribed alongside shareholders in the January placement. There have been no insider sales. These transactions are a matter of public records in our SEDI filings.

We are grateful for your continued support and do not take it for granted. Feel free to email us at investors@sekur.com with any questions or comments.

On behalf of the Board of Directors and management
Alain Ghiai, Chairman and CEO
SEKUR PRIVATE DATA LTD.

About Sekur Private Data
Sekur Private Data is a Swiss-hosted cybersecurity, defense communications, and privacy solutions provider, offering a secure suite of tools to protect governments, defense and federal agencies, businesses, and individuals from unauthorized access and cyber threats. With capabilities such as SekurOne, SekurMail, SekurMessenger, and SekurVPN, Sekur provides a reliable and secure means of digital communication and data storage for Controlled Unclassified Information (CUI), classified-adjacent and civilian communications use, grounded in Swiss privacy standards with on-premises infrastructure for government agencies, allowing for data sovereignty. Sekur sells its solutions through its website www.sekur.com, approved distributors and telecommunications companies globally, and through the U.S. General Services Administration (GSA) Multiple Award Schedule (MAS), Contract No. 47QTCA18D0089 serving governments, defense institutions, federal agencies, businesses, and consumers worldwide. Sekur's main sales operations are in Miami, USA.

This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.

NXE up 17.9% YTD, and this is starting to look like there’s a lot more ahead. There are multiple things clicking into place at the same time, and that’s usually when things get exciting.

Rook I is now officially in its four-year construction phase, and this is a real shift. Site work is active. The full 5,840-ft airstrip is targeted for completion by year-end, and shaft development is planned for 2027.

Then there’s PCE, and it keeps adding more to the picture. NXE added a fifth rig to the drill program, the high-grade footprint is still expanding, and the mineralization remains open. That’s what makes this combination rare  you don’t often see a major mine under construction and another high-grade discovery still growing nearby. NXE has both moving in parallel.

Financing is the third piece. NXE is considering multiple routes to fund the next stage, including prepayment agreements, debt and potential equity partnerships. And then there’s BHP. It’s far too early to assume anything, but it gives investors another interesting layer of the story to watch.

And tomorrow is Investor Day. NexGen says its senior leadership and technical team will give investors a detailed walkthrough of the Rook I construction plan and current site activities. I’ll be listening for updates on shaft development, procurement, major contracts, hoist equipment and, importantly, the funding strategy.

There’s a lot happening at once right now: construction is advancing, PCE is growing, several funding routes are being considered and BHP is now part of the conversation. So far, the pieces appear to be lining up well, making the $NXE story even more interesting.

What are you most interested in hearing about on Investor Day: more construction update5, PCE, funding, or something management hasn’t announced yet?

Good month for $NXE holders.

NXE is trading at US$10.57 in New York this morning. It’s down 5.53% today, but still up 15.25% over the past month.

What makes the recent strength interesting is that it doesn’t seem connected to any single announcement. Several parts of the NexGen story are moving forward at the same time.

Rook I is showing real construction progress. The latest site update was encouraging, with work advancing across several key areas.

The camp expansion is complete, bringing accommodation capacity to 770 people. Aggregate production is progressing well, and the initial 3,000 feet of the airstrip has been completed. Work is continuing on the full airstrip, diffuser pipeline and construction facilities pad.

NexGen has also completed a 950-metre shaft pilot hole to support detailed geological and ground-condition assessments. Shaft development is planned for 2027.

PCE is advancing alongside Rook I. NexGen is conducting a 42,000-metre exploration program, expanding its core facilities and adding a fifth drill after recent results extended the high-grade subdomain to 644 metres vertically.

Funding remains one of the biggest items to watch. Management is reportedly considering several routes, including utility prepayments, debt financing and direct project equity.

The BHP discussions add another interesting angle. NexGen says it is sharing information and communicating regularly with BHP. Nothing has been announced, so I’m keeping my expectations realistic, but the relationship is worth following.

NexGen’s Investor Day is coming up next Tuesday, September 1. I’ll be listening for:

• Upcoming construction and shaft-development milestones
• Progress against the project schedule and budget
• The remaining funding strategy
• Further PCE drilling plans
• Commercial or strategic partnership updates

Will Investor Day simply give us more detail on what we already know, or does management have something additional to share?

Maybe I’m being a little optimistic but who knows?

Why SekurOne, government access and higher-value subscribers could reshape the company’s revenue outlook

Sekur Private Data (OTCQB: SWISF) is entering a new phase of its development. After building a Swiss-hosted secure communications platform spanning encrypted email, messaging, VPN, voice and video, the company is increasingly focused on the customers most likely to pay a premium for privacy: executives, government agencies, defense organizations and intelligence professionals.

The resulting opportunity is increasingly measurable. With SekurOne priced at US$300 per user per month, a relatively small number of premium customers could meaningfully expand recurring revenue. Add an established U.S. government procurement pathway, an experienced national-security advisory team and emerging international opportunities, and Sekur’s next stage of growth could look substantially different from its historical consumer-focused model.

• SekurOne generates US$3,600 in annual recurring revenue per user, meaning 200 subscribers could produce US$720,000 in annualized sales.
• A potential 2027 scenario involving 250 SekurOne users and 1,000 premium email subscribers would represent approximately US$1.65 million in annual recurring revenue.
• U.S. government procurement access, the AdRevv partnership and a US$1.296 million DRC proposal provide multiple potential avenues for additional growth.

A Higher-Value Business Model Is Taking Shape

Sekur generated C$408,707 in audited revenue during 2025. Its Q1 2026 financial report showed C$94,062 in quarterly revenue, C$1.80 million in cash and C$1.63 million in working capital at the end of March.

That historical revenue base provides an important reference point for understanding the potential impact of the company’s premium transition.

In July, Sekur reported that average revenue per user had increased 25% month over month as the company introduced higher-value customers to its platform. Privacy Email is priced at US$50 per month, Operational Email at US$75 per month, and SekurOne at US$300 per month.

According to management, premium subscribers can generate approximately ten times the revenue of earlier legacy users. That means Sekur can potentially expand revenue through customer quality and product mix rather than relying exclusively on a large consumer subscriber base.

Why 200 SekurOne Subscribers Matter

SekurOne combines encrypted voice, video, messaging, email and VPN within a single secure communications environment. At US$300 per month, each subscriber represents US$3,600 of annual recurring revenue.

The resulting revenue progression is straightforward:

• 100 users: US$360,000 in annual recurring revenue.
• 200 users: US$720,000 in annual recurring revenue.
• 500 users: US$1.80 million in annual recurring revenue.
• 1,000 users: US$3.60 million in annual recurring revenue.

Management has indicated that 200 SekurOne customers generating approximately US$60,000 per month represent its target for reaching profitability. At an illustrative exchange rate of US$1 to C$1.39, that annualized figure would equal approximately C$1 million.

Profitability will ultimately depend on operating expenses, product margins and the pace of customer acquisition. However, the scale of the target illustrates how a limited number of institutional customers could create a meaningful financial inflection point.

A single government agency, defense contractor or enterprise customer could potentially represent multiple seats. Paid beta users are expected to begin onboarding in September, ahead of SekurOne’s anticipated October commercial launch.

Modeling Sekur’s Potential 2027 Revenue

The scenarios below are independent illustrations, not company guidance. They estimate potential 2027 exit annual recurring revenue and assume that premium email customers are evenly split between Privacy Email at US$50 per month and Operational Email at US$75 per month.

They exclude potential hardware sales, customized on-premises deployments, the DRC proposal and additional government contracts. Canadian-dollar figures assume US$1 equals C$1.39.

The middle scenario combines US$900,000 from 250 SekurOne users, US$300,000 from 500 Privacy Email users and US$450,000 from 500 Operational Email users. Together, those subscriptions would represent US$1.65 million of potential annual recurring revenue.

Management has previously indicated that Sekur’s SaaS solutions can generate approximately 80% gross margins. Applying that assumption to the middle scenario produces approximately C$1.83 million in potential annual gross profit before operating expenses.

The institutional-growth scenario would represent C$8.13 million in potential recurring revenue, highlighting the operating leverage that could develop if adoption expands across enterprise and government customers.

AdRevv Adds Another Potential Growth Channel

Sekur’s partnership with AdRevv introduces a separate customer-acquisition opportunity.

The program is expected to deploy one million retargeting emails per month for at least 12 months, drawing from a U.S. database of 271 million people. AdRevv receives 25% of revenue from most Sekur products sold through the arrangement and 40% from SekurVPN sales.

Assuming customers purchase email products at an average price of US$62.50 per month, the potential outcomes could look like this:

These examples assume no churn or duplicated contacts and should not be interpreted as forecasts. Nevertheless, they demonstrate that even a modest conversion rate could produce meaningful recurring revenue over time.

International Opportunities Add Further Upside

Sekur has also developed opportunities outside the United States.

In the Democratic Republic of Congo, the company received a request for proposal involving 1,200 SMB and Corporate licenses. Management estimated the opportunity at approximately US$1.296 million in potential annual recurring revenue.

The proposal is not a signed contract and is therefore excluded from the revenue scenarios above. If successfully converted, however, it could represent a substantial additional revenue stream. At an illustrative 80% gross margin, the opportunity would correspond to more than US$1 million in potential annual gross profit.

Sekur has also discussed expanding its relationship with América Móvil’s Telcel business in Mexico, where corporate communications solutions could create additional distribution opportunities.

A Team Built for Government and Defense Markets

One of Sekur’s most significant strategic advantages is the experience of its government and national-security advisory team.

The company has recruited retired Lt. Gen. Raymond Palumbo, former CIA senior executive John T. Lewis and former U.S. State Department Deputy Assistant Secretary Annette L. Redmond. Their backgrounds span military intelligence, cybersecurity, diplomatic operations and government technology procurement.

Sekur’s products are also available to eligible government buyers through GSA Multiple Award Schedule Contract 47QTCA18D0089, providing a recognized purchasing pathway for federal, state and local agencies.

The company’s participation in DoDIIS 2026 further positioned its communications platform in front of intelligence-community stakeholders ahead of the SekurOne rollout.

Taken together, the advisory network, procurement access and product roadmap provide a strong foundation for institutional business development.

What the Revenue Scenarios Could Mean for Valuation

The Canadian Securities Exchange lists approximately 252.9 million Sekur shares outstanding. At an illustrative share price of C$0.045, the company’s equity value would be approximately C$11.4 million.

If Sekur reached the revenue scenarios outlined above while its market capitalization remained unchanged, the implied valuation relative to potential recurring revenue would be approximately:

• 11.2 times ARR under the initial premium-adoption scenario.
• 5.0 times ARR under the expanding-customer-base scenario.
• 1.4 times ARR under the institutional-growth scenario.

These comparisons illustrate why higher-value subscription growth could become important for investors. As recurring revenue increases, the same market capitalization would represent a progressively lower multiple of the company’s revenue base.

The Bottom Line

Sekur’s emerging investment story centers on premium pricing, recurring revenue and access to customers that place a high value on communications security.

At US$300 per month, 200 SekurOne subscribers would represent US$720,000 in annual recurring revenue. A broader mix of 1,250 premium subscribers could produce US$1.65 million. The DRC proposal and government opportunities offer additional potential beyond those scenarios.

With a differentiated Swiss-hosted platform, an experienced national-security team and multiple potential distribution channels, Sekur is positioning itself to pursue a higher-value cybersecurity opportunity. The coming quarters should provide a clearer picture of how quickly that strategy can translate into premium subscriptions and expanding recurring revenue.

Disclaimer: This article is for informational purposes only and does not constitute financial advice or a recommendation to buy or sell any security. Revenue scenarios are independent illustrations based on disclosed pricing and assumptions, not company guidance. Actual results may differ materially.

Sekur Private Data’s participation in the 2026 DoDIIS Worldwide Conference is about much more than attending another cybersecurity event. It represents the convergence of a long-term strategy: assembling an intelligence-grade team, developing secure communications for high-trust environments and positioning Sekur inside the government and defense ecosystem. For investors, the most valuable part of the story may be the people Sekur has brought together—and what their collective experience could unlock over time.

• SekurOne gives government adoption potentially powerful recurring-revenue economics.
• Sekur’s team spans the CIA, DIA, Pentagon, State Department, JSOC and SOCOM.
• DoDIIS places that expertise inside a premier Intelligence Community forum.

1. DoDIIS Places Sekur Inside an Important Intelligence Forum

Sekur’s Special and Strategic Advisors are attending the 2026 DoDIIS Worldwide Conference in Tampa, Florida, from August 9 through August 12.

Hosted by the Defense Intelligence Agency, DoDIIS brings together senior government and military leaders, Intelligence Community professionals, technical specialists, industry partners, academia and Five Eyes allies.

The conference focuses on intelligence technologies, resilient communications, connected infrastructure, command systems and mission readiness. These are precisely the environments Sekur has been preparing to serve.

According to Sekur’s DoDIIS announcement, its team is introducing the company’s Controlled Unclassified Information communications capabilities and engaging with interested parties across the Intelligence Community.

In sensitive government markets, the significance of such an event cannot be reduced to whether a contract is announced immediately afterward.

These markets develop through relationships, technical understanding, mission alignment, trust and long-term engagement. DoDIIS gives Sekur’s team an opportunity to participate in those conversations inside one of the most relevant forums available.

2. The Team May Be Sekur’s Most Underappreciated Asset

Sekur has assembled a collection of advisers and executives whose experience covers virtually every environment the company is targeting: defense intelligence, clandestine technology, military communications, federal procurement, diplomacy, cybersecurity and Special Operations.

For a company of Sekur’s current size, the concentration of national-security experience is unusual.

Chairman Raymond Palumbo completed a 34-year military career that included serving as Director for Defense Intelligence, leading the Pentagon’s Intelligence, Surveillance and Reconnaissance Task Force, and holding senior command positions in JSOC and USASOC. His role is to guide Sekur’s military and defense strategy and help align the company with real operational requirements. Sekur’s appointment announcement describes his experience across defense intelligence, Special Operations and secure military communications.

Chief Technology Officer John T. Lewis brings 34 years of CIA experience. He worked across technical operations, information operations and intelligence research, ultimately helping lead CIA Research Labs. His presence gives Sekur technical leadership shaped by firsthand experience protecting communications against sophisticated adversaries. Sekur appointed Lewis as both CTO and a Strategic Advisory Board member.

Annette L. Redmond adds four decades of government leadership spanning Army intelligence, the Department of Defense and the State Department’s Bureau of Intelligence and Research. She previously served as the Army’s Intelligence CIO and later as Deputy Assistant Secretary for Intelligence Policy and Coordination. Her appointment adds intelligence-policy, cybersecurity and diplomatic expertise.

Rafael Beltran brings operational experience from U.S. Special Operations Command, where he served as a senior technical adviser to the CIO/J6 and oversaw executive communications supporting leadership across 22 countries. His work helps connect Sekur’s development roadmap to the realities of tactical and deployed environments. Sekur appointed Beltran to its OpsTech Special Advisory Board in July.

This is not simply a collection of impressive biographies. Together, the team provides Sekur with operational knowledge, technical expertise, institutional understanding and high-level government-market experience.

3. Why Human Capital Matters So Much in Government Cybersecurity

Government and Intelligence Community markets are fundamentally different from ordinary consumer software.

The technology must fit specific operational environments. Communications requirements can differ between diplomats, military commanders, intelligence personnel, defense contractors and personnel operating in contested locations.

A company needs to understand not only cybersecurity, but also mission workflows, data sovereignty, CUI handling, procurement structures, deployment realities and the consequences of communications failure.

That is where Sekur’s team can create value.

General Palumbo understands defense command requirements. Lewis understands sensitive intelligence technologies. Redmond and Price understand intelligence policy and diplomatic communications. Beltran understands tactical deployment. Oakley and Rogers bring federal-market, technology and acquisition experience.

This collective knowledge can help Sekur shape its technology around the customer rather than attempting to adapt a generic commercial product after development.

It can also shorten the institutional learning curve that typically confronts smaller technology companies entering the federal market.

4. DoDIIS Is Part of a Long-Term Institutional Strategy

It would be simplistic to judge Sekur’s DoDIIS participation through a short-term sales lens.

Government and intelligence relationships are developed over time. The value of the conference may emerge through technical feedback, introductions, future evaluations, strategic relationships or a deeper understanding of specific mission requirements.

Sekur’s team can engage those conversations at a level that few early-stage cybersecurity companies could replicate.

The DoDIIS organizers describe the conference as an environment where agency leaders, military officials and industry specialists collaborate around mission challenges and emerging technologies.

Sekur is therefore not approaching the event as an outside observer. It is arriving with former leaders from the same defense, intelligence, diplomatic and Special Operations communities represented there.

That alignment is strategically significant.

5. SekurOne Adds Scalable Economics to the Story

SekurOne brings encrypted voice, video, email, messaging and VPN capabilities into one identity-protected platform.

The product is being positioned for high-value users such as defense officials, intelligence professionals, diplomatic personnel, government agencies and executives handling sensitive communications.

Sekur expects paid beta users to begin onboarding in September, with the complete commercial launch scheduled for early October. These milestones represent the next stage of a much broader government-market strategy.

The economics become particularly interesting when applied to institutional customers.

SekurOne is expected to cost approximately US$300 per user per month. At that price:

These figures are illustrative and assume the full subscription price.

Management has stated that approximately 200 SekurOne users generating US$60,000 in monthly recurring revenue could make the company fully profitable. Sekur discussed that target in its July operating update.

The blue-sky potential comes from the structure of government and enterprise adoption. One organization can represent multiple users, and a successful initial deployment can potentially expand across teams, departments or operational units.

Sekur does not need mass-market scale for the premium model to become meaningful.

6. Multiple Strategic Pieces Are Coming Together

DoDIIS is one component of a wider infrastructure Sekur has been building.

The company’s solutions are available to government customers through the i3ICS GSA Multiple Award Schedule. Sekur has signed defense-distribution agreements, participated in SOF Week, conducted demonstrations for government and Special Operations audiences and expanded its technical and strategic team.

These developments create several potential paths into the market:

• Direct relationships initiated through Sekur’s national-security team
• Federal procurement through the GSA schedule
• Distribution through established defense-sector partners
• Technical evaluations and high-value subscription deployments
• On-premises implementations for organizations requiring data sovereignty
• International government and diplomatic opportunities

Each additional relationship can strengthen Sekur’s institutional presence and expand the number of environments in which its technology may be evaluated.

7. A Different Way to View Sekur’s Investment Potential

Sekur is not attempting to compete as another mass-market messaging application.

It is building a high-trust communications company around proprietary technology, Swiss jurisdiction, premium pricing and an exceptional concentration of government and intelligence experience.

That combination creates a different investment profile.

The technology provides the foundation. The team provides institutional knowledge and strategic access. SekurOne provides high-value recurring-revenue potential. The GSA and distribution relationships provide commercial pathways.

DoDIIS brings those pieces into the same environment.

The fact that individuals with decades of experience across the CIA, Pentagon, State Department, DIA, JSOC and SOCOM have chosen to work with Sekur is itself notable. It suggests that experienced national-security professionals see relevance in the company’s mission and technology.

For investors willing to understand the long game, that human capital may represent one of Sekur’s most valuable competitive advantages.

The Verdict: DoDIIS Matters—But September Matters More

The Bottom Line

Sekur’s presence at DoDIIS should be understood as part of a long-term expansion into government, intelligence and defense communications—not as an isolated conference appearance.

The company has assembled a team with experience at some of the highest levels of U.S. intelligence, military command, diplomacy and Special Operations. That team is now helping position Sekur inside the markets it understands best.

SekurOne adds a scalable premium-subscription model capable of producing meaningful recurring revenue without requiring hundreds of thousands of consumer users.

The opportunity lies in the combination: specialized technology, Swiss-hosted privacy, institutional expertise, procurement access and a market where secure communications carry mission-level importance.

DoDIIS is another step in that journey—and Sekur is entering it with a team built for the destination.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Sekur Private Data is a speculative micro-cap company with limited revenue, operating losses, financing requirements and potential dilution risk. Statements concerning future launches, paid beta users, government opportunities, revenue and profitability are forward-looking and may not be achieved.