u/Agnes-Harris

Binah Capital Group could be aiming to reach their competitors in their fields which are valued in hundreds of millions of dollars. BCG has only a 41M market cap for the moment.

BCG just put up a quietly strong quarter and the story is starting to change. They delivered $50.5M in Q4 revenue with 13 percent growth year over year and $187M for the full year, while AUM reached $29.9B with 11 percent growth, which directly feeds recurring revenue. The biggest shift is that they have now flipped to profitability with positive EPS compared to a loss last year, marking a real inflection point.

Growth is holding steady while costs are stabilizing, so operating leverage is starting to show and margins are expanding. This is how wealth platforms begin to scale once they reach critical size. Going forward, revenue should be driven by advisor onboarding, continued AUM compounding, and a fragmented industry that allows acquisitions to immediately add assets and revenue.

At this size, this is a microcap that is now profitable, growing, and building a recurring revenue base, which is typically where re ratings begin.

Binah Capital Group could be aiming to reach their competitors in their fields which are valued in hundreds of millions of dollars. BCG has only a 41M market cap for the moment.

BCG just put up a quietly strong quarter and the story is starting to change. They delivered $50.5M in Q4 revenue with 13 percent growth year over year and $187M for the full year, while AUM reached $29.9B with 11 percent growth, which directly feeds recurring revenue. The biggest shift is that they have now flipped to profitability with positive EPS compared to a loss last year, marking a real inflection point.

Growth is holding steady while costs are stabilizing, so operating leverage is starting to show and margins are expanding. This is how wealth platforms begin to scale once they reach critical size. Going forward, revenue should be driven by advisor onboarding, continued AUM compounding, and a fragmented industry that allows acquisitions to immediately add assets and revenue.

At this size, this is a microcap that is now profitable, growing, and building a recurring revenue base, which is typically where re ratings begin.

Binah Capital Group could be aiming to reach their competitors in their fields which are valued in hundreds of millions of dollars. BCG has only a 41M market cap for the moment.

BCG just put up a quietly strong quarter and the story is starting to change. They delivered $50.5M in Q4 revenue with 13 percent growth year over year and $187M for the full year, while AUM reached $29.9B with 11 percent growth, which directly feeds recurring revenue. The biggest shift is that they have now flipped to profitability with positive EPS compared to a loss last year, marking a real inflection point.

Growth is holding steady while costs are stabilizing, so operating leverage is starting to show and margins are expanding. This is how wealth platforms begin to scale once they reach critical size. Going forward, revenue should be driven by advisor onboarding, continued AUM compounding, and a fragmented industry that allows acquisitions to immediately add assets and revenue.

At this size, this is a microcap that is now profitable, growing, and building a recurring revenue base, which is typically where re ratings begin.

Binah Capital Group could be aiming to reach their competitors in their fields which are valued in hundreds of millions of dollars. BCG has only a 41M market cap for the moment.

BCG just put up a quietly strong quarter and the story is starting to change. They delivered $50.5M in Q4 revenue with 13 percent growth year over year and $187M for the full year, while AUM reached $29.9B with 11 percent growth, which directly feeds recurring revenue. The biggest shift is that they have now flipped to profitability with positive EPS compared to a loss last year, marking a real inflection point.

Growth is holding steady while costs are stabilizing, so operating leverage is starting to show and margins are expanding. This is how wealth platforms begin to scale once they reach critical size. Going forward, revenue should be driven by advisor onboarding, continued AUM compounding, and a fragmented industry that allows acquisitions to immediately add assets and revenue.

At this size, this is a microcap that is now profitable, growing, and building a recurring revenue base, which is typically where re ratings begin.

Binah Capital Group could be aiming to reach their competitors in their fields which are valued in hundreds of millions of dollars. BCG has only a 41M market cap for the moment.

BCG just put up a quietly strong quarter and the story is starting to change. They delivered $50.5M in Q4 revenue with 13 percent growth year over year and $187M for the full year, while AUM reached $29.9B with 11 percent growth, which directly feeds recurring revenue. The biggest shift is that they have now flipped to profitability with positive EPS compared to a loss last year, marking a real inflection point.

Growth is holding steady while costs are stabilizing, so operating leverage is starting to show and margins are expanding. This is how wealth platforms begin to scale once they reach critical size. Going forward, revenue should be driven by advisor onboarding, continued AUM compounding, and a fragmented industry that allows acquisitions to immediately add assets and revenue.

At this size, this is a microcap that is now profitable, growing, and building a recurring revenue base, which is typically where re ratings begin.

Been looking deeper into American Shared Hospital Services and their forward pipeline is actually pretty stacked over the next couple years.

Starting in Q2 2026, their Guadalajara Gamma Knife center is expected to go live. What’s interesting is they’re using the same Esprit platform that’s already been performing well in Puebla, so this isn’t untested, it’s a repeat play with proven results.

Through 2026, the Rhode Island centers should keep ramping as more physicians come online and patient volumes normalize. That’s important because higher utilization on existing machines means more revenue without needing major new spending.

They also locked in the Orlando Health proton therapy lease through 2033, which gives them a long runway of stable, predictable revenue.

Beyond that, the pipeline keeps building. A new radiation therapy center in Bristol is expected in late 2027, expanding capacity in an underserved market. Then in 2028, the Johnston proton beam center comes online, which is a big deal given how limited these approvals are in New England.

Overall, it’s not just one catalyst, it’s a stacked timeline of centers going live, volumes ramping, and long term contracts already secured.

Feels like 2026 is where a lot of this starts showing up in the numbers.

I started looking into American Shared Hospital Services (AMS) recently and it’s kind of an interesting little name. They’ve been around for over 30 years, mainly leasing radiosurgery and radiation therapy equipment to hospitals, so they’re directly tied to cancer treatment.

The stock is sitting around 1.60 right now with about an 11M market cap, but they did roughly 28M in revenue last year. What stood out to me is how the business is changing. Their direct patient care segment has been growing fast and now makes up most of the revenue, with strong increases in LINAC treatment sessions.

They also locked in a big win with Orlando Health. The proton therapy agreement got extended another 7 years and now runs through 2033, which gives them a solid base of predictable revenue.

On top of that, they have new treatment centers planned for 2027 and 2028, so there is a clear growth pipeline. It also looks like they are shifting more toward owning and operating centers instead of just leasing equipment, which could mean better margins over time.

There is an analyst with a 4 dollar price target, which is a big move from here, and the stock is trading below book value. Not saying it is a sure thing, but for a small healthcare company with recurring revenue and steady demand, it feels like it is flying under the radar.

I took a small position and I am just watching how things play out from here.

I started looking into American Shared Hospital Services (AMS) recently and it’s kind of an interesting little name. They’ve been around for over 30 years, mainly leasing radiosurgery and radiation therapy equipment to hospitals, so they’re directly tied to cancer treatment.

The stock is sitting around 1.60 right now with about an 11M market cap, but they did roughly 28M in revenue last year. What stood out to me is how the business is changing. Their direct patient care segment has been growing fast and now makes up most of the revenue, with strong increases in LINAC treatment sessions.

They also locked in a big win with Orlando Health. The proton therapy agreement got extended another 7 years and now runs through 2033, which gives them a solid base of predictable revenue.

On top of that, they have new treatment centers planned for 2027 and 2028, so there is a clear growth pipeline. It also looks like they are shifting more toward owning and operating centers instead of just leasing equipment, which could mean better margins over time.

There is an analyst with a 4 dollar price target, which is a big move from here, and the stock is trading below book value. Not saying it is a sure thing, but for a small healthcare company with recurring revenue and steady demand, it feels like it is flying under the radar.

I took a small position and I am just watching how things play out from here.

[ Removed by Reddit on account of violating the content policy. ]

[ Removed by Reddit on account of violating the content policy. ]

Went through the latest filing from American Shared Hospital Services.

2025 revenue are (~$28.1M), but that’s because the company is mid-transition.

Direct patient revenue is taking over the business and already grew +23.7% YoY to $15.5M, becoming the main driver.

At the same time, AMS invested heavily into new and expanded treatment centers, which pressured results short term.

Those assets aren’t fully utilized yet, so the real upside comes as patient volumes increase.

Management also pointed to improving treatment volumes heading into 2026 after temporary softness tied to contract changes.

So instead of a decline, this looks like a reset before growth resumes.

Overall, it’s shaping up like a classic healthcare ramp: build capacity first, then fill it.

What’s bullish for 2026:

• New treatment center coming online → adds fresh revenue stream
• Existing centers still ramping → higher utilization = higher revenue
• Recovery in patient volumes → core growth driver returns
• More revenue coming from direct patient care (higher per-treatment revenue)
• Lease extension through 2033 → stable base + upside
• International expansion (Mexico/LatAm) → access to underserved demand
• Prior capex already deployed → 2026 becomes monetization phase

I like this one for closer to 2$+

Getting more eyes and volume today, I am interesting in what's coming up for BTBD & their merger with Aero Velocity

BT Brands (NYSE : BTBD) continues its transition beyond the restaurant sector through its proposed merger with Aero Velocity.

Aero Velocity has entered into a strategic partnership with AC Future to develop advanced mobile drone launch technologies designed for U.S. military and public sector applications. The collaboration focuses on a mobile drone launch vehicle (MDLV) platform capable of deploying, recovering, and managing drones in dynamic environments.

Highlights:

• BTBD’s merger with Aero Velocity signals a shift toward aerospace and defense innovation
• Partnership with AC Future combines mobility engineering with drone systems development
• Target applications include surveillance, logistics, and emergency response
• Transaction remains subject to regulatory approvals and is expected to close in 2026

This development positions BTBD to gain exposure to emerging drone infrastructure and autonomous deployment systems within the defense and public safety sectors.

Getting more eyes and volume today, I am interesting in what's coming up for BTBD & their merger with Aero Velocity

BT Brands (NYSE : BTBD) continues its transition beyond the restaurant sector through its proposed merger with Aero Velocity.

Aero Velocity has entered into a strategic partnership with AC Future to develop advanced mobile drone launch technologies designed for U.S. military and public sector applications. The collaboration focuses on a mobile drone launch vehicle (MDLV) platform capable of deploying, recovering, and managing drones in dynamic environments.

Highlights:

• BTBD’s merger with Aero Velocity signals a shift toward aerospace and defense innovation
• Partnership with AC Future combines mobility engineering with drone systems development
• Target applications include surveillance, logistics, and emergency response
• Transaction remains subject to regulatory approvals and is expected to close in 2026

This development positions BTBD to gain exposure to emerging drone infrastructure and autonomous deployment systems within the defense and public safety sectors.

ALWAYS DO YOUR DUE DILLIGENCE, THIS IS NOT FINANCIAL ADVICE.

BTBD going after a multi billion dollar DRONE sector.

They’re advancing the Aero Velocity merger, which shifts the company toward a ~$100M+ drone-focused business.

And this isn’t about consumer drones, it’s industrial use.

Drones are already being used for:

• power lines, bridges, buildings
• solar panels and wind turbines
• pipelines, railways, construction sites

Basically anything that’s risky or expensive to inspect manually.

The reason this is growing is simple:
→ faster
→ cheaper
→ safer

The global drone market is projected around $60B+ by 2030, with industrial use being one of the fastest-growing segments.

So this merger puts BTBD right into a sector that’s already scaling, not something speculative.

Feels like a pretty big shift that most people still aren’t connecting yet.

With their recent Military angle, could get interesting very fast.