It is good practice to think through and write about stocks you are watching. This is that. Let me know what yall think or what you are watching and why.

Quarterhill $QTRHF $QTRH.TO

Canadian company that essentially operates in the intelligent transportation space, so things like electronic tolling systems and commercial vehicle enforcement. C$200M market cap.

The business has been turning around for a few quarters now. Revenue up 14% in Q1, gross margin went from 12% to 28% year over year, three straight quarters of positive adjusted EBITDA after a long stretch of losses.

Then just yesterday they announced they're acquiring Conduent's tolling business for $70M. That deal is expected to roughly triple their tolling revenue and creates a combined backlog of around $2B. Pro forma annual revenue north of $400M.

Stock was at C$1.72 yesterday morning and ran up roughly 40% on the news.

Backlog was already $428M heading into this and insider was buying as recently as May.

The risk is the deal still needs to close, targeting Q4 2026, and a lot of the good news is now priced into today's move. But the underlying business was already improving before any of this.

I don't hold a position but have been following it closely

Kingfisher Metals $KGFMF $KFR.V

Copper-gold explorer in BC's golden triangle. $180M CAD market cap. Fully funded heading into what could be a pretty big summer.

Last year they drilled a hole at a target called Hank and hit 425 metres of continuous copper-gold mineralization starting over 500 metres underground. The hole ended in improving grades, meaning they likely didn't reach the best part yet. That's the whole setup, they found something, and now they're going back for it.

To put the size in context, the altered rock footprint at Hank covers roughly 6 by 6 km at surface. Big systems leave big footprints. Five separate geophysical surveys since then have all pointed to the same core target area.

They closed a $30M financing in march with no warrants, which tells you there was real demand. Two drills are on site right now extending that original hole and testing new targets. A third rig arrives today, july 1st. 15,000 metres planned this summer.

At this point the stock has run up pretty good and a lot of that is just anticipation for what this program delivers. That brings real risk, you're essentially buying before seeing the results. But the signals heading into it are hard to ignore.

I wrote a full article on KFR a few months back when it was sitting at $0.79. I hold a position and I'm looking forward to seeing results.

DMG Blockchain Solutions $DMGGF $DMGI.V

Been paying close attention to bitcoin miners pivoting to AI hosting and this one has essentially doubled since the start of June.

The company is converting its Christina Lake, BC facility, originally built to mine bitcoin, into an AI data center. Locked in 75MW of electricity capacity at the site back in March, which is the hard part most of these companies are still fighting for.

June 1st they signed a letter of intent to rent 50MW of that capacity to a single AI tenant over a 12 year term. Then three days ago they signed the first actual contract, worth roughly $670K over 2 years.

Trading around 1.5x book value right now.

I took a trade on this one from $0.45 and dipped out around $0.65. Watching how this correction plays out and would be willing to add if I see some high volume or strength come back in.

Now please do keep this part in mind. That 50MW deal is still just a non-binding LOI with an anonymous tenant. That is basically the whole stock right now. Until that converts into a signed contract with a named customer, you are essentially betting on a company that has locked up power and found someone interested. Interested is not committed.

Please do not take this as financial advice and just do your own research, cheers

It is good practice to think through and write about stocks you are watching. This is that. Let me know what yall think or what you are watching and why.

Quarterhill $QTRHF $QTRH.TO

Canadian company that essentially operates in the intelligent transportation space, so things like electronic tolling systems and commercial vehicle enforcement. C$200M market cap.

The business has been turning around for a few quarters now. Revenue up 14% in Q1, gross margin went from 12% to 28% year over year, three straight quarters of positive adjusted EBITDA after a long stretch of losses.

Then just yesterday they announced they're acquiring Conduent's tolling business for $70M. That deal is expected to roughly triple their tolling revenue and creates a combined backlog of around $2B. Pro forma annual revenue north of $400M.

Stock was at C$1.72 yesterday morning and ran up roughly 40% on the news.

Backlog was already $428M heading into this and insider was buying as recently as May.

The risk is the deal still needs to close, targeting Q4 2026, and a lot of the good news is now priced into today's move. But the underlying business was already improving before any of this.

I don't hold a position but have been following it closely

Kingfisher Metals $KGFMF $KFR.V

Copper-gold explorer in BC's golden triangle. $180M CAD market cap. Fully funded heading into what could be a pretty big summer.

Last year they drilled a hole at a target called Hank and hit 425 metres of continuous copper-gold mineralization starting over 500 metres underground. The hole ended in improving grades, meaning they likely didn't reach the best part yet. That's the whole setup, they found something, and now they're going back for it.

To put the size in context, the altered rock footprint at Hank covers roughly 6 by 6 km at surface. Big systems leave big footprints. Five separate geophysical surveys since then have all pointed to the same core target area.

They closed a $30M financing in march with no warrants, which tells you there was real demand. Two drills are on site right now extending that original hole and testing new targets. A third rig arrives today, july 1st. 15,000 metres planned this summer.

At this point the stock has run up pretty good and a lot of that is just anticipation for what this program delivers. That brings real risk, you're essentially buying before seeing the results. But the signals heading into it are hard to ignore.

I wrote a full article on KFR a few months back when it was sitting at $0.79. I hold a position and I'm looking forward to seeing results.

DMG Blockchain Solutions $DMGGF $DMGI.V

Been paying close attention to bitcoin miners pivoting to AI hosting and this one has essentially doubled since the start of June.

The company is converting its Christina Lake, BC facility, originally built to mine bitcoin, into an AI data center. Locked in 75MW of electricity capacity at the site back in March, which is the hard part most of these companies are still fighting for.

June 1st they signed a letter of intent to rent 50MW of that capacity to a single AI tenant over a 12 year term. Then three days ago they signed the first actual contract, worth roughly $670K over 2 years.

Trading around 1.5x book value right now.

I took a trade on this one from $0.45 and dipped out around $0.65. Watching how this correction plays out and would be willing to add if I see some high volume or strength come back in.

Now please do keep this part in mind. That 50MW deal is still just a non-binding LOI with an anonymous tenant. That is basically the whole stock right now. Until that converts into a signed contract with a named customer, you are essentially betting on a company that has locked up power and found someone interested. Interested is not committed.

Please do not take this as financial advice and just do your own research, cheers

It is good practice to think through and write about stocks you are watching. This is that. Let me know what yall think or what you are watching and why.

Quarterhill $QTRHF $QTRH.TO

Canadian company that essentially operates in the intelligent transportation space, so things like electronic tolling systems and commercial vehicle enforcement. C$200M market cap.

The business has been turning around for a few quarters now. Revenue up 14% in Q1, gross margin went from 12% to 28% year over year, three straight quarters of positive adjusted EBITDA after a long stretch of losses.

Then just yesterday they announced they're acquiring Conduent's tolling business for $70M. That deal is expected to roughly triple their tolling revenue and creates a combined backlog of around $2B. Pro forma annual revenue north of $400M.

Stock was at C$1.72 yesterday morning and ran up roughly 40% on the news.

Backlog was already $428M heading into this and insider was buying as recently as May.

The risk is the deal still needs to close, targeting Q4 2026, and a lot of the good news is now priced into today's move. But the underlying business was already improving before any of this.

I don't hold a position but have been following it closely

Kingfisher Metals $KGFMF $KFR.V

Copper-gold explorer in BC's golden triangle. $180M CAD market cap. Fully funded heading into what could be a pretty big summer.

Last year they drilled a hole at a target called Hank and hit 425 metres of continuous copper-gold mineralization starting over 500 metres underground. The hole ended in improving grades, meaning they likely didn't reach the best part yet. That's the whole setup, they found something, and now they're going back for it.

To put the size in context, the altered rock footprint at Hank covers roughly 6 by 6 km at surface. Big systems leave big footprints. Five separate geophysical surveys since then have all pointed to the same core target area.

They closed a $30M financing in march with no warrants, which tells you there was real demand. Two drills are on site right now extending that original hole and testing new targets. A third rig arrives today, july 1st. 15,000 metres planned this summer.

At this point the stock has run up pretty good and a lot of that is just anticipation for what this program delivers. That brings real risk, you're essentially buying before seeing the results. But the signals heading into it are hard to ignore.

I wrote a full article on KFR a few months back when it was sitting at $0.79. I hold a position and I'm looking forward to seeing results.

DMG Blockchain Solutions $DMGGF $DMGI.V

Been paying close attention to bitcoin miners pivoting to AI hosting and this one has essentially doubled since the start of June.

The company is converting its Christina Lake, BC facility, originally built to mine bitcoin, into an AI data center. Locked in 75MW of electricity capacity at the site back in March, which is the hard part most of these companies are still fighting for.

June 1st they signed a letter of intent to rent 50MW of that capacity to a single AI tenant over a 12 year term. Then three days ago they signed the first actual contract, worth roughly $670K over 2 years.

Trading around 1.5x book value right now.

I took a trade on this one from $0.45 and dipped out around $0.65. Watching how this correction plays out and would be willing to add if I see some high volume or strength come back in.

Now please do keep this part in mind. That 50MW deal is still just a non-binding LOI with an anonymous tenant. That is basically the whole stock right now. Until that converts into a signed contract with a named customer, you are essentially betting on a company that has locked up power and found someone interested. Interested is not committed.

Please do not take this as financial advice and just do your own research, cheers

So this will not be one of those extensive DD posts. I am just going to write out my favorite penny stocks right now, what I like about them/why I think they could run.

I usually post much longer write ups and research notes but it seems most people in this subreddit could care less, "not reading all of that just give me the ticker" etc.

Also, realize I am invested in these companies and of course biased, so just do your own research before chucking coin at any of these.

Ok, here is what I am liking right now:

$BLO.CN - So obviously everyone should know of the reclassification of medical marijuana to schedule 3. This company has built basically a weed breathalyzer meant for workplaces, police enforcement etc. It took them a long ass time but it seems like they finally got a working, viable product as of recently. They have gone into their commercial launch. I think with this reclassification, this one could catch a nice run up.

$KFR.V - I know many are not interested in mining companies, it is where I have done the best personally so I shall continue my ramblings sorry. This one I managed to catch a while ago and it has continued to rip higher. Their land package is quite nuts and is considerably better than companies at much higher valuations. Copper imo will be a strong play over the next 6-18 months. I wont go on about the actually geology because sub 1% here would understand or care but I believe this is the if not one of the most promising exploration companies right now.

https://preview.redd.it/407kt9lxiqxg1.png?width=1434&format=png&auto=webp&s=33077ac39a1b5a08bf93815b28012d6ca379d880

$NIOB.CN - This is my critical minerals play. I like it for a few different reasons, none being too insane by themselves but all combined, it’s enough to be a greenlight for me. Funded drill program going on right now. Very clean cap structure, not a ton of warrants or options waiting to dump. Management/board actually looks quite legit for this size company. Their projects are in the best place in the world for rare earths. Niobium itself got added to the top 10 most critical minerals for the US last year. Once again, I will not go much into geology but it only helps the story. Also, check the chart, pretty cooked, be careful but this thing has been trading like a beast, still quite small.

$MLP.V - after essentially ripping 10x in 2025, stock has taken a 50% from it’s highs, is consolidating at it’s current levels, finding support here. Potash/ferts narrative itself is I think going to be a very strong narrative in the coming year or two. They have an insane project, huge as fuck and like only 5% has been explored. Local gov’t is buddy buddy with the mgmt. Their old economic study on 1.7B tonnes already showed a US$1.1B NPV, and they're now sitting on 6B+ tonnes without doing the updated economics, that is the main trade here.

Let me know what you guys are looking at right now, if it is a name I have looked at I will try to give some of my thoughts. Also, yes, I realize I am an absolute degen, I love it

So this will not be one of those extensive DD posts. I am just going to write out my favorite penny stocks right now, what I like about them/why I think they could run.

I usually post much longer write ups and research notes but it seems most people in this subreddit could care less, "not reading all of that just give me the ticker" etc.

Also, realize I am invested in these companies and of course biased, so just do your own research before chucking coin at any of these.

Ok, here is what I am liking right now:

$BLOZF - So obviously everyone should know of the reclassification of medical marijuana to schedule 3. This company has built basically a weed breathalyzer meant for workplaces, police enforcement etc. It took them a long ass time but it seems like they finally got a working, viable product as of recently. They have gone into their commercial launch. I think with this reclassification, this one could catch a nice run up.

$KGFMF - I know many are not interested in mining companies, it is where I have done the best personally so I shall continue my ramblings sorry. This one I managed to catch a while ago and it has continued to rip higher. Their land package is quite nuts and is considerably better than companies at much higher valuations. Copper imo will be a strong play over the next 6-18 months. I wont go on about the actually geology because sub 1% here would understand or care but I believe this is the if not one of the most promising exploration companies right now.

$NIOMF - This is my critical minerals play. I like it for a few different reasons, none being too insane by themselves but all combined, it’s enough to be a greenlight for me. Funded drill program going on right now. Very clean cap structure, not a ton of warrants or options waiting to dump. Management/board actually looks quite legit for this size company. Their projects are in the best place in the world for rare earths. Niobium itself got added to the top 10 most critical minerals for the US last year. Once again, I will not go much into geology but it only helps the story. Also, check the chart, pretty cooked, be careful but this thing has been trading like a beast, still quite small.

https://preview.redd.it/kf7l6v8itnxg1.png?width=1434&format=png&auto=webp&s=3426d943549ac681fc7a54840836f8d42f3672b8

$MLPNF - after essentially ripping 10x in 2025, stock has taken a 50% from it’s highs, is consolidating at it’s current levels, finding support here. Potash/ferts narrative itself is I think going to be a very strong narrative in the coming year or two. They have an insane project, huge as fuck and like only 5% has been explored. Local gov’t is buddy buddy with the mgmt. Their old economic study on 1.7B tonnes already showed a US$1.1B NPV, and they're now sitting on 6B+ tonnes without doing the updated economics, that is the main trade here.

Let me know what you guys are looking at right now, if it is a name I have looked at I will try to give some of my thoughts. Also, yes, I realize I am an absolute degen, I love it