I've been watching this whole AI defense drone niche for a bit now, and honestly, the way things are shaping up right now across the sector and the charts, it's hard to not have this sense of anticipation. I'm not sure about you guys, but I hear about drones constantly and how effective they are in warfare, and how they've essentially completely changed the way modern warfare works, and how fast the tech and sector is moving because of it. 

However, whenever innovation happens, it's usually put to use in warfare first, which is obviously the case with these drone tech. But there is a side to this sector that should be thought about, how beneficial this technology could be outside of the battlegrounds, though that's still definitely years away. By just the way the world is going right now,it seems like warfare alone can take this sector much higher. These are three of the smaller companies that I'm a fan of right now, and a good amount of that is based off how their charts are shaping up recently. Just some of my notes and thoughts, let me know what you guys think.

Mobilicom $MOB

https://preview.redd.it/pq4xlgsstedh1.png?width=1615&format=png&auto=webp&s=1d9b4a4f8dc3fe508700bdbe4a69d4068dd38e8e

Does cybersecurity and comms hardware for drones and robotics, basically secures the data link and the mesh network so these systems can't get hijacked or jammed mid mission. They've had a steady string of design win announcements lately, new purchase orders under a US DoW program, a new customer out of the Asia Pacific region, new design wins with two different US defense drone manufacturers, and they just launched a new product called SkyHopper Tactical. Q1 revenue was actually down year over year, but they've got a backlog and forward revenue visibility building, and the balance sheet is clean and debt free.

From May to September 2025 the stock ran up over 700%. Since then it's pulled back around 50%, right back to that prior run's all time high, which I've always loved. Trade setups that come down and test a prior high or peak are never guaranteed, obviously, but usually a decent spot to look for support. As you can see on the chart, price has respected that level multiple times already and looks quite healthy.

Sparc AI $SPAI

https://preview.redd.it/71xfeesstedh1.png?width=1616&format=png&auto=webp&s=915d8a19545c0ce66dfab3f721429b4a1d47ff1d

Software that lets drones keep navigating and hitting targets even when GPS gets jammed, which is a massive problem in modern conflict zones. They've built out a permanent presence in Ukraine, partnered with a US drone manufacturer called Rate Manufacturing to integrate their software into actual hardware, and have been showing up at defense industry events trying to get in front of the right buyers. Worth flagging some of their news flow runs through paid press release wires, so it's worth separating the real operational news from the promotional stuff.

What an insane looking weekly chart honestly. Ran up a ton recently, fell back down to around $2.20, and now it's looking like it might want to recover again. Incredibly strong chart with solid volume behind it.

Disseminated on behalf of Inturai Ventures

Inturai Ventures $URAIF $URAI.CN

https://preview.redd.it/o7miffsstedh1.png?width=1614&format=png&auto=webp&s=084d9d9649aa9798490a8d4107e457d32e4996a0

Uses wifi signals to sense movement and presence through walls, no cameras or wearables needed. Real revenue already coming in across a few different countries. The recent catalyst is an LOI to acquire a drone command platform called DomeCommand, which would pair their sensing tech with actual command and control for drone swarms. Still just an LOI though, nothing signed yet, so keep that in mind.

Chart ran up a bunch recently too. This one's still very early stage, so be cautious, plenty of companies in this space have failed outright. Nothing here is guaranteed yet. But between the deployments already generating revenue and this new LOI, it's definitely one to watch.

Overall I think the setups across all three look good right now. Early, speculative, and nothing here is a sure thing, but the charts and the news flow both look like this sector has real momentum behind it.

I hold URAI and have been compensated by the company so I am biased there. However, I am not in MOB or SPAI yet, but I am definitely thinking about grabbing some MOB around this level.

Please do not invest in any of these before doing your own research, they are highly volatile and speculative asf. Cheers. 

I've been watching this whole AI defense drone niche for a bit now, and honestly, the way things are shaping up right now across the sector and the charts, it's hard to not have this sense of anticipation. I'm not sure about you guys, but I hear about drones constantly and how effective they are in warfare, and how they've essentially completely changed the way modern warfare works, and how fast the tech and sector is moving because of it. 

However, whenever innovation happens, it's usually put to use in warfare first, which is obviously the case with these drone tech. But there is a side to this sector that should be thought about, how beneficial this technology could be outside of the battlegrounds, though that's still definitely years away. By just the way the world is going right now,it seems like warfare alone can take this sector much higher. These are three of the smaller companies that I'm a fan of right now, and a good amount of that is based off how their charts are shaping up recently. Just some of my notes and thoughts, let me know what you guys think.

Mobilicom $MOB

https://preview.redd.it/jlmruyhmtedh1.png?width=1615&format=png&auto=webp&s=d8927218e11b0e42c6c1eecd1dab0c557c65bfde

Does cybersecurity and comms hardware for drones and robotics, basically secures the data link and the mesh network so these systems can't get hijacked or jammed mid mission. They've had a steady string of design win announcements lately, new purchase orders under a US DoW program, a new customer out of the Asia Pacific region, new design wins with two different US defense drone manufacturers, and they just launched a new product called SkyHopper Tactical. Q1 revenue was actually down year over year, but they've got a backlog and forward revenue visibility building, and the balance sheet is clean and debt free.

From May to September 2025 the stock ran up over 700%. Since then it's pulled back around 50%, right back to that prior run's all time high, which I've always loved. Trade setups that come down and test a prior high or peak are never guaranteed, obviously, but usually a decent spot to look for support. As you can see on the chart, price has respected that level multiple times already and looks quite healthy.

Sparc AI $SPAI

https://preview.redd.it/0hup93imtedh1.png?width=1616&format=png&auto=webp&s=39889588c10972a38c77106796df8d1000dab1d4

Software that lets drones keep navigating and hitting targets even when GPS gets jammed, which is a massive problem in modern conflict zones. They've built out a permanent presence in Ukraine, partnered with a US drone manufacturer called Rate Manufacturing to integrate their software into actual hardware, and have been showing up at defense industry events trying to get in front of the right buyers. Worth flagging some of their news flow runs through paid press release wires, so it's worth separating the real operational news from the promotional stuff.

What an insane looking weekly chart honestly. Ran up a ton recently, fell back down to around $2.20, and now it's looking like it might want to recover again. Incredibly strong chart with solid volume behind it.

Disseminated on behalf of Inturai Ventures

Inturai Ventures $URAIF $URAI.CN

https://preview.redd.it/h5g1saimtedh1.png?width=1614&format=png&auto=webp&s=df19413ceb7d7b4df4e5ed14298ad77d2edca918

Uses wifi signals to sense movement and presence through walls, no cameras or wearables needed. Real revenue already coming in across a few different countries. The recent catalyst is an LOI to acquire a drone command platform called DomeCommand, which would pair their sensing tech with actual command and control for drone swarms. Still just an LOI though, nothing signed yet, so keep that in mind.

Chart ran up a bunch recently too. This one's still very early stage, so be cautious, plenty of companies in this space have failed outright. Nothing here is guaranteed yet. But between the deployments already generating revenue and this new LOI, it's definitely one to watch.

Overall I think the setups across all three look good right now. Early, speculative, and nothing here is a sure thing, but the charts and the news flow both look like this sector has real momentum behind it.

I hold URAI and have been compensated by the company so I am biased there. However, I am not in MOB or SPAI yet, but I am definitely thinking about grabbing some MOB around this level.

Please do not invest in any of these before doing your own research, they are highly volatile and speculative asf. Cheers.

Put out a post last week simply sharing my notes on the stocks I was doing research into with the goal of actually writing out my theses for the companies I like, not just storing all of that info in my brain and then forgetting half the reasons why I like the stock. Here are 4 stocks that I like right now, all quite timely as they have been doing well and have had strong recent developments. Please feel free to critique any of this or ask questions. Also feel free to share any stocks you are watching and I will try to take a look. Cheers

Metal Energy $MERG.V $MEEEF

Copper gold explorer in the Toodoggone district, $40M market cap.

This has been one of my favorite stories for a while now. They've got this property, NIV, that's a 5 km long anomaly with gold, copper, and moly all stacking on top of each other, sitting right next to a property where the neighbour drilled a weaker version of the same system back in 2021 and hit 81.6 metres of 0.41% copper. NIV itself has never seen a drill.

It's so promising that Centerra and Teck both came in for 9.9% of the company before a single hole was drilled into the ground.

Monday they announced that drilling has started at NIV, and myself and the market are clearly excited, with the stock running up 24% on the news.

I honestly think this one is gonna be a pretty hot stock to watch for the rest of the summer as these drill results come out. Obviously only God knows what the results will be, but this is definitely one to at least watch.

I hold a position and have been a fan of the company for a while.

Atlas Salt $SALQF $SALT.V

Developing what would be North America's first new salt mine in almost 30 years, up in Newfoundland. Sitting around $200M enterprise value right now.

The deposit itself is what makes this one interesting. Basically 95 million tonnes of reserves at over 95% purity, and it's only 180 metres below surface, which is shallow for something this size. For comparison the biggest salt mine in North America sits 600 metres under Lake Huron. Shallow just means cheaper and faster to actually build.

North America's had an actual salt shortage the past couple winters, Ontario and New York both had shortages and price spikes, and the continent still imports 8 to 10 million tonnes a year just to cover road salt demand. This project ships straight into that gap, and it's like 3 days to Boston by boat versus 14 days from Egypt or Chile.

The numbers on paper look strong too, feasibility study has this at $920M NPV after tax, 21% IRR, and something like $188M a year in free cash flow once it's actually up and running. Against a $200M market cap that's a big gap on paper, but obviously none of that cash flow exists yet.

They've been checking boxes though. Environmental assessment's done, early works plan is approved, they've got Sandvik and Hatch locked in for equipment and engineering. Stock's been climbing steadily for months, from around 80 cents last fall to just shy of a new 52-week high today at around $1.75 Canadian. They also just locked in a $15 million raise in June, so they're pretty cashed up.

Risk here is it's still pre production. They need to lock down a full financing package to actually build this thing, which probably means more dilution down the line. Nothing's built yet, this one's a multi year story.

PharmaCorp Rx $PCRX.V $

Basically a roll up buying independent pharmacies across Canada and folding them into the PharmaChoice banner, using scale to squeeze better margins out of both the front shop and the pharmacy side. Boring business, but boring can be good.

They just closed on eight pharmacies in Eastern Canada for $24.2M, which takes them from six stores to fourteen, more than doubling their footprint in one shot. On top of that they've got more LOIs in the pipeline, one already converted into a definitive deal for another $8.2M location, so realistically they're looking at somewhere around eighteen stores by end of year.

Same store numbers have actually been solid too, script counts and sales both growing in the high single digits, and EBITDA has been climbing steadily quarter over quarter.

The balance sheet going into all this was clean, tons of cash, basically no debt. But funding this next round of acquisitions is going to eat into that cash pretty heavily, and there's a decent chance they end up tapping their credit facility or taking on more dilution to close the gap. That's really the whole risk with this one, growth is real but it's coming through acquisitions funded by debt or dilution, not organic cash flow alone.

They've got exclusive first right of refusal on over 1,150 PharmaChoice stores nationally, with 40 to 50 of those turning over every year, so the pipeline of future deals is basically already built in.

This one's less of a hype story and more of a "watch the execution" story. If they can integrate all these new locations without stumbling, this could be a solid compounding business.

Disseminated on behalf of Inturai Ventures

Inturai Ventures $URAIF $URAI.CN

Inturai basically uses wifi signals to detect movement and presence through walls, no cameras, no wearables, nothing extra needed. Kind of a wild concept honestly.

Been building out deployments in healthcare, aged care, home security, and military stuff, with first revenue coming in across a few different countries already.

Obviously almost all the talk lately is just about AI and emerging tech, so this is one that could catch some favorable press just off that alone. I've been pretty impressed with how well it's been trading, it's had some of the most volume it's seen in a long time over the past few weeks.

Then Monday they dropped one of the more promising releases yet, an LOI to acquire a drone command platform. Exciting, but still just an LOI. Worth noting this puts them in similar territory to SPAI, which the market has already shown a ton of appetite for, that stock ran from 20 cents to $7 on the autonomous drone theme alone. It has cooled off a bit lately though reasonably so.

Still a tiny company, only around $27M CAD, and that's after basically going vertical over the past week. I think this one could easily get a bid just off current market conditions alone. It really only started making noise about a week ago, so worth keeping an eye on before everyone else catches on.

I am a shareholder of URAI and agreed to do some marketing on it so I am definitely biased, so please do your own research on this one before investing.

Please do not take any of this information as financial advice. Please assume I am a shareholder and have been compensated and am biased. Do your own research, it is easier than ever nowadays. Thanks for reading

Put out a post last week simply sharing my notes on the stocks I was doing research into with the goal of actually writing out my theses for the companies I like, not just storing all of that info in my brain and then forgetting half the reasons why I like the stock. Here are 4 stocks that I like right now, all quite timely as they have been doing well and have had strong recent developments. Please feel free to critique any of this or ask questions. Also feel free to share any stocks you are watching and I will try to take a look. Cheers

Metal Energy $MERG.V $MEEEF

https://preview.redd.it/15yco0d0c1ch1.png?width=1236&format=png&auto=webp&s=fea54f3737e72b7ee36a886730694d8663f85ad0

Copper gold explorer in the Toodoggone district, $40M market cap.

This has been one of my favorite stories for a while now. They've got this property, NIV, that's a 5 km long anomaly with gold, copper, and moly all stacking on top of each other, sitting right next to a property where the neighbour drilled a weaker version of the same system back in 2021 and hit 81.6 metres of 0.41% copper. NIV itself has never seen a drill.

It's so promising that Centerra and Teck both came in for 9.9% of the company before a single hole was drilled into the ground.

Monday they announced that drilling has started at NIV, and myself and the market are clearly excited, with the stock running up 24% on the news.

I honestly think this one is gonna be a pretty hot stock to watch for the rest of the summer as these drill results come out. Obviously only God knows what the results will be, but this is definitely one to at least watch.

I hold a position and have been a fan of the company for a while.

Atlas Salt $SALQF $SALT.V

https://preview.redd.it/siuktsm4c1ch1.png?width=1243&format=png&auto=webp&s=949ef544749ec7206f076cdfca230864b2369f02

Developing what would be North America's first new salt mine in almost 30 years, up in Newfoundland. Sitting around $200M enterprise value right now.

The deposit itself is what makes this one interesting. Basically 95 million tonnes of reserves at over 95% purity, and it's only 180 metres below surface, which is shallow for something this size. For comparison the biggest salt mine in North America sits 600 metres under Lake Huron. Shallow just means cheaper and faster to actually build.

North America's had an actual salt shortage the past couple winters, Ontario and New York both had shortages and price spikes, and the continent still imports 8 to 10 million tonnes a year just to cover road salt demand. This project ships straight into that gap, and it's like 3 days to Boston by boat versus 14 days from Egypt or Chile.

The numbers on paper look strong too, feasibility study has this at $920M NPV after tax, 21% IRR, and something like $188M a year in free cash flow once it's actually up and running. Against a $200M market cap that's a big gap on paper, but obviously none of that cash flow exists yet.

They've been checking boxes though. Environmental assessment's done, early works plan is approved, they've got Sandvik and Hatch locked in for equipment and engineering. Stock's been climbing steadily for months, from around 80 cents last fall to just shy of a new 52-week high today at around $1.75 Canadian. They also just locked in a $15 million raise in June, so they're pretty cashed up.

Risk here is it's still pre production. They need to lock down a full financing package to actually build this thing, which probably means more dilution down the line. Nothing's built yet, this one's a multi year story.

PharmaCorp Rx $PCRX.V

https://preview.redd.it/shdfo1e6c1ch1.png?width=1226&format=png&auto=webp&s=d325a4a1f956fe4e5b5d207e87b3240a33f32129

Basically a roll up buying independent pharmacies across Canada and folding them into the PharmaChoice banner, using scale to squeeze better margins out of both the front shop and the pharmacy side. Boring business, but boring can be good.

They just closed on eight pharmacies in Eastern Canada for $24.2M, which takes them from six stores to fourteen, more than doubling their footprint in one shot. On top of that they've got more LOIs in the pipeline, one already converted into a definitive deal for another $8.2M location, so realistically they're looking at somewhere around eighteen stores by end of year.

Same store numbers have actually been solid too, script counts and sales both growing in the high single digits, and EBITDA has been climbing steadily quarter over quarter.

The balance sheet going into all this was clean, tons of cash, basically no debt. But funding this next round of acquisitions is going to eat into that cash pretty heavily, and there's a decent chance they end up tapping their credit facility or taking on more dilution to close the gap. That's really the whole risk with this one, growth is real but it's coming through acquisitions funded by debt or dilution, not organic cash flow alone.

They've got exclusive first right of refusal on over 1,150 PharmaChoice stores nationally, with 40 to 50 of those turning over every year, so the pipeline of future deals is basically already built in.

This one's less of a hype story and more of a "watch the execution" story. If they can integrate all these new locations without stumbling, this could be a solid compounding business.

Disseminated on behalf of Inturai Ventures

Inturai Ventures $URAIF $URAI.CN

https://preview.redd.it/muncl668c1ch1.png?width=1239&format=png&auto=webp&s=57e8681d707741b8cd62fe8d57607b748397a6c7

Inturai basically uses wifi signals to detect movement and presence through walls, no cameras, no wearables, nothing extra needed. Kind of a wild concept honestly.

Been building out deployments in healthcare, aged care, home security, and military stuff, with first revenue coming in across a few different countries already.

Obviously almost all the talk lately is just about AI and emerging tech, so this is one that could catch some favorable press just off that alone. I've been pretty impressed with how well it's been trading, it's had some of the most volume it's seen in a long time over the past few weeks.

Then on Monday they dropped one of the more promising releases yet, an LOI to acquire a drone command platform. Exciting, but still just an LOI. Worth noting this puts them in similar territory to SPAI, which the market has already shown a ton of appetite for, that stock ran from 20 cents to $7 on the autonomous drone theme alone. It has cooled off a bit lately though reasonably so.

Still a tiny company, only around $27M CAD, and that's after basically going vertical over the past week. I think this one could easily get a bid just off current market conditions alone. It really only started making noise about a week ago, so worth keeping an eye on before everyone else catches on.

I am a shareholder of URAI and agreed to do some marketing on it so I am definitely biased, so please do your own research on this one before investing.

Please do not take any of this information as financial advice. Please assume I am a shareholder and have been compensated and am biased. Do your own research, it is easier than ever nowadays. Thanks for reading

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