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r/Canadapennystocks

▲ 82 r/Canadapennystocks+12 crossposts

Vancouver, British Columbia--(Newsfile Corp. - April 24, 2026) - Herbal Dispatch Inc. (CSE: HERB) (OTCQB: LUFFF) (FSE: HA9) ("Herbal Dispatch" or the "Company"), announces its financial results for the fourth quarter and year ended December 31, 2025.

Q4 2025 HIGHLIGHTS

Gross sales of $6.2 million, representing a 115% increase compared to $2.9 million in Q4 2024

Net revenue of $4.1 million (excluding excise taxes), up from $2.3 million in Q4 2024

Adjusted EBITDA of $0.1 million, compared to $(0.6) million in Q4 2024

Adjusted EBITDA of $0.2 million excluding non-recurring costs related to investor relations and financing

FY 2025 HIGHLIGHTS

Gross sales of $16.5 million, representing a 37% increase compared to $12.1 million in 2024

Net revenue of $12.1 million (excluding excise taxes), up from $9.9 million in 2024

Adjusted EBITDA of $(0.7) million, improved from $(1.0) million in 2024

Gross margin improved to approximately 22.7% in 2025, compared to 20.1% in 2024, reflecting enhanced cost of goods efficiency, improved product mix, and increasing scale across the Company's platform and the Company expects continued improvement into 2026 as scale and operating leverage continues to increase.

STRATEGIC MOMENTUM

Completed an oversubscribed non-brokered private placement, raising $2.1 million in October 2025

Commenced trading on the OTCQB® Venture Market under the ticker LUFFF subsequent to year end

FINANCIAL PERFORMANCE

For the three months ended December 31, 2025, gross sales increased by 115% to $6.2 million compared to $2.9 million in Q4 2024. Net revenue, excluding excise taxes, increased to $4.1 million compared to $2.3 million in the prior year quarter. The increase was driven by higher sales volumes across both medical and recreational channels and continued growth within the Company's e-commerce platform.

As of this period, the Company's path to profitability is increasingly driven by expanding gross margins, with gross profit growing to $2.75 million in 2025 from $2.0 million in 2024, reflecting improved cost of goods sold efficiency and increasing operating leverage across the platform.

Gross profit improved in Q4 2025 as a result of increased scale and improving operating efficiencies. Cost of goods sold as a percentage of sales declined year-over-year, reflecting enhanced purchasing power, optimized product mix, and improved supply chain execution. This expansion in gross margin is a key driver of the Company's path to sustained profitability and operating leverage.

Adjusted EBITDA improved significantly in Q4 2025 to positive $0.1 million, compared to negative $0.6 million in Q4 2024, driven primarily by increased scale and improved gross margins. Excluding certain non-recurring investor relations costs and professional fees related to the October 2025 private placement, adjusted EBITDA for Q4 2025 would have been positive $0.2 million.

For the full year ended December 31, 2025, adjusted EBITDA improved by 30% to negative $0.7 million compared to negative $1.0 million in 2024, reflecting continued progress toward profitability.

MANAGEMENT COMMENTARY

"The fourth quarter of 2025 marked a major step forward for Herbal Dispatch, as we delivered record quarterly gross sales and achieved positive adjusted EBITDA," said Philip Campbell, President & CEO of Herbal Dispatch. "We have now achieved double-digit growth for the third consecutive year, reflecting the strength of our platform, our customer relationships, and our ability to expand across both Canadian and international markets."

"Looking ahead to 2026, our focus remains on scaling profitably, expanding our recreational footprint, growing medical sales-particularly among veterans-and accelerating export growth into federally legal international markets. With strong sales momentum and the added visibility of our OTCQB listing, we believe we are well-positioned to create long-term value for shareholders."

CONSOLIDATED FINANCIAL STATEMENTS

The Company's consolidated financial statements and management's discussion & analysis for the year ended December 31, 2025 are available on the Company's profile on SEDAR+ at www.sedarplus.ca and will also be posted on the Company's website at www.herbaldispatch.com.

ABOUT HERBAL DISPATCH INC.

Herbal Dispatch Inc. is a leading operator of cannabis e-commerce platforms in Canada, delivering quality medical and recreational products to discerning consumers at competitive prices. Its flagship marketplace has earned trust as a premier destination for exclusive access to small-batch craft cannabis and a wide selection of curated cannabis products. The Company is also actively expanding through exports to international markets, positioning it for sustained growth and new revenue opportunities. The Company's common shares trade on the Canadian Securities Exchange under the symbol "HERB".

For further information: Philip Campbell, CEO and Director Email: IR@herbaldispatch.com Telephone: 1-833-432-2420

NON-IFRS MEASURES

Adjusted EBITDA is defined as earnings before interest, income taxes, depreciation, amortization, share based compensation, loss (gain) on disposal of assets, loss (gain) on investments, loss (gain) on extinguishment of debt, impairment losses, loss (gain) on foreign exchange and accretion expense. The Company believes that, in addition to net income (loss), adjusted EBITDA is a useful measure as it provides an indication of the financial results generated by its principal business activities prior to consideration of how these activities are financed or how the results are taxed in various jurisdictions and before certain non-cash items such as depreciation, amortization, and other items. Adjusted EBITDA does not have any standardized meaning as prescribed by IFRS and therefore, is considered a non-IFRS measure and may not be comparable to similar measures presented by other issuers.

A reconciliation of net loss to adjusted EBITDA for each of the periods presented in this news release follows:

https://api.newsfilecorp.com/redirect/vEYvOIoRm1

$HERB.CN / OTC: $LUFFF

u/The_Insider_Edge — 8 hours ago
▲ 6 r/Canadapennystocks

Inflation Fears Are Shaking Metals Markets, But Copper Still Refuses To Break

The industrial-metals market is becoming increasingly volatile as inflation fears ripple through global bond markets and commodity trading, yet copper continues holding near historic levels despite the pressure.

According to CNBC, copper futures briefly fell earlier in the week before rebounding toward roughly $13,477 per tonne, highlighting how resilient the market remains even during periods of macroeconomic uncertainty.

That resilience is becoming difficult to ignore because copper now sits at the center of multiple structural growth trends happening simultaneously across the global economy.

AI infrastructure requires enormous electrical capacity and data-center buildouts. Renewable-energy systems depend on large-scale transmission expansion. Electric vehicles consume substantially more copper than traditional vehicles. Grid modernization projects across Western economies continue accelerating as governments attempt to upgrade aging infrastructure and secure energy systems.

Meanwhile, the supply side continues facing serious constraints.

Mine disruptions remain an issue globally. Existing operations continue battling declining grades. New projects face rising construction and permitting costs because of inflationary pressures. Financing large-scale mining developments is becoming more capital intensive precisely when the world appears to need more future copper supply than previously expected.

That combination helps explain why investors continue rotating attention toward exploration-stage copper companies.

NovaRed Mining (NRED / NREDF) gained +3.50% on the CSE while copper remained near record territory. The company controls the 16,078-hectare Wilmac Copper-Gold Project in British Columbia’s Quesnel porphyry belt approximately 10 kilometres west of Copper Mountain Mine.

Recent North Lamont exploration reported copper-in-soil values up to 379 ppm Cu, while broader Lamont / 3DIP-AMT work referenced values up to 1,125 ppm Cu and interpreted twin intrusive centres tied to the broader porphyry exploration model.

Future IP/AMT geophysics remain a potential catalyst moving forward as NovaRed continues refining targets within the district-scale project area.

NREDF remains speculative and high-risk with no defined resource estimate or production revenue. However, copper maintaining near-record pricing during inflation-driven volatility reinforces the idea that future copper discoveries may become increasingly valuable as supply constraints intensify globally.

u/Keyboard_Ferret — 3 hours ago
▲ 19 r/Canadapennystocks+6 crossposts

Americas Gold & Silver Announces Agreement with Billionaire Eric Sprott to Terminate Silver Agreement in Exchange for more Shares of USAS

Mr. Eric Sprott commented: "I have been very pleased with the outperformance of my investment in Americas Gold and Silver following the consolidation of my ownership of Galena in late 2024. In converting my silver stream into additional Americas equity, I am looking forward to increased exposure to what I believe is one of the most prolific silver mines globally operated by a management team that knows how to mine, scale production, and drive productivity."

Americas Gold and Silver (NYSE American: USAS) agreed with Sprott Mining to terminate the remaining 592,000 oz under its Silver Delivery Agreement. In return, Sprott Mining will receive 7,956,696 common shares at a deemed price of US$5.57per share, subject to TSX approval.

The company states this removes over US$45 million in variable future debt obligations and reduces future cash debt service, allowing more capital to be reinvested into operations. Sprott, the largest shareholder, will further increase his equity stake, subject to a four‑month hold period.

Positive

  • Silver delivery obligation of 592,000 oz terminated via equity issuance
  • Over US$45 million in variable future debt obligations removed
  • Issuance of 7,956,696 shares converts liability into equity capital
  • Largest shareholder increases stake, aligning interests with other shareholders
  • Company expects reduced future cash debt service at current silver prices

Negative

  • Issuance of 7,956,696 new shares increases total share count and dilutes existing holdings
  • Ownership concentration rises as the largest shareholder becomes an even larger holder
  • Share issuance remains subject to TSX approval, adding execution uncertainty
stocktitan.net
u/GodMyShield777 — 9 hours ago
▲ 6 r/Canadapennystocks

The Copper Story Just Became Geopolitical - And That Could Change How Juniors Like NREDF Are Valued

One of the clearest signs that the copper market is changing came from the recent Phil Ehr interview discussing critical minerals, AI infrastructure, and geopolitical instability.

Ehr, a retired US Navy Commander and strategic advisor to NovaRed Mining (NRED / NREDF), described copper as increasingly tied to national security because of its importance in AI data centers, electrical grids, EV infrastructure, and defense systems.

That’s a major shift in narrative.

Historically, copper demand was mostly associated with economic growth and industrial construction. Now governments are viewing copper through the lens of strategic infrastructure and supply-chain resilience.

Ehr also discussed how geopolitical instability can directly impact mining and refining systems. Disruptions in strategic shipping routes like the Strait of Hormuz affect not just oil, but broader industrial supply chains tied to metals and minerals.

This helps explain why governments are increasingly pushing domestic and allied critical-mineral strategies while reducing dependence on foreign refining capacity.

NovaRed fits into that broader trend as a Canadian copper-gold exploration company operating in British Columbia’s Quesnel porphyry belt.

The Wilmac Project spans 16,078 hectares and sits approximately 10 km west of Copper Mountain Mine. Recent North Lamont exploration returned copper-in-soil values up to 379 ppm, while the western cluster averaged approximately 209 ppm copper across elevated samples.

The company also continues advancing upcoming IP/AMT geophysics that could potentially upgrade North Lamont toward higher-priority target status.

What makes the story more differentiated is the combination of themes attached to it:

Copper exposure tied to AI and electrification demand.

Canadian jurisdiction during rising supply-chain nationalism.

AI-assisted exploration through MetalCore.

ESG and governance strategy through Jacob Amsterdam’s advisory role.

NREDF is still highly speculative and early-stage, but the broader macro environment surrounding copper keeps strengthening. If governments continue treating critical minerals as strategic assets rather than ordinary commodities, exploration-stage copper projects in stable jurisdictions may start attracting more serious attention across the sector.

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u/MayoOnToast1 — 1 day ago
▲ 19 r/Canadapennystocks+12 crossposts

ThreeD Capital (CSE: IDK / OTCQX: IDKFF) - Up 100% YTD, First Time Above the 200MA in Years, and the Last Time This Happened It Ran 300%

Forget the past price - look at the present setup. Technical breakout + deep value + dense 2026 catalyst stack. Use a stop loss below recent lows.

THE TECHNICAL SETUP 

IDK is up approximately 100% year-to-date.

More importantly: this is the first time in years that IDK has crossed and held above its 200-day moving average.

The last time this exact technical structure set up - stock crossing and holding the 200MA - it ran approximately 300% before pulling back.

Why does this matter?

In micro-cap and thinly traded stocks, the 200-day MA cross is the signal that forces algorithmic screeners, technical traders and momentum funds to look at a name for the first time. The fundamentals already existed. The technical breakout is what brings new eyeballs to a tight float. When that happens, price response is disproportionate.

Trade management: Use a stop loss below recent lows. Let the setup play out or cut it cleanly.

Right now you have four things converging simultaneously - which in micro-cap land is rare:

✅ Deep discount to NAV (~67–70%) - the value floor
✅ Dense 2026 catalyst stack - the fundamental trigger
✅ First 200-day MA crossover in years - the technical ignition
✅ Tight float - the amplifier

WHAT IS THREED CAPITAL?

ThreeD Capital Inc. (CSE: IDK, OTCQX: IDKFF) is a publicly listed Canadian permanent capital vehicle - think of it as an actively managed VC "ETF" you can buy in any brokerage account.

Instead of LPs, lockups and 2/20 fees, it's a single ticker giving you exposure to a 51-company portfolio:

  • 37 disruptive technology holdings (AI infrastructure, quantum computing, brain-computer interfaces, blockchain payments, smart-city software)
  • 14 junior resource holdings (primarily gold exploration and development)

Currently priced as if the underlying portfolio is worth almost nothing.

THE CORE ANOMALY: BUYING $0.27 OF ASSETS FOR ~$0.08

  • Reported NAV: $0.27 per share (as of December 31, 2025)
  • Current market price: approximately $0.08–$0.115 CAD
  • That is a 67–70% discount to NAV — you get close to 3× NAV coverage on every share you buy

The balance sheet backing this is auditable: total assets of ~$25.9M CAD consisting of cash, investments and digital assets.

And NAV is arguably conservative:

  • Many private holdings are carried at cost or last financing round - not at any optimistic forward multiple
  • The large TDN royalty position (279,413,283 TDN royalties, each fixed at $1 USD by TODAQ Holdings) is not included in reported NAV at all

WHO IS RUNNING THIS

The founder, Chairman and CEO is Sheldon Inwentash - CPA, honorary Doctor of Laws from the University of Toronto.

Track record:

  • Built Pinetree Capital from $0.10 to $26.00 per share - a 26,000% return at peak — managing a 393-company portfolio with aggregate market cap exceeding $1 billion
  • Three exits above $550M each: Queenston Mining (~$550M), Aurelian Resources (~$1.2B to Kinross Gold), Gold Eagle Mines (~$1.5B to Goldcorp)
  • Co-founded NexGen Energy (now multi-billion dollar uranium company)
  • Co-founded New Found Gold - one of Canada's most significant gold discoveries of the last decade

He is not a passive allocator. He takes active board-level roles, helps recruit management, introduces strategic partners and leads follow-on rounds.

ThreeD Capital is the distilled version of a playbook that has already generated multiple billion-dollar outcomes.

THE PORTFOLIO: WHAT YOU ACTUALLY OWN

Tech Holdings (the six at inflection points):

🧠 AIML Innovations (CSE: AIML) - AI-powered ECG platform targeting 300M ECGs/year globally. SickKids pilot running, AWS proof-of-concept complete, US sales launch initiated February 2026. Upcoming: Health Canada + FDA clearance enabling paid roll-outs across hospitals and OEMs. This platform is trained to predict cardiac events before they happen.

💸 TODAQ / TAPP (private) - Internet-native payment rails for AI agents and digital content. ~90% cheaper than credit card networks. Oracle Cloud rollout of 10,000 video titles on TAPP rails scheduled Q2 2026. The 279M TDN royalty position at $1 USD each sits entirely outside reported NAV.

🤖 HyperCycle (private) - AI infrastructure with a $1.1B Seoul AI Hub JV anchoring its ecosystem. MOSAIC local AI OS launching — marketed as a system that builds a "synthetic brain" from a user's own data. ThreeD is a founding investor.

⚛️ Dynex (private) - Room-temperature quantum computing. Apollo chip reportedly outperforms D-Wave at ~100× speed with ~90% cost reduction. QaaS (Quantum-as-a-Service) model for recurring revenue. Apollo-10000 moving from reference chip to commercial production in 2026. D-Wave has had a multi-billion dollar market cap — Dynex is accessible only through IDK, inside a sub-$10M CAP vehicle.

🎧 Neurable (private) - Brain-computer interface OS. Validated by US Air Force, US Army and Mayo Clinic. ~$150K MRR, $15M DoD pipeline. Commercial partnerships: HP HyperX, Master & Dynamic, Renpho and Audeze. Revenue trajectory: ~$2M (2024) → $132M (2027E) if deals close.

🏙️ InfinitiiAI (CSE: IAI) - Smart-city / water-infrastructure SaaS. $2.69M CAD revenue FY2025, 96% renewal rate, ten consecutive quarters of growth, 80+ clients including Los Angeles, Toronto and Seattle.

Resource Holdings:

⛏️ Forte Minerals (CSE: CUAU) - 16.31× value creation since 2022 IPO. 19,000 hectares across five properties in Peru. Flagship Alto Ruri: historical 131m @ 2.55 g/t Au, ~15km from Barrick's Pierina Mine. Active drill program underway.

🥇 Sun Valley Minerals (private) - Gold-silver in Uruguay. Initial trenching: 49.4m @ 2.05 g/t Au. 5,000m drill program in progress.

2026: DENSE CATALYST YEAR

Multiple portfolio companies hitting concrete milestones in the same calendar year:

  • TODAQ: Oracle Cloud rollout of 10,000 live video titles on TAPP rails - Q2 2026
  • Dynex: Apollo-10000 commercial production
  • Neurable: 3+ commercialisation deals expected to close, supporting the $2M → $132M revenue ramp
  • AIML: Health Canada + FDA clearance progression and US sales network build-out
  • HyperCycle: MOSAIC local AI OS launch
  • Forte Minerals: Alto Ruri drill results

Any single one of these events could lift NAV. When NAV growth combines with discount compression - those two forces are multiplicative on equity returns.

INSIDER BEHAVIOUR + TIGHT FLOAT

  • Management has been buying shares in the open market at the same ~$0.08 price available to retail. Insiders have full knowledge of the pipeline, board discussions, and near-term catalysts - and they are choosing to increase exposure at these levels.
  • Tight float: A material portion of shares is held by insiders and long-term holders. When new buying pressure arrives, there are fewer "escape valves." Micro-cap history shows this leads to outsized price moves.
  • Transparency initiative: ThreeD launched a YouTube channel in early 2026 with direct CEO interviews for AIML, Neurable, HyperCycle, TODAQ and others - directly attacking the "black box discount" that keeps most closed-end funds permanently cheap.

WHY DOES THE DISCOUNT EXIST?

  • Sub-$10M CAD market cap - screens out most institutions
  • 51-company portfolio with several private, technical names - complexity = neglect
  • CSE + OTCQX listing = outside mainstream US/TSX radar
  • Closed-end fund stigma - generic skepticism that may be over-applied here

None of these are fundamental problems. They are structural inefficiencies that patient investors can exploit before catalysts close the gap.

RISKS - BE HONEST

  • Illiquid stock - slippage can be high in both directions
  • Private valuation risk - a portion of NAV is in illiquid private co's
  • 2026 catalyst execution risk - delays in regulatory approvals, technical milestones or drill results would hurt sentiment
  • Manager concentration - this is a "back the jockey" bet
  • Macro / sector cycles - quantum, AI and junior mining are all sentiment-driven

Size accordingly. Use a stop loss below recent lows. This is speculative micro-cap territory.

TLDR

ThreeD Capital (IDK / IDKFF): up ~100% YTD, just crossed its 200-day MA for the first time in years (last time this happened: +300%), trading at ~0.3× its own NAV — run by the manager who built a 26,000% return at Pinetree - with a portfolio that includes an AI platform that predicts heart attacks, potentially the fastest quantum computer in the world, military-validated brain-computer interfaces, and AI payment rails 90% cheaper than VISA - all hitting commercial milestones simultaneously in 2026.

Stop loss below recent lows. Micro-cap, illiquid, speculative. The asymmetry is real. DYOR.

Compiled from ThreeD Capital's March 2026 research materials, public filings & YouTube channel. Not financial advice.

u/-Authorised- — 2 days ago
▲ 75 r/Canadapennystocks+3 crossposts

QIMC - New Investor Presentation & Webpage - May 2026

u/DefiantPermit1767 — 2 days ago
▲ 94 r/Canadapennystocks+10 crossposts

Herbal Dispatch announced today that it is accelerating its U.S. market plans in response to the U.S. HHS recommendation to move cannabis from Schedule I to Schedule III. This potential reclassification, if finalized by the DEA, would remove the Section 280E tax burden, improve access to banking and institutional capital, and support broader industry growth.

Key points from the update:

  • The company is evaluating strategic partnerships, joint ventures, and platform distribution opportunities in the U.S. with a focus on medical cannabis channels.
  • Herbal Dispatch plans to leverage its experience in patient acquisition, veteran programs, and direct-to-consumer medical sales from its Canadian operations.
  • Its asset-light, tech-enabled e-commerce model is designed for efficient scaling with lower capital requirements.
  • Already listed on OTCQB (LUFFF) with recent DTC eligibility, which should help with U.S. investor access and liquidity.

The company has built a solid base in Canada through its craft cannabis e-commerce platform and continues to focus on growth there while preparing for U.S. opportunities. This looks like a measured approach to position for potential regulatory changes. Worth watching if you're following cannabis stocks. What are your thoughts on this one?

Anyone following $HERB / $LUFFF?

https://www.newsfilecorp.com/release/294309/Herbal-Dispatch-Advances-U.S.-Strategy-amid-Historic-Cannabis-Rescheduling-Shift

u/ComprehensiveArmy451 — 2 days ago
▲ 3 r/Canadapennystocks

$BGX.c, Black Gold Exploration, at $0.06 on the CSE with currently only a $1.04 million market-cap. Already producing oil and gas. Enormous upside.

$BGX.c, Black Gold Exploration, at $0.06 on the CSE.

Only 17.3 million shares outstanding for a current market cap of just $1.04 million.

Through its joint venture, the company participates in the producing Fritz 2-30 well and has the right to take part in an estimated 20–25 additional wells. Management has indicated that BGX’s share of drilling costs may be only about US$25,000–45,000 per well, which is very modest relative to the potential cash flow if production meets expectations.

As per $BGX.c's update from March 18, 2026 the Fritz 2-30 well flow rates are forthcoming.

BGX's Fritz 2-30 well begins initial production: BGX PROVIDES OPERATIONAL UPDATE OF ITS OIL AND GAS PROJECTS

https://www.stockwatch.com/News/Item/Z-C!BGX-3797076/C/BGX

reddit.com
u/NeitherGas5326 — 2 days ago
▲ 4 r/Canadapennystocks

Mining M&A Is Exploding Around Critical Minerals - And Juniors Like NREDF Could Become More Visible

One of the biggest shifts happening in mining right now is that critical minerals are no longer being valued only for commodity demand. They are increasingly being treated as strategic assets tied to supply chains, national security, and industrial policy.

At the SME Current Trends in Mining Finance conference in New York, speakers highlighted how global mining M&A activity has accelerated sharply in 2026. Metals and mining transactions reportedly reached roughly $44 billion year-to-date, while battery-metals and rare-earth deal values surged more than 300% versus last year.

Chinese acquisitions in gold and copper alone reportedly totaled around $4.6 billion already this year.

That matters because large-scale capital is clearly moving toward long-term resource security.

Governments are now directly influencing transactions through strategic investment programs, stockpiling initiatives, and national-security oversight. The U.S. has discussed a proposed $12 billion initiative tied to critical-mineral supply chains, while Canada and allied jurisdictions continue emphasizing domestic resource development.

This creates a much stronger macro backdrop for exploration-stage copper companies operating in politically stable jurisdictions.

That’s where NovaRed Mining (NRED / NREDF) starts looking timely.

NovaRed controls the Wilmac Copper-Gold Project in British Columbia’s Quesnel porphyry belt, spanning 16,078 hectares or roughly 160 square kilometers. The project is located approximately 10 km west of Hudbay’s Copper Mountain Mine in an established copper district.

Recent North Lamont geochemistry included copper-in-soil values up to 379 ppm, while a western cluster reportedly averaged around 209 ppm copper across multiple elevated samples. The company has also stated that upcoming IP/AMT geophysics could potentially upgrade North Lamont from moderate to high priority.

What makes the setup more interesting is that NREDF intersects several themes currently driving mining capital flows at the same time: copper demand from AI infrastructure and electrification, Canadian critical-mineral security, AI-assisted exploration through MetalCore, and ESG-focused responsible development through the addition of Jacob Amsterdam to the advisory board.

The M&A environment itself is becoming important too. As governments and larger mining companies compete for long-term copper exposure inside allied jurisdictions, exploration-stage assets with district-scale land packages may attract increasing strategic attention well before production.

That does not mean NovaRed becomes an acquisition target tomorrow. It doesn’t. But the broader market environment surrounding copper exploration has clearly become more supportive.

NREDF remains speculative and early-stage with no defined resource and no revenue. Still, when mining M&A activity accelerates around critical minerals, juniors positioned in stable jurisdictions with copper exposure and identifiable catalysts tend to enter more investor conversations.

u/Keyboard_Ferret — 2 days ago
▲ 31 r/Canadapennystocks+4 crossposts

Herbal Dispatch ($HERB / $LUFFF) is CRUSHING it on Cannabis Exports to Europe – The Bull Case is Exploding Right Now!

Fellow investors, if you’re sleeping on Herbal Dispatch’s international export machine, wake up! This Canadian craft leader is executing at warp speed across multiple regulated markets. From record-breaking flower shipments to Germany via Portugal to high-margin gummy exports to Australia, HD is building a diversified, high-growth global revenue stream. Premium Canadian cannabis is winning big time. Here’s the full export-focused breakdown.

Key Export Milestones & Timeline (All Markets – Pure Execution Mode)

  • Ongoing 2025 Foundation: Strong baseline exports to Australia and Portugal, plus first order to Brazil. Export revenue already up massively YoY in prior years, setting the stage for 2026 acceleration.
  • January 22, 2026: Inaugural 298kg medical cannabis flower export to Germany via EU-GMP licensed processor in Portugal. First major European entry – proof of concept secured.
  • April 30, 2026: First international gummy export to Australia – $350,000 in revenue from a single shipment! Delivered premium medical cannabis gummies to a top 3 global cannabis company. Huge validation of edibles strategy and high-margin potential. Follow-on orders expected throughout 2026.
  • May 14, 2026: Exclusive strategic supply agreement with the Portugal EU-GMP processor. Unlocks scalable processing, packaging, and distribution into Germany + other EU markets. Higher-value formats (vapes, concentrates, etc.) now in play.
  • May 19, 2026 (TODAY): Company-record 500kg medical cannabis shipment to Europe – largest in HD history! More permits secured, pipeline full.

Rapid scaling in action: Flower to Europe ramping hard + edibles breaking into Australia = diversified momentum. Permitting timelines are shrinking fast (from weeks to days), enabling consistent quarterly volume growth.

https://preview.redd.it/m9xfrsp5932h1.png?width=1536&format=png&auto=webp&s=03b1b1bda60ae7d59e3b909acf916bc5378167c7

https://preview.redd.it/nmwvx5a7932h1.png?width=627&format=png&auto=webp&s=2a48af4661537f711c64f61a38954ffacd598d7c

Global Export Footprint – Active & Expanding

Herbal Dispatch has built relationships across Australia, Portugal, Germany, Brazil, Czech Republic, UK, Switzerland, Costa Rica – and more coming. Focus on GMP/EU-GMP compliance for premium positioning.

  • Australia: Long-term partner with dried flower shipments + now the game-changing gummy order. High-margin edibles opening doors for recurring revenue.
  • Europe (Germany focus): Leveraging Portugal as a compliant hub for the EU’s largest medical market. Germany’s imports exploding – perfect tailwind.
  • Others: Brazil, Czech, UK, etc., provide diversification and future upside.

Why This is Explosive – Market Tailwinds Everywhere

  • Germany/Europe: Record imports (140+ tonnes in first 9 months of 2025, Q3 up 176% YoY). Annual quota ~192.5 tonnes. Market projected to ~USD 835M by 2028 at 28.5% CAGR, with 600k+ patients. Canada is a top supplier.
  • Australia: Strong medical demand + telemedicine growth. HD’s gummies hit the sweet spot for convenience and margins.
  • Broader: Global medical cannabis boom. Canadian exporters gaining share in regulated markets.

Bullish Projections (Export Side Only)

  • 2026: 100%+ YoY export revenue growth targeted. Multiple 500kg+ Europe shipments + Australia gummy follow-ons. Several tonnes potential through Portugal channel alone. Edibles adding high-margin layer.
  • 2027-2028: Triple export volumes company-wide. 2-3 new markets per year. Europe as major pillar, processed products boosting margins, diversified footprint de-risking the business.
  • Longer-term: Recurring revenue streams from key partners (Germany via Portugal, Australia gummies) + new deals = compounding growth engine.

This is execution, not speculation. From $350k gummy pop in Australia to record 500kg Europe flower – Herbal Dispatch is turning international exports into a core growth driver while maintaining craft quality.

Reddit, what’s your take? $HERB / $LUFFF – next global cannabis winner? Price targets? Drop your DD below! 🌍🌿📈

(Not financial advice – DYOR. All info from company releases and industry reports as of May 2026.)

https://preview.redd.it/abe7z6v8932h1.png?width=1025&format=png&auto=webp&s=f9a75d3ee1b12b1e9aaf1bcf61f40f9cb24e5a95

reddit.com
u/The_Insider_Edge — 3 days ago
▲ 5 r/Canadapennystocks

Anyone heard of ThreeD Capital? Well i guess now is the time

Been sitting on this one for a while. Finally posting because I want someone to poke holes in it before I size up further.

$IDK on the CSE, $IDKFF on the OTC. ThreeD Capital.

Stock is at C$0.08. NAV per share is C$0.71. That's not a typo. The thing is trading at about 11 cents on the dollar relative to what the assets are actually worth. I've been staring at that number for weeks trying to find the catch and I haven't found one that justifies an 89% discount.

So what is it. It's basically a publicly listed VC fund. You're getting access to a basket of pre-IPO positions in AI, quantum computing, healthcare tech, smart city SaaS and junior gold — stuff that normally you'd need to be an accredited investor to touch at this stage. The stock is just... the wrapper around all of that.

The guy running it is Sheldon Inwentash. Ran Pinetree Capital. 150x share price in five years. Hit a billion dollar market cap. Outperformed the TSX Venture by 60x during that stretch. Exits include Queenston Mining ($550M), Aurelian Resources ($1.2B), Gold Eagle Mines ($1.5B). He knows how to find these things early. He and the board own 40.5% of ThreeD and nobody's selling.

Portfolio has some genuinely interesting stuff in it. Dynex is building a neuromorphic chip that runs at room temperature and apparently benchmarks 100x faster than D-Wave on certain workloads. AIML Innovations is doing AI-powered ECG processing for cardiac wearables, turning the data into actual clinical reports via API. InfinitiiAI does smart city water infrastructure SaaS, 96% renewal rate, record revenue last year. TODAQ has micropayments partnerships with RBC, CIBC, Google and Oracle. One Bullion is sitting on 8,000 km² in Botswana with $19M already raised behind it.

Obviously the bear case is real. Early stage means some of these go to zero. That's just venture math. Liquidity is thin and this isn't a momentum trade. If none of the portfolio companies break out then the NAV discount doesn't matter.

But I keep coming back to the same thing. You're buying a fund run by someone who's built a billion dollar vehicle before, at 11 cents on the dollar, with management owning 40% and not moving. The downside feels a lot more priced in than the upside does.

What am I missing. Genuinely asking.

I hold a position. Not financial advice.

reddit.com
u/PornStub — 4 days ago
▲ 26 r/Canadapennystocks+4 crossposts

Libertystream Introduction Post - Changing the mining rules

Introduction

In the following post, I will introduce you to a company that is changing the game of Lithium Extraction. I will not go too deep; instead, I will keep it simple and add links for further due diligence (DD).

LibertyStream Infrastructure Partners is a Lithium Extraction Company.
Lithium is traditionally achieved by hard-rock mining or evaporation pools.
More recent approaches include DLE-Direct Lithium Extraction.
Instead of waiting months-to-years for evaporation, they simply extract it using different methods.

Yet all of those methods include: permitting, expensive infrastructure, seismicity, and most importantly, years of work and capital.

Changing the Game

LibertyStream's approach is different and does not include any of the above. LIB simply enters an oil & gas wastewater facility and connects to their existing infrastructure.
In the Permian Basin, there are over 20 million barrels of wastewater being handled through existing, multi-billion-dollar infrastructure EVERY DAY.
That represents an opportunity of 200,000 tons per year of LCE (Lithium Carbonate Equivalent).
The current spot price for Lithium Carbonate is ~$30,000 per ton.

https://preview.redd.it/qov4d0rg1q1h1.png?width=1177&format=png&auto=webp&s=897fdd69d83ce3b56497e103592ce97e35eed68d

LIB designed a modular unit that can handle the ultra-small lithium concentration in this wastewater, engineering it so that it can easily fit into different sites.
How easily?
Just look at their actual timeline!

  • Feb-9: LIB enters into a supply agreement with Select Water Solutions
  • Mar-1: LIB assesses the first select site
  • Apr-9: Announced Lithium Carbonate Production

Alex Wylie LIB CEO at the new Select site

Economics

A modular unit of 1,000 tpa (tons per annum) utilizing Gen-6 technology has a CapEx of ~$30M, while the OpEx per ton has been declared in the past as sub-$4K per ton.
Yet, Select Water Solutions performing pre-treatment as part of their recycling process-which is approved by LIB-should make the process even cheaper.
That unit will support 1,000 tpa at a premium price due to being domestic and independent of foreign countries.

Possible Revenue at different spot prices, Current Spot price is ~30,000$

Real numbers should come shortly as LIB plans to make the first site commercial soon after the coming off-take.

Execution

A few years back, when the lithium shortage became clear due to EVs, power grids, and AI, many operations set targets to go commercial by 2026-2028.
Billion-dollar market cap companies still suffer major delays, as setting up a new lithium mine is a very complex operation.

LIB, on the other hand, is in a different league. Having the infrastructure set up and using modular units supporting smaller volumes (compared to mines) is huge.
LIB has proved themselves to beat their timelines, acting as execution monsters.
They have already received third-party lab specification compliance for battery & technical-grade lithium on a commercial scale.

That is a huge milestone for any lithium producer; achieving battery grade requires consistency and very high purity levels that can take years to reach.

From LIB Investor presentation

Operations

LIB are operating in the Permian Basin and the Bakken Basin.

  • Permian Basin
    • Partnered with Select Water Solutions.
    • Finished setting up the first commercial site.
    • First ton sale is set for June 2026, probably tailored to customer specs.
    • Announced at least another 3 sites by July 2027.
  • Bakken Basin
    • Partnered with Wellspring Hydro.
    • Signed an MOU with Packet Digital to support their new Badlands facility for drone batteries.
    • Packet Digital and LIB received grants from the state of North Dakota for their goal of domestically sourced batteries for the U.S. Army.

Strategy

At least 85% of the current world lithium goes through China. As prices are surging due to growing demand and the Jianxiawo Mine closing, the expected shortage is even bigger.

Lithium sets the foundation for the EV, drone, AI, and solar grid industries for energy storage, and it is expected to be in a shortage in the coming years.

Domestic production is a national interest for the United States, and therefore, Packet Digital was just awarded $50M to support locally supplied batteries for the army.
LIB is set to be a major domestic lithium producer since there is almost no domestic production today, with a potential in both basins of up to 250,000 tpa.
Their growth strategy is setting up the first four sites and growing exponentially in the following years, as there will be non-dilutive capital to support this growth.

From LIB Investor presentation

Catalysts

  • Off-take Agreements: The first ton sold will be part of a long-term off-take agreement expected by EOY.
  • Conferences: LIB is appearing in a series of major conferences, reaching possible new customers and probably institutional investors.
  • Institutional Investment: As the first ton is sold, it will become possible for many institutions to invest
  • Exchange Uplisting: Uplisting to the NASDAQ/NYSE has been stated as a goal for the end of 2026 or beginning of 2027.
  • North Dakota Expansion: The development of the future North Dakota facility.
  • New Permian Deals: Another supply agreement in the Permian, as LIB is one of the only go-to options in lithium extraction at these specific lithium concentrations.

LINKS & DD's

reddit.com
u/Ok_Camp_8081 — 5 days ago
▲ 33 r/Canadapennystocks+5 crossposts

he Most Undervalued Cannabis Play in Canada Right Now? Bullish AF on Exports, Veterans, and Recreational Domination! CSE: $HERB OTCQB: $LUFFF

Fellow weedstock degenerates, I've been deep in the CSE: $HERB OTCQB: $LUFFF filings and press releases the last couple months and holy shit — this company is executing like a rocket ship on all cylinders. E-commerce platform + house of brands + medical insurance tailwinds + international exports. Here's the bullet-proof bull case based on fresh Q1/Q2 2026 momentum:

  • Veterans' channel is straight-up exploding (high-margin, recurring revenue machine): Veteran registrations up ~400% in Q1 2026 alone vs. all of 2025. Insured gross sales for the entire year of 2025 were $675k... they basically matched that in the first FOUR MONTHS of 2026, putting them on a ~$2.23M annualized run rate already (with Q2 estimates pushing toward $3.5M–$4M). Each vet client averages ~$7k/year in insured spend at 50%+ gross margins. Just launched the upgraded HeroDispatch.com e-comm platform in early May targeting the massive $245M+ insured medical segment — concierge insurance billing, zero out-of-pocket for vets via Blue Cross/VAC. Retention >89% and they're just getting started scaling the marketing. This is sticky, government-backed revenue that prints cash.
  • Exports are hitting escape velocity (first major gummy shipment already banked): April 30 they completed their first international gummy export to Australia — $350k revenue in ONE shipment. More follow-on orders expected throughout 2026. They're already shipping medical flower to Germany (298kg via EU-GMP partner in Portugal) and actively lining up new markets. This is high-margin B2B international growth on top of their domestic base, and with cannabis rescheduling momentum in the US they're positioning hard for future North American upside too. Triple export volumes by 2028? They're already delivering.
  • Recreational sales through the Canadian market are about to rip (new brand just dropped): May 12 they launched Northern Drip Extracts — their FIFTH in-house brand (joining Buzz, Happy Hour, NU, and Chomp). Extracts/concentrates are one of the fastest-growing segments in Canada and this mid-to-premium line is going straight into medical + recreational + wholesale channels. BC cannabis market is on fire (Q1 sales strong + 677% YoY direct delivery growth) and Herbal Dispatch is perfectly positioned with their upgraded e-comm platforms and expanding SKUs. Their 2026 plan called for 40%+ YoY recreational growth and 15%+ BC market share — with the house-of-brands strategy and new extracts drop, they're over-delivering.

This isn't some random weed stock hoping for legalization — $HERB already has the platforms, the brands, the insurance relationships, the export lanes, and the execution. Revenue run-rate accelerating, margins expanding, multiple growth levers firing at once. Low float, OTCQB + DTC eligible, and still flying under the radar.

Positioned for a monster 2026. CSE: $HERB OTCQB: $LUFFF

u/The_Insider_Edge — 9 days ago
▲ 17 r/Canadapennystocks+5 crossposts

$ACOG Q1 2026 Earnings Preview: What Will Actually Matter Today After the Close

Alpha Cognition (NASDAQ: ACOG $5.95 +0.46) MCAP: ~$130M

This afternoon's call won’t be defined by the headline revenue number. Investors already understand that revenues are likely to continue to be modest this quarter given the current payer environment and the slow-moving nature of LTC adoption:

  • Payer friction is still real
  • LTC adoption is a slow uphill battle
  • Commercializing in today’s IRA-driven, cost-hostile environment is tougher than many expected

The bigger question now is whether the underlying commercial engine is continuing to strengthen beneath the surface.

Here’s what sophisticated observers will be listening for:

I. LTC Density / Scripts-Per-Facility Growth

This is the single most important metric right now. Are facilities still mostly trialing ZUNVEYL with just 1–2 patients, or are early adopter homes beginning to expand utilization to 4+ patients per facility?

That distinction matters enormously. If facilities organically increase patient counts after initial trialing, the economics and long-term trajectory change dramatically.

  • how many facilities have expanded usage beyond initial “test patients”
  • and the rate of that expansion month-over-month.

That transition from isolated trial usage to broader embedded utilization is what ultimately determines whether the LTC model can scale economically.

II. Real PBM #2 Pull-Through

The contract is signed — now the market needs proof it’s actually translating into smoother commercial execution on the ground.

What investors should really be listening for is whether the downstream implementation process is beginning to materially improve the prescribing experience for LTC facilities and physicians. That could include:

  • falling rejection rates
  • faster approval times
  • Tier 2 expansion within additional plans
  • reduced prior-auth burden
  • or signs of accelerating script velocity inside already-engaged facilities.

The key issue is that many LTC facilities appear willing to trial ZUNVEYL on a small number of patients, but broad facility-level adoption becomes much harder when staff are forced to constantly navigate paperwork, appeals, and payer friction for every prescription.

If management can show that access friction is gradually easing, it increases the probability that facilities move from isolated “test patients” toward broader utilization across multiple residents.

Even incremental signs of progress here would be important because payer access — more than physician interest — may ultimately become the main factor determining how quickly the LTC adoption curve can scale.

III. Behavioral & Operational Signals Becoming Systematic + Payer Relevance

The next phase of the story likely depends on translating strong tolerability into measurable operational and economic relevance.

We want to hear whether management is seeing recurring trends around behavioral stabilization, agitation/anxiety reduction, antipsychotic use, falls/fractures, polypharmacy, or staffing burden in the BEACON, RESOLVE, and CONVERGE studies — and concrete timelines for when these datasets will actually mature and begin informing payer conversations.

If payer friction remains a major hurdle, we also want to hear how management plans to strengthen the real-world evidence package supporting ZUNVEYL’s value proposition in LTC.

That could include broader discussion around:

  • operational outcomes
  • downstream medical events
  • persistence over time
  • total cost-of-care considerations
  • and the potential role that future RWE/HEOR initiatives may play in improving long-term payer positioning.

Even a hint from ACI that they plan to expand opportunities to generate real-world economic evidence for payers would be a major development.

IV. Subtle Economic / Total Cost of Care Framing

The April Cochrane review put a spotlight on what it described as the “trivial” real-world benefits of anti-amyloid therapies, leaving a void for practical, stabilizing therapies.
Any language from management pivoting toward “total cost of care,” downstream medical events, or facility-level economics will prove they are actively capitalizing on this macro shift to strengthen its long-term payer positioning.

V. Cash Burn & Runway Discipline

With a slow-building commercial ramp, disciplined capital allocation is critical. The company is investing heavily in LTC infrastructure, facility education, payer navigation, and multiple ongoing studies while revenue is still early in its scaling phase.

What investors will want reassurance on tomorrow is that management views the current balance sheet as sufficient to comfortably bridge the company through the key 2026/2027 commercialization and payer-inflection period without the need for a near-term, highly dilutive capital raise.

The market can tolerate a gradual ramp if it sees:

  • Improving facility density,
  • Strengthening payer positioning,
  • and enough runway for the broader LTC thesis to fully mature.

VI. Conclusion

Last quarter delivered several encouraging signals beneath the surface: strong facility reorder rates (~83%), continued expansion into new LTC homes, growing institutional ownership, and consistent real-world feedback on tolerability, behavior, and persistence.

The challenge is that these early positives have not yet translated into the accelerating revenue trajectory the market is looking for — especially given the current commercial spend and lingering payer friction. That’s why tomorrow’s call is important.

The market doesn’t need a blowout quarter. What we're hoping for is clear evidence that the adoption curve is steepening: that early adopter facilities are deepening utilization (moving from 1–2 to 4+ patients), that PBM #2 is starting to reduce real-world friction, and that management is beginning to articulate a broader operational and economic value story for ZUNVEYL in LTC.

If we see continued progress on those fronts — even with modest headline revenue — confidence in the long-term commercialization path will rise meaningfully.

reddit.com
u/Mobile-Dish-4497 — 9 days ago
▲ 11 r/Canadapennystocks+3 crossposts

Posted on behalf of Luca Mining Corp. - (TSX-V: LUCA) CEO Dan Barnholden joined VSA Capital’s Ollie O’Donnell to discuss FY25 results, Q1 2026 production, and the roadmap through 2027.

Setting the Stage

Luca marks one year as a multi-mine operator, with FY25 and Q1/26 results underscoring a material financial turnaround

FY25 Transformation vs FY23

• Q4 generated >US$20M in free cash flow

• FY25 year-end cash: ~US$25.5M

• Q1 2026 cash: ~US$36.5M

• Debt reduced from ~US$30M (FY23) to ~US$1.4M, with full repayment expected this quarter

A near mirror-image balance sheet shift in two years.

Exploration Through 2027

• US$7.5M drill budget in 2026

• Three-year, US$25M exploration plan

• Six rigs turning across both assets

• Silver stream expected to materially reduce by late 2027/early 2028, unlocking incremental cash flow

Debt-Free & Cash Accretive

Management emphasizes cash growth as the core performance metric — with no equity raise on the horizon

Share Price vs Commodity Leverage

Despite zinc, copper, gold, and silver strength, management believes LUCA’s operational cash generation is not yet reflected in the share price

Accounting Loss vs Operational Profitability

The reported net loss was largely driven by accounting treatment of the silver stream. Operationally, Tahuehueto remains cash generative, with ~700,000 oz remaining on the stream

Shareholder Value Actions

A structured silver call strategy in Q1 crystallized >US$3M in gains, directly enhancing the cash balance

Cost Optimization:

Tahuehueto

• New COO appointed

• Throughput record: 1,350 tpd (nameplate 1,200 tpd)

• Improving grade consistency (~4 g/t AuEq)

• Near-mine higher-grade intercepts identified

Cost Optimization: Campo Morado

• Metallurgical recovery improvements underway

• New PhD metallurgist hired

• Expansion study targeting improved gold and silver recovery in H2 2026

Exploration Acceleration

Six drills turning across both mines aim to extend mine life, grow resources, and potentially improve grade profiles

Newsflow Through 2027

2026 focus:

• Aggressive exploration

• Campo Morado expansion initiatives

• Ongoing cash growth

• Active M&A targeting a potential third asset

FY25 repositioned Luca from leveraged developer to cash-generating multi-asset producer. With debt nearly eliminated, exploration fully funded, cost optimization underway, and silver stream relief approaching by 2027, management is focused on compounding cash flow and expanding the platform.

https://www.youtube.com/watch?v=c-JP8bU3HXE&t=1s

u/Bay_Street_Press — 8 days ago