$RUM (Rumble)
PT🎯 to $15
Texas Capital Securities initiates Buy
📝 Analyst sees Rumble evolving into an Al infrastructure and services company with revenue visibility and growth optionality.
Just bought $YELP for a swing trade! Off new 52 week lows and news of partnering with base:0x2b31d3ed065f1f834d5c85efed49089f4c4f6b07
Was just up 22% not even 2 months ago! I definitely like this one at the bottom!
🚨 $COSM A LOT GOING ON FOR A COMPANY THIS SMALL
💥Small healthcare company doing ~$90M+ guided annual revenue, growing ~30%, expanding manufacturing/products, $5M buyback, BTC + ETH holdings, significant real estate/assets, and it just removed a major convertible dilution source.
For investors just finding Cosmos Health👇
🚀Cosmos Health is a healthcare company involved in pharmaceutical distribution, drug manufacturing through Cana Laboratories, and its own pharmaceutical/nutraceutical products. It’s trying to grow the higher-margin manufacturing and proprietary-product side of the business.
✅ Q2 revenue $18.99M, +28.8% YoY
✅ H1 revenue $36.91M, +29.7% YoY
✅ 2026 revenue guidance >$90M
✅ 25M+ unit pharma manufacturing orderbook
✅ Manufacturing contracts extending up to 10 years
✅ Higher-margin C-Scrub/C-Sept brands reporting 70%+ gross margins
✅ Oliv18 launched in the U.S.
✅ New animal-health product C-ScrubVet launched with first orders received
✅ $8M convertible note retired ~1 year early, eliminating further conversions from that note
✅ Company says no active ATM, effective shelf, structured warrants or floorless variable-price instruments
✅ $5M share buyback authorization through year-end
As of the Aug. 19 update, COSM had bought back 5.112M shares for ~$1.11M, meaning roughly $3.89M of authorization remained at that point.
🪙COSM held 474.85 ETH + 15.66 BTC as of June 30. It originally invested $3.1M total ($2M ETH + $1.1M BTC). Those holdings were worth ~$1.665M at June 30, although the company said more recently that its BTC position had moved into a gain.
The bigger opportunity👇
$COSM currently generates most of its revenue from pharmaceutical distribution.
Now it's trying to scale manufacturing + proprietary higher-margin products.
Management believes Cana manufacturing can eventually generate >$10M in recurring annual profit at full capacity, while Oliv18 is projected to generate >$6M in annual U.S. revenue within 12–18 months.
Management's Sept. 3 update identified roughly $20M of potentially monetizable non-core assets, including about $15M of real estate plus digital assets and marketable securities.
For a company this small, there's a LOT happening.
Revenue growth + manufacturing backlog + margin expansion potential + reduced convertible overhang.
https://t.co/hv3MPykMbJ
@CosmosHealthInc Did I nail this?
Securing an additional 2.5 million-unit order represents another important step in the continued expansion of our CMO business. With our cumulative orderbook now surpassing 27.5 million units, we are further strengthening the recurring cash flow profile of the division.
$COSM
$COSM Cosmos Health Secures Additional 2.5 Million Units Under New Five-Year Contract Manufacturing Agreement with Viofar; Total Orderbook Surpasses 27.5 Million Units
https://t.co/X3qHpjzd0o