matt

[Jay Yoon @jaysyoon]

A potentially big week for $PESI as the 200W decision is supposed to come on July 1st (could always be pushed back a few days / weeks though). I have sized up my position massively in anticipation of this decision and also in response to recent positive news flow regarding 200E grouting opportunities.

The PESI story is confusing because of all the industry jargon and acronyms, but it all boils down to a very simple thesis - The company owns the only treatment facility right next to the largest nuclear waste site in the country. Don't overthink it. It really is that simple.

[Liger Cub @realLigerCub]

Another interesting earnings setup is $ALAR.

It has erased all its post-earnings gains. The revenue step up looks sticky (monthly traffic 10x'd vs. early 2025). Guiding for $12.2M (+/- 5%) in revenue and $1.8M (+/- $0.5M) in EBITDA for Q3. Margins are recovering despite the dollar depreciation against the shekel.

They have been consistently conservative, meeting or beating guidance for consecutive quarters. Trading at ~5x run-rate EBITDA on 39% guided yoy growth, w/ no financial debt and $24.2M in cash.

The LinkedIn profile of Jeffy Pinhas, CRO at NetNut, reads like this: "Scaling MRR from ~$250k to $4.5M+ and climbing via a repeatable enterprise GTM." His last repost from Alibaba Cloud might point to who this "one of the world's largest online marketplace corporates" is.

[matt @almightyscho]

@realLigerCub Yes very interested in next quarter. Management have been conservative after early missteps with a new business. Chart looks great here.

[matt @almightyscho]

@SebKrog $NURS I'm sure you know it

[AlmostMongolian @AlmostMongolian]

Yesterday's presentation was the best one so far from $lib.v.

"So we announced a couple weeks back that we've signed a first offtake agreement with an American industrial customer. We're going to be shipping our lithium carbonate to their plant in Alabama, and that's going to start in Q1 of 2027. it is a long-term agreement. It's a minimum five-year deal. We've got some fixed pricing for the first two years, which is a great benefit for us. Why did we establish fixed pricing for the first two years? Because we're working on project financing right now as we speak."

-Working on project financing right now is probably the most bullish new takeaway from this presentation. This usually refers to debt, and financing their business model without diluting, would be massive. Also just from market validation perspective.

- Active offtake discussions going on with >5 other parties and active feedstock provider discussions >5 other parties.

- All the product they produce is already battery grade spec, but they don't sell it for batteries yet, because that requires a two year qualification process. The first offtake is with a group that needs battery grades spec.

"we've got term sheets with a number of groups that represent up to about 10,000 tons per annum of demand."

"Select, as we've put out in press releases, they move about 2.5 million barrels of water a day. That's the equivalent to about 25,000 tons per annum. They've got 26 sites around the basin that we can deploy. But they're not the only ones. We're in discussions with groups that are moving 10 million barrels of brine in the basin today. That represents about 100,000 tons per annum."

"Where are we at on the NASDAQ? I think you'll see something with us later this year. We're actively looking to relist. We've had to go through a bit of a process. We're a Canadian company. We redomiciled to Texas in April, and now we're actively looking for a NASDAQ listing. I expect later this year, beginning next year, but I would count more on Q4."

Only thing missing was talk about any potential future grants, allthough if there are ongoing negotiations they might not be able to talk about that.
Overall, the execution has been on point. Exceeding my expectations.

[matt @almightyscho]

@DrTedros @WHO $SNES could see interest here

[matt @almightyscho]

@SixSigmaCapital $NURS.v likely has the most leverage to this

[matt @almightyscho]

@charliepgarcia Trump just now on Bloomberg, "I would say if there is no deal, the fighting resumes"

[Secretary Kennedy @SecKennedy]

Today, we took long-overdue action to restore science, accountability, and the rule of law.

In September 2023, the Biden FDA pushed a number of peptides into Category 2 — “Bulk Drug Substances that Raise Significant Safety Risks” — driving a dangerous black market that puts Americans at risk.

Now, after nominators withdrew 12 peptides, the FDA will remove them from Category 2 and will bring them to PCAC at its next two meetings, beginning in July—where independent experts will rigorously evaluate each substance on its scientific merits using full clinical, pharmacological, and safety evidence.

• BPC-157
• Thymosin beta-4 fragment (LKKTETQ)
• Epitalon
• GHK-Cu (injectable)
• MOTS-c
• DSIP (Emideltide)
• Dihexa Acetate
• Ibutamoren Mesylate
• Melanotan II
• KPV
• Semax (heptapeptide)
• Cathelicidin LL-37

This action begins to restore regulated access and will immediately begin shifting demand away from the black market.

We will follow the science, enforce the law, and deliver the clarity patients, providers, and pharmacies deserve.

[Liger Cub @realLigerCub]

Beyond the $22B IVAS/SBMC program advancing through prime contractor selection, $VTSI is bidding on a separate $50M contract expected to land by September. Management says their tech has already "exceeded requirements."

[matt @almightyscho]

@mr_deepvalue @LionheartInves1 Have you looked at WESTELL Tech

[Liger Cub @realLigerCub]

Btw, in my report I said that $NURS.V was founded with backing from an unnamed private investor. Turns out he's a billionaire.

[Money Mark @MoneyMarkStocks]

🚨𝐖𝐡𝐚𝐭'𝐬 𝐌𝐲 𝐍𝐄𝐖 𝐀.𝐈. 𝐏𝐢𝐜𝐤?🚨

Find out at 2PM, as the 30-year Wall Street technology and A.I. vet reveals the pick and answers YOUR Q&A with our global audience of 1O,OOO investors... on Stock Talk Live! https://t.co/lnjDQ817e9

𝐓𝐡𝐢𝐬 𝐖𝐞𝐞𝐤:
Is the market safe now?
What are the best A.I. stocks to buy?
Watt's next for the $WATT rollercoaster ride? Why was I targeted in the latest short report?
How did the $OPTX earnings call go?
All the latest A.I. news & analysis.
Plus, YOUR Q&A!

𝐓𝐡𝐞 𝟑𝟎 𝐲𝐫 𝐯𝐞𝐭 𝐂𝐫𝐚𝐦𝐞𝐫 𝐩𝐚𝐢𝐝 𝐟𝐨𝐫 𝐩𝐢𝐜𝐤𝐬 𝐢𝐬 𝐋𝐈𝐕𝐄 𝐚𝐭 𝟐𝐏𝐌!!!
https://t.co/gKI6RpTIfx

🔥𝟏𝟓 𝐲𝐞𝐚𝐫𝐬 𝐨𝐟 𝟒𝟎% 𝐚𝐧𝐧𝐮𝐚𝐥 𝐫𝐞𝐭𝐮𝐫𝐧𝐬!!🔥
NO picks closed at a loss since MAY... of 2024 !
What do you expect from the guy who literally...

* Sold picks to Wall St in the '99 bubble
* Was paid by JIM CRAMER'S funds!
* Called the rise/fall of MoviePass (& was in the movie!)
* Nailed $DWAC before it was  $DJT
* Lived one town from Roaring Kitty 😹

$AEHR, $ALAR, $AMPL, $ARAAF, $ATGN, $BCHT, $BCHTD, $CTLP, $CURI, $CXDO, $DELL, $DRSHF, $ECOR $GAIA, $GEODF, $GKPRF, $GLD, $IDN, $ITMSF, $IWM, $IZEA, $KRKNF, $MOB, $MU, $NVDA, $OPTX, $SMCI, $SNES, $TPCS, $TSSI, $VTSI, $WATT

[matt @almightyscho]

@aleabitoreddit $HYDTF just getting started and has a massive backlog of licensees to fuel triple digit growth for years to come

[matt @almightyscho]

@majgeoinvesting @realLigerCub @neilcataldi @MoneyMarkStocks @leevalueroach @charlesbhutch @elg $NURS.v he is the 🐐

[AlmostMongolian @AlmostMongolian]

I would say the bottom is in for $nurs.v and $vst.cn. They have 5x the licenses since December. The CA$150 million revenue guidance seems like the biggest sandbag of all time.

[Charles Hutchison @charlesbhutch]

$NURS.V $HYDTF $NURS

I have nothing else to say…

[matt @almightyscho]

@KathrynPorter26 @RachelReevesMP @griffitha Correct because you need roads to drive on right? Every country has this 🤣

[Uzo @Uzocapital]

$LODE risk reward today is best i’ve seen it since i started following the company 18 months ago.

[matt @almightyscho]

@HoweGeneration Do you know how many ISO containers are displaced in the Gulf?