Danny Brody

President, CEO & Director @ Eat Well Group ($EWG.CN / $EWGFF) | Ex-Investment Advisor | CIM®. Building agricultural infrastructure for a food-secure future 🌱

[Danny Brody @DanielBrody14]

8/ To the shareholders who stuck with us through the rebuild: thank you.

We're in the clearest position we've been in years, and the work is just getting started.

Full results on SEDAR+.

More to come. $EWG $EWGFF

[Danny Brody @DanielBrody14]

Q1 2026 is in.

This is the quarter we've been building toward at $EWG / $EWGFF

Adjusted EBITDA of $790K, up 49% year over year.

Gross margins expanded from 11.5% to 15.7%.

Net loss cut by 60%.

[Danny Brody @DanielBrody14]

7/ Priorities from here are simple:

Return to trading.

Refinance the higher-rate debt.

Grow the highest-margin parts of the business.

No noise.

No distractions.

[Danny Brody @DanielBrody14]

@TheKingOfBayST New slogan right there for us!

Yes, we put out this press release the day we applied, last Wednesday May 6th.

https://t.co/YLCF3oS18v

[Danny Brody @DanielBrody14]

Filing our FY2025 audit on time and submitting our application to resume trading is a significant step in getting the Company back on track. We've rebuilt our entire financial reporting infrastructure from the ground up, and our recent filings bring us completely current across every outstanding obligation.

The numbers tell a straightforward story, gross profit up 16%, cash up, and net loss down, which includes the $2.8 million one-time refinancing fees and non-cash costs such as depreciation and amortization. We operate in a cyclical industry and FY2025 reflects that, but more importantly, it reflects a business trending in the right direction.

Additionally, the policy environment on both sides of the border is as constructive as it's ever been for what we do. The US has committed over $13 billion to farmer support and food supply security, the Make America Healthy Again (“MAHA��) movement is driving real consumer and policy momentum toward clean, whole-food protein sources like pulses; and Canada has named pulses a priority sector for market diversification, including a commitment from Farm Credit Canada to deploy $5 billion of new capital into Canadian agriculture by 2030. We operate in both markets, we process in both countries, and we are directly in the path of these tailwinds.

We've divested non-core assets, sharpened our focus entirely on sustainable agriculture and food security, and restored the reporting standards this company needs to operate at the level our shareholders deserve. To those shareholders: your patience has been appreciated, and it won't be forgotten. More to come soon," commented Daniel Brody, President, CEO & Director.

[EatWell @EatWellGroup]

Eat Well Group Completes All Outstanding Financial Disclosure Obligations and Submits Application to Resume Trading - https://t.co/OXCFs3CJZn

[Danny Brody @DanielBrody14]

Now these are good!

Every time I pick up a bag like this I get excited.

21% protein, 6.2g fibre, 99 calories... all from chickpeas.

We don’t want to build the brand.

We want to be the company supplying the brands.

The Nvidia to the Anthropics of the snack aisle.

Pulses are the cleanest source of protein and fibre on the planet and demand is EXPLODING.

Pick and shovel play on the protein boom, that's where I want to be.

[Danny Brody @DanielBrody14]

Commodity season is upon us!

I remember the last one quite well in the early 2010's... Ag is always the 4th to run.

Gold

Silver

Oil

Agriculture

All.

[Barchart @Barchart]

Cocoa just soared more than 12%, its 4th best day in history 🍫📈

[Danny Brody @DanielBrody14]

The $DBA as well

[TheGladiator @TheGladiatorHC]

Slowly slowly then all at once.

Copper is the commodities dark horse.

[Danny Brody @DanielBrody14]

Few understand what’s happening in the fertilizer space and how it actually affects you, other than "food cost go up!"

Even fewer understand who benefits when it does.

Let me explain....

When fertilizer prices spike, farmers make decisions.

Hard ones.

Input costs eat margin fast.

The crops that don’t require synthetic nitrogen become a lot more attractive almost overnight.

That’s where pulse crops come in.

Lentils. Peas. Chickpeas. Faba beans.

These crops fix their own nitrogen from the atmosphere. No fertilizer required.

When potash and urea run, pulses become the rational rotation choice for farmers watching their input budgets blow up.

And Montana. Saskatchewan. Alberta?

These farming communities have known this for generations, but the market is just starting to pay attention now.

But here’s what most people miss.

The farmer planting more lentils isn’t the investment story.

The company cleaning, sorting, splitting, and shipping those lentils — that’s the story.

Pulse processors sit in a unique position in the ag supply chain.

They don’t grow the crop.

They don’t sell the fertilizer.

They sit right in the middle — and when volumes go up, they move more product.

The product mix matters too. This isn’t just commodity bagging.

The most interesting part of the pulse processing business is what happens to the pea.

Split it, mill it, isolate it — and you end up with a colourless, flavourless powder that is exceptionally high in protein and high in fibre. No taste. No colour.

Completely functional as an ingredient.

That powder gets sold to large-scale ingredient manufacturers.

Companies like Ingredion.

And from there it ends up in products most people buy every week without thinking about it — high protein crackers, high protein pasta, high fibre pet food.

The stuff flying off shelves right now because consumers have decided protein content matters.

The pulse processor doesn’t need a retail brand.

They supply the ingredient that makes everyone else’s brand work.

The demand side is just as compelling.

Global protein demand is rising.

Plant-based protein isn’t a trend anymore — it’s a structural shift in how the developing world feeds itself.

Pulses are the most affordable, shelf-stable, nutrient-dense protein source on the planet.

India imports billions of dollars worth of Canadian lentils and splits every year.

The Middle East runs on them. These aren’t discretionary purchases — they’re dietary staples for billions of people.

You don’t need a commodity supercycle to win here, you just need the world to keep eating.

So when fertilizer costs spike and the charts on potash companies look like a decade-long coil ready to unwind — don’t just look at the potash producers.

Look one step sideways.

The processors sitting between the farmer and the global food supply chain are in the sweet spot right now.

Not many are paying attention, are you?

Do your DD.

[Danny Brody @DanielBrody14]

And Pulse crops are the rotation crop of choice when fertilizer costs spike.

[Rock Bottom Entries @RockBtmEntries]

Few understand what's about to happen in the fertilizer space.

$IPI

[Danny Brody @DanielBrody14]

Sounds fantastic. We are ready.

$EWG $EWGFF

[Rock Bottom Entries @RockBtmEntries]

Generational breakout coming for commodity investors.

12-year launch pad in the TSX Venture.

Early investors enjoyed the first leg.

The next leg is the crowded, manic phase.

[Danny Brody @DanielBrody14]

Let's go!

[Danny Brody @DanielBrody14]

Join me and my team this Sunday at 6AM (Grand Cayman's only team!), for @redbull @WFLWorldRun

Raising awareness for spinal cord injury and running for those who can't, for the 5th year in a row 🏃🏼‍♂️💨

Check out Danny Brody's profile https://t.co/YtS2BcJKdB

[Danny Brody @DanielBrody14]

@JayTrade17 Thank you! Appreciate that.

Yes — draft is with legal as we speak and will be published once the official application goes in.

[Danny Brody @DanielBrody14]

Setting the stage: We filed our FY2025 audited financials. Took longer than anyone wanted, but this one is finally on time. Here's what the numbers actually show and where we're headed. 🧵 (A thread)

[Danny Brody @DanielBrody14]

The filing of our interim 2025 quarters marks the completion of all outstanding continuous disclosure obligations.

Next step: application to revoke the CTO and resume trading. We expect to have more clarity in the coming weeks.

Stay tuned for more $EWG.CN