Parin

[Parin @PChudsta]

@ParadisLabs Thanks for the summary, it's quite rare to see a posts like this. It's great for someone that's getting started with trading to understand what's really causing swings in stock prices.

[BBN @BigBiteNow]

All eyes are on Cap and Floor for #IES, but the Ontario LT2 capacity tender results are also due to be released 16th June.

Listed in Invinity's presentations, it is for 600MW of 8-12 hour duration, which means each 50MW is worth between 400MWh and 600MWh.

No visuals on what size projects Invinity is involved in or who with, but just like Cap and Floor, Invinity is very well suited for this tender and has (local content) production facilities in Canada.

So two big bites of the cherry due to be announced this month.

[Parin @PChudsta]

@ParadisLabs Congratulations!

[Parin @PChudsta]

@MBdaytrading Great call this morning 👏

[Parin @PChudsta]

@Gasman2O @Jarvy55 If you have any links you'd recommend, I'd be grateful

[Parin @PChudsta]

@investwisely321 Great deepdive for anyone interested #cml $cml
https://t.co/ahyBdxL6qd

[Coffee House Stocks @CoffeeStocksGuy]

https://t.co/H5itfM7i8i

[Parin @PChudsta]

@markds28 @investwisely321 #vlx
https://t.co/Sct0qzKvG7

[Gaetano @crux_capital_]

$VLX is my newest position

> Sells the physical connectivity layer inside AI racks

> High-speed copper interconnects, AEC/ACC/DAC cables, and rack-level power

> Benefits as AI racks move from 400G to 800G to 1.6T
Every speed jump creates a new cable, testing, and qualification cycle

> FY25 data center revenue was $118M
>FY26 data center revenue expected to roughly DOUBLE
>H2 FY26 implied data center revenue is ~$149M vs ~$87M in H1
>FY26 revenue guide is at least $1.22B

>Market cap is roughly $1.6B
>Trades around 1.3x FY26 revenue guidance

>Medium-term target is $2B revenue and 12% EBIT margin

> That would be $240M of operating profit vs ~$1.8B current EV

>Moving from AIM to the LSE Main Market

NFA, DYOR

[Parin @PChudsta]

Worth a read on Volex #vlx $vlx

[Gaetano @crux_capital_]

$VLX is my newest position

> Sells the physical connectivity layer inside AI racks

> High-speed copper interconnects, AEC/ACC/DAC cables, and rack-level power

> Benefits as AI racks move from 400G to 800G to 1.6T
Every speed jump creates a new cable, testing, and qualification cycle

> FY25 data center revenue was $118M
>FY26 data center revenue expected to roughly DOUBLE
>H2 FY26 implied data center revenue is ~$149M vs ~$87M in H1
>FY26 revenue guide is at least $1.22B

>Market cap is roughly $1.6B
>Trades around 1.3x FY26 revenue guidance

>Medium-term target is $2B revenue and 12% EBIT margin

> That would be $240M of operating profit vs ~$1.8B current EV

>Moving from AIM to the LSE Main Market

NFA, DYOR

[Parin @PChudsta]

Worth a read #ENSI $ENSI

[Paradis Labs @ParadisLabs]

A few of you guessed correctly that company #2 that I started a position in was Ensilica ( $ENSI)

Up 11.13% today.

I'll do a proper thesis post this week, but at just £135M MC, they own genuinely scarce RF/mmWave/satcom IP.

And are at a sovereign-supply chokepoint in the UK & EU industrial policy stack.

Still kinda early in converting a multi-yr stack of NRE design wins into recurring royalty/supply revenue.

Notably: $ASTS's AST5000 payload ASIC + a multi-chip win from a European satellite operator.

Balance sheet has always been the factor preventing me in taking positions. But they did a raise in March (dilution) so are now sitting on some cash finally.

As with any microcap, please conduct your own research.

[Steve H @Bluebear103]

#SRVL @ServalResources
https://t.co/XSEYpWvksv

[David Burton ⭐️⭐️ @DavidBurton1971]

👀 #REE : RARE. STRATEGIC. SCALE. 🚀

Monte Muambe delivering a JORC MRE — and it’s BIG for @AltonaRareEarth 👇

Well played @CedricSimonet 👏👏👏

🟢 Fluorspar:
• 3.48Mt @ 20.6% CaF₂
• 716,000t contained
• ~9.5 year mine life

🔵 Gallium (the standout 👇)
• 11.73Mt @ 54.7 g/t Ga₂O₃
• 641t contained
• One of VERY few gallium MREs globally

💥 Only <20% of anomaly drilled
💥 Potential >40Mt — serious upside
💥 No real global peer comparison

This is frontier + strategic critical minerals exposure

Fluorspar = cashflow potential
Gallium = blue sky, high-value upside

Early stage… but scale is already talking.

https://t.co/LhvhgscL3H

[Parin @PChudsta]

Amazing! #REE

[AltonaRareEarths @AltonaRareEarth]

Altona Rare Earths is pleased to announce the JORC-compliant Mineral Resource Estimates for fluorspar and gallium at its Monte Muambe project, reporting 3.48 million tons of fluorspar at 20.6% CaF₂ and 11.73 million tons of gallium at 54.7 g/t Ga₂O₃.

Read more: https://t.co/3uZbRawFRF #REE #Fluorspar #Gallium

[Parin @PChudsta]

@HaraldHadrada2 @ServalResources With it moving to AIM, surely it can't be an included? My assumption is that they've not factored in the move to AIM (I hope!)

[Parin @PChudsta]

@Woodywudpeck Love your strategy, clearly works well! 👏

[Parin @PChudsta]

@Woodywudpeck Happy birthday!! Hope you have a great day!

[Parin @PChudsta]

@HaraldHadrada2 Hats off, hard work and determination always pays off. I still need to sort myself out to find time to pick your brains.

[Parin @PChudsta]

@Woodywudpeck That's amazing, nice work 👏

[Parin @PChudsta]

@HaraldHadrada2 Nice on mate, keep on smashing it! 👊

[Parin @PChudsta]

@Woodywudpeck That's pretty damn good! Are these your own pies or copies of others pies?

[Parin @PChudsta]

@HaraldHadrada2 Smashed it! 👊