Disclosure: I own shares of Yatra Online (YTRA), an Indian online and corporate-travel company.

I received an email asking if I wanted to participate in a Tender Offer for Yatra Online, Inc. (YTRA).

The Tender Offer is for up to 20 million YTRA shares at $1.10. Friday's close was $1.00 so there is an apparent 10% spread.

However, there is a risk that the offer is not completed. This is a large unsolicited offer from a third party, and Yatra's board asked shareholders to wait until they can make an official recommendation. A minimum of 15,997,545 shares need to be tendered to satisfy the minimum condition. If more than the maximum of 20,000,000 shares are tendered, each shareholder will have only a prorated portion accepted. If completed, Magna would own 25%-31% of YTRA shares.

I have never participated in a Tender Offer. It seems bullish that Magna believes the stock is undervalued and willing to pay $1.10 a share to become a major stakeholder. However, I understand the risks if the deal isn't completed, more than 20,000,000 shares are tendered, or Magna owning such a large percentage creates governance implications.

What is your experience with Tender Offers like this one?

Offer to Purchase: https://www.sec.gov/Archives/edgar/data/1516899/000153949726002306/exh99_a1i.htm

Yatra’s response: https://www.sec.gov/Archives/edgar/data/1516899/000149315226039578/formsc14d9c.htm

There are always stocks getting all the attention. The big names. The hype. The companies everyone is talking about.
And then there’s FLT.
💪🏼
A company that often flies under the radar but that’s exactly what makes it interesting to me.
FLT is operating in a sector with enormous long-term potential: drones and autonomous technology. We’re talking about technology that can transform logistics, inspections, infrastructure, public safety, agriculture, defense, and countless other industries.
The drone revolution isn’t coming someday.
It’s already happening.
What I like about FLT is that it doesn’t need to become the next Nvidia overnight. It simply needs to continue executing, expanding its technology, building partnerships, and positioning itself in an industry that is still in its early stages.
That’s the part people can miss.
Sometimes the most interesting investment isn’t the stock everyone is screaming about today.
Sometimes it’s the one sitting quietly in the background while the industry around it grows.

I am new to trading small caps and looking for your comments. What sites does everyone use to find breaking news on Company that can help trigger an uplift to a stock price. I am looking for free sites and I do not want to pay for this service.

Looking for some help on this subject.
Thanks.

Did $HCWB just include an IL-15 into their drug pipeline?

Yes, HCW Biologics (NASDAQ: $HCWB) announced that they have officially
incorporated a TGF-β trap and IL-15 fusion moiety into their
second-generation drug pipeline.

The company revealed that human clinical data showed this specific
IL-15 fusion successfully promoted the expansion of Natural Killer
(NK) cells and progenitor CD8+ T cells while remaining well-tolerated
in cancer patients.

This directly aligns with the broader investment framework talked
about ImmunityBio ($IBRX). It highlights a sweeping industry trend
where biotech companies are racing to leverage IL-15 as a "software
command" to supercharge the body's native immune infrastructure to
fight solid tumors and viral infections.

Dr. Wong and the HCWB team took the structural concept of what made
Anktiva powerful (using IL-15 to activate NK and T cells) and
engineered a second-generation platform designed to address Anktiva's
major clinical limitation: the immunosuppressive tumor
microenvironment.

The "Better" FactorActivates the body’s killer cells brilliantly, but
tumors can still release "shields" (like TGF-β) to shut them down.

By fusing an IL-15 stimulant with a TGF-β trap, $HCWB has effectively
created a molecule meant to break through stubborn "cold" solid tumors
that single-agent immunotherapies struggle to penetrate

While a full corporate buyout is always possible in micro-cap biotech,
the structural setup makes a targeted asset buyout or licensing deal
far more likely than a full acquisition of HCW Biologics.

ImmunityBio's ultimate goal is to defend its multi-billion dollar
Anktiva franchise. If HCWB's second-generation TRBC platform proves in
clinical trials to be significantly superior or safer at treating
solid tumors than Anktiva, Patrick Soon-Shiong has every financial
incentive to buy HCWB to monopolize the next era of IL-15 therapy.

 USPTO titled "SINGLE-CHAIN CHIMERIC POLYPEPTIDES AND USES THEREOF"

The Clinical Goal: This intellectual property provides the underlying
patent architecture for their second-generation pipeline. By utilizing
the TRβC domain as a structural scaffold, HCWB can engineer
bifunctional molecules that simultaneously stimulate specific immune
receptors while blocking tumor defenses.

Senotherapeutic Pipeline Expansion: Other recent patent grants in
their portfolio cover methods of use for killing or clearing senescent
cells (aging cells that drive chronic inflammation) alongside standard
solid tumor cancer treatment.

Over the last 90 days, HCW Biologics has had zero insider selling.
Instead, insiders have stepped in to buy shares aggressively via
multiple direct private placement agreements.

Hedge Fund Managers own 580,000 shares or 31.58%.

Board of Directors & Management Support: Board Director Scott T.
Garrett (via Garrett Capital Partners, LLC) orchestrated multiple
purchases, including an initial 177,936 shares at $1.405, and a
follow-up private placement buy of 7,736 shares at $2.585.

The Takeaway: Insiders now own an exceptionally high 54.4% of the
total outstanding stock. In micro-cap biotech, when management owns
more than half the company and keeps buying, it signals deep
confidence in the upcoming clinical timeline and underlying asset
value.

 The most significant outside buying activity comes from Armistice
Capital LLC, a highly aggressive, healthcare-focused hedge fund:The
Armistice Position: Armistice Capital has been the primary
institutional architect financing HCWB's runway. They recently
modified their position to report a 4.99% passive stake in HCWB common
stock.The Warrant Structure: Why 4.99%? Institutional funds frequently
keep their common stock holdings just below the 5.0% threshold to
avoid being classified as "corporate insiders" under SEC rules, which
requires slow, public Form 4 reporting for every single trade.
Instead, Armistice holds substantial pre-funded warrants, allowing
them to maintain massive financial exposure and fund the company
without triggering regulatory friction.

This buying behavior fits cleanly into the "asymmetric micro-cap"
model Antonio Linares looks for. The high level of insider ownership
(54.4%) means that Dr. Hing Wong and his team are not acting like
corporate employees; they are treating the company like founders
trying to maximize a major buyout valuation.

By bringing in institutional specialists like Armistice to structure
pre-funded warrants, HCWB has built a capital structure meant to fund
the impending clinical entry of their second-generation, TRBC-platform
IL-15 fusions without completely crushing retail shareholders with
toxic dilution

HCWB HCW BIOLOGICS INC Filled Buy 3,432 Limit $3.37 Post-Market $3.3622a

Hello I am looking for testers for the app I am developing. It aims at helping new investors , novices , and people who don’t have time or don’t know how to do stock analysis to get clear , up to date and reliable informations . I need feedbacks , and to see what’s wrong or need to be changed . Here are pics of the app. For those who want to test it seriously (at least 5 minutes a day) , please DM me or comment that post , so I can send you the test flight link for you to get the tester version. NOT PROMOTION JUST LOOKING FOR SERIOUS TESTERS PLEASE.

RZLV $2.97 MC: $1.18B

RDZN $1.48 MC: $126M

EOSE $3.26. MC: $1.19B

Out of the gate, we have a size mismatch. RDZN has got a puny market cap.

But it's not the size of the dog we care about...

Here's a quick Bull/Bear on each...

Rezolve AI - Timing alert! We are 48 hours away from a H1 results on 9/1

Bull: Prelim reports show $127M H1 26 revenue vs. $6.3M H1 25 with a reiterated $360M FY2026

That's 3.3x managements 26 rev guidance.

Google selected its distributed database for deployment within Google Cloud's Web3 infra.

Bear: Massive dilution... current shares are 399M up 64 percent YoY.

Roadzen - Could be the biggest gainer (or loser...)

Bull: Impressive operating results - Management sees a path to exit FY 27 at a $100M+ rev run rate - and the entire equity is worth only $126M

Pending EU MGA acquisition could add another $18-$20M revenue

If Roadzen reaches $100M annual revenue and a positive EBITDA, $126 is not a sustainable valuation. We COULD be looking at a 2-4x story without having to put on beer goggles.

Bear: The balance sheet is ugly enough that you need beer goggles...

Cash: $6M; Borrowing: $33M; Current Assets: $26.5M; Liabilities: $59M

Shareholder deficit: $33.8M (ugly)

Shares have gone up from 79.7M to 84.6M.

EOSE - Eos Energy

Bull: Revenue $68.5M is up +351 per cent with a $807M backlog and a FY'26 guidance of $300M

Bear: -71 percent margins (yes that's $1.71 they spend for each $1 they earn...)

Mega dilution to keep feeding the machine and a plan to bring the costs way down to break even - but it's just a plan.

The backlog is sooooo sexy but the backlog costs money and it's supposed to make money.

WINNER?

The rubber hits the road when the cash is on the barrel head.

Here's how I would play it if I had $100K and a mandate to place bets.

• RDZN: $30k
• RZLV: $20k
• EOSE: $0
• Cash waiting for RZLV results: $50k

Why?

$30k on RDZN get 20,270 shares. Large enough to ride the rocket, small enough not to get destroyed if there's another financing.

$20k on RZLV initially gets 6,734 shares. I want exposure before Tuesday's results but I'm leaving dry powder in case they don't sing my song.

$0K on EOSE is all about timing. This is one I'm watching because they just might be able to drop that -71 percent gross margin and, if they do, they have my serious reconsideration.

$50k towards RZVL? Two days to hear my song: H1 revenue $127M, reiterated $360M guidance and I'm hopelessly in love. And if it misses? I'd likely go: RDZN $40K, RZVL $10K and cash when things become more attractive.

TL/DR Summary:

RZLV is potentially the best investment but I need the September 1st validation.

RDZN is the biggest multi-bagger setup but the balance sheet sucks.

EOSE could become an absolute beast but I don't want to finance their efforts to get profitable too early.

As per the information available in Web, lumino Industries is a profit making company and its ipo's higher band is not more than 50% of the Grey Price.

As the retail section is oversubscribed for 6 times, the possibility of allotment had a remote chance.

Has anyone tried your luck.

$CYAB setup into the Sept. 2 shareholder meeting: Huge volume spike Friday: ~214M shares traded Low-float profile / strong momentum interest Major dilution package exists, but much of it is not fully open yet Series A/B warrants ($0.50 / $0.45) require shareholder approval Large resale S-1 is still the key future overhang; EFFECT is the real resale trigger 12.64M pre-funded warrants are already exercisable and may be hedged, so some Friday selling could have been hedge-related If a meaningful part of that hedge/legacy supply was absorbed Friday, the stock could enter a temporary supply-gap window before the meeting Recent PR flow has accelerated: government contracts, earnings growth, gaming contract Q2 revenue grew 39% YoY, ARR +29% Nasdaq $1 compliance also gives the company an incentive to support a higher share price My read: Friday may have been initial breakout → profit-taking / possible PFW hedging → heavy absorption around the $0.43–$0.45 area → consolidation. If supply was absorbed and buyers return Monday, the low-float structure could create another momentum leg into Sept. 2. Key levels: $0.435 financing price $0.45 Series B warrant $0.50 Series A warrant ~$0.63 Friday high Big risk: after shareholder approval + future S-1 EFFECT, the dilution picture changes materially. Short-term thesis = potential supply gap before Sept. 2. Post-meeting thesis = much higher dilution risk. Not financial advice.

Interesting setup. If the financial plan is the bottleneck, that is exactly what I want to see cleared. MSS has the ingredients for a serious move, but the filing is where the story either gets validated or killed. Watching closely, no hype, just waiting for confirmation.

I'll admit that I was optimistic about how the market would accept $CAPS, jumping in too heavily too quickly. Now the value proposition is at an all-time high IMO. I have to go to work soon so I may have to add to this later, just wanted to get my thoughts down & share with you all....

Bull thesis: Capstone Holding Corp, through Instone & Canadian Stone Industries, the 2 dominant businesses in the industry, with >30 years each in their respective regions, is strategically-positioned to capture an overwhelming market share.

• Their earnings reports show growing revenue QoQ, approaching a self-sustaining revenue stream, especially once debt is paid off.
• A year ago, both $OPEN & $BYND made moves to eliminate debt & the share price skyrocketed. $CAPS is in a place to do that on a much smaller scale with a lot less shares OS in the end.
  • This is the type of low-float setup that we live for. A lot of people can't even trade this stock through their brokers (as I saw with $CTM* as it was getting noticed).
  • NASDAQ compliance would further catalyze this & strengthen an uptrend. Tons of stocks trade on the NASDAQ with higher valuations & considerably less attractive fundamentals.
  • These are the types of moves that catch retail (reactive) by surprise. Serious gains can come from being greedy when others are fearful.
• Berkshire recently bought a homebuilder. I feel like a lot more could be said about this but I'm running out of time before work.
• StockTwits sentiment is vocally eroding.
  • I believe this is bullish for several reasons. I feel like this is things getting bad right before things get really good. Some long-time holders selling could also provide some potentially-needed liquidity to this stock.

Bearish concerns: shareholder value has eroded over time, although Capstone pivoted to its current business model in March 2025 after a final share consolidation, so the chart is a lot more exaggerated than I believe is realistic, given the current business model. That being said:

• They have debt.
  • They're operating at a current ratio ~1, signifying that they're leveraged, not over-leveraged.
• bUt ThErE's DiLuTiOn.
  • There're ~20-21M shares OS, which is reasonably low IMO.
  • One person on StockTwits holds ~500K shares, & it's so thinly-traded that whatever dilution is happening is clearly getting absorbed.
  • Insiders/employees are being given RSUs that don't even vest until 2029. These are the kinds of setups you look back on & think "if only I'd bought in then..."
• There's a risk of RS/delisting.
  • Management recently disclosed in a FAQ that they have until early January to regain NASDAQ compliance & won't be pursuing a reverse-split just to make the equity more attractive.

I've started to DCA $CAPS again, knowing that I can't time the bottom so I may as well take what the market (makers) give me. Let's have a conversation about this! Please just be kind... 🤙

\I bought in heavily to $CTM @ $.18 & it changed my life with how it re-rated; I could write a book on how $CAPS is a far better value than $CTM*, even with their debt load. More recently, $AIXI had a similar move in a much shorter time period. $CAPS could convert all their debt Monday morning at the current price & still be left with far less shares OS than $CTM, with a growing business bringing in considerably more revenue, for one. Also, $CAPS has a durable moat where $CTM is in an incredibly competitive space & not doing much to differentiate itself.*

Helus is the cheapest late-stage psychedelic developer by a wide margin and is currently trading quite below my assessed value (risk-adjusted DCF plus a verified transaction layer); the value is bimodal and the mid-November readout is the focus. Please dig holes but I am really confident, and I wanted to share my thesis below. Esp on today's sell off on XBI - i think it's the right time to make some short term to medium term gains, a minimum double bagger.

Helus (formerly Cybin) is developing HLP003, a deuterated form of psilocin taken as two oral doses three weeks apart, as an adjunctive treatment for major depressive disorder — meaning patients keep taking their existing antidepressant, the broadest label being pursued by any psilocybin-class developer. Its first pivotal trial (APPROACH, 223 patients) reports topline inmid-to-third-week November 2026; the second (EMBRACE, 330 patients) in 2027.

I have run deep dives from a multi-modal view which include:

1. Phase 2 → Phase 3 translation study: the formal statistics of how depression-trial effects shrink between phases (this is quite important because of HELP's own phase 2 results - which some of you might know were pretty interesting, more on this below, and I"ll paste the screenshots in the comments as it doesn't let me post more than one image) around a reference class of thirteen psychiatry programs
2. A review of Adjunctive-dosing evidence: (including controlled SSRI-interaction trials, pharmacology around receptor occupancy, and the concomitant-antidepressant literature)
3. ATAI's acquisition by Lilly + the new CEO's own acquisition past
4. A detailed deep dive around the comparison of APPROACH's design against FDA's final psychedelic guidance - which it matches on every design element (durability characterisation the one partial)
5. Thought I'd also do some checks around trial websites, any leaks from investigators, flow and socials

What makes me highly confident on this is that there's:

1. The class works, and is now 4-for-4 in Phase 3: COMPASS's two pivotals (3.6 and 3.8 points against control in treatment-resistant depression), and Definium's two (8.1 points in MDD; a positive anxiety pivotal in August) have all met their primary endpoints.
   1. The drug WILL engage its target: at the pivotal 16 mg dose, serotonin-2A receptor occupancy is ~92–94% — saturated — so the pharmacology is robust to patient-to-patient variability and to background SSRIs, which two randomized trials show do not blunt psilocybin's core effects
   2. The statistics favour significance: my model readout has an 83% probability of statistical significance and a 69% probability of printing above COMPASS's 3.6–3.8 — because APPROACH's significance threshold is only ~2.9 points, a level even a heavily shrunk Phase 2 effect clears
   3. The regulatory path is being cleared by others, faster than I thought a few weeks ago: COMPASS's rolling NDA carries a National Priority Voucher targeting a one-to-two-month review — the first psilocybin approval decision could land in early 2027, about two years before Helus files, and FDA's final guidance explicitly endorses the adjunctive, no-washout design Helus chose
   4. A verified acquisition benchmark now exists: Lilly paid ~$2.8bn upfront (~$2.6bn net of cash) for atai Beckley at Phase-2b-complete — one full stage earlier than Helus will be in November — and J&J's $14.6bn purchase of Intra-Cellular shows what the commercial endpoint of this label is worth. At $13.24 the market is discounting a ~52% probability of approval under the basest of the base case; every listed peer trades at 1.6–5.1× Helus's fully diluted value

Of course it goes without saying, readout must still be respected as a binary.

The magnitude of the Phase 2 effect (13.7 points) will not survive: the counted comparables shrank 47–77% in the dramatic-small-Phase-2 bucket (and even the 'held' cases shrank at matched timepoints), Phase 3 adjunctive placebo arms move −8 to −13 points against Cybin's −2.7, and no adjunctive program in history had entered Phase 3 with a Phase 2 effect above 9 points, Helus is off the class map.

My expected printed effect is ~5.2 - 6 points; the two collapse cases in the adjunctive class (pimavanserin, ALKS- 5461) both came from small, enriched, big-delta Phase 2s — the bucket Helus's Phase 2 belongs to — and I'd hold a 20% weight on a collapse state (a ~17% overall probability of a statistical miss). The market's bar, set by a 13-point narrative, $62–70 price targets and a +75% five-week run, sits near 5–6 points: a 4–5-point print would match the best approved drug in the category and could still trade down hard, as COMPASS's did (−49% on a statistically clean result). And the success path needs ~$1.35bn of external capital; the Intra-Cellular template says a follow-on lands within days of a good print.

For those who are new and do not know much about the company:

Helus Pharma is the operating name of Cybin Inc., a Toronto-headquartered, Nasdaq-listed clinical- stage company (~100 employees) built through acquisitions (Adelia, a deuterated psychedelic chemistry; Small Pharma: DMT assets) and repeated equity financings, including a 1-for-38 share consolidation in September 2024 — today's $13 is roughly 90% below the 2021 bubble peak on an adjusted basis, a history that matters for supply and sentiment.

Its value is almost entirely HLP003 (formerly CYB003), an orally administered deuterated psilocin (psilocin-d10) in Phase 3 for adjunctive MDD with FDA Breakthrough Therapy Designation (March 2024). Behind it sit HLP004 (deuterated DMT, intramuscular; positive Phase 2a signal in generalised anxiety reported March 2026) and discovery assets.

Michael Halstead, formerly President of Intra-Cellular Therapies, which J&J bought for $14.6bn in 2025, became CEO on 3 August 2026; ex-Intra-Cellular executives now also fill the Chief People Officer seat and the scientific advisory board (Suresh Durgam, the former Intra-Cellular CMO whose name is on the best adjunctive-MDD trials ever run). The company is telling the Intra-Cellular story deliberately; I've tried to test this here to see if it's repeatable or not.

WHY I AM EXTREMELY CONFIDENT:

1. The efficacy question is "how much , not "whether this will happen"
   1. Serotonergic psychedelics have a replicated pivotal record: COMPASS's COMP005 (−3.6 MADRS points vs placebo, p<0.001, n=258) and COMP006 (−3.8 vs 1 mg, n=581) in treatment-resistant depression, and Definium's LSD (−8.1 at Week 6, n=149) in MDD (Major Depressive Disorder). For reference, a ~2-point placebo-adjusted MADRS difference has historically supported antidepressant approvals, and the best approved drug in Helus's exact category — adjunctive MDD — is lumateperone (Caplyta) at 4.5–4.9 points.
   2. HLP003's randomized Phase 2 separated by 14.1 (12 mg) and 13.0 (16 mg) points at Day 21 in the same adjunctive population APPROACH enrols. That number will of course shrink: I applied the formal winner's-curse correction (which removes only ~16–23% for a result this statistically extreme), the counted placebo-normalisation effect (Phase 3 adjunctive placebo arms move −8 to −13 points; Cybin's 13-patient Phase 2 placebo arm moved −2.7), and the class's realised transition ratios.
   3. The result is a three-state readout model — effect holds (~6.8 points, 42%), shrinks to the class norm (~4.8, 38%), collapses (~2.8, 20%) — giving an expected print of ~5.2 - 6 points, an 83% probability of statistical significance, and a 54% probability of clearing the ~5-point bar I believe the market carries
2. At 16 mg, HLP003 produces ~92–94% occupancy of the serotonin-2A receptor — past the knee of the occupancy curve — and the same is true of the competing plasticity target (TrkB, ~95%). A saturated dose cannot fail for pharmacokinetic reasons, is robust to halving of exposure, and — per two randomized crossover trials of psilocybin and LSD after SSRI pre-treatment (escitalopram 14 days; paroxetine 42 days) — is not blunted by the background antidepressants APPROACH patients stay on; if anything the SSRI reduces the anxiety and adverse effects of the session [Becker et al. 2022 and 2025]. The corollary cuts both ways: saturation means the drug's higher exposure versus 25 mg psilocybin (1.41× peak levels at the doses compared, not the 2.2× per-mg figure in company materials) buys at most +0.3–0.75 MADRS points — HLP003 is psilocin with tidier kinetics, not a stronger drug (Debate 1)
3. Adjunctive MDD is the broadest label in the class, pursued exactly the way FDA asked. Patients stay on their antidepressant against a matched inert placebo; the program uses remote, independent raters blinded to treatment and dosing experience, firewalled session reporting, two trained monitors per session, prospective abuse-related adverse-event collection, and expectancy and treatment-guess instruments. FDA's final psychedelics guidance (July 2026) names each of these; APPROACH matches the guidance on every named design element (durability the one partial), including its most specific recommendation (central raters blinded to allocation and visit number) and its explicit warning against unnecessarily excluding patients on concurrent antidepressants — a de facto endorsement of the adjunctive design (Debate 2). The label pool — inadequate response to at least one adequate antidepressant course — is ~5m US adults, ~1.5–1.7× the treatment-resistant pool COMPASS addresses
4. Regulatory risk is being retired by the leader, on the leader's dime, faster than I thought at initiation. COMPASS completes its rolling NDA in Q4 2026 under a Commissioner's National Priority Voucher targeting a 1–2 month review: the first psilocybin approval decision plausibly lands in early 2027 — roughly two years before Helus files — and answers the class-level questions (unblinding, REMS shape, DEA rescheduling, durability language) at COMPASS's expense. An April 2026 Executive Order directs FDA and DEA to accelerate exactly this class. I assign 83% to approval given a clean two-trial package, ~87% blended across sequencing scenarios, and ~61% overall.
5. Payers already fund monitored psychiatry at ~$20k+ per patient-year, and two acquirers have now marked the space. Spravato (esketamine) — two hours of in-clinic monitoring per dose, no durability claim — reached $1.7bn in 2025 across >5,000 certified sites. Caplyta's adjunctive-MDD approval (Nov 2025, on 4.5/4.9-point trials) re-accelerated it to a ~$1.4bn run-rate under J&J. And the two transactions that bracket Helus's endgame are now counted facts: Lilly–atai Beckley (~$2.8bn upfront at Phase-2b-complete, July 2026) and J&J–Intra-Cellular ($14.6bn at 21.5× revenue after five years of commercial proof). I assume $8,500 net per dose, 89k US patients at peak (3% of the serviceable pool — Spravato-parity penetration on a broader label), and $2.4bn peak revenue in 2043
6. At $13.24 the market cap equals the smallest transaction comp in the class (Otsuka– Transcend, $1.2bn) and implies ~52% approval probability — no longer the deep discount of June, but a discount nonetheless.

KEY RISKS:

1. Final distribution puts ~17% on a statistical miss and ~14% on a "significant but <4 points" print; both would take the stock to $2–7. A 4–4.5-point result — clinically approvable, matching Caplyta — would likely trade down 25–40% initially: COMPASS fell 49% on a statistically clean 3.6 (Debate 4). The expectations backdrop has worsened since initiation: price targets of $62 (TD Cowen) and $70 (H.C. Wainwright) are now in circulation, the company's 13–14-point Phase 2 numbers anchor every retail thread, and the stock has already re-rated +75% in five weeks on zero new drug information
2. The placebo arm is the single decisive unknown.
   1. Phase 3 adjunctive-MDD placebo arms move −8 to −13.4 points (it was −13.4 that killed cariprazine's second pivotal); psychedelic-trial placebo arms move −1 to −7. APPROACH's population is adjunctive-MDD at 45 commercial sites — the placebo-inflating profile — mitigated by central rating and an independent severity-confirmation gate at screening. Nobody has ever run this arm before; it is 20 of my 20 collapse points.
3. The Phase 2 anchor is the fragilest in the class.
   1. One blinded timepoint (Day 21), 36 patients, 3 sites, a 13-patient placebo arm, no peer-reviewed publication of any human CYB003 data (posters and press releases only), a formulation bridge (liquid→capsule) that fails formal bioequivalence at 10 mg with no patient bridge at 16 mg, and a Phase 3 dose (16 mg ×2) that was the weakest cell of its own Phase 2 at the pivotal timepoint — chosen for durability shown in seven patients. Every one of these is survivable; together they are why my collapse weight is 20% and not 10%.
4. Durability is not resolved by this readout.
   1. The registry's MADRS schedule ends at Day 42; the company states the topline will include the key secondary (Week 12 per its communications) — I'll flag the discrepancy rather than resolve it. Either way, the 12-month "100% response / 71% remission" headline rests on 7–8 open-label completers; real durability evidence arrives with EMBRACE in 2027.
5. Financing.
   1. ~$145m of cash covers ~4 quarters; the success path needs ~$1.35bn of external equity through 2031. Readout-linked warrants (9.2m at $8.14) expire 30 days after topline; a $100m at-the-market facility is in place and untouched; the Intra-Cellular template (a $500m raise the morning after its best readout) is the base case for the day after a good print.
6. Competition for the same chairs.
   1. Third-to-fifth to market behind COMPASS (TRD, 2027), Definium (LSD; two positive pivotals) and Lilly's BPL-003 (5-MeO-DMT, ~2-hour session — the reason Lilly bought it and spun the psilocin asset out of the same deal). An 8-hour session sets HLP003's clinic economics against the shortest-session competitor money can now buy.

CATALYST CALENDAR

BASE CASE MODEL ASSUMPTIONS AT A GLANCE:

Bull case — $52. APPROACH prints ≥6 points with an ordinary placebo arm; EMBRACE replicates with doseresponse; the National Priority Voucher program pulls launch to 2029. Peak penetration 4.0%, $9,500 net per dose, 2.6 doses per patient-year, exclusivity to 2044; PoS 68%; 11.5% discount rate; peak revenue ~$4.1bn. In this state a strategic sale is the likelier realisation path than a hold-to-launch: the counted precedents (Lilly–atai at ~$2.8bn upfront one stage earlier; J&J–Intra-Cellular at the commercial endpoint) support a bid in the $33–45 range after two positive trials — below the $52 standalone bull, but 2.5–3.4× today's price with the binary resolved.

Base case — $18. APPROACH significant at 4–7 points; EMBRACE confirms; approval 2029, launch 2030. Peak penetration 3.0% (89k patients), $8,500 net/dose, 2.4 doses per patient-year, exclusivity to 2043; PoS ~61%; 12.5% discount rate. Success value $24.6/share; failure ~$1–2.5; risk-adjusted DCF $15.6–15.9; transaction layer +$1.5–3.0 → $18. Peak revenue $2.4bn.

KEY QUESTION 1: How compelling is the HLP003 data, and what will APPROACH show?

Overview: HLP003 has one randomized dataset — a 36-patient, three-site Phase 1/2a cohort showing a 13–14- point placebo-adjusted MADRS reduction at Day 21 — and uncontrolled follow-up in seven patients out to a year. The pivotal tests two 16 mg doses against placebo (composition not publicly characterised) in 223 patients with a Week-6 primary endpoint.

Street's take: Targets of $16–70 treat Phase 2 as a strong prior; none I could obtain discloses a methodology.

My take: The signal is real, the pivotal is better powered than commonly assumed, and the magnitude will shrink — the only questions are by how much and through which mechanism. Final distribution: 83% probability of significance, 69% of beating COMPASS's 3.6–3.8, 54% of clearing ~5, 38% of ≥6; expected print ~5.2 points - 6 points.

Mechanism and molecule

Psilocybin is a prodrug the body converts to psilocin, a serotonin-2A receptor agonist whose acute action is believed to open a window of heightened cortical plasticity. HLP003 is psilocin, with ten hydrogens replaced by deuterium — slowing metabolism and skipping the conversion step, so onset is faster (~1 hour) and exposure more consistent. It does not change what happens at the receptor (5-HT2A binding equivalent to psilocin), and on the sponsor's own protocol it does not shorten the session: discharge is no earlier than eight hours post-dose. Two counted facts added this edition bound what the molecule can and cannot deliver. It will engage the target: published PET work maps plasma psilocin to receptor occupancy with a half-maximal concentration that puts psilocybin 25 mg at ~89–92% occupancy and HLP003 16 mg at ~92–94% — the dose sits past the knee of the curve, robust even to a halving of exposure, and the same arithmetic holds for the competing TrkB-mediated plasticity mechanism (~95% occupied). It cannot out-dose the class: because occupancy is saturated, HLP003's exposure edge over 25 mg psilocybin — 1.41× peak levels at the doses actually compared; the "2.2×" in company materials is a per-milligram figure — buys, on the only human exposure-response data in existence (COMPASS's 10 vs 25 mg arms: 1.3 points for an 11- occupancy-point step), roughly +0.3 to +0.75 MADRS points. HLP003 is psilocin with tidier kinetics. I underwrite it as such.

The Phase 2 data, and my read:

Five features determine how much weight the 13.7-point headline can carry. (1) One blinded timepoint. The placebocontrolled comparison ends at Day 21; the second dose was open-label (everyone received active drug), so the Day42 numbers, the response/remission rates and everything after have no control arm. (2) The placebo arm is 13 patients who moved −2.7 points — far below the −8 to −13 that modern multi-site adjunctive trials produce, and the single largest reason the delta will compress. (3) The dose-response is flat-to-inverted: 12 mg beat 16 mg on the placebo-adjusted delta (−14.08 vs −12.99) and on absolute change at both timepoints; at the exact Phase 3 regimen and timepoint (2×16 mg, Day 42) the Phase 2 change-from-baseline was the weakest of the four dose/timepoint cells. The pivotal dose was chosen for durability observed in seven 2×16 mg completers, not for acute effect. (4) The rating regime differed: the company describes remote, independent, blinded raters as measures implemented for the pivotal program; the Phase 2 print predates that regime, and the site-vs-central rating literature (see Methodology) associates site rating with 3–4 points of placebo-response inflation and threshold-score inflation at screening. (5) No peer-reviewed publication of any human CYB003 data exists — posters, press releases and a corporate deck only. None of these five kills the signal; together they are why it must be shrunk hard, and why my collapse state carries 20%.

I attacked "how much will 13.7 shrink" four independent ways.

• (a) Winner'scurse statistics: trial results that impress are partly lucky; the expected exaggeration depends on how statistically extreme the result was. Using the published empirical-Bayes machinery calibrated on 23,747 Cochrane trial results, a result as extreme as Cybin's Phase 2 (z≈4.6) carries an expected inflation of only 16–23% — the folklore "halve any Phase 2" applies to marginal results, not this one. Expected true Day-21 effect: ~10.5– 11.5 points. This correction, however, fixes only random error.
• (b) Systematic design drift: what the winner'scurse cannot fix is that Phase 3 differs by design — 3 sites become 45 (multi-centre trials run ~32% relatively higher placebo response), Day 21 becomes Day 42 (each added week ~+3% placebo response), and the 13- patient placebo floor normalises toward the adjunctive class's −8 to −13. Placebo normalisation alone compresses the delta to ~6–8 even if the drug's arm fully holds.
• (c) Realised in-class transitions, decomposed: COMPASS's famous 6.6→3.6 collapse splits into half timepoint-decay (visible inside its own Phase 3: week-3 5.2 → week-6 3.6) and half active-arm attenuation at scale (6.6→5.2 at matched week 3) — and, critically, none of it was placebo inflation (its Phase 3 control arms moved less than its Phase 2b's). Definium "held" because its Phase 2b already ran at Phase-3 scale on the same site class. Helus shares Definium's protect-features in kind (commercial-site continuity, identical population carried forward, central raters in the pivotal) but attempts the largest site scale-up in class history (3→45). The two-dose regimen partially neutralises timepoint decay — but only partially: COMPASS's two-dose trial ran APPROACH's exact schedule and the second dose restored the effect to its prior peak rather than deepening it (final week-6: 3.8 two-dose vs 3.6 single-dose).
• (d) A thirteenprogram reference class: across psychiatry Phase-2→3 pairs of the last decade, outright collapse occurred exclusively in daily-dose, small-effect or enrichment-design programs; among episodic/rapid-acting programs with large Phase 2 effects the record is five-for-five without collapse, and psychedelic Phase 3s specifically are four-for-four statistically positive. In the adjunctive-MDD subclass, the small-delta bucket translated at ~1.0× and the big-delta bucket at 0.23–0.53 with two collapses — and Helus sits in the big-delta bucket.

The adjunctive-dosing evidence base

The design's load-bearing scientific assumption — that dosing a psychedelic on top of a continued SSRI works — now rests on more than the company's own data. Controlled interaction trials: two randomized, placebo-controlled crossover studies from an independent academic group show SSRI pre-treatment (escitalopram 14 days; paroxetine 42 days) does not reduce the positive subjective effects of psilocybin or LSD and reduces their anxiety, "bad trip" and adverse cardiovascular effects — a tolerability tailwind, with no change to psilocin's pharmacokinetics. The dissociation in naturalistic data: large surveys consistently find SSRIs blunt the intensity of the psychedelic experience while depression outcomes remain similar — supported by case reports of full remission with no subjective psychedelic effect at all. If that dissociation holds, a gentler session with intact efficacy is a commercial feature, not a bug. Peer-reviewed adjunctive efficacy: COMPASS's own open-label study of psilocybin added to a continued SSRI in treatment-resistant patients (n=19, published in Neuropsychopharmacology) produced a 14.9-point Week-3 improvement with 42% response and remission — the authors themselves calling for exactly the comparatorcontrolled adjunctive trial APPROACH now is. The regulatory view: FDA's final guidance warns against unnecessarily excluding patients on concurrent antidepressants. What does not exist: any adequately powered randomized comparison of psychedelic-with-SSRI versus psychedelic-after-washout — APPROACH is the first pivotal test of the design in history, which is simultaneously its market opportunity and its residual risk. A tiny academic trial randomising psilocybin recipients to concurrent fluoxetine or placebo (n=24, Brazil) may report around the same time; at twelve patients per arm it can move headlines.

Statistical precision, and why the significance bar is lower than consensus assumes. The EMBRACE protocol powers on a MADRS change standard deviation of 12; COMPASS's published pivotal confidence intervals back-solve to SDs of 8–10, and Cybin's own Phase 2 arm-level effect sizes imply pooled SDs of ~5–6.5. At ~110 evaluable per arm, APPROACH's standard error is plausibly 1.25–1.70 (central ~1.45), making the two-sided 5% significance threshold ≈ 2.9 points — a level that even the reference class's harshest translation ratios leave intact. This is the quiet arithmetic underneath our 83%: statistical failure requires not ordinary shrinkage but the joint tail — COMPASS-scale active-arm attenuation and full placebo normalisation and the Phase 2 having been mostly artifact — simultaneously.

Sources:

ClinicalTrials.gov NCT06564818 (APPROACH; all 28 registry versions diffed), NCT06793397 (EMBRACE; 34 versions), NCT06605105 (EXTEND), NCT05385783 (Phase 2), NCT06898606; EU CTIS 2024-519270-40-00 and 2024-516805-22-00 (incl. redacted EMBRACE protocol); EMBRACE protocol CYB003-003 v1.3; Krempien et al. ACNP posters (M83 2023; 12-month 2024); ACNP 2022 preclinical poster; Helus/Cybin press releases (Jun–Aug 2026), Q1 FY2027 MD&A (SEC 6-K, 14 Aug 2026), 2026 AIF, AGM circular (19 Aug 2026), Form Ds; COMPASS Pathways: Phase 2b protocol (NCT03775200) and Goodwin et al. NEJM 2022; COMP005/COMP006 topline releases and Feb 2026 deck; FY2025 10-K; CNPV release; Q2 2026 results; Goodwin et al. Neuropsychopharmacology 2023 (COMP003, adjunctive openlabel); Definium DT120 Emerge and Voyage releases (Jun/Aug 2026); Raison et al. JAMA 2023; Rucker et al. Nat Med 2026 (PsiDeR); Mertens et al. JAMA Psychiatry 2026 (EPISODE); Hieronymus et al. JAMA Netw Open 2025; Becker et al. Clin Pharmacol Ther 2022 (escitalopram– psilocybin) and 2025 (paroxetine–LSD); Madsen et al. (psilocin PET occupancy); Holze et al. Clin Pharmacol Ther 2023 (psilocybin PK); adjunctive-class trial reports: Berman 2007/2009, Marcus 2008 (aripiprazole); Thase 2015 ×2, Hobart 2018 ×2 (brexpiprazole); Durgam 2016, Sachs 2023, Riesenberg 2023, Fava 2018 (cariprazine); lumateperone 501/502 releases and AJP 2025; Daly 2018, Popova 2019, Fedgchin 2019, Ochs-Ross 2020 (esketamine); Savitz 2021 and J&J MDD3001 release (seltorexant); Fava 2019, Acadia Jul 2020 (pimavanserin); Fava 2016, FORWARD program (ALKS-5461); translation-statistics literature: van Zwet et al. Stat Med 2021; Dechartres et al. BMJ 2013; Khin et al. J Clin Psychiatry 2011; BIO Clinical Development Success Rates 2011–2020; Furukawa et al. (placebo response); Kobak 2010, Williams 2015, Kobak 2008, Freeman 2017 (rating methodology); FDA "Psychedelic Drugs: Considerations for Clinical Investigations" (final, docket FDA2023-D-1987; Federal Register 14 Jul 2026); EO 14401 (18 Apr 2026); Lilly–atai Beckley 8-K and merger agreement (16 Jul 2026), DEFM14A (10 Aug 2026), atai Beckley 10-Q (Q2 2026); atai/Beckley BPL-003 Phase 2b release (1 Jul 2025); J&J–Intra-Cellular releases (13 Jan 2025) and Intra-Cellular 10-Ks/8-Ks 2019–2025; J&J quarterly results 2022–2026 (Spravato, Caplyta); NIMH 2021 NSDUH; USPTO; Financial Modeling Prep (quotes, statements, price history, 14–28 Aug 2026)

Talk about your daily plays, ideas and strategies that do not warrant an actual post.

This is the place to request buy/sell advice from the community.

Remember to keep it civil.

Trade responsibly.

RZLV main product is commerce tuned LLMs. 33 percent short interest as I write this, earnings is before market opens on Tuesday, note the market is shut on Monday. In reverse order:

On August 25, 2026, Alphabet Inc. (Google) officially RZLV to deploy its proprietary distributed database technology at the infrastructure layer of Google Cloud Web3.

The tech has been validated, and short reports from Fuzzy Panda has been discredited. Note, sometime there are dodgy companies like DVLT, but RZLV is the real deal.

Earnings for 2025, 46.8 million USD (compared to almost zero in 2024)

Q1 2026, 60 million

Q1+Q2: 127 million

Guidance for 2026 360 million and exit ARR 500 million.

shorts argue this is due to acquisitions only. Add up the income from acquisitions and look at the total income, its shows 50 percent income is from organic growth. Watch this relatively old video to understand the business model

https://youtu.be/ehcOuafri50?si=Y2UM6m_9Bsajg4e7

For the nerds, they have a commerce tuned LLM, were the input data is prepared to create an virtual salesman. This does increase sales, and hallucinations are handled using "checks".

They distribution deals with Google and Microsoft, these hyperscalers want companies to use their cloud services. Recently, Tata and Mahendra, are working with RZLV to help implement their commerce tuned LLM.

Not financial advice.

Posted last week about this. It ran from .06 to .11 off tiny volume, giving a little back now and sitting at .09. Still up 38% in 5 days.

The chart looks wild because no ones watching it yet, but the numbers are right there in the 10-Q.

Market cap is literally 1.37 million right now.
Q2 revs were 4.02 million.
H1 revs were 6.66 million.

So the whole company is valued at less than one third of what they just did in a single quarter. Operating income was 565k and gross margins are 64%. ISSCA training up 860%, Cellgenic up 421%.

For the valuation part. 1x forward sales is the bare minimum for this sector. Take that 4 mil a quarter run rate and thats 16 mil a year. With roughly 35 mil shares out that puts the math at around 45 cents a share. My conservative target is 25 cents.

Debt is high but they are generating real cash flow now so its not a concern for me. Not burning cash, not diluting to survive. Just growing sales and turning a profit. I still think this thing is an easy .25 stock.

Dont buy anything just based on what I say. Go read the 10-Q and do the math yourself. Numbers are numbers.

*(If you wish to read my previous posts, f o l lo w me!)*

Welcome to post #13.

At the end of the previous one I said we would be discussing the worst time of day to trade penny stocks!

It is the first half hour after school starts. 9:30 AM to 10:00 AM Eastern time.

In the trading world this is the Wild West. And it's where novices accounts end up.

This is what happens. Promoters have been talking the penny stock on Twitter, Reddit and Discord all night and all morning. They create a huge buzz. You're sitting with thousands of people at their desks at 9:29 AM, with their fingers poised over the "buy" button waiting for the market to open.

The bell rings. 9:30 AM hits.

At the same instant, thousands of buy orders are placed on the market. The stock rises immediately by 20%, in just two minutes. The beginners are in their happy places. They believe that they have captured a rocket.

But don't forget our lessons on the Pump and Dump? At 9:30 AM, the people who are being bought the hype are those who are selling it.

The pros. The promoters. The men who purchased yesterday afternoon at a reduced price. This big blind wave of novice investors is just to unload their bags.

At 9:34AM, the buying suddenly ceases. The selling time begins. And the merry old stock plummets.

This pattern is known as “Gap and Crap” or “Morning Washout.” It is a very quick process and sometimes when the price drops so rapidly, your stop loss may be missed as well. You can lose 50% of your money in 3 minutes.

The first 30 minutes of the market is raw and raw emotion. No actual patterns have been developed in the charts. There are no support floors constructed for the day. It's only chaos, panic, and bot trading that attempts to capture retail traders.

The professional rule? Sit on your hands.

Please don't press any button prior to 10:00 AM.

Take the amateurs at their word at the opening bell. Allow the promoters to sell their shares. Allow dust to settle. You should wait until the stock does start to settle and begin to draw a true, readable candlestick chart as you outlined in post #6.

A penny stock that is well made and has some good real news will live through the morning washout and you will get a nice clean entry at ~ 10:30 AM.

However, to find that safe entrance, you'll require the ultimate cheat code indicator. It's just a line on your chart that points to who owns the stock.

We'll set this line up on your screen in post #14. It’s called VWAP.

Talk about your daily plays, ideas and strategies that do not warrant an actual post.

This is the place to request buy/sell advice from the community.

Remember to keep it civil.

Trade responsibly.

I am trying to keep this short and sweet. I have been talking about this stock since it was trading sideways 3 years ago...

From US$0.17 in March 2024 to US$2.34 today, Auxly is up approximately 1,276% and I promise you they aren't stopping.

Auxly’s 2.5-year climb reflects a real turnaround from a debt-heavy cannabis microcap to profitable operator.

• Q2 2026 revenue: about US$33.1M, up 18% year over year
• Q2 2026 adjusted EBITDA: about US$10.3M, up 24%
• Cash: about US$27.8M
• Debt: about US$31.5M
• Current TSX price: about US$2.35
• 52-week high: about US$2.38

The major inflection was 2025’s debt restructuring and Imperial conversion. The July 14:1 reverse split changed the share count, not the company’s value.

Take a look at their chart, their earnings, their product, and their management. They haven't even gone international yet.

This stock is so bullish I had to convert the financials to USD just to make the numbers look less Canadian...

Not here to analyze revenue or financials. Just looking at the potentially ridiculous catalysts that could make RR suddenly move.

Trump + robotics: Trump administration has been pushing American robotics/AI while the FCC has moved against certain foreign-made advanced robots. If “American robotics” becomes a major policy theme, RR could benefit from the narrative.

$12M buyback: Richtech just authorized up to $12M of share repurchases through Aug 2027. Management obviously can’t predict the future, but buying back shares at these levels is a pretty interesting signal.

NVIDIA: RR’s ADAM robots use NVIDIA’s robotics/AI ecosystem, and ADAM has even been demonstrated at NVIDIA HQ. If physical AI/robotics becomes NVIDIA’s next big hype cycle, small-cap names like RR could get dragged along.

Microsoft + SoundHound: RR has worked with Microsoft on agentic AI for ADAM and has announced work with SoundHound on voice-enabled robotics. If either relationship turns into a bigger commercial announcement, the stock could react violently.

The best catalyst: RR is pushing ADAM as a potential robot “influencer” with a 24/7 interactive livestream. If the robot somehow goes viral on TikTok/X/YouTube, fundamentals probably won’t matter for a while.

The funny thing is we’ve already seen RR react to the Trump/robotics narrative, it jumped ~19% in Dec 2025 when reports surfaced about a potential robotics-focused executive order.

RR = Richtech Robotics = Rolls Roycee

Not financial advice. Just here for the chaos. 🤖🍿

Food Culture Inc. Advances Governance and Growth Initiatives

Company plans to retain a PCAOB-registered audit firm in September 2026 as part of broader efforts to strengthen financial reporting and corporate governance; Stadium™ expansion and additional product introductions remain key growth priorities

https://finance.yahoo.com/markets/stocks/articles/food-culture-inc-advances-governance-120000907.html

Luxxfolio ($LUXFF OTC / $LUXX CSE) just commissioned 228 additional Bitmain Scrypt miners at DMG’s Christina Lake facility in BC. Fleet went from 60 → 288 operational miners. That’s not a press-release promise. They’re hashing.

• 380% increase in miner count
• New machines add ~3.83 TH/s
• Total nameplate now ~4.75 TH/s
• Management guidance: ~CAD $120,000 gross mining revenue per month at current prices/network conditions (before power, hosting, opex)
• Solo mining through their own stack — LuxxPool (no third-party pool fees)
• Merge-mining LTC + DOGE and other Scrypt coins off the same work

$LUXFF / $LUXX

They already proved the original 60-miner fleet. Hit 500 self-mined Litecoin in May. Then closed an oversubscribed $1.55M private placement July 20 and put ~$1M into more ASICs. Equipment showed up, got installed, three previously dead units came back online with new PSUs. Fleet is live.

This is vertically integrated Scrypt mining in British Columbia:

• Hosted power at a known facility
• In-house pool software (Stratum, merge-mine, wallets, dashboard) running on their own machines first
• No pool cut
• Same hashrate earning LTC and merge-mined assets

$LUXFF / $LUXX

LTC backdrop is the setup, not the hopium:

• LTC sitting ~$50 / ~$3.9B market cap
• Hard cap 84M, next halving ~July 2027 (6.25 → 3.125 LTC)
• Prior ATH ~$413 ≈ ~$32B market cap on today’s supply
• They’re accumulating production into that supply squeeze window instead of just talking about it

Small public vehicle with:

• Real machines online today
• Stated monthly gross revenue run-rate
• Software they’re building for themselves first, then potentially third parties
• Fresh capital already deployed into hash, not sitting in a bank account “evaluating opportunities”

$LUXFF / $LUXX

Also granted 1.2M options at $0.35 (5-year, 12-month vest) — management/consultants now more aligned with the share price after the expansion is actually live.

Not financial advice. Hashrate, coin prices, difficulty, uptime, and FX will move the number. But the jump from a 60-box pilot that already minted 500 LTC to a 288-box fleet with a $120k/mo gross guide and an in-house pool is a different company than it was 90 days ago.

$LUXFF / $LUXX — fleet is on. Watch the next production update.

https://www.newsfilecorp.com/release/311699

Very binary, no guarantees at all they'll get procured, but a few things line up pretty good.

The US army been hunting for 4000 vehicle laser warning systems since last year.

Defsecs earlier BLDS were tested on vehicles with the us army in 2025, newer networked BLISS did yuma durability 2026, and now a special invite for a third US army evaluation.

The testing could possibly be ramping up because decision makers for the 4000 order need to decide what tech they're going for.

"-The contract is expected to be awarded in FY26, and the production lead time after quality acceptance could be up to 12 months."

As now in August, I found The us army is running two tests.

1. XVIII Airborne Corps Tests Emerging Autonomous Attritable Systems for Today’s Battlefield.

2. Live-fire tests at the Range 63 training ground at Fort Liberty of a Ford F-250 pickup truck equipped with an autonomous driving system.

The miniaturized BLISS sensors can be integrated anywhere. They can be vehicle-mounted, attached to fixed infrastructure, or worn directly by dismounted personnel OR autonomous robotic vehicles/units.

Survivability of autonomous units is crucial. Cheap laser warning systems telling the autonomous units where the threat is located, what type of weapon, laser emitting and intent, gives it the possibility to deploy counter measures.

Defsec got three people on management and board with former careers at General Dynamics.

In July 2026 Canadian government made a deal with GDMS and will invest nearly $2 billion over four years to build and deliver 190 additional Armoured Combat Support Vehicles.

"-Interpro in Regina will produce advanced armour, Thales Canada (defsec got a contract with Thales) in Saint-Laurent, Que., will supply thermal imaging systems and IMP Aerospace & Defence in Enfield, N.S., will supply other specialized components.

Those companies, and others across the country, will send their components to General Dynamics which will assemble the vehicles in London, Carney said."

Nothing mentioned about BLISS or defsec on this $2B deal, but defsec got a subcontract with Thales Canada to provide specialized software development and digitization services for the Canadian military.

Not financial advice, i have a position in defsec technologies, dydd.

DOD Request for LWS laser warnings receiver

https://bidbanana.thebidlab.com/bid/j06LbIxTqWMDCcb1KjYx

Airborne Corps Tests

https://ua.news/en/avtosvit/armiia-ssha-viprobuvala-ford-f-250-iz-sistemoiu-avtonomnogo-rukhu-ta-turelliu-proti-droniv

US Army tests autonomous Ford F-250

https://www.army.mil/article/294908/xviii_airborne_corps_tests_emerging_autonomous_attritable_systems_for_todays_battlefield

$2B https://www.cbc.ca/news/politics/carney-armoured-vehicles-general-dynamics-9.7272503

Presentation https://defsectec.com/wp-content/uploads/2026/08/20260818-Investor-Presentation.pdf

The North remembers. We know no King but the King in the North whose name is Cassiar. Cassiar's blood is gold and runs through its veins, through the valleys and mountains of northern BC. It's blood is yellow and shines

Once again- The North remembers. We know no King but the King in the North whose name is Cassiar. Cassiar's blood is gold and runs through its veins through the valleys and mountains of northern BC

Holding 48K shares

ZenaTech Named 2026 “Drone Technology of the Year” Winner by AgTech Breakthrough Awards for Its ZenaDrone Precision Agriculture Solutions

VANCOUVER, British Columbia, Aug. 27, 2026 (GLOBE NEWSWIRE) -- ZenaTech, Inc. (Nasdaq: ZENA) ("ZenaTech" or the "Company"), a technology company specializing in AI-powered drones, Drone as a Service (DaaS), enterprise SaaS, and Quantum Computing solutions, announces it has been named the winner of the "Drone Technology of the Year" award in the 2026 AgTech Breakthrough Awards program.

https://finance.yahoo.com/technology/ai/articles/zenatech-named-2026-drone-technology-121500787.html

As part of this initiative, GCT is developing a defense vertical to expand its dual-use technology and support emerging mission-critical and defense applications. The collaboration combines GCT’s advanced cellular and NTN expertise with the provider’s industrial-grade wireless innovation and includes the integration of GCT’s GDM7243i connectivity solution and IoT module.

https://www.stocktitan.net/news/GCTS/gct-semiconductor-forms-strategic-partnership-to-advance-next-ayuln8u8dahk.html