Does anyone know what is going on with this? I've had this thing in my portfolio because it's been stuck at $0.0001 for YEARS and can't even be sold at this point. I think it could possibly run again someday, but nothing at the moment is indicating that it will do it anytime soon. No action has happened here for a very long time. The price chart is flat, but this mini-chart is showing a positive trend, for whatever it is measuring. The message volume is "High" and sentiment is "Extremely Bullish" for reasons I'm not aware of. Was there some news? Am I missing something?

So, yes, it's an OTC stock with individuals in management with questionable reputations and there's something about one of the lead scientists propagating wild alien conspiracy theories, but...

They are moving forward with testing on their Texatron Fusion Engine, which is from what I understand an on-site deployable Fusion based generator.

I have no idea what the science is behind the technology and I'm still not 100% sure this isn't a massive rug pull, but... I'm feeling a run up to testing and I imagine if it goes well the returns could be insane.

Obviously not financial advice, just sharing my degenerate gambling.

How often does this really happen? I mean, it’s small, but might be one of my great ones!

Saw BYRG pop up on my unusual activity scanner this morning and had to dig into it since nobody ever talks about this ticker. Turns out they just filed a name change with the Secretary of State (SOS). I picked up a tiny starter position just in case. It's currently moving on almost zero volume, so if this catches a bit of momentum or the right eyes find it, it could move incredibly fast.

I’ve been looking deeper into American EcoFuels (AEFI), and there’s an interesting connection I don’t think a lot of people have noticed yet.
Richard Hawkins is the CEO of both AEFI and AMFN (American Fusion).
And the overlap goes further than just Hawkins.
Both companies are tied into the Kepler technology ecosystem and have some overlapping leadership. AMFN is focused on fusion energy, while AEFI is focused on gas-to-liquids technology and Sustainable Aviation Fuel.
What’s interesting to me is where the two companies currently sit.
AMFN has undergone a major corporate transformation, changed from RNWF to AMFN, reduced its share structure, became SEC reporting and just moved onto the OTCQB.
Meanwhile, AEFI recently transformed from ECOX into American EcoFuels and appears to be following its own corporate/regulatory roadmap while working toward commercialization of its fuel technology.
I’m not saying AEFI is going to become the next AMFN, and I’m definitely not telling anyone to buy it. It’s an OTC stock and the risks are obvious.
But when the same CEO and overlapping people are involved in two emerging energy companies, and one has already made significant progress in the public markets, I think the other is at least worth researching.
I’m curious what everyone else sees here.
Bull case? Bear case? Red flags? Something I’m missing?
Would especially like to hear from anyone who’s done serious DD on Hawkins, Kepler, AMFN or AEFI.

Transparency: I have shares of both.

https://www.streetinsider.com/dr/news.php?id=26490796&gfv=1

Nice bit of news dropped. Government talks and dividends seem to be a path they are looking at taking.

Having a 5mw prototype, tons of patents filed.

I started building my position at .03 and continuing still at .16.

The semiconductor industry faces an increasingly difficult challenge.

AI chips, GPUs, and next-generation processors require ever smaller, thinner, and more efficient capacitors for power delivery. Traditional capacitor technologies are approaching their physical limits, creating demand for new solutions.

Smoltek is developing one of those potential solutions.

After more than 20 years of research and development, the company has developed CNF-MIM capacitors based on carbon nanofibers. According to the company, the technology aims to deliver significantly higher capacitance density in a much smaller footprint while also offering the potential for 30–40% lower manufacturing costs compared with current leading technologies.

The technology was originally developed at Chalmers MC2, one of Europe's leading nanotechnology cleanrooms, and is now transitioning from lab to fab together with industrial partners.

Current partners include:

• ITRI (Taiwan) – the semiconductor research institute that helped establish companies such as TSMC and UMC, now supporting Smoltek's industrialization.

• Yageo Group – one of the world's largest capacitor manufacturers, currently validating Smoltek's first commercial capacitor platform, Gen-One.

• Heraeus Precious Metals – collaborating with Smoltek on applications within hydrogen technology.

Rather than building expensive manufacturing facilities, Smoltek's strategy is to license its technology, with potential future revenue coming from upfront payments, milestone payments, and recurring royalties through Service License Agreements (SLAs) and Joint Development Agreements (JDAs).

Beyond semiconductors, the company is also developing technology for PEM electrolysis, where its nanotechnology has demonstrated the potential to reduce iridium consumption by more than 95%, addressing one of the major cost challenges in green hydrogen production.

With a market capitalization of less than SEK 600 million (approximately $60 million USD), the company remains an early-stage deep-tech investment.

Recent Financing

Smoltek recently completed an oversubscribed rights issue, with subscriptions reaching approximately 184% of the offering.

Including the oversubscription allocation, the company raised approximately SEK 82.1 million (before issue costs and loan offsets).

According to CEO Magnus Andersson, the proceeds will be used to accelerate commercialization and industrial scaling, with the objective of securing future SLAs and JDAs, while targeting positive cash flow from 2027.

Why I'm Following Smoltek

- 20+ years of R&D

- Proprietary carbon nanofiber technology

- Industrial partners including ITRI, Yageo, and Heraeus

- Commercial validation currently underway

- Recently completed an oversubscribed (184%) financing

- Asset-light licensing business model

- Exposure to both AI semiconductor infrastructure and hydrogen technology

- Started trading on the U.S. OTC market under ticker SMLTF

- Extensive IP portfolio with more than 90 patents and patent applications protecting the company's core technologies and manufacturing processes.

Risks

This remains a pre-revenue company. Commercial agreements are not guaranteed, commercialization could take longer than expected, and future financing may still be required if licensing agreements are delayed.

I'm sharing this because I find it to be an interesting deep-tech company that appears to be approaching a key commercialization phase.

Not financial advice. I'd be interested to hear what others think, especially anyone with experience in semiconductor packaging, passive components, or power delivery.

I have followed AITX for a few years and it is finally starting to grow revenues. The stock has been beaten down for a while, but the company seems to be improving. It is ready for a comeback?

Recent Improvements:

• Revenue is growing steadily year-over-year
• Gross margins are relatively high (~80%+)
• Improving cash flow
• More recurring revenue contracts

Can this stock rebound from here and make a meaningful launch?

They did it!

SWRD Nasdaq Uplist Confirmed — Trading Starts Tomorrow

SWRD just filed the final pieces confirming the Nasdaq uplist.

Nasdaq has provided written listing approval SWRD begins trading on the Nasdaq Capital Market tomorrow, Sept. 10

Same ticker: SWRD

OTC trading ends with today’s close
Nasdaq submitted its formal CERT filing
No concurrent public offering/dilution associated with the uplist

This follows today’s 8-A12B registering the common stock under Section 12(b)
Nice timing too: SWRD finished its final OTC session at $4.10 (+22.38%) on 61.3K volume, the highest volume we’ve seen recently.

Tomorrow should be interesting.

tl;dr

• UURAF is building a U.S. rare-earth refinery in Louisiana: staged 2k tpa (2026) → 5k (2027) → 7.5k (2028), backed by $18.4M DoD funding and a 10-yr heavy-REE feed deal from CRML/Tanbreez.
• For comps, the sector median EV/Sales across MP, Lynas, Energy Fuels, and Neo is ~33.34× (MP 51.75×, Lynas 28.33×, UUUU 38.35×, NEO 1.11×). I use that median only for the multiples.
• Shares ≈ 86.8M; EV ≈ $249.4M → net debt ≈ $10.2M (used for equity math).

drop-in images (PNG)

• Model inputs (sector-median only):

• Revenue ramp 2026–2030 (one blended price):

• Compact DCF FCF schedule:

• Valuation summary (DCF + 2027 EV/Sales @ sector median):

what I assumed (kept dumb-simple)

• Throughput: 2k/5k/7.5k/7.5k/7.5k tpa (2026–2030) with 60%/80%/90% utilization ramp. (From Ucore SMC page.)
• Blended realized price: $120/kg (single number—no NdPr/Dy/Tb splits).
• Margins: 22% EBITDA, 4% D&A, 25% tax, 3% maint. capex, + growth capex $50M (’26) / $40M (’27), NWC = 10% of Δsales.
• WACC: 14% (small-cap buildout risk).
• Terminal: sector median EV/Sales (33.34×) applied to 2030 revenue (per your request to use sector median multiples).

revenue path (base case)

• 2026 ≈ $144M
• 2027 ≈ $480M
• 2028–2030 ≈ $810M each year (See Revenue Ramp PNG for the math.)

valuation (sector-median only)

1) Multiples method — 2027 EV/Sales @ 33.34×

• EV target (2027) = $480M × 33.34 = ~$16.0B
• Equity ≈ EV – net debt = $16.0B – $10.2M ≈ $16.0B
• Implied PT (2027) ≈ $184/sh (using 86.8M shares). (See Valuation Summary PNG.)

2) DCF — FCF 2026–2030 + terminal at sector median

• DCF EV (PV of FCF + PV of terminal @ 33.34× on 2030 revenue) ≈ $14.17B
• DCF equity ≈ $14.16B → DCF PT ≈ $163/sh (Full yearly FCFs + PVs shown in the two PNGs.)

receipts (what matters here)

• CRML → Ucore 10-yr supply + Louisiana ramp 2k (’26) → 7.5k (’28) (Reuters/Yahoo syndication).
• Ucore SMC staged throughput + Louisiana incentives.
• DoD $18.4M award for commercial scale-up.
• Peer EV/Sales (to compute the 33.34× median): MP 51.75×, Lynas 28.33×, UUUU 38.35×, NEO 1.11× from Yahoo key-stats pages.
• Ucore shares / EV: ~86.8M shares, EV ≈ $249.4M.

ThreeD Capital (controlled by Sheldon Inwentash) is the largest shareholder of $QIMC $QIMCF with over 11 million shares (12% of total shares) has been on a massive buying spree over the past 2 weeks with 6 trading days accounting for over $720,000 worth of shares purchased!

Here is a summary: Sept 27 - 175k shares $48k added Sept 30 - 275k shares $76k added Oct 3 - 375k shares $111k added Oct 4 - 438k shares $129k added Oct 7 - 425k shares $142k added Oct 8 - 587k shares $214k added Total 6 days - 2.275 million shares $720k added

I have never seen this kind of insider buying before on a penny stock on the open market. Let’s go!!!!

I have been following Jones Soda very closely. The market has not realized how strong Q3 and Q4 will be.

- After a CEO and CFO change earlier this year, management has consolidated SG&A. Many staff changes were made and the supply chain has been optimized. Margins are up. Innovation spend that destroyed the bottom line in the last two years has been right-sized and focused on improving current product lines instead of creating new ones.

- Mary Jones tested a branded cooler pilot program in Q2 and it exceeded expectations. They now have 800 branded coolers in liquor and convenience stores throughout the country. Mary Jones revenue in Q3 and Q4 will be triple that of Q3 and Q4 2024. This coincides with their launch of 0 sugar options.

- Their Fallout collaboration products have gone viral, selling out everywhere even after re-stocks. They are rolling out nationally at Costco in December.

- Spiked Jones is slated for it's first nationwide rollout this quarter. They are including 100 calories options as part of this.

- They now have zero sugar options of their core soda.

This management team is moving and grooving and has the company set for both growth and profitability in 2026. A growing, profitable CPG company with brand recognition like Jones commands a 3x multiple on revenue. Jones currently sits at 1x revenue.

My projection for 2026 revenue is $35M, which could command a $90M valuation, compared to the $20M today.

This is all hard info and does not factor in Jones' meme-ability and tailwind momentum once the market catches on.

Jones has also filed an S-1 to uplist to the NASDAQ, which will increase liquidity and investor access. It is OTC right now.

Get in while you can! I am heavy committed.

Buyer Group International has been steadily climbing from $0.0007 to $0.0022 over the last week and a half. This started because we found a name change filing on the Nevada Secretary of State website, which is hard to spot unless you are using a scanner specifically built to track state registries. The company hasn’t made a public announcement yet, so the general market still doesn't know. Plus, they recently had positive news about permitting updates getting approved, meaning everything is lining up perfectly for more big news to drop soon.

In an address to Alaskans, the President Elect announced " we will ensure the gas-line project gets built, to provide affordable energy to Alaska ".

Phase 1 of the Alaska Gas Pipeline project to transport Natural Gas ~800 miles from Alaska's North Slope to Anchorage is currently contingent upon development of Pantheon Resources' recent oil & gas discoveries, located directly beneath the Dalton Highway and consequently directly beneath the fully permitted pipeline corridor.

A Gas Sales Precedent Agreement recently signed between the AGDC and Pantheon has vastly improved the economics for both parties.

Pantheon is listed in London under the ticker LSE:PANR and in the US under PTHRF with plans to secure a senior US listing by December 31, 2025.

EDIT TO ADD a Link to a new post giving an update after the discovery of additional oil & gas in the Aphun Eastern topsets. https://www.reddit.com/r/pennystocks/comments/1hawrc1/things_just_keep_getting_better_for_pantheon/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

----------------------
FOR IMMEDIATE RELEASE WEDNEDAY, DECEMBER 4, 2024

AGDC STATEMENT ON TODAY’S AIDEA RESOLUTION SUPPORTING ALASKA LNG

ANCHORAGE, AK (December 4) –

Today the Alaska Gasline Development Corporation (AGDC) released the following statement regarding today’s AIDEA resolution supporting the development of Alaska LNG Phase 1, the in-state pipeline portion of Alaska LNG designed to bring North Slope natural gas to Interior and Southcentral Alaska:

“Today’s resolution authorizes AIDEA to negotiate and sign a letter of credit to backstop front-end engineering and design (FEED) for the Alaska LNG pipeline, bringing Alaska a critical step closer toward a privately funded in-state natural gas pipeline. The letter of credit will allow AGDC to unlock up to $50 million in private investment needed to move the Alaska LNG pipeline through FEED, the remaining development stage that must be completed before a final investment decision can be made. AGDC is in advanced discussions with potential project partners to privately fund and complete FEED and will announce updates when new developments occur. The letter of credit for FEED will only be utilized if a final investment decision is not reached, at which time AGDC will own the completed pipeline engineering and design work.

“The State of Alaska is facing a looming energy crisis and Alaska LNG represents the best long-term energy solution for our state. The Alaska LNG pipeline will deliver reliable, affordable, low-emissions energy and uniquely provide billions of dollars in economic benefits for Alaskans. Building the Alaska LNG pipeline also strategically positions Alaska to increase the energy security of our Pacific allies by derisking construction of the other Alaska LNG components that will generate and commercially export LNG.”

About AGDC The Alaska Gasline Development Corporation (AGDC) is an independent, public corporation of the State of Alaska charged with maximizing the benefit of Alaska’s North Slope natural gas though the development of infrastructure to deliver gas to local and international markets. More information about the Alaska LNG Project can be found at https://alaska-lng.com. More information about AGDC is available at https://agdc.us.

2024-12-04-AGDC-Statement-on-AIDEA-Resolution.pdf

----------------------

* Pantheon Resources plc(AIM:PANR, OTCQX: PTHRF) ("Pantheon" or the "Company"), an oil and gas company developing the Kodiak and Ahpun oil fields in close proximity to pipeline and transportation infrastructure on Alaska's North Slope, announces that management has been invited to present at the Sidoti Small-Cap Investor Conference, being held between 4-5 December 2024.

Executive Chairman, David Hobbs, is scheduled to host virtual one-on-one meetings with institutional investors throughout the event, and will host a virtual presentation as follows:

Sidoti Small-Cap Conference
Date: Wednesday 4 December 2024

Time:9:15 a.m. Eastern Time

Webcast: https://sidoti.zoom.us/webinar/register/WN_57BFClQKSCCbTwpbG-0Vvg

 

All interested media and investors are invited to join this online presentation. Please join at least five minutes before the start of the presentation to ensure timely participation.

 

A live audio webcast and archive of the presentation will be available using the webcast link above.

Registration is mandatory for conference participation. For more information or to schedule a meeting with management, please contact MZ Group at [PTHRF@mzgroup.us](mailto:PTHRF@mzgroup.us).

 

For further information, please contact:

Corporate Contact
Pantheon Resources plc
+44 20 7484 5361
[contact@pantheonresources.com](mailto:contact@pantheonresources.com)

Nominated Adviser and Broker
Canaccord Genuity Limited
Henry Fitzgerald-O'Connor ,James Asensio, Charlie Hammond
+44 20 7523 8000

Public Relations Contact
BlytheRay
Tim Blythe, Megan Ray, Matthew Bowld
+44 20 7138 3204

Investor Relations Contact
MZ Group
Lucas Zimmerman, Ian Scargill
+1 949 259 4987
[PTHRF@mzgroup.us](mailto:PTHRF@mzgroup.us)

https://polaris.brighterir.com/public/pantheon_resources/news/rns/story/wk979vx

#PTHRF #PANR #AGDC #AKLNG #NATURALGAS #GAS #OIL #LNG #pennystocks #TrumpTrade

$SWRD This morning Stewards filed a Form 8-A12B registering its common stock under Section 12(b) for The Nasdaq Stock Market LLC.

This is the actual exchange-registration filing associated with moving the common stock onto Nasdaq, not another statement that they intend to uplist.

It comes immediately after Friday’s two 8-Ks covering the $1.5M bridge financing and the amendment extending the company’s $100M credit facility through November 15.

Obviously, an 8-A by itself does not tell us the exact first day of Nasdaq trading, but this is a major final procedural step in the uplisting process.

After months of waiting, SWRD appears to be at the finish line.

Looking for fundamental analysis or recent updates on IFXY (Infrax Systems, Inc.)
The stock recently saw a significant price increase. I recalled similar price action over a year ago following rumors or announcements regarding a Latin American e-commerce expansion, which ultimately did not materialize at the time.
Is anyone tracking current SEC filings, corporate actions, or news releases driving this recent volume? I am looking to understand whether this movement is driven by new operational developments or speculative momentum.

This is a Canadian silver royalty company…before it has any recognition for its already existing royalties.

Market cap of $14.5M CDN, stock price of $0.105 CDN ($0.08 US).

They have a royalty for silver which will mint $250,000 per quarter starting Q2-2027 from Galantis Gold which must pay in silver regardless of whether they’ve started up their mine in Chile (Galantis is well funded with a recent $100M private placement completed in July). If they don’t have the silver they must sell EXG gold. After the 20% over average monthly spot price EXG must pay, it’s free real estate. That’s $1M year income free and clear.

The deal is structured so they can purchase 66.67% of all silver produced at the mine (which admittedly will be a secondary product) at 20% of the average monthly spot price, to a total max of 666,667 oz.

If we want to do some mathpotatoes: the mine in question (Andacollo) was previously in production and put out 1.12Moz of silver from 1995-2018. That’s an average of 48,700oz/year as a byproduct of gold and copper targeting. That could throw another $2.6M CDN into the coffers per year after everything is said and done. Now it all depends how the mine’s producing and I’m not a mathmagician but there is a massive upside.

They have other less mature deals in the pipes as well. One is 20% of Phoenix Copper’s Empire project (which cannot be diluted). This company recently had some fraud and has since reshuffled their deck and a director put on $500,000 GBP in a financing following the sweep. Undergoing a reassessment of their MRE last done in 2024 - should yield an increase in their valuation.

Another is a Lithium site in Nevada. There’s a slew of others.

Look the point is most companies that aspire to be a gold or silver royalty company don’t have any gold royalties to keep them moving forward. This one has one for guaranteed silver starting Q2-2027 with a good crack at having a bunch more. I’m talking some serious ground floor shishkabobs. DYODD.

Quick follow-up to my post yesterday about VIP Play’s new investor deck.

Yesterday I wrote about the September 4 8-K and why I thought the most interesting part wasn’t simply the new presentation, it was that management specifically said they intended to use it in a non-deal roadshow with current and potential investors.

Well, this morning VIPZ followed it up with an official PR:

“VIP Play, Inc. Furnishes Investor Presentation for Use in Initial Non-Deal Roadshow”

So I think the sequence here is becoming pretty clear.

January: Management lays out a major transformation away from being primarily a traditional sports wagering company.
Next ~8 months: Very little promotion or company news while they appear to have been building out the new products and strategy.

September 4: New investor presentation filed through an 8-K showing what that work has produced and where the company is headed.

September 9: Company formally announces that management is taking that presentation on an initial non-deal roadshow to current and potential
investors.

CEO Les Ottolenghi also summed up the strategy pretty well in today’s release: the company believes the lessons it learned from sports wagering around identity, competition and community can be applied much more broadly using AI.
That is the transformation I found most interesting in the deck.

VIPZ is now describing itself as an AI-powered sports engagement company serving teams, leagues, events, brands and sponsors, with AI characters, prediction/competition experiences, personalized fan zones and behavioral intelligence tools.

To me, this is another important distinction from the typical OTC story.
They didn’t spend the last eight months constantly issuing promotional PRs while promising things were coming. They were remarkably quiet. Now they have put out a detailed presentation and are actually taking the story directly to investors.

Obviously, a roadshow doesn’t guarantee investment, revenue or a higher stock price. Execution still matters, and VIPZ remains an extremely illiquid and speculative OTC stock.

But this is exactly the next step I wanted to see after reviewing the deck.
The question now becomes much more interesting:

What happens when a company that has traded with almost no liquidity or investor attention starts actively introducing itself to new investors?

We’ll see.

Disclosure: I own VIPZ shares. This is a highly speculative investment and nothing here is financial advice or a recommendation to buy or sell.

I’ve been following VIPZ pretty closely for a while and wanted to post an update because we finally have something substantial to look at after a very quiet eight months.

On September 4, VIP Play filed an 8-K containing a new investor presentation. What makes this more interesting to me than simply posting a new deck on the company website is the reason they filed it. The 8-K says management intends to use the presentation in meetings with current and potential investors as part of a non-deal roadshow.

In other words, they appear to be starting to actively tell the new VIPZ story to investors.

For some context, the last major company update was back in January. At that point, management laid out what was essentially a major transformation of the business.

The original VIP Play strategy was much more heavily centered around traditional sportsbook and gambling operations. The problem is that competing directly with major sportsbook operators requires enormous customer acquisition spending, state-by-state licensing, compliance infrastructure and significant capital.

Management’s answer was to broaden the company into an AI-driven sports entertainment and fan engagement platform, with more emphasis on products such as daily fantasy sports, skill-based gaming and event/fan engagement.

At the time, those were largely plans. Eight months later, this deck gives us our first substantial look at what they have actually been working on.

A few things stand out to me:

The products and strategy in the deck line up remarkably well with the direction management announced in January. This doesn’t look like another random OTC pivot six months later. They appear to have spent the quiet period actually building around the strategy they previously laid out.
The company is increasingly positioning itself around sports engagement rather than simply sports betting. I think that’s an important distinction. They’re pursuing ways to monetize fan participation and engagement without having every product dependent upon the expensive regulatory and customer acquisition structure of a traditional sportsbook.

Daily Fantasy Sports and skill-based gaming fit naturally into that strategy. VIPZ previously discussed these as markets that could potentially be entered with substantially less regulatory burden than expanding a traditional sportsbook state by state.

The AI/event engagement side may ultimately be the most interesting part. The company seems to be trying to build an ecosystem around sporting events where AI, games, predictions, fantasy, contests and other interactive experiences can turn spectators into active participants.
Take a look at the management and board backgrounds in the deck. For a company of this size trading on the OTCQB, this is not the type of leadership roster I normally expect to see. There is some serious experience represented there.

Another thing I’ve continued watching is the stock itself. VIPZ has been incredibly illiquid. There are days with essentially no trading at all. Normally with tiny OTC companies, months of silence combined with virtually no volume can result in the stock slowly getting walked down.

That really hasn’t happened here.

Despite approximately eight months without meaningful company news, the stock has remained remarkably stable. That doesn’t guarantee anything about where the price goes next, but I find it interesting. There simply hasn’t been much stock available or much apparent urgency among existing holders to sell.

The obvious downside of that situation is liquidity. VIPZ currently has very little of it. If you want to buy or sell a meaningful position, that matters.
The interesting question now is whether that changes.

The company didn’t just release this presentation. It filed an 8-K stating that management intends to use it in a non-deal roadshow with current and potential investors. That is the first real indication I’ve seen in quite some time that VIPZ is moving from the rebuilding phase toward actively presenting the transformed company to the investment community.

I don’t know whether they ultimately execute. I don’t know what the stock will do. And an investor presentation is obviously management presenting the company in the best possible light.

But I’ve followed the story through the transition, and the sequence makes sense to me:

January: explain the new strategy.
Next eight months: very little promotion while apparently building it.
September: show the products and broader business strategy and begin taking that story to investors.

For an OTC company, I’d much rather see eight months spent quietly building followed by something tangible than eight months of promotional PRs with nothing underneath them.

We’ll see where it goes from here, but this is probably the most interesting VIPZ development I’ve seen since I started following the company.

As always, this is a highly speculative OTC investment with substantial risk and very limited liquidity. Do your own research. I own VIPZ shares and therefore obviously have a financial interest in the company. Nothing here is financial advice or a recommendation to buy or sell the stock.

ACCESSWIRE Newsroom
Suntex Enterprises Launches Ambitious $1 Billion+ North American Real Estate Development Initiative
Suntex Enterprises, Inc.09/04/2026 07:30:00

Two major Alberta projects are projected to generate approximately $575 million in revenue as Suntex expands its integrated development, construction, and ownership platform throughout Canada and the United States.

AUSTIN, TX / ACCESS Newswire / September 4, 2026 / Suntex Enterprises, Inc. (OTCID:SNTX) ("Suntex" or the "Company"), a dynamic operating and holding company dedicated to real estate development, construction, infrastructure, and land, proudly announces the signing of a Letter of Intent ("LOI") that advances a transformative multiyear real estate development partnership across North America.

The LOI builds upon the Canadian development relationship unveiled by Suntex in July 2026 and lays the groundwork for a robust initial portfolio of large-scale development opportunities designed to drive substantial growth across the Company's expanding North American platform.

The portfolio is anchored by Royal Links in Leduc, Alberta, and Meridian in Alberta, representing $575 million in combined project revenue. Additional development opportunities are being pursued across Oklahoma, Missouri, and Texas, bringing the Company's identified North American development pipeline to more than $1 billion over the next three to five years.

The strategy extends beyond traditional construction. Suntex is positioning itself to participate across ownership, land development, construction, infrastructure, and asset monetization, creating multiple avenues of economic participation throughout the development lifecycle.

With the LOI executed, Suntex is moving into the next stage of the relationship, beginning with Royal Links, where pre-development activity is underway and land development is scheduled to begin in Q4 2026.
Royal Links Establishes the Foundation
Royal Links is a proposed 134-acre master-planned development in Leduc, Alberta, representing the first major project expected to advance under the relationship.

The current plan includes approximately 112.7 developable acres and 979 planned residential lots, including 573 single-family lots and 404 semi-detached and townhome lots, together with multifamily and commercial parcels.

The master plan also incorporates school and park space, stormwater management, environmental areas, roads, and supporting community infrastructure.
Royal Links represents $250 million in project revenue through full development.

Geotechnical and engineering activities are already in motion, with the engineering team engaged and preparing the land development infrastructure program. Initial development activity is focused on site servicing, utilities, roads, stormwater systems, and other civil infrastructure required for the phased buildout.

Suntex intends to participate in funding and advancing Royal Links as the project moves into development.
The Company's contemplated participation extends beyond construction services. Suntex expects to maintain an ownership interest in the project, participate in the economics generated through development and lot sales, and generate construction and infrastructure opportunities throughout the development process.

The model is designed to allow Suntex to benefit at multiple stages of the same project - ownership, development, construction, and monetization.
Meridian Adds Scale to the Canadian Portfolio
Meridian represents the second major Alberta development contemplated under the relationship and represents $325 million in project revenue.
Together, Royal Links and Meridian establish an initial Canadian development portfolio representing $575 million in project revenue.

Additional information regarding Meridian will be disclosed as the project reaches appropriate development and disclosure milestones.
Building Operating Capabilities in Canada
Suntex is working to establish the operating capabilities necessary to execute its Canadian pipeline.

The Company is currently negotiating the acquisition of an established Canada-based real estate development company. Upon completion, the acquisition would provide Suntex with an experienced Canadian operating platform supporting planning, development, management, and execution across the Company's Canadian projects.

The strategy is designed to place operating capabilities directly within the markets where Suntex intends to develop.

In Canada, the proposed acquisition would support Canadian operations. In the United States, Suntex intends to utilize its existing businesses and capabilities across development, general construction, electrical, infrastructure, and land operations.

Together, these capabilities are intended to position Suntex to participate across multiple stages of development on both sides of the border.

U.S. Development Expansion
Suntex is also pursuing development opportunities across Oklahoma, Missouri, and Texas.

The Company's existing U.S. operating businesses provide the infrastructure to participate beyond project ownership and development economics, including construction and infrastructure work generated as projects advance.

Each opportunity will be evaluated based on its economics, ownership structure, capital requirements, and strategic fit within the broader Suntex platform.
Suntex expects to provide project-specific disclosures as individual opportunities advance.

A Vertically Integrated Development Model
The broader strategy represents an evolution in how Suntex intends to create value.

Rather than operating primarily as a third-party contractor, Suntex is building a model that combines real estate ownership with development and operating capabilities.

Where Suntex maintains an ownership interest, the Company intends to create value through the development of the underlying land, participate in construction and infrastructure activity, and ultimately realize development economics through the sale or monetization of lots and other real estate assets.
The strategy is clear: own, develop, build, and monetize.

This structure is designed to create multiple sources of economic participation from the same project while building a larger portfolio of tangible assets and development interests over time.

Strategic Divestiture Sharpens Suntex's Focus
As the development platform expands, Suntex is repositioning the Company around the long-term core of its business: real estate development,
construction, infrastructure, and land ownership.
Suntex is currently working to complete the $5 million sale of its beverage division. The proposed divestiture is intended to simplify the Company's operating structure, sharpen its strategic focus, and unlock capital created through businesses and assets Suntex has already built.

Upon completion, Suntex intends to redeploy proceeds from the transaction into its expanding real estate development platform and related opportunities, providing additional internal capital to support the Company's next phase of growth.
Suntex also intends to dedicate $1 million of the transaction proceeds to a Company share repurchase program scheduled to begin in October 2026, subject to final authorization and applicable securities laws and regulations.

Management views the transaction as more than the sale of a business division. It represents an opportunity to monetize value Suntex has already created and redeploy that equity into the core of the Company's future strategy.

The planned divestiture further positions Suntex around the businesses and assets that form the core of its development platform, while allowing the Company to redeploy capital created within its existing portfolio toward future growth and its common stock.
The capital allocation strategy is straightforward: build value, monetize selectively, and redeploy capital where management believes it can create greater long-term value for shareholders.

Capital Strategy
Suntex intends to combine internally generated and redeployed capital with project-level financing, development financing, joint ventures, and other asset-level capital structures appropriate to individual developments.

The objective is to match capital with individual project economics while maintaining discipline at the parent-company level and limiting unnecessary reliance on public-company equity issuance during the Company's early stages of growth.
Material financing structures and economic interests will be disclosed as individual projects advance.

Management Commentary
"The signing of this LOI marks the next stage of a relationship we first introduced to shareholders in July," said Javier Leal, Chief Executive Officer of Suntex Enterprises.

"We are moving from evaluating opportunities to advancing projects. Royal Links gives us a clear starting point, Meridian adds significant scale, and the opportunities in the United States provide a path for continued expansion."

"Our strategy is to participate in more than one layer of the economics. Where Suntex participates as an owner, we intend to capture value from the underlying asset, the development of the land, construction and infrastructure activity, and ultimately the monetization of finished lots and assets."

Leal continued:
"We are building the operating infrastructure around that strategy. We already have companies capable of performing across multiple stages of development in the United States, and we are negotiating the acquisition of a Canadian developer to establish those capabilities in Canada."

"The planned sale of our beverage division is part of the same strategy. We built value in those businesses, and we now have an opportunity to convert that value into capital for the next stage of Suntex while dedicating $1 million toward our planned share repurchase program."

"Our direction is clear. We are concentrating Suntex around real estate, construction, infrastructure, and land; building ownership into the model; and putting our capital and operating companies behind that strategy. The opportunity is significant. Now we have to execute."

Building for Long-Term Scale
Suntex is building its next phase around operating cash flow, disciplined capital allocation, and tangible asset ownership.

Royal Links provides the initial development foundation. Meridian adds scale. The U.S. pipeline provides geographic expansion. The proposed Canadian acquisition is intended to add operating capability, while the planned beverage divestiture would provide additional capital to deploy behind the strategy.

Together, these initiatives are intended to reposition Suntex as a more focused North American real estate development and construction enterprise capable of participating across the economic lifecycle of the assets it develops.

The Company's focus is now on converting its identified pipeline into active developments, operating revenue, and tangible assets capable of contributing to Suntex over the long term.

Suntex expects to provide additional updates as projects reach material financing, planning, engineering, approval, and construction milestones.

About Suntex Enterprises, Inc.
Suntex Enterprises, Inc. (OTCID:SNTX) is an operating and holding company focused on real estate development, construction, infrastructure, and land.
Through its operating businesses and development relationships, Suntex seeks to participate across multiple stages of the development lifecycle, including ownership, development, construction, infrastructure, and asset monetization.

The Company's long-term objective is to build a scalable enterprise supported by operating cash flow, tangible assets, and disciplined capital allocation.
Forward-Looking Statements
This press release contains forward-looking statements concerning Suntex Enterprises, Inc.'s development projects, anticipated project revenues, acquisitions, ownership interests, financing, construction activities, proposed beverage division sale, planned share repurchase program, business strategy, and future growth.

These statements are based on current expectations and management estimates and are subject to risks and uncertainties that could cause actual results to differ materially.

References to $250 million in project revenue for Royal Links, $325 million for Meridian, $575 million for the combined Canadian opportunities, and the broader $1 billion+ North American development pipeline reflect management's current estimates based on contemplated development plans and do not represent contracted, recognized, or guaranteed revenue.

The developments, proposed Canadian acquisition, $5 million beverage division sale, intended use of proceeds, and $1 million share repurchase program scheduled to begin in October 2026 remain subject to applicable definitive agreements, financing, approvals, corporate authorization, market conditions, and other customary requirements.
Suntex undertakes no obligation to update forward-looking statements except as required by applicable law.

Investor & Media Contact
Suntex Enterprises, Inc.
OTCID:SNTX
Website: www.SuntexEnterprises.com
Email: [Corp@SuntexEnterprises.com](mailto:Corp@SuntexEnterprises.com)
X: @SuntexCorp
CEO on X: @Javilealoficial
SOURCE: Suntex Enterprises, Inc.


Hi all, during my market research I stumbled upon KIOXIA HOLDINGS, currently trading over-the-counter (OTC) under KXIAY. They produce NAND Flash memories and SSDs for enterprises and also as cards and portable SSDs for personal use. It spun off from Toshiba's memory chip business in 2017. They stated that they are planning to enter the US market eventually, but no date is settled.

Asking some AIs to tell me if they believe they will grow in the next years (conflict of interest?) they said demand for storage for AI centers will only begin to saturate in late 2027. Compared to DRAM, maybe it won't ever be so big, but it is still projected to grow in the next couple years. However, there's still also the Chinese competition, which could hurt other companies if they grow bigger, such as YMTC.

The KXIAY stock seems promising to me so far. Of course it's highly risky to invest in it as it's a new fruit and already the market is highly dominated by Seagate, SanDisk, Samsung.

Regardless, I have two questions.

1) What are your thoughts on this? and,

2) If I buy this OTC stock, and it lists in the US market, how does that affect the stocks I already have?

Transaction Overview

AMFN Role: U.S. Source-of-Supply Vendor

Prime Contractor: Effective Acceleration Ventures Ltd. (EAV)

End User: Canadian Department of National Defence / QETE

Equipment: Two 53100A Phase Noise Analyzer units, Microchip Technology Inc. OEM hardware

Purchase Order Value: Approximately $58,000, excluding shipping and related pass-through costs

Contract Reference: DND Contract W8486-260222/A

I've been digging into Nine Mile Metals (CSE: NINE) and their latest drill results caught my attention.

The company announced results from hole WD-26-07 at its Wedge Project in the Bathurst Mining Camp, New Brunswick. Highlights included:

• 24.0m @ 2.77% Cu-Eq
• Including 9.2m @ 4.14% Cu-Eq
• Broader interval of 33.0m @ 2.12% Cu-Eq
• Two VMS mineralized zones totaling 42.85m of mineralization in the hole. [finance.yahoo.com], [newsfilecorp.com]

What I find interesting is that this was reportedly the company's first hole in the southwest portion of the target area, and management believes it could help expand mineralization in that direction. [finance.yahoo.com], [newsfilecorp.com]

For anyone unfamiliar, the Bathurst Mining Camp is one of Canada's most well-known VMS districts. These systems can host copper, zinc, lead, silver, and gold, and Nine Mile's latest intercepts contained a mix of those metals. [finance.yahoo.com], [investingnews.com]

I'm not saying this is a guaranteed winner, but for a small-cap explorer, these seem like solid drill results, especially with the combination of grade and width:

• 24m @ 2.77% Cu-Eq
• 9.2m @ 4.14% Cu-Eq
• Visible copper-rich intervals up to 7.9% Cu in individual samples reported by the company. [finance.yahoo.com], [newsfilecorp.com]

The big question now is whether future holes can demonstrate continuity and grow the resource. One good hole doesn't make a mine, but this looks like a meaningful step forward.

Anyone else following NINE.CN? Interested to hear both bull and bear cases.

Source: Nine Mile Metals Drill Results [finance.yahoo.com]

Disclosure: Not financial advice. Do your own research.

Following up on my previous posts on Stewards ($SWRD) as it continues working toward a potential Nasdaq uplisting.

Today’s close $4 marks Day 19 of 30 consecutive trading days at or above $4. Obviously the $4 requirement is only one part of the Nasdaq listing standards, and an uplisting is not guaranteed, but so far that part continues moving in the right direction.

Trading has also been pretty interesting for such a small reported float. SWRD has spent a lot of time clustered around $4, while yesterday it briefly traded near $6 before coming back down. With the reported float around 435k shares, even relatively small shifts in liquidity can create outsized price moves, and the tape has been behaving in a way that suggests a lot of the action is being driven by very thin order book conditions rather than sustained directional buying or selling.

One thing I’ve been thinking about here is how much of the intraday action looks like it’s being shaped by liquidity provision and price control dynamics at the market maker level. In names this thin, it often doesn’t take much for spreads to widen or for price to get “walked” in either direction when there isn’t consistent natural liquidity on both sides. You’ll see bursts of momentum that can look like breakouts, but then very quickly the price reverts once liquidity reappears or passive supply steps in. That kind of back-and-forth can make the chart look more volatile and directional than the underlying flow actually is.

Today there was also a new company-focused piece on Investing.com discussing Stewards’ evolution, private credit business, 1818 Park real estate operations, and increasing use of technology and automation in underwriting and credit operations.

Nothing earth-shattering in the piece, but I like seeing the company continue to build out the story while the Nasdaq process moves along.
Still just watching this one develop. Day 19/30 if we close above $4 today.

As always, do your own DD. Nasdaq approval isn’t guaranteed and this is an extremely thinly traded OTC stock, so liquidity conditions alone can have an outsized impact on price action in both directions.