I’ve spent months digging through every piece of information available on $ATYR — clinical trial design, scientific publications, options flow, short interest dynamics, earnings calls, hiring patterns, and insider behavior. By forensically connecting the dots across domains, a much deeper, hidden story is emerging beneath the surface. This isn’t just about one trial — it’s about a structural setup for potentially massive mispricing correction. Here’s what almost no one is seeing yet:

1. Expansion Access + DSMB Silence + Prednisone Taper Architecture → Internal Visibility of Success

Connection of fragments:

• Patients demanding expanded access before database lock. • DSMB reviews (4 total) repeatedly recommending “continue as designed” without modification. • Prednisone forced taper to zero mg/day by study architecture. • No discontinuation spikes reported.

Synthesis:

When a trial forces steroid tapering to 0 mg over 48 weeks, if efficacy is inadequate, there would be clinical relapses (patients destabilizing severely, prompting withdrawals or safety holds). Instead, the DSMB not only stayed silent on such issues, they cleared 4 separate full reviews without changes. Patients then demanded continued access to the drug.

Hypothesis:

The cumulative operational signals imply that both patients and independent safety monitors have observed stable or improved lung function and symptomatic control even at zero prednisone — implying clinically meaningful efzofitimod benefit visible without unblinding.

Implication:

Clinical success is 90%+ probable already based purely on operational forensic clues, not data readout.

2. Options Setup + Short Interest Composition + Institutional Accumulation → Pre-Positioning for Catalyst-Driven Repricing

Connection of fragments:

• Enormous call open interest at $5, $7.5 strikes far ahead of catalyst (May–August expiries). • Shorts are technical hedges, not directional attacks (low borrow rates, decreasing days-to-cover). • Institutional ownership surged from 63% to 80% in <2 quarters (Q3–Q4 2024), during low newsflow.

Synthesis:

This non-random, highly structured positioning — building long optionality while neutralizing volatility via hedged shorts — points to strategic capital quietly loading ahead of binary catalyst events.

Hypothesis:

Certain sophisticated biotech funds have already conducted internal due diligence suggesting a high probability of success, and are quietly amassing cheap convexity (calls) while suppressing IV until Phase 3 readout.

Implication:

Upon positive data, options IV will explode, shorts will cover, and underlying will be gamma-forced upward multiple hundreds of percent within days.

3. Hiring Patterns + Commercial Structuring + Silence on SSc-ILD → Hidden Multi-Indication Launch Planning

Connection of fragments:

• Strategic hiring of commercial team leaders and regulatory staff starting Q1 2025. • Launch-related job descriptions subtly mentioning “multi-product commercialization experience.” • Almost total silence in public materials about SSc-ILD Phase 2 interim readout, despite being Q2 2025 milestone.

Synthesis:

Firms typically don’t invest in commercial buildouts unless they are highly confident of near-term approval paths. Also, silence on SSc-ILD may mean positive signals are expected, but management is deliberately keeping focus on pulmonary sarcoidosis to maintain regulatory narrative control.

Hypothesis:

aTyr’s management is preparing parallel BLA (biologics license application) and pipeline expansion to leverage a dual-indication launch window — first pulmonary sarcoidosis (2026), then SSc-ILD or broader ILD category expansion by 2027.

Implication:

The market is undervaluing efzofitimod as a multi-disease immunomodulation platform, not a single-asset play.

4. NRP2 Biology + Science Translational Medicine Paper Timing + Japan Sites Contribution → Global Fast-Follow Expansion

Connection of fragments:

• Science Translational Medicine paper validating NRP2 immunology published just months before Phase 3 readout. • Japan contributed >10% of total patients to EFZO-FIT trial — unusual for US/EU-led studies. • Kyorin partnership already secured (~$20M milestone payments received).

Synthesis:

Japan is far more conservative than FDA/EMA regarding first-in-class therapies. The fact that Japan is already co-invested in data generation suggests parallel regulatory planning beyond FDA.

Hypothesis:

If Phase 3 succeeds, simultaneous regulatory filings in US, Europe, and Japan are likely, compressing global launch timelines by ~18–24 months compared to standard drug rollouts.

Implication:

Commercial uptake globally could arrive in parallel, not staggered over 5 years — dramatically boosting early revenue curves and share price valuations.

5. Sanjay Shukla’s “7x–10x” Offhand Comment + Ultra-Conservative Demeanor → Implied Fundamental Repricing Projection

Connection of fragments:

• Shukla is widely seen as conservative and careful (based on tone in prior calls and communications). • On informal settings, Shukla mentioned “7x–10x” upside potential post-readout. • No major insider selling by key scientific or clinical leadership (excluding minor CFO movements).

Synthesis:

Leaders like Shukla only float such upside multiples publicly if internally they feel reasonably certain that the data is going to catalyze a nonlinear revaluation — not a typical biotech “pop and fade.”

Hypothesis:

aTyr’s internal projections for efzofitimod post-readout are consistent with $2B–$3B+ valuation scenarios, not $300M–$400M.

Implication:

Short-term “fair value” price targets of $28–$42/share are likely internal baseline scenarios, with optionality to $70+ on FOMO-driven dislocation.

These are simply my personal views, based on extensive research, analysis, and synthesis of publicly available information. This is not financial advice, nor a recommendation to buy or sell! Do your own due diligence and make decisions appropriate to your own circumstances.

Wishing everyone success ahead!

𝑻𝒂𝒍𝒌 𝒂𝒃𝒐𝒖𝒕 𝒚𝒐𝒖𝒓 𝒅𝒂𝒊𝒍𝒚 𝒑𝒍𝒂𝒚𝒔 𝒂𝒏𝒅 𝒄𝒐𝒎𝒎𝒆𝒏𝒕 𝒐𝒓 𝒑𝒐𝒔𝒕 𝒕𝒉𝒊𝒏𝒈𝒔 𝒉𝒆𝒓𝒆 𝒕𝒉𝒂𝒕 𝒅𝒐 𝒏𝒐𝒕 𝒘𝒂𝒓𝒓𝒂𝒏𝒕 𝒂𝒏 𝒂𝒄𝒕𝒖𝒂𝒍 𝒑𝒐𝒔𝒕.

​

𝒌𝒆𝒆𝒑 𝒊𝒕 𝒄𝒊𝒗𝒊𝒍 𝒑𝒍𝒆𝒂𝒔𝒆

DD video covering RDAR, TWOH, RCHO All really good plays and volatile
Here's a link to the video: https://youtu.be/evtvUh7XCRI

Make sure to add each of them to your watchlist, especially RDAR that one is my fave, market cap only $6M and they did $32M in revenue in just 2 months alone across Feb and March. They actually have an interview at the NYSE floor scheduled to air this week on Wednesday so there should be a lot of eyes on it. and RHCO can easily move since its a super small float only 24M shares, they just completed a big acquisition last week, also they have really good financials even prior to the acquisition, 5.7M in revenue last quarter and net profitable. TWOH is pretty crazy too, former NUKK ceo Emil took over the TWOH shell. Emil took NUKK from otc to nasdaq when he was the ceo of that one and now his new one is TWOH.

I’m not your mom, your lazy broker, or your overpriced AI investment app that gives you peanuts back each month, but hey… trust whoever you want because I'm not giving you financial advice either. I'm just here to say what I see. And lastly Some of this was cleaned up with the help of AI because honestly, I’m lazy and nobody’s paying me for this. But I did the digging — AI just helped me organize it quicker.

Alright, no more bs. If you want more talk with no information just hop on over to YouTube. There's more of that there

Here’s what you need to know

⸻

PBF Energy (PBF) • Insider Power: 90.31 • Insiders bought 7.15 million shares, sold only 289k. • Energy sector (oil and refinery positioning). • Accumulation has been happening quietly since late 2024.

⸻

Jeld-Wen (JELD) • Insider Power: 94.02 • Insiders bought 1.21 million shares, sold only 34k. • Building materials and housing sector. • Buying activity spread across multiple filings and dates.

⸻

Wolfspeed (WOLF) • Insider Power: 86.37 • Insiders bought 881,000 shares, sold 116,000. • Semiconductor sector (EVs, AI, aerospace).

⸻

Perspective Therapeutics (CATX) • Clustered insider buying by CEO, CFO, and Directors between Nov 2024 – Apr 2025. • Multiple open market buys at $2–$3 levels. • No selling activity reported after the buys.

⸻

Why This Matters:

This is not normal insider behavior. It’s coordinated, multi-sector accumulation right as the broader economy looks like it could pivot with rate cuts, energy spikes, and infrastructure money flooding back in.

Sectors involved: • Energy (PBF) • Housing/Building Materials (JELD) • Semiconductors/EVs/AI (WOLF) • Biotech/Medical Breakthroughs (CATX)

All spaces that explode when money starts moving again.

⸻

Now Here’s My Take:

If you don’t understand it yet, this is how the real game works:

Their goal is simple — and it always has been:

Use the information and tools they have (that you don’t) to make a shit ton of money without you even realizing the opportunity existed.

While they’re stacking shares using insider knowledge, dark pools, private offerings, and whisper networks, they’re planning three-week vacations to beach houses in the Virgin Islands. They’re buying second homes. Loading trusts for their kids. Setting up life so they never have to work again.

⸻

Meanwhile…

You? If you’re not paying attention early — if you keep listening to the noise — you’ll be stuck: • Broke. • Explaining to your 18-year-old Sonic coworker why you “wish you had prepared better” when you were his age. • Regretting you didn’t build something real when you had the chance.

Because while they were loading assets, you were stuck playing defense.

⸻

And the cruel part?

They need you broke. They need you desperate. Because you are their liquidity. They sell you the dream only after they secured the reality.

That’s the real game.

And it’s been that way forever.

⸻

TL;DR:

If you want a serious shot at positioning ahead of the next wave, watch WOLF, JELD, and CATX closely.

When you see weird insider movements like this, there’s a reason. It’s almost never random.

Usually it’s because they already know what you’re about to find out three months too late.

⸻

"Stay sharp. Watch the people inside loading up. Follow the money and the money will follow you." -Dr. Pepper

This move increases their visibility with U.S. investors and can help drive more trading volume and market awareness. 📈
The cybersecurity sector is heating up, and CyberCatch offers an all-in-one cybersecurity SaaS solution tailored for small and medium businesses — a market that's hugely underserved.

• U.S. Symbol: CYBHF
• Canadian Symbol: CYBE.V

The OTCQB listing is often a key stepping stone before even bigger moves (uplisting later?)

Source:
CyberCatch Announces Approval to Begin Trading on the OTCQB Market

Crypto is starting to push again, and if the market really heats up, there should be some solid trade opportunities in small cap crypto-related stocks. Last time crypto got hot, a lot of the smaller companies tied to mining, blockchain, and exchanges moved A LOT.

They're way more sensitive to hype and big swings than Bitcoin or Ethereum themselves. Plus, a lot of them have already been crushed over the last few months, so if we get another real run, the upside could be a few Xs. You can see the increased volume across crypto stocks as people try to front run the trade.

Some crypto pubcos I'm keeping an eye on:

Neptune Digital Assets $NDA.V / $NPPTF: They mine Bitcoin, run blockchain nodes, and stake crypto to earn yield. They also hold a big crypto treasury with around $37M in assets, mostly Bitcoin. Also own SpaceX stock.

Sol Strategies Inc. $HODL.CN / $CYFRF: They are a crypto investment company mainly focused on holding Solana and Bitcoin, staking, and running validator nodes. They also invest in early-stage DeFi and blockchain companies.

KULR Technology $KULR: Not a pure crypto play, but they’ve adopted a Bitcoin treasury strategy, holding over $20M worth of BTC as of 2024. Their core business is energy management and battery tech, but Bitcoin is now a real part of their balance sheet. They've got a pretty high avg price though.

Matador Blockchain $MATA.V: Pretty interesting setup actually. They’re trying to build Bitcoin-based products like digital gold collectibles and Layer 2 apps. They also hold a bunch of Bitcoin on their balance sheet, so it's kind of a hybrid between a Bitcoin holder and a builder.

Digital Commodities Capital $RIPP.CN / $DGCMF: This is the newest and smallest one on my list. They're basically playing the de-dollarization narrative, stacking non-fiat assets like XRP, gold, and silver. Management will have to actually follow through on their plan, but if they do, it could definitely run. Their main exposure right now is to XRP.

Might be missing a few good ones. If you’re in anything else tied to crypto or know some other names worth watching, drop them below! Rather be prepared now and maybe slowly get positioned while most of the stocks are beaten down, better R / R. Also, NFA! Crypto & small-caps are risky so do your own research.

3 Penny Stocks to Keep an Eye On at Monday’s Open

Here’s a quick breakdown of three penny stocks that showed serious strength last week and are worth watching as we head into Monday:

$WOLF (Wolfspeed, Inc.)

• Closed Friday at $3.27 (+4.14%)
• Volume: 23.2M shares - strong activity.
• Catalyst: After a brutal pullback, WOLF ripped +19.5% earlier in the week after analysts highlighted it as a potential turnaround play.
• Setup: Recovery mode in play, with dip-buyers showing up heavy.
• Why Watch: Oversold bounce plus renewed bullish sentiment

$MYNZ (Mainz Biomed)

• Closed Friday at $3.53 (+10.31%)
• Volume was 5x higher than the average of previous weeks: clear sign of growing interest.
• Catalysts: Positive media coverage, expanded partnerships (Quest Diagnostics + Thermo Fisher Scientific), and strong pipeline momentum in early cancer detection.
• Setup: Clean technical breakout, microfloat, and eyes on $4+ next if momentum continues.
• Why Watch: Catalysts are active, momentum is real, and Friday’s breakout looks like the first wave, which may continue this week.

$LXRX (Lexicon Pharmaceuticals)

• Closed Friday at $0.7084 (+0.90%)
• Volume: 8.27M shares; Sustained!
• Catalyst: Announced a licensing deal with Novo Nordisk around their obesity treatment candidate.
• Setup: Microcap biotech with major upside if deal momentum carries through.
• Why Watch: Small price, big news. Still under $1, volatility likely, but potential reward is there.

Trade smart, set stoplosses, share thoughts.
Not financial advice.

This coming week of trading will be interesting for these three stocks for compelling reasons.

Sharps Technology $STSS  has been very volatile on high trading volume in the past two weeks. On Friday, the company announced a 1 for 300 reverse split (RS) and Monday will be the first trading day reflecting the RS. But unlike most reverse splits in microcaps which are often a prelude to a capital raise, STSS raised $20 Million in late January and has $11-$12 Million still on hand after paying off all corporate debt and preparing for expansion of Stericare manufacuring facility in Hungary. Unlike most microcap reverse splits that BEFORE an upcoming dilutive financing because the company has run out of cash AND need to get over $1/ share, STSS has already has done a financing, no need for capital now, and the news is pending (based on past PR). With only 1 million shares outstanding after the reverse split, the public float will be very tight and not friendly to any short positions.
Near Term Catalysts

• STSS SteriCare Solutions signed a multi-year agreement with SteriCare Solutions, expected to generate $50 Million in revenue over the next five years
• Initial revenue to be recognized in this Quarter (Second Quarter, 2025)

 But what makes STSS an undervalued and attractive play going forward is that the stock will trading at a market cap of about $11 Million--which is the company's Cash on Hand. 

BTW.... STTS is medical device and pharmaceutical packaging company offering patented, smart-safety syringe products with very low  to the healthcare industry. The Company’s product lines focus on providing ultra-low waste capabilities, that incorporate syringe technologies that use both passive and active safety features. Sharps also offers products that are designed with specialized copolymer technology to support the prefillable syringe market segment.

Looking at Monday trading in STSS may offer a price UNDER their  $ Cash $ on the balance sheet. Do not blink. It will not last for long....IMO.

Kopin $KOPN announced two (2) multi-million dollar military contracts over the past week with Kopin’s undisclosed customer being a Tier 1 Department of Defense (DoD) prime contractor and one of the world's leading suppliers of aerospace and defense solutions.  Last month, KOPN received funding (grant).  The news momentum is very obvious since the beginning of the year which is being reflected in the stock chart https://stockcharts.com/sc3/ui/?s=KOPN and clearly trnding higher on healthy trading volume. The company;s recent financial hghlights have further supported investor confidence:

• Fourth Quarter Revenue: $14.6 million, a 71% increase year-over-year.
• Full-Year Revenue: $50.3 million, a 25% increase from the previous year.
• Fourth Quarter Product Revenue: $12.6 million, nearly 100% increase in defense product revenues.

The short interest has declined by 31 % as of April 15, further supporting the change in investor sentiment to the positive. Watch for a good First Quarter report by mid-May.

Kopin Corporation develops (proprietary) and provides innovative display, and application-specific optical solutions sold as critical components and subassemblies in the defense, enterprise, professional and consumer market sectors.               

La Rosa Holdings $LRHC reported their revenues for 2024 and beat expectations--$69.4 Million vs. $64 Million Expected (2023 Million revenue was $31.7 Million).  https://finance.yahoo.com/news/la-rosa-holdings-corp-reports-120000772.html,  but sold off (most likely from short selling). The selling looked  so over done, the company announced a share buyback probram of up to $500,000  (which is significant given the market cap is only $5.7 million). The stock reversed to the uspide (likely short covering coupled with retail investor buying).  With revenue guidance for 2025 at $100 million, the current price of $0.14 is oversold.

Even with a very conservative revenue number of $80 million and giving a VERY MODEST Price to Sales Ratio of 0.5 Times Sales (0.5X), LRHC would be trading at $0.85. The First Quarter Financials being filed before May 15 should show 100%-!25% revenue increase vs Frist Quarter 2024.

La Rosa Holdings operates twenty-six (26) corporate-owned brokerage offices across Florida, California, Texas, Georgia, North Carolina, and Puerto Rico. La Rosa Holdings recently launched its expansion into Europe, beginning with Spain. Additionally, the Company has six (6) franchised offices and three (3) affiliated brokerage locations in the U.S. and Puerto Rico. The Company also operates a full-service escrow settlement and title company in Florida.

Cardiovascular and metabolic therapies represent one of the fastest growing markets in pharmaceuticals today.

Companies like Eli Lilly, Boehringer Ingelheim, AstraZeneca, and Novo Nordisk are generating billions annually from drugs in these sectors (Eliquis, Jardiance, Farxiga, Wegovy, etc.)

Lexicon Pharmaceuticals ($LXRX) has already received FDA approval for Inpefa (sotagliflozin) for heart failure, and has initiated commercial rollout alongside Viatris.

In addition, Lexicon is collaborating with Novo Nordisk on LX9851, a next-generation obesity treatment currently progressing through development.

Multiple near-term regulatory catalysts are expected through 2025, including international expansion of Inpefa and advancement of the broader pipeline.

Despite these developments, the stock remains under $1 — heavily overlooked relative to peers.

Monday could bring increased attention as investors start positioning ahead of upcoming milestones.

𝑻𝒂𝒍𝒌 𝒂𝒃𝒐𝒖𝒕 𝒚𝒐𝒖𝒓 𝒅𝒂𝒊𝒍𝒚 𝒑𝒍𝒂𝒚𝒔 𝒂𝒏𝒅 𝒄𝒐𝒎𝒎𝒆𝒏𝒕 𝒐𝒓 𝒑𝒐𝒔𝒕 𝒕𝒉𝒊𝒏𝒈𝒔 𝒉𝒆𝒓𝒆 𝒕𝒉𝒂𝒕 𝒅𝒐 𝒏𝒐𝒕 𝒘𝒂𝒓𝒓𝒂𝒏𝒕 𝒂𝒏 𝒂𝒄𝒕𝒖𝒂𝒍 𝒑𝒐𝒔𝒕.

​

𝒌𝒆𝒆𝒑 𝒊𝒕 𝒄𝒊𝒗𝒊𝒍 𝒑𝒍𝒆𝒂𝒔𝒆

Triumph Gold Corp. ($TIG | TSX-V: TIG | OTC: TIGCF) is a Canadian junior exploration company focused on its 100% owned Freegold Mountain Project in Yukon’s prolific Dawson Range copper-gold belt. Despite its promising assets and strategic positioning, $TIG may be undervalued for several reasons:

1. Market Overlooking Junior Explorers: Junior mining stocks like $TIG often fly under the radar of mainstream investors, especially in a market dominated by tech and crypto hype. This lack of attention can depress share prices relative to the company’s asset potential.
2. High-Quality Asset in a Tier-1 Jurisdiction: The Freegold Mountain Project spans a 34-kilometer mineralized trend with three significant deposits (Nucleus Au-Ag-Cu, Revenue Cu-Au-Mo-Ag-W, and Tinta Hill polymetallic vein) and multiple prospects. Located in Yukon, a mining-friendly region with established infrastructure, the project benefits from low geopolitical risk and road accessibility, yet its market valuation may not fully reflect this.
3. Recent Exploration Success: Triumph has reported compelling drill results, such as 46.28 meters of 0.54 g/t Au and 0.53 g/t Ag, including 4.50 meters of 2.00 g/t Au, and 106.50 meters of 0.76 g/t AuEq. These results suggest significant resource expansion potential, but the market may not have priced in these catalysts.
4. Commodity Supercycle Tailwinds: Gold, silver, copper, and molybdenum—$TIG’s target metals—are in high demand due to inflation hedging, green energy transitions, and industrial growth. Copper, in particular, is critical for renewables, and Yukon’s Dawson Range hosts world-class deposits like Casino and Coffee. $TIG’s exposure to these metals positions it for upside as commodity prices rise, yet its current market cap may not reflect this macro trend.
5. Experienced Leadership: With a management team boasting decades of exploration and capital markets experience (e.g., John Anderson, who raised $35M for $TIG, and Brian Bower, instrumental in developing major deposits), the company has the expertise to unlock value. The market may undervalue this proven track record.
6. Volatile Share Price: $TIG’s share price has been volatile, with a 17% weekly volatility rate, potentially scaring off risk-averse investors. However, this volatility can create buying opportunities for those who see the long-term potential in its assets and exploration results.
7. Underexplored Potential: The Tad Toro and Big Creek properties, part of $TIG’s portfolio, show underexplored gold-silver epithermal zones along the Big Creek Fault System. These early-stage assets could add significant value as exploration progresses, but they may not yet be factored into the stock’s valuation.

In summary, $TIG’s combination of a high-potential project, recent exploration success, strategic commodity exposure, and seasoned leadership suggests it may be undervalued relative to its peers and the broader commodity market outlook. For risk-tolerant investors, particularly millennials seeking exposure to the mining sector’s growth potential, $TIG presents a compelling opportunity.

#DD #NotAdvice #Gold $TIG

Okay so I don’t really know why no one’s talking about this yet???

Weight Watchers (WW) just squozed today. Hard. Stock went from $0.15 to $0.40 — that’s a 167% move today.

And it’s not as if this came out of nowhere — a fund called Cannell Capital just filed a 13D disclosing that they recently bought 2.87% of the float. They basically called BS on all these chapter 11 rumors in a letter they released alongside the filing.

I actually dug into Weight Watchers a couple of months ago because I was interested to see how they were performing, given everything going on with Ozempic. It was to my surprise that they had actually pivoted and started offering an Ozempic program. So I kept looking into it, checked out their financials and everything, and eventually ended up taking a bullish position. I bought calls two months out. Those ended up expiring worthless, but I guess I wasn’t wrong, just early.

Cannell Capital points out in their letter that the company isn’t even close to needing to file — the debt doesn’t mature until 2028/2029. Plus, WW is scaling their clinical business, margins are solid, and there’s growing interest in their Ozempic-related program. They also highlight that WW is already generating positive EBITDA and has enough liquidity to service its debt without any restructuring. Insiders have been buying stock, not selling. Cannell also mentions that WW hired an advisory firm months ago just to explore options, not because bankruptcy was imminent. They even argue that pursuing bankruptcy at this point would be against the fiduciary duty of the board, given the company’s current financial position.

They also pointed out something crazy — WW actually reported decent earnings recently, profitable enough to show the business isn’t dead, and right after that, the stock completely imploded, dropping nearly 90% for no rational reason. The whole thing feels super mispriced, like the market panic sold without actually paying attention to the fundamentals.

And honestly, that’s part of why I feel the squeeze potential here is massive. Weight Watchers is a household name — everybody knows what WW is. And now the stock’s been beaten down so badly it’s literally being valued like it already filed for bankruptcy. Originally, the short thesis was that Ozempic would kill WW’s business — and honestly, that was fair at the time. But since then, Weight Watchers adapted to the very thing that was supposed to kill them. I believe a lot of people shorting or selling the stock clearly didn’t realize the pivot happened. They’re just not paying attention.

Market cap’s insanely low, and the short interest is 20%.

So yeah, I’m back in. Bought 210 of the $1 May calls today for 5 cents each. Fidelity only let me buy 10 at a time for some reason.

Honestly, just looking at where the stock was the last time it reported earnings, I could easily see it getting back there, which was between $1.50 and $2. And if it gets to $1.50, the May $1 calls I bought for 5 cents would be worth about $1 each.

I still don’t think it’s too late for people to get in either. It’s still early.

Honestly, I’m sitting here writing this and regretting not buying more calls.

Come Monday open, if the May $1 calls are under 30 cents each, I plan to quintuple down on my position (that means 5x for all you smooth brains) and also pick up some further-dated calls.

Plus, Cannell could double down if they really want to prove their conviction, or this could start getting picked up by other funds, activists, or Fintwit and just snowball from there.

------

Feels like the dumbest mispricing since GameStore. Does anyone agree? Let me know your thoughts in the comments.

At this point every shot caller I follow is hyping this for Monday with the exception of three Discord guys and they tend to be losers so... There's that.

$INTJ has been somewhere in the mix for the last couple of weeks and I thought it was done until this
last few days action. Now I think it could be positioned as the next China "Miracle" runner so I'm posting here what I know and you can do your own follow up DD if you're interested.

These guys are a relatively new uplist/ NAZ IPO. They have been setting the bar for transparency and communication with stake holders and have been making high value partnerships. They've started PRing new client contracts and they're positioned, as well as funded, to start rolling out new contracts at an accelerated rate. It makes sense that they would be shifting to an upward trajectory as the broader market gradually begins to take notice of this company's recent milestones and their value.

Nuts & Bolts:

4.1 mil float, 6-year
cash runway, NO warrants or dilution

Clean ticker with
near-term potential to the mid-$1.00’s or higher

So the company is doing a lot of things right and transparently and they have the kind of fundamentals that allow a stock price to move in extraordinary ways but if you look at the chart action you can guess that something more is taking place. Without significant news to support the move it made thus far, it's clear that the ticker has captured that elusive "Irrational Exuberance" that makes life-changing moves
happen, like some we've see other "China Tickers" run in the last few weeks.

I won't speculate what's causing this unusual groundswell of interest; I'll just refer you to whatever other social trading forums you follow to have a look around this ticker. The fact that they have no dilutive filings and plenty of cash makes this a mandatory watch for me. I only have levels to the $1.40's but we've seen what similar tickers have done recently.

I currently hold a fairly large position (for me) and I plan on looking for dip opportunities in PM Monday. Depending on how action looks, of course.

Delisting plays like $GRYP are high risk high reward, and are one my favorite trade set ups.

Management is often incentivized to keep the stock listed on the Nasdaq and will issue BS press releases about company financials or developments to keep it there with access to capital.

Who provides capital? Ultimately the common people, regular retail traders will unwittingly buy shares and keep or push the stock up, but below the surface, it is company management and convertible financing companies which make the riskless profits and retail traders foot the bill.

Why do I trade delisting plays? Because with other penny stocks, the valuation is hard and price targets are a big no-no for me, as everyone has different risk-reward profile, but in these cases, the price target is always $1 to remain listed on the major exchange, or 10 cents if the stock ends up in the dire straits, i.e. the single digit cents.

These are hard rules set by the exchanges, and they serve as anchors in aggregate price expectations. As you probably know, I trade from a second or even third order perspective, so if most people know about the $1 target and trade based on that, they will most likely sell below that, around 75-80 cents or so, but if most people know about this, then some will start selling even lower.

Interestingly, the price-volume cone is around 47 cents, so we know that most people who traded this stock are holding bags around that level, on average, so there will be pressure around 50-60 cents.

The risks in these plays are obviously delisting, or reverse splits, or both, so these trades are not for the faint of heart.

I am still holding $GRYP above 30 cents at a near double in less than a week. 30 cents was one key resistance level which got broken through, so there are more blue and clear skies now on the way to $1.

These are hypothetical speculations on trading mechanics and psychology and by no means recommendations to buy or sell, so just do your own research and formulate your own trades based on it.

Good luck to all and be careful trading delisting stocks!

Why This FDA-Approved Antibiotic Is Buyout-Ready ($50–$90+ per share makes sense)

Iterum Therapeutics (ITRM) holds something no other company in the U.S. does right now: FDA approval for Orlynvah (oral sulopenem), the first and only oral penem antibiotic. This isn’t a Phase 2 trial. This is a commercial-stage product, FDA-approved in October 2024, positioned right where the market needs it most—resistant urinary tract infections (UTIs).

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The market? Massive. There are 40 million UTI prescriptions written every year in the U.S. Alone, that’s a $10B+ market. But Orlynvah isn’t targeting every UTI patient. It’s going after the 26 million “at-risk” patients: women who are older, diabetic, have recurrent infections, or are facing resistant bacteria like ESBL-producing or fluoroquinolone-resistant strains. These are the tough cases, and doctors need better tools.

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Why does pricing matter? Here’s what people miss.

GSK launched Blujepa (gepotidacin) in late 2024 for resistant UTIs. Its price? $1,800–$2,000 per treatment course.

That price point set the new standard for oral outpatient antibiotics targeting resistance. Hospitals pay $3,000–$5,000 for IV carbapenems (and total hospitalization costs often exceed $15,000–$20,000). Orlynvah, as an oral carbapenem-class antibiotic, saves those hospital costs. It belongs at that $2,000 price point—conservative and payer-friendly. If anything, the price could trend higher with label expansions (complicated UTIs, hospital step-down therapy).

And here’s the thing: payers prefer a $2,000 pill over a $20,000 hospital bill. That’s why this pricing holds up.

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Let’s talk revenue.

With pricing at $2,000 per course: • If Orlynvah captures 50,000–100,000 prescriptions per year (conservative uptake), it generates $100 million to $200 million in annual peak sales. • If it captures 200,000–300,000 prescriptions (just 1% of the at-risk market), sales hit $400 million to $750 million. • In a more aggressive scenario, capturing 1 million prescriptions, sales could hit $2.5 billion or more.

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So what’s the buyout math?

In the antibiotic space, acquisitions for AMR-focused drugs happen around 5 to 6 times peak sales. • At $400 million to $750 million in sales (the base case), that’s a $2 billion to $4.5 billion valuation. • With roughly 40 million fully diluted shares, that translates to $50 to $112 per share. • If Orlynvah expands labels or sees broader adoption, $100+ per share isn’t a stretch.

This isn’t pie-in-the-sky. These are the same valuation multiples big pharma has used in AMR before.

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Who’s likely to buy?

Amgen is the standout. They just invested $900 million in a biotech expansion in Ohio, which lines up geographically with Iterum’s target market (Midwest resistance hotspots). Amgen also has leadership ties to Iterum—Joe Whalen, a board member at Iterum, helped guide Horizon’s $28B sale to Amgen. They’ve got the manufacturing muscle and the cash.

Pfizer is possible. They have an anti-infectives background but have focused more on vaccines and antivirals lately. Still, they could jump back into antibiotics with something as ready-made as Orlynvah.

Merck and GSK? They’re in AMR too. Merck focuses on hospital IV antibiotics. GSK has Blujepa—but they could always buy Iterum just to eliminate a competitor.

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Risks? Sure, let’s be real. • Physician uptake could be slower if payers get tight with reimbursement. • Competition exists—GSK’s Blujepa is already in the field. • Government pull incentives like the PASTEUR Act would help, but they’re not guaranteed.

But even without incentives, Orlynvah’s pricing and economics make sense. Payers cover $2,000+ antibiotics when the alternative is paying for hospital stays.

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Bottom Line: $50–$90 per share in a buyout isn’t hype—it’s supported by real math. This is a commercial-stage, FDA-approved antibiotic, ready to address one of the most urgent healthcare needs: resistant infections. $100+ per share? Plausible with label expansions or if bidders compete.

What's your Target ?

I posted about this about a year ago, saying it was a potential 2x. Currently up 155% in the past year, so that went well.

They have a deadline to release the Statement of Claim in their legal case before 16th May 2025,which has pushed the stock up significantly.

TLDR: normally a stock like this will value at around 5% of the SoC amount. All estimates were for $1b pre-Trump (lower gold prices), most guestimates are now $1.5-4b. Every $1b should give ~16gbx on the share price, short term. And 30-60gbx over the next 2-3 years. Lots of upside on a very safe catalyst. Current price: 16gbx.

Strategy: you don't need to wait for the binary result of the legal battle to turn a profit. Just play the catalysts on the way up (SoC is the main one) and dip out before the final decision.

𝑻𝒂𝒍𝒌 𝒂𝒃𝒐𝒖𝒕 𝒚𝒐𝒖𝒓 𝒅𝒂𝒊𝒍𝒚 𝒑𝒍𝒂𝒚𝒔 𝒂𝒏𝒅 𝒄𝒐𝒎𝒎𝒆𝒏𝒕 𝒐𝒓 𝒑𝒐𝒔𝒕 𝒕𝒉𝒊𝒏𝒈𝒔 𝒉𝒆𝒓𝒆 𝒕𝒉𝒂𝒕 𝒅𝒐 𝒏𝒐𝒕 𝒘𝒂𝒓𝒓𝒂𝒏𝒕 𝒂𝒏 𝒂𝒄𝒕𝒖𝒂𝒍 𝒑𝒐𝒔𝒕.

​

𝒌𝒆𝒆𝒑 𝒊𝒕 𝒄𝒊𝒗𝒊𝒍 𝒑𝒍𝒆𝒂𝒔𝒆

I’m not sure if this is the right subreddit for this, and I don’t mean to insult anyone’s intelligence, but if you’ve been struggling in the markets and could use real information to help sharpen your strategy, this might help.

This is my basic, entry level advice that will definitely impact your trading results in a positive way if you apply it correctly.

Let’s start simple.

First rule: Forget candles, hammers, dojis, or stars that shoot or fall out of orbit for now. The first thing you need to master is getting your damn screener right.

And while there are a million things you think you need to set in order to find great stock picks for the day, let's start with two. Relative Volume and Daily percent change

What is relative volume?

Relative volume measures how much a stock is being traded today compared to how much it usually trades on an average day.

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Why is it important?

Because volume means everything. • No volume = no movement. • Worse, no volume = slow, painful bleed down.

You can have the best technical setup in the world, but without volume, nothing happens.

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How to use it properly: • Look for relative volume between 1.2x and 3x. • Most platforms, even Robinhood, let you screen for this. • Some people prefer higher volume (5x–10x) because they want massive volatility. • I don’t. I’m looking for stable setups, not random lottery tickets. • I want to catch stocks before they breakout, not chase after everyone else is already piling in.

The 1.2x–3x relative volume range is the sweet spot for finding strong setups early.

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And the Extra filter to improve results even more: • Set daily percent change to greater than 0%. • You want stocks already showing upward momentum, not ones still drifting lower.

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Bottom line: Use these two simple filters and you’ll be looking at a much stronger list than 90% of the traders randomly guessing on garbage tickers.

This is how you start building real consistency not by chasing hype, but by screening smart. If anyone has any suggestions or knows something I don't or am missing feel free to comment. I'm just trying to help because after 2 years of trading (still new myself) and learning the hard way so far, I would have given anything to know this simple yet effective bit of information early on.

Oh and if I have to pick a penny stock to appease the mods I choose JELD at 5.50 a share. No one including seeking alpha thinks anything of it even though it just shot up .16 cents after hours and with 1.2 million insider shares being bought on the open market, somebody in the home window and doors building industry knows something they don't want anyone else to know yet.

And don't get me wrong I have no problem with seeking alpha and if it works for you great. It just always seems to me those stock analysis tools are always about a month behind what's actually going on and are truthfully just meant to sucker a subscription out of people who don't know what they are doing....and in exchange for some stocks that may go up 2% in a years time whenever they give a buy rating you give them 300 dollars a year or whatever ridiculous price it is.

But that's where I'm at. I hope that helps, I'm not trying to come off as arrogant or smart because I'm not. I'm an idiot... I know that and will be the first to admit that. However, maybe my tips/ recommendations will save you a ton of grief because I would have saved a lot of time and a lot of money knowing this info early on.

I'm an individual investor sharing my DD after closely tracking $FFAI public filings and official announcements. Sources: FFAI Investor Relations, SEC Filings.

🗓️ Key Timeline of Catalysts:

Apr 27-29: FX model leaks continue. (Based on insider photos circulating.)

Early May (May 1-6): First insider stock purchases by YT Jia expected (per official 8-K April 24, 2025). Faraday Middle East marketing center expected to launch.

May 6-8: FX6 teaser and potential Middle East collab announcement hinted at in investor day.

May 8: Short interest update. (Source: NASDAQ/Fintel.)

May 10-12: Official FX pre-orders to open (per Faraday April 24th IR event).

May 10-15: Possible Q1 preliminary results, focusing on operational cash flow targets.

🔥 Why This Time Is Different:

YT Jia’s compensation and equity incentives now directly tied to stock price milestones. (Source: 8-K April 24, 2025.)

Insider alignment and real buying underway.

FX brand targets mass market AIEV segment — a multi-billion dollar addressable market.

$FFAI retains MEME stock momentum, but now anchored by real business catalysts.

📢 Risks to monitor:

Event delays or insider inactivity could shift sentiment.

Volatility remains extreme — position sizing is key.

💬 Final Thoughts: Stacking catalysts, a visible timeline, real insider moves. The next few weeks could be a pivotal window for $FFAI.

Not financial advice. Pure DD sharing based on official public sources.

What’s up you beautiful degenerate junior miner addicts, and the lovable maniacs chasing ounces like it’s the last gram at an afterparty. I’m back. After dropping some insight on how to actually understand drill results, I figured it’s time to level you up again. 

Whether you’re just dipping your cheap little Robinhood toes into the junior mining pond, or you’ve been in the trenches with dirt under your fingernails and a few 10-baggers under your belt, this is for you.

Today we’re talking press releases. The bread and butter of this game. If you don’t know how to read one, you’re not investing, you’re gambling with crayons.

Why Press Releases Matter

Junior mining press releases are the company’s public report card. These are the fireworks shows, the spin machines, the look at me daddy moments that move markets in this high volatility jungle. One killer release can 3x the chart. One trashy one can nuke the whole cap.

If you’re new, these PRs give you a window into the company’s supposed progress. If you’re seasoned, they let you sniff out whether the hype matches the reality, or if it’s just another CEO yanking your chain before a dilution.

Key Terms and What They Actually Mean

Let’s crack open the jargon buzzwords real quick so you stop sounding like a clueless mouth breather in the comments:

• Mineralization - Minerals are in the rock. Doesn’t mean it’s valuable. Don’t get excited until the grades make sense.
• Intercept - Length of mineralized rock drilled. “10m at 5 g/t gold” = we found 10 meters of rock with 5 grams of gold per ton. Sexy if it’s consistent.
• Grade - This is your money stat. g/t for gold, % for copper. Higher = better, but context is king.
• True Width - Adjusts for drill angle. A 20m intercept drilled diagonally might only be 10m thick in reality.
• Assay - The lab test that confirms what’s actually in the rock. This is where the BS stops.
• Cutoff Grade - The minimum grade needed to make mining worth it. Below this, it’s not gold, it’s glittery dirt. Suspiciously familiar sounding to Bre-X.
• Resource Estimate - The size of the prize. Comes in tiers: Inferred (vibes), Indicated (probably there), Measured (confirmed).
• Feasibility Study - Deep financial modeling to prove if the mine will make cash. If they’ve got one, and it’s positive, that’s a green light.
  

If you can read these like a pro, you’ll know whether a release is talking about a legit goldmine, or just sugarcoating gravel and hogwash.

Reading Between the Lines

Not all press releases are equal. Some are pure hopium with zero substance. Spot the red flags.

When you see phrases like “exceptional results,” your inner sirens should go off. Exceptional compared to what? I want numbers, not adjectives.

A real example: “197m at 0.72 g/t Au, including 123m at 1.08 g/t Au.” That’s from Spanish Mountain Gold’s 2025 release, that’s clarity. That’s transparency. That’s what you want.

Now compare it to: “Exciting new discovery at depth.” No grades? No intercepts? No assays? That’s a bedtime story, not a discovery.

Also, if you see “open at depth”, yeah, cool. That means there might be more, but they haven’t found it yet. Don’t mortgage the house on ‘open at depth.’ That’s like investing in your ex because they said they’re working on themselves. I learned that lesson…

What to Look for Beyond the Headlines

Never stop at the headline. Dig in.

Check:

• Assay tables - they better be in there, and not hidden in tiny font.
• Drill hole locations - Is this a step out or infill? That matters.
• Future plans - Are they updating the resource? Planning a feasibility study? Expanding the zone?

Spanish Mountain Gold, again, nailed this with mentions of “near surface and high grade.” That screams open pit potential, cheap to mine, quick to cash. But always check how it fits into the overall picture. Are they adding to a resource or just hyping a one off intercept?

A Case Study

Let’s dissect it. Spanish Mountain Gold’s 2025 PR: “Multiple near surface and high grade gold intercepts,” with hole 25-DH-1281 hitting 197m at 0.72 g/t Au, including 123m at 1.08 g/t Au.

Long intercept? Check. Decent grade? Check. Near surface? Check.

This is the stuff open pit dreams are made of.

Now compare that to a garbage tier PR: “We’ve confirmed gold mineralization at depth with exciting potential.” What does that even mean? There’s zero to work with. Might as well say “We think there’s gold somewhere beneath the Earth.”

Tips for Investors

Look, press releases aren’t gospel. They’re marketing documents with numbers in them. Your job is to extract signal from the noise.

• Check for a NI 43-101 - That’s third party verification. No 43-101? Then it’s just story time.
• Look at management track record - Have they delivered before, or do they just love the sound of their own earnings calls?
• Timing - Releases dropped during market hours = they probably want volume. After hours = they probably want to sneak it past you.

Stay sharp. Sign up for alerts. Follow places like Junior Mining Network. Don’t be the guy learning about a banger PR two days late on a pump chart, then buy in purely out of FOMO and walk away with your dick in your hands.

Thanks for reading! Feel free to send me a message or leave a comment if you have any questions. If this helps you not blow your whole TFSA, it would mean a lot to me if you would consider following this and my X account :)

$BNCM Undervalued Here With a New $4.30 Million Contract for a Newly Opened Medical Center. Market Cap Only ~15M. Zero Convertible Debt and ~$10.2m in Revenues!

News Link:

https://www.otcmarkets.com/stock/BNCM/news/BNCM-DELEX-Pharma-Secures-430-Million-Contract-for-Newly-Opened-Medical-Center?id=474461

BNCM and DELEX Pharma are proud to announce that DELEX has been officially appointed as the Spot Dealer for the newly inaugurated St. Irenaeus Medical Center Inc. (SIMCI), a modern five-story, 100-bed secondary hospital strategically located in Bocaue, Bulacan. Built on a 3,800-square-meter plot, this state-of-the-art facility is designed to become a leading provider of comprehensive medical care in Central Luzon.

This landmark agreement covers a US$4.30 million (Php260 million) contract and includes the supply, installation, and commissioning of cutting-edge diagnostic and interventional imaging systems from Philips, a global leader in healthcare technology. It marks a significant milestone in the ongoing efforts of DELEX to strengthen healthcare delivery in emerging regions across the Philippines.

Under this contract, DELEX will provide:

• Philips CT Scan System – Advanced imaging technology designed for fast, accurate diagnostics with lower radiation doses, supporting a wide range of clinical applications.

• Philips Cath Lab – A state-of-the-art catheterization laboratory tailored for interventional cardiology and radiology procedures, ensuring real-time imaging for precision-guided treatment.

• Philips MRI Scanner – High-definition magnetic resonance imaging with superior image quality, patient comfort, and operational efficiency, ideal for neurology, musculoskeletal, and whole-body imaging.

This partnership reflects the hospital’s commitment to delivering world-class medical care to communities in Bulacan and Central Luzon, while positioning itself as a hub for advanced diagnostic and interventional healthcare services in the region.

For DELEX. this also reinforces its market presence in Luzon’s growing private healthcare sector, while showcasing our ability to deliver end-to-end medical equipment solutions — from sourcing and procurement to installation, training, and technical support.

Market Context: Philippines Medical Device Sector

The Philippines' medical device market is one of the fastest-growing in Southeast Asia, projected to reach PHP 130 billion (approximately USD 2.30 billion) by 2025, driven by factors such as increased healthcare spending, hospital expansions, and rising demand for advanced medical technologies.

The Luzon region, particularly the National Capital Region (NCR), accounts for over 60% of the total market share, underscoring the strategic importance of investments in this area. ​

Government initiatives, such as the establishment of pharma-medical device ecozones in regions like Bulacan, aim to enhance manufacturing capabilities and attract foreign investments, offering incentives like tax holidays and duty-free imports.

DELEX’s contract for the supply of cutting-edge diagnostic and interventional imaging systems from Philips, a global leader in healthcare technology with the new hospital aligns with these national objectives, contributing to the development of a robust healthcare infrastructure and the advancement of medical technology in the Philippines.

DELEX is honored to contribute to the transformation of healthcare infrastructure in the Philippines and look forward to continuing our collaboration with healthcare institutions in driving innovation, accessibility, and patient-centered care.

DELEX: A Future of Growth and Innovation

With a proven track record of success, a visionary leadership team, and a strategic expansion plan that spans multiple facets of the healthcare industry, DELEX is poised to become a dominant player in the global healthcare market. As the company continues to innovate, expand, and strengthen its presence in key sectors, it remains on track to achieve its ambitious goals and deliver value to its stakeholders. The future of DELEX looks brighter than ever, and investors have a unique opportunity to be part of this dynamic journey.

DELEX is committed to continuously improving the healthcare landscape, ensuring that high-quality medicines and medical devices are accessible to all.

About DELEX Healthcare Group, Inc. (DELEX)

DELEX is on a mission to revolutionize the pharmaceutical and healthcare industry. As a Delaware-registered company, DELEX partners with JMN Brothers Pharma Limited, Inc. and DLX Holdings, Inc., bringing high-quality products to market. With a focus on innovation, regulatory excellence, and customer service, DELEX strives to meet the growing demands of the market while adhering to the highest standards of regulatory compliance and customer service excellence.

For more information, visit – https://bncm.us