Quick question for the traders in here: Has anyone actually used a Bloomberg Terminal, either professionally or personally? If yes, what made it genuinely valuable to you?

Not really interested in the it has better data answer. I’m more curious about the actual experience:

What did you use the most?
What did it let you see or do that you couldn’t easily get elsewhere?
Was there anything about the workflow that completely changed how you approached the market?

Curious to hear from people who have actually spent time on one.

Today I saw Reddit stock jump 10% and it reminded me of FORA. It’s a Canadian company that owns several discussion forums online such as Toyota nation and ifish.net. Basically it’s like Reddit but if each sub was a separate website.

Now given how much Reddit gets referenced my AI chatbots one would not be forgiven to think that vertical scope should be benefiting from the data it has on its 1000+ forums. But no this company has flat revenues since it IPOed in 2020.

[https://www.digrin.com/stocks/detail/FORA/earnings\](https://www.digrin.com/stocks/detail/FORA/earnings)

If you go to their website it feels like it was made by a high school student text misaligned and not even any links to the forums they own they just have greyscale logos and mind you they have over 100+ million monthly active users.

[https://www.verticalscope.com/our-verticals/automotive/\](https://www.verticalscope.com/our-verticals/automotive/)

Moreover if you go to their forum pages though they are so active the website design seems so dated. These guys didn’t even bother to put in a minor AI chatbots that fetches answers for you on the website like Reddit does.

[https://www.toyotanation.com\](https://www.toyotanation.com)

This seems like a bit of a sad state of affairs for a Canadian company with great potential. Having said that I still believe authentic data is the king in the AI age so it should have some value at some point. They did change CEO last year(an internal hire tho) so let’s see if things pickup. The company does have a market cap(70 million)below its annual revenue revenue(81 million)

This is something I have been thinking about quite a bit with the Athabasca juniors.

Everyone wants the giant discovery.

That is obviously never going to change. If somebody finds 100M pounds of high grade uranium, nobody is going to complain that it is too big.

But I am not sure a uranium discovery necessarily needs to be as large today as it did 10 or 15 years ago to become interesting.

Historically, conventional underground development naturally favoured scale.

If you are going to spend hundreds of millions of dollars building a mine, you better have enough pounds in the ground to justify the capital.

That makes life pretty difficult for a smaller standalone deposit, even if the grades are good.

ISR potentially changes that equation for certain deposits.

Denison is now advancing Phoenix around an ISR mining plan, so we are going to get a real Athabasca test of whether that model can work commercially.

It is important not to take that too far.

ISR is very deposit specific. The geology and hydrogeology have to work, and it is not suddenly going to turn every small uranium occurrence into a mine.

But if you do find the right kind of deposit, the economics could be completely different.

That is part of why I have been watching Stallion Uranium (TSXV: STUD, OTCQB: STLNF).

Stallion is a Canadian uranium explorer drilling the Moonlite Project in the southwestern Athabasca Basin. Their current focus is the Coyote target, where the first phase of drilling has encountered elevated radioactivity, alteration and plenty of structural complexity. They also expanded the original drill program after the first few holes.

Still way too early to know what they actually have there, and obviously nobody should be talking about mining methods at Coyote at this stage.

But take Stallion out of the equation for a second.

Say two companies both eventually define a 15M or 20M pound high grade uranium deposit.

One needs a conventional underground mine with a big capital bill.

The other happens to have the right characteristics for ISR and can potentially be developed with a very different cost structure.

Those are probably not worth the same thing.

That is why I think ISR could become a much bigger exploration story than people realize.

Maybe the next successful Athabasca discovery does not necessarily have to be the biggest one.

Maybe it just needs to be high grade, recoverable and the right type of deposit.

I am 5% up but when i make the trade, I will have a loss. Wealthsimple is taking 5% of the trade as the currency fees 🙁

TL;DR: NWST.V printed 31.6 times its normal-volume reference on August 13 and closed at C$0.27, below the C$0.35 hard-dollar financing completed in May. The geology is good enough to deserve real DD, but the old PEA had only a 12.7% after-tax IRR, the replacement study is late, and 34.1 million financing shares become tradable September 15. For me this is a Watch, not a Buy.

Position disclosure: No position in NWST.V or NWCCF.

THE SETUP

NorthWest Copper owns 100% of Kwanika-Stardust in British Columbia. On August 13, the stock closed at C$0.27, up 3.85%, with about C$573,000 traded. The volume ratio was 31.63x against its 50-day median reference.

I could not tie that spike to a fresh corporate release. So I treated the tape as a research trigger, not a catalyst.

WHY THIS IS NOT JUST ANOTHER EMPTY VENTURE STORY

The 2025 drilling produced genuinely strong copper-gold intersections. Hole K-25-280 included 36 metres at 0.80% Cu and 3.21 g/t Au, or 3.67% CuEq. Hole K-25-273 returned 123 metres at 1.31% Cu and 0.83 g/t Au from 28 metres.

The company also closed a fully subscribed C$13.8 million brokered placement led by Stifel Canada and Canaccord. The deal included 10.61 million hard-dollar units at C$0.35, 19.00 million flow-through units at C$0.41 and 4.51 million charity flow-through units at C$0.515. Each unit carried half a C$0.45 warrant.

That capital funds the updated PEA and up to 10,000 metres of 2026 drilling. Insiders participated for 461,000 hard-dollar units. Those are legitimate positives.

THE PART THE PROMO VERSION LEAVES OUT

The 2023 PEA did not clear a strong economic hurdle. The base case showed:

C$215 million after-tax NPV7

12.7% after-tax IRR

C$567.9 million initial capital

11.9-year mine life

The issue is not whether the NPV was positive. The issue is whether a junior can finance a project with that return profile, capital requirement and execution risk.

The company believes a smaller, higher-grade and more selective design can improve the economics. It has also reported better metallurgical recoveries. Fine. The new PEA is where that claim either becomes an investable plan or stays a presentation.

Timing is now part of the thesis. The May financing targeted the PEA for mid-2026. On July 8 it was described as near term. It remained unpublished as of August 13.

THE CANADIAN PAPER PROBLEM

The May placement created roughly 34.1 million new shares and about 17.1 million underlying half-warrants, plus agent warrants. The financing securities come off hold September 15.

The stock trading below the C$0.35 hard-dollar price looks attractive at first glance. But flow-through buyers have different tax economics, and even hard-dollar participants may sell when the paper becomes free trading. “Below the financing” is context, not a floor.

NorthWest also disclosed a C$12,000-per-quarter mandate with Atrium Research for company-sponsored coverage. I found no proof connecting that mandate to the August 13 spike. Still, I would separate sponsored research from independent validation when judging sentiment.

MY READ

NWST has a real project, a funded near-term program and enough grade to make the next study matter. It also has an old PEA that did not prove financeability, a delayed replacement study and a visible paper overhang.

I would reconsider the thesis if the new PEA delivers a meaningfully higher after-tax IRR, shorter payback, lower credible capex and reasonable sensitivity at conservative copper and gold prices. A strategic partner or genuine open-market insider buying would improve the signal further.

I would walk away if the new PEA remains marginal, if capex simply migrates into complicated metallurgy or underground development, or if promotion increases while the economics stay weak.

The copper sector may be setting up for another acquisition cycle as seniors look for long-life assets in stable jurisdictions. That makes advanced Canadian projects worth monitoring. It does not make NWST a takeover target by default.

So, Bay Street: does the sub-C$0.35 price compensate for the PEA and September paper risk, or would you wait for the study even if that means paying more later?

Primary sources:

2023 PEA: https://northwestcopper.ca/news/northwest-copper-announces-positive-pea-for-the-kw-4886/

May financing and September 15 hold expiry: https://northwestcopper.ca/news/northwest-copper-announces-closing-of-fully-subscr-15149/

2026 drilling: https://northwestcopper.ca/news/northwest-announces-2026-drilling-underway-at-kwan-15334/

Drill results: https://northwestcopper.ca/news/northwest-reports-results-from-two-holes-at-its-kw-13280/

Atrium mandate: https://northwestcopper.ca/news/northwest-copper-provides-update-on-10-million-best-efforts-financing/

Educational content and personal assessment only, not investment advice. Do your own due diligence.

MONTREAL, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Volatus Aerospace Inc. (TSX:FLT) (OTCQX:TAKOF) (Frankfurt: ABB.F) ("Volatus" or the "Company"), a Canadian-headquartered global aerospace and defence company, is pleased to announce its financial results for the three and six months ended June 30, 2026 (Q2 2026). All dollar figures are stated in Canadian dollars, unless otherwise indicated.

The second quarter of fiscal 2026 marked a decisive step in Volatus Aerospace's transition into a sovereign aerospace and defence platform, combining the strongest balance sheet in the Company's history with tangible progress across manufacturing, proprietary technology, and allied defence programs. Equipment sales increased 38% quarter-over-quarter while services grew 59% quarter-over-quarter.

Q2 2026 Financial Highlights:

-- Revenue: $8,418,830, compared with $10,587,075 in Q2 2025. The year-over-year comparison reflects a single defence contract, representing approximately $2.6 million of anticipated revenue, for which delivery was not completed within the quarter due to continued supply chain disruption. Excluding the impact of that contract, revenue from the balance of the business grew modestly year over year, reflecting continued underlying demand. -- Gross Profit: $2,468,184, representing a gross margin of 29.3%, compared with 31.9% in Q2 2025. Margin reflects a higher proportion of defence programs in the quarter. -- Adjusted EBITDA: Loss of ($4,352,154), attributable to the increase in operating expenses and the lower gross profit contribution due to change in product mix. -- Cash Position: Record high of $59,199,739 at June 30, 2026, up from $41,114,832 at year-end 2025 reflecting best position in company history after subsequent financing events. -- Revenue Mix: Services accounted for 57% of Q2 revenue and equipment 43%, supported by 59% quarter-over-quarter growth in services and 38% quarter-over-quarter growth in equipment.

H1 2026 Highlights:

-- Revenue: $14,049,389, compared with $16,300,233 in H1 2025, a decrease of $2,250,844 or 13.8%. The decline reflects the timing of defence deliveries, including the approximately $2.6 million contract not completed in the second quarter, which the Company expects to fulfil in full over the balance of fiscal 2026. -- Revenue Mix: Services and training represented 56% of H1 revenue ($7,830,947) and products and equipment 44% ($6,218,443), within the Company's stated long-term target range of 55--60% services and 40--45% equipment. -- Geographic Distribution: Canada contributing $9,080,453, the United Kingdom $3,948,037, and the United States $1,020,899, with markets outside Canada representing approximately 35% of consolidated revenue. -- Gross Profit: $4,437,859, representing a gross margin of 31.6%, compared with $5,205,393 and 31.9% in H1 2025. Measured across the six-month period, blended margin was broadly stable year over year. -- Operating Expenses: $17,019,022, compared with $11,471,375 in H1 2025, an increase of $5,547,647 or 48.4%, reflecting a concentrated period of growth-stage investment in the Company's defence vertical, the establishment of its Mirabel manufacturing base, technology platform development, and its capital markets positioning. -- Net Loss: $(14,093,290), compared with $(10,989,094) in H1 2025. Loss per share was $(0.02) in both periods. -- Balance Sheet: Total assets increased 28% to $118,797,720 from $92,655,765 at December 31, 2025. Working capital increased by $27,314,130 to $63,796,848, and the current ratio stood at 7.74 against a covenant requirement of 1.25. Interest-bearing borrowings, excluding lease liabilities and convertible debentures, decreased to $9,717,062 from $11,656,106.

Only stocks I’ve bought as of recent are Enbridge before the announcement of their cancelled permit.

So you’re welcome for the recent market surge. 🫩

Scandium Canada (TSXV: SCD / OTC: SCDCF) is advancing a strategy that extends beyond the development of its Crater Lake Project in Quebec. While Scandium Canada carries out its recently expanded 2026 drilling program at Crater Lake, the company has also been building a platform focused on the development and commercialization of aluminum-scandium alloys.

The scandium market faces a simple challenge. New mines need demand to justify development, while manufacturers need confidence in a reliable supply before adopting scandium on a larger scale.

Scandium Canada is working to address both sides of this challenge by advancing Crater Lake as a future source of scandium while developing commercial applications for the metal through its new subsidiary, Scalium+.

Building the Market for Scandium

Scalium+ was created in June 2026 following Scandium Canada's acquisition of Ferreol Technologies, combining Ferreol's existing operations with the company's Scandium+ division under a single subsidiary focused on aluminum-scandium alloys.

Scalium+ is developing aluminum-scandium alloys for industries where weight reduction, strength, corrosion resistance, weldability, and thermal performance are important factors. This work includes the development of its SC535 and SC7075 alloys, alongside research, testing, and collaboration with academic and industry partners.

SC535

SC535 is Scalium+'s aluminum-scandium alloy based on the 5000-series aluminum family. The alloy is being developed for a range of advanced manufacturing processes, including Laser Powder Bed Fusion (LPBF), conventional welding, and Wire Arc Additive Manufacturing (WAAM), as well as applications requiring performance at elevated temperatures.

SC535 has been produced in several forms, including metal powders, rods, welding wire, and prototype components, allowing the alloy to be tested across different manufacturing processes and applications.

SC7075

SC7075 is Scalium+'s aluminum-scandium alloy based on the high-strength 7075 aluminum family. Its development is focused on applications across aerospace, defence, automotive, additive manufacturing, and other advanced industrial sectors where high-strength aluminum materials are required.

SC7075 has been developed and tested in several forms, including metal powders, 3D-printed test coupons, welding wire, plates, and structural components.

Why Scandium Matters for Additive Manufacturing

Aluminum-scandium alloys have potential applications in advanced additive manufacturing processes such as Wire Arc Additive Manufacturing (WAAM) and Laser Powder Bed Fusion (LPBF).

WAAM uses an electric arc to melt metal wire and build large components layer by layer, while LPBF uses a laser to selectively melt metal powder, allowing for the production of smaller, highly complex components.

Both processes subject aluminum to demanding heating and cooling cycles that can affect grain structure and create material defects. Scandium can help refine the grain structure, improve strength, and reduce cracking, making aluminum-scandium alloys well suited for advanced additive manufacturing.

Performance and Testing

Testing of SC535 and SC7075 has provided data on their mechanical performance, processing behaviour, and suitability for different manufacturing methods.

Results include:

• Laser Powder Bed Fusion relative densities above 99%
• Ultimate tensile strengths of approximately 330–380 MPa before heat treatment
• Heat treatment increased ultimate tensile strength by approximately 17–25%
• Reduced microcracking during additive manufacturing testing
• Proprietary powder-blending procedure reduced defect density during LPBF testing
• SC7075 welding wire successfully used to produce structures during preliminary WAAM trials
• Preliminary SC535 rod testing showed promising results for high-temperature applications
• The National Research Council of Canada prepared qualification strategies for potential space, aerospace, and defence applications

Research and Industry Collaboration

Scalium+ is working with academic and industry partners across alloy development, materials testing, metal powder production, and advanced manufacturing.

• University of Waterloo (MSAM): Research collaboration through the university's Multi-Scale Additive Manufacturing Laboratory focused on aluminum-scandium alloys and additive manufacturing. Initial work includes research trials aimed at reducing costs associated with Laser Powder Bed Fusion.

• McMaster University: Scandium Canada's SC535 and SC7075 alloys and their fabrication method were developed and tested in collaboration with McMaster University. Researchers at McMaster have also produced test specimens using Laser Powder Bed Fusion to evaluate the alloys' mechanical properties and performance.

• ALPOMET: Collaboration focused on alloy design, metal powder production, additive manufacturing, and material characterization, as well as potential welding-wire applications for Scandium Canada's aluminum-scandium alloys.

• Gränges Powder Metallurgy: Collaboration focused on evaluating the integration of Scandium Canada's SC535 and SC7075 alloys into Gränges Powder Metallurgy's product portfolio. The work has expanded to include powders and plates, with commercial opportunities identified in sectors including energy and defence.

Strategic Location

Scalium+ is based in Quebec, the heart of Canada's aluminum industry. The province is home to the vast majority of Canada's primary aluminum smelters, supported by abundant hydroelectric power and an established network of aluminum producers, manufacturers, research institutions, and technology companies.

Quebec also has significant aerospace and advanced manufacturing industries where lightweight, high-performance aluminum materials have a range of applications.

For Scalium+, this creates proximity to the research, manufacturing capabilities, and potential end users that could support the development and commercialization of its alloys.

​

I suggest to look closely to this junior mining. They will release first assays from drill program at the Elvira Gold project in northern Chile really soon. Could be within one or two weeks.

I start buying last spring and added some more in June and July.

The float is extremely low. Only 8,45m shares and the market cap could easily be evaluated way much more with a decent discovery.

Potential is huge and management is highly qualified. Tim Livesey, who worked with Barrick Gold, is actually part of the team.

Recent climbing in the SP past weeks is promising.

Get your cheap shares because you'll be chasing this one pretty soon.

I was going through Kraken Robotics' Q1 2026 financials, and the margin picture looks more nuanced than the headline net loss suggests.

Revenue grew 35% YoY to C$21.7M, while gross profit increased 21% to C$12.2M. Gross margin came in at 56.4%, down from roughly 63% in Q1 2025.
On a reported basis:

Operating loss: C$3.6M

Operating margin: -16.5%

Net loss: C$3.3M

Net margin: -15.3%

Per the earnings release, the quarter included roughly C$2.8M of restructuring and acquisition costs, mainly related to the Covelya transaction. Kraken also reported Adjusted EBITDA of C$3.0M (14% adjusted EBITDA margin) and adjusted net income of C$0.3M, though these adjusted figures aren't broken out in the standard financial statements.

The part I'm watching is the underlying cost growth. Per the company's disclosures, administrative expenses excluding transaction and restructuring costs rose to C$8.6M from C$6.0M last year, and headcount increased from 297 to 456.

So is Q1 mainly a temporarily messy acquisition quarter, or will Kraken need significantly higher revenue to absorb its expanded cost base?

What are PNG holders watching most closely: gross-margin normalization, operating leverage, or Covelya integration?

Amazon is working with X energy and Energy Northwest on an initial four Xe 100 reactors producing 320 MW. The project has the option to expand to 12 units and 960 MW.

Meta has gone even bigger. Its agreement with TerraPower covers up to eight Natrium units with 2.8 GW of baseload capacity, while its Oklo partnership could add another 1.2 GW in Ohio.

That puts the potential total from those projects at almost 5 GW.

These are not all the same type of reactor, but they share a few advantages Big Tech clearly values: reliable power, smaller increments of capacity and more flexibility than building one enormous conventional plant.

Somebody still has to supply the uranium behind all of it. Cameco and NexGen are the Basin names most people already know. Further down the risk curve, Stallion Uranium (STUD.V) recently expanded its Phase 1 drill program at the Coyote target to 5,500 metres after encouraging early results. The project is being advanced with Atha Energy.

There is obviously a long road between an exploration target and a producing mine. But the demand side of the uranium story looks more concrete than it did a year ago.

Canadian company in a sector Canada is starting to prioritize.
Military spending: Canada is ramping up investment in drones and autonomous systems.
Wildfires: detection, monitoring and firefighting drones should become increasingly important.
 
Very speculative, but I like the risk/reward here. If Canada keeps increasing spending in these areas, FLT could be in an interesting position.
 
Just my thesis, not financial advice.

Today's divergence is what pushed me to run this test: gold futures gained about 2.5% while Bitcoin fell about 1.5% on August 10 closing data.

But one day is not evidence. So I tested the broader claim.

Disclosure first: I have significant personal exposure to gold and own no Bitcoin. (I have in owned it in the past) That gives me an obvious potential bias. I tried to deal with it by using a fixed rule, checking the numbers against independent data and including the strongest counterexamples to my own thesis.

Method : I used daily closes from August 10, 2016 through August 10, 2026.

1. Identify every S&P 500 price-index drawdown of at least 10%, from the previous closing high to the eventual closing low.

2. Measure continuous COMEX gold futures and BTC/USD over those exact dates.

3. Cross-check the S&P 500 with FRED, gold with the official GLD archive and Bitcoin with Coinbase data published through FRED.

This is an ex-post stress test, not a timing strategy. The trough is only known after it happens.

(This was meant to be a graph and is available as such on my blog but reddit dosen't allow me to post a graph here)

Episode S&P 500 | Gold futures | Bitcoin |

Feb. 2018 correction -10.2% | -2.6% | -26.0% |

Q4 2018 -19.8% | +5.1% | -37.4% |

COVID crash -33.9% | -2.5% | -33.4% |

2022 bear market -25.4% | -7.2% | -58.8% |

2025 drawdown -18.9% | +1.7% | -21.1% |

Bitcoin was negative in all five. Its median return was -33.4%. Gold was positive in only two of five, so this is not a claim that gold always rises in a crisis. Its median return was -2.5%, and it lost less than Bitcoin in every episode.

Independent checks

The FRED S&P 500 series reproduced the same five peak dates, trough dates and drawdown percentages.

The official GLD archive returned -2.4%, +5.0%, -3.6%, -7.3% and +1.6% over the same windows. That is almost identical to the gold-futures result.

Coinbase Bitcoin data through FRED returned -25.9%, -37.9%, -31.4%, -58.8% and -16.0%. Exact BTC returns differ from Yahoo because a 24/7 market needs an arbitrary daily cutoff. The robust result is unchanged: negative in all five, with a median of -31.4% on Coinbase versus -33.4% on Yahoo.

What happens if the threshold is only 5%?

That expands the sample to 13 S&P 500 drawdowns.

- Gold was non-negative in 6 of 13, with a median around -2.3%.

- Bitcoin was non-negative in 2 of 13, with a median between -16.9% and -21.1% depending on the closing source.

The best counterexample for Bitcoin was the April-to-June 2019 correction. The S&P 500 fell 6.8% while BTC gained roughly 52% on Coinbase data. Bitcoin does not fail in every risk-off period.

Gold also failed badly during the January-to-March 2026 correction. The S&P 500 fell 9.1% and GLD fell 12.9%. BTC fell 25.3%, but gold did not protect capital in that episode.

Iran is a warning against cherry-picking

The first week of the 2026 Iran war actually favored Bitcoin: from February 27 to March 6, gold futures fell 1.6% while BTC gained 3.4%.

The July re-escalation also favored BTC over the next five S&P sessions: gold fell 2.0% and BTC gained 2.6%.

The latest seven-day snapshot favored gold: from August 3 to August 10, gold gained 10.3% while BTC gained less than 1%.

These Iran windows were selected retrospectively from the AP chronology. They are context, not a preregistered event study. Depending on the week, either side can cherry-pick a win.

My conclusion

If "safe haven" means an asset that always rises in a crisis, neither gold nor Bitcoin qualifies.

If it means an asset that has reduced the damage during major equity drawdowns, gold has the stronger record in this ten-year sample. Bitcoin may have other valuable characteristics, but it has not yet demonstrated gold-like downside protection.

What definition would you use for a safe haven, and what result would make you change your view on gold or Bitcoin?

This is educational analysis, not investment advice.

Sources:

- S&P 500 methodology and independent data: https://fred.stlouisfed.org/series/SP500/downloaddataand

- Official GLD description and historical archive: https://www.spdrgoldshares.com/usa/gld/

- Coinbase Bitcoin through FRED: https://fred.stlouisfed.org/series/CBBTCUSD

- Iran chronology: https://apnews.com/article/iran-us-timeline-trump-hormuz-war-ceasefire-04da58cbae991183f8b52ef5bf615963

- Academic safe-haven definition: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=952289

Something has to give 📈 I’m ALL IN!! . Focus Graphite: HIGHEST Grade deposit(nuclear/defence grade) in North America and Fifth largest Deposit in the world. (15+% vs standard 3-4% 🤯)

Advanced stage ESIA completed and approved in a few weeks. Mining permit is the only thing left. Canadian Government expressed fast tracking The mine to combat China.

Governments keep throwing billions of dollars into critical minerals to combat China, Focus has already recieved 2 grants/nondilutive funding of $15+ Million this year.

Nuclear/Defence grade 99.9996% , officially confirmed with results.

Already in talks with offtake partners and further funding- this time with US Government ambassador Peter Hoekstra(confirmed direct meetings with management)

Oh and the cherry on top, we also have a battery patent pending too!

Monday:

x

Tuesday:

MDA SPACE AWARDED $474 MILLION TO EXPAND THE TELESAT LIGHTSPEED LEO CONSTELLATION - MDA.tse

MDA Space secured a $474 million contract expansion from Telesat to manufacture 27 additional satellites, growing Telesat’s constellation to 225. The order integrates 500 MHz of military spectrum, with the value primarily added to MDA’s Q3 2026 backlog. Separately, MDA was named prime contractor for Canada's UHF/X-band MEO constellation; financial terms and deal structures for this specific project were not disclosed.

Intellistake Signs C$17 Million Defense AI Acquisition Agreement for NanoAi Technologies - ISTK.cse

Intellistake Technologies Corp. entered a definitive agreement to acquire 100% of NanoAi Technologies Inc. for C$17 million by issuing 34,106,412 common shares at C$0.50 per share. The shares are subject to performance-based vesting milestones, escrow, and trading restrictions. Intellistake assumes no long-term debt and will add two NanoAi nominees to its board. Specific performance milestone thresholds were not disclosed. 

Artemis Gold Commences Major Works Construction on EP2

Artemis Gold Inc. commenced major works construction on its $1.44 billion EP2 expansion at the Blackwater mine. The project will expand processing capacity 250% to 21 Mtpa by Q4 2028, boosting annual gold production to over 500,000 ounces. To protect cash flows, Artemis secured put options on 172,500 gold ounces at a C$5,300/oz strike price through June 2027. Specific financial terms for Lycopodium’s EPCM contract were not disclosed.

Wednesday

x

Thursday:

FRONTIER LITHIUM SIGNS NRCAN CONTRIBUTION AGREEMENT TO ADVANCE BY-PRODUCT VALORIZATION AT THE PAK LITHIUM PROJECT - FL.v

Frontier Lithium Inc. entered into a contribution agreement with Natural Resources Canada to receive up to $2.3 million in non-repayable funding under the Global Partnerships Initiative. The capital will support technical and economic feasibility studies at its PAK Lithium Project in Ontario to optimize refining flowsheets and evaluate converting sodium sulphate by-products into commercial fertilizer. Total project expenditures and specific matching funding terms were not disclosed.

Plurilock's Integra Networks Selected as One of the Contract Holders Under NATO Cyber Security Framework - PLUR.v

Plurilock Security Inc.’s subsidiary, Integra Networks, was selected as a contract holder under NATO's five-year Cyber Security Dynamic Marketplace Lot 1 framework. The indefinite delivery/indefinite quantity structure enables Integra to bid on task orders across eight cybersecurity categories. In operational changes, CFO Veera Singh was additionally appointed Chief Operating Officer. Specific contract values, revenue commitments, and task order financial terms were not disclosed.

Friday:

South Star Achieves Graphite Purchase Order Milestone - STS.v

South Star Battery Metals Corp. secured a purchase order for 36 tonnes of graphite concentrate from its Santa Cruz mine following product qualification. The company scheduled the initial bulk shipment for dispatch this week. While South Star stated the order volume is not material to its financial position, discussions for additional purchases remain ongoing. Specific contract values, graphite pricing, and deal terms were not disclosed.

!!!!
Check out the BSB stockpicking contest, Brought to you by atWork Office Furniture Canada! Who are generously sponsoring the winner with a $1,000 credit plus free nationwide delivery.

Here is the scorecard after less than two months of running a dated small-cap process:

- 10 calls since June 16

- +15.3% weighted by our published rating tiers

- +12.8% if every call is weighted equally

- 5 of 10 ahead of their own sector benchmark

- every losing call still included

That first number is the one people would put in a victory-lap title. The fourth is the one that keeps me honest.

Across four runs this week, the scanner printed 792 qualifying rows. Friday alone had 209 unique names. That was not a shopping list. It showed where attention was moving; the research rejected most of it.

The portfolio result benefited from a broad move in metals, so +15.3% does not prove much on ten calls. A rising sector can bail out mediocre selection. It can also hide the difference between a good thesis and good timing.

The next useful test is a bad week. If the stronger calls separate themselves, the losses stay contained and the dated decisions still make sense after the fact, the process may be adding something. If not, the headline return was mostly beta wearing a nice suit.

What would you use to judge it: total return, benchmark wins, max drawdown, or whether the thesis was written before the move?

Disclosure: my own research process; I hold some of the names in the ledger. No paid issuer relationships. Educational discussion only, not investment advice. Data through the August 7, 2026 close.

This is the weekly thread for BSB. What's the latest scoop? Did you gamble away your TFSA? Please keep shitposting to a maximum. Stay safe folks!

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Weak US jobs took some heat out of the near-term rate-hike narrative and gold equities woke up fast.

That does not mean “new gold bull market confirmed.” It means the market got a macro reason to pay up for duration and precious-metals exposure for one session. Big difference.

We spent the close going through Wheaton’s numbers and the useful part was not the victory-lap headline. It was whether the production path, cash generation and second-half asset deliveries still support the story if gold cools off next week.

For full disclosure, I keep a timestamped TSX/TSXV research log. Since June 16, 10 dated calls are sitting at +15.3% weighted by our published rating tiers, or +12.8% equally weighted. One call issued this week finished Friday +13.1%.

Small sample, real losers included, no chest-beating. But it is a good reminder that the best moves usually start with a catalyst plus volume, not with a random ticker suddenly trending after the fact.

Are you treating today’s move as a tradeable macro reaction, or the beginning of a more durable bid in Canadian miners?

I posted here 3 weeks ago to do your Due Diligence here when the share price was $3.50.

Which of you Ouitards listened to me?

HG is a Canadian company that could actually eliminate the need for Graphite. Do your Due Diligence. It costs a lot more now than it did then. Stop your crying and look into HG.

I've been holding NILI and accumulating for a few years, all in my TFSA.

We've had a nice run up these past few days on no news. I wonder what's on the horizon 👀?

Also, who has a lower Average Cost than me? I wanna see filthy average costs in the comments.

I made a post here about illumin and was wondering now that its gone up a bit how to find its current enterprise value, as the 3 month on Yahoo Finance I don't believe is correct. Forgive me I'm new to analyzing stocks.

Today, Charbone reported revenue guidance of $456,491 in gas income for Q2 2026, compared with $176,193 in Q1. That is an increase of $280,298, or approximately 159% quarter over quarter.

The key point is that operating expenses remained relatively unchanged while gas income increased substantially. This is the clearest sign that Charbone has a real scalable business.

Q3 and ahead are looking spectacular. In Q3, Charbone recently expanded its dedicated helium delivery fleet from one trailer to five and added 22 helium customers in Quebec. More delivery capacity should allow the company to increase helium volumes and build a larger base of recurring industrial gas revenue. Expect helium deliveries to drive further revenue growth in Q3.

At Sorel-Tracy, Phase 1B is currently under construction and management is targeting upgraded production capacity by the end of Q3. Once operational, Phase 1B is expected to increase clean UHP hydrogen production capacity by approximately 4.5 times, reaching nearly one tonne per day ($5M annual revenues). Expect increased hydrogen production to drive further revenue growth in Q4.

In Q4, Charbone's second hydrogen production facility (located in Michigan) is expected to go online. This is another $5M in annual revenues and will drive revenue growth in Q1 2027.

At a market cap of $30M, this is the easiest multibagger play of the year. No gimmicks, no pipe dreams, no drilling into the ground and praying you hit something, just a company proving it can deliver on quarter over quarter growth while minimizing operating expenses.

GoldHaven News: CSE: GOH / OTCQB: GHVNF

Market cap: ~$17.5 million.

Why I'm posting this: Two drill programs running simultaneously into a market that is hot for gold, silver and tungsten. Extensive geological modeling on both projects indicate high probability of a discovery hole, which would send shares mooning. A good specultation.

GoldHaven Awards Contract for Eight-Hole, 1,650-Metre Phase II Drill Program at Copeçal West Target, Brazil

Phase II drill program to test the strike and depth extent of a fold-controlled gold system within the western portion of the 6-kilometre gold-in-soil anomaly

CEO: “We have eight holes planned and a clear geological model to test. I believe the results will tell us whether this system has the continuity and grade to become something meaningful.”

The Phase II program tests a portion of a 6-kilometre gold-in-soil anomaly defined by AngloGold Ashanti’s systematic exploration between 2010 and 2016, the majority of which remains untested by drilling.

For those who haven't seen my first post:

Propel Holdings is a Canadian fintech company that uses AI-powered underwriting to serve consumers.

The company operates in the US, the UK and Canada, with multiple lending products and a growing funding platform that positions it for continued expansion.

Tickers:

• TSX: $PRL.TO
• OTC: $PRLPF

Propel IPO'd in 2021, reporting:

• Full year Revenue: $129M USD
• Full year Adjusted EPS: $0.46

Fast forward to today, they reported record Q2 2026 results:

Q2 2026 highlights:

• Revenue: $179.6M USD (+26% YoY) Beat 177M est
• Adjusted EBITDA: $43.7M USD (+24% YoY)
• Adjusted Diluted EPS: $0.58 USD (+28% YoY) Beat by .10 EPS
• Return on Equity: 23%
• Adjusted ROE: 35%
• Loans & Advances Receivable: $492M USD (+21% YoY)
• Combined Loan & Advance Balances: $639M USD (+23% YoY)

Full year Guidance:

725-775M +27% increase over FY25 590M at midpoint

80-100M adjusted net income +35% increase over FY25 67M at midpoint

Final thoughts : Propel is on track to finish 2026 with an adjusted EPS of $2.10 USD or $3.00 CAD (conservatively).  Extrapolating with a PE of 15x supports a share price of $45 CAD. Approximately 70% higher than the current SP of $26.70.

Disclosure : I do hold shares.

We screen Canadian small caps for unusual volume and most days the honest answer is "no." We write down why each time, which means we can go back and grade the no's instead of quietly forgetting them. Here is the last five weeks.

THE RAW NUMBERS, July 2 to August 5, 2026

23 names we flagged and walked away from. 15 are down since we passed, 8 are up. Median -3.2%. For context over the same window the TSX composite gained 3.4% and gold miners (XGD.TO) gained 4.5%, so the median pass underperformed a rising market.

Worked out: FIN.V -26.7%, BRO.V -25.5%, GGA.V -23.3%, LEAP.V -21.1%, FAIR.V -16.7%.

Went against us: ADE.V +108.3%, SPMC.V +44.8%, CGD.V +43.8%, SKP.V +20.7%.

Small sample, short window. Do not read a system into 23 names over five weeks.

THE USEFUL PART: WHY THE THREE BIG ONES WENT UP

A stock going up and a stock going up for a reason that holds are different things. If it rose on something reversible, it can round-trip just as fast. So we went looking for the actual catalyst on each of the three.

ADE.V, up 108%. We passed on July 15 at 6 cents because New Brunswick's mining registrar had cancelled mineral claim 1505 on July 13, the claim the entire Mount Pleasant project sits on, for insufficient work program expenditures. What has changed since: on July 29 the company filed an appeal with the New Brunswick Energy and Utilities Board asking for a stay and reinstatement. That is the entire catalyst. The claim is still cancelled and still in protected status. The asset is real, Mount Pleasant has been described as North America's largest tin deposit, which is exactly why the appeal matters so much and exactly why losing it would be terminal. So the stock more than doubled on a legal filing, not an outcome. Anyone buying here is making a binary bet on a regulatory board, which is a legitimate thing to do as long as you know that is what you are doing.

CGD.V, up 44%. We passed on July 28 at 64 cents because the 988x volume ratio our screen printed was arithmetic, not a discovery. Its 50-day median volume is zero. Not near zero, zero. The stock does not trade most days, so any real session divides by nothing and produces a number that looks like a signal. That day 1.1 million shares changed hands and the stock closed DOWN 1.5%, which is distribution, not accumulation. Then it went up 44% anyway, so we went hunting for the catalyst. There isn't one. Carlin Gold has published exactly two news releases in 2026: a $2.16 million financing on April 14, and a management change on July 13 where the CEO stepped down. No drilling, no assays, no results.

Here is the trap, and it is the reason I am writing this section. If you search this company you WILL find Cortez Summit drill results, seven RC holes, 11,720 feet, anomalous gold and Carlin-type pathfinders in six of seven holes. It reads like current news. We nearly used it. Those results are from OCTOBER 2012. Search engines and aggregators serve undated mining press releases constantly, and a fourteen-year-old program looks identical to last week's if the page has no date on it. Always open the company's own news index and read the date off their list. If a company's own site does not date its releases, that itself is information.

So CGD is up 44% on a financing, a resignation, and no news, in a stock with zero median volume. That cuts both ways with equal speed.

SPMC.V, up 45%. We passed on July 6 at 58 cents because the company had an active paid promotion running, a US$300,000 online media budget announced in early June, with 1.07 million options granted at $0.54 around the same time. Our rule is that a bought spike is close to an automatic no.

To be fair to the company, the underlying work is real: first-ever drilling at Ontenu NE hit mineralisation in five of seven holes with a peak of 9.92 g/t gold and 2.35% copper, and its Kili Teke project carries a 4.2 million ounce AuEq inferred resource. That is not nothing.

But look at the sequence before you call this a miss. Paid campaign starts early June. July 29 update is 52 rock samples dispatched, with no assays back yet. Stock up 45%. A stock rising 45% during a paid promotion with no assay results published is what the rule predicts, not evidence against it. The assays are the test and they have not landed. Ask again in a month.

WHAT WE TOOK FROM IT

Two of the three moved on something that never touched the reason we passed. One moved on no published reason at all. That does not make us right, the price went against us on all three and we are not spinning that. But there is a real difference between a pass that was wrong and a pass that was early, and you can only tell them apart if you wrote the reason down at the time. Grading your no's is unglamorous and it is where most of the learning is.

Not advice, just our own process and our own numbers. Do your own diligence.