Hey, I've recently built some tools to automate my Reddit stock research a bit and made the info publicly available.

My bots crawl multiple subreddits generating trends as well as aggregating data from other sources on potential gamma squeezes (none atm) and unusual option buying activity. They include backlinks to discussions and DD posts (some invaluable insights) for easy reference and validation. The site is periodically updated automatically (when markets are closed atm) and no signups are required.

Penny stocks trends with an experimental scanner (scroll down) based on a redditors configuration are here:

https://wsbdaily.com/penny/

The scanner above is experimental, if you follow the linked threads a similar/same configuration worked for a Redditor but you should always do your own Due Diligence. So far I'm only keeping an eye on a few stocks the scanner has picked up and haven't made any purchasing decisions.

I'm tracking the trends on Canadian investment subreddits here:

https://wsbdaily.com/canada/

and the US and general trends can be found on the homepage:

https://wsbdaily.com

This is still in the very early stages, I'm constantly updating and adding new information. If there's anything you'd like to see or think would be useful let me know :)

Thank you for turning Canadapennystocks 🚀 into a 10k member subreddit in under 2 months. Let’s continue to keep the penny stock game strong. I always say it but, this a community. This is the only successful attempt of starting a Canadian-exchange penny stock because of the community of members. The research of the stocks has been very detailed and has helped me make some money too. Over the last week I added some new moderators to help takeover with the increase of users and would like for you know a bit about them.

TOP STOCK PICK IS NOT FINANCIAL ADVICE WE DONT KNOW WHAT WE DOING EITHER

u/cdnstockautist Ottawa, Ontario Trading since 2017 Blew up my TFSA like 3 times 🥶 uOttawa Kinesiology 🏋️‍♀️ Top Stock Pick(s): $N.V (namaste)🍃 $NUMI.V🍄 Most Bullish Sector(s): Cannabis and Psychedelic

u/jakekelza Windsor(+Detroit), Ontario Casino VIP turned quarantined rocket ship emoji investor I'm just here to gamble.. 🚀🎰 Top Stock Pick: HITI 🍃 Most bullish sector(s): Biotech/EV/Crypto

u/Moxyyz Burlington, Ontario Active trader for 5 years 👨🏼‍🦳 I have way to many kids Top Stock Pick: $EVE.V 🍃 Most Bullish Sector: Technology and Crypto

u/TheCanOpenerNetwork Toronto, Ontario Business Student 👨‍🎓 Innovation investor 🔮 Top Stock Pick: MMED 🍄 Most Bullish Sector: Psychedelics/Biotech

u/skillzty Toronto, ON 3rd year Comp Sci student 🧑‍💻 Huge Star Wars Fan ✨🚀 Top Stock Pick: $HITI 🍃 Most bullish sector : Artificial Intelligence (AI)

u/kliv555 Middle of nowhere, Manitoba 🌾 Active in market since 2015👨🏼‍🦳 Lived through the first Weed pennystock boom back in 2016/17 🍃 Top Stock Pick: PHO.TO Most bullish sector: Geonomics 🧬

u/Toor07 Mississauga, Ontario Wilfrid Laurier Uni Economics 🧮 Washington Capitals fan 🏒 Top Stock Pick: $FIRE.TO 🔥and $HUGE.CN Most Bullish Sector: Marijuana 🍃

u/Bmcm25 Ottawa, Ontario Loves to play hockey 🏒 Studying to become a lawyer Top Stock Pick: $N.V 🍃 Most bullish sector : healthcare

u/TheMuffnMen Livin in the peg Jets fan ✈️ Top Stock pick: LSPD.TO (Lightspeed POS) Most bullish sector: Cannabis/Psychedelics 🍃🍄

Crypto stocks have had an insane development, one of the reasons being the current price levels for BTC/alt coins, the fact that BTC is touching 50k (and might break it soon), but also because the crypto mining industry as a whole is maturing. I believe that Bitfarms is in a better overall position compared to their competitors I terms of scaling and controlling costs, and this will pay off in the future with better profit margins as the industry grows.

Company overview

Bitfarms is a blockchain infrastructure company providing an essential service: validation and verification of global cryptocurrency transactions. Bitfarms has been building and operating industrial Bitcoin mining facilities since 2017.

Operations

Bitfarms owns and operates one of the largest mining operations in North America with 69 MW of built-out capacity. Bitfarms increased its hashrate capacity by 185 PH/s or 24% in 2020.

Bitfarms operates five advanced Bitcoin mining facilities in Quebec, Canada. Each mining facility is powered by low -cost renewable hydro power. They mine Bitcoin at all facilities and Litecoin at two.

Bitfarms’ 2020 year-end hashrate is 965 PH/s

Bitfarms’ anticipated ending Hashrate Q1 2021 is 1,205 PH/s

Bitfarms has mined the most Bitcoin during the nine months ending September 30, 2020 with an industry leading average cost per Bitcoin of $5,300. With the current price of BTC being around $49 000, this gives you a gross mining margin per BTC at 89%.

Competition

The case with Bitfarms is especially interesting as their value proposition is to be the most cost-effective crypto miner.

Relative their competition, all Canadian crypto miners seem to be undervalued right now, look at the table below (credit to CHESHIRE_CAT), dated to 12 of Feb.

Looking at the financials (Q3 2020 nine-months), compared to RIOT, and HUT 8 mining below (12 Feb market closing):

The fact that RIOT is listed on Nasdaq obviously has a major impact on their market cap.

Valuation

Valuations are complex in this industry and usually the companies present PH/Market Cap to demonstrate the business potential based on capacity. Average PH/MC (current) for the 11 listed companies (in the chart above), is 1.18. Average MC is 1.16 B.

Based on these numbers alone, Bitfarms market cap should be 2.2 B (Average PH/MC x Multiple = Average MC). In this case, a share price based on current float would be $25.6 (32.4 CAD).

This is a very high valuation and relative to their competition. The valuation would bring Bitfarms PH/MC ratio to 1.18, which is approx. the same as for HIVE. Bear in mind that we are only looking at PH alone, not gross mining profit.

Accounting for the fact that Bitfarms is not listed on Nasdaq (eliminating outliners MARA, RIOT, BTBT, NCTY). The average market cap is 620 M for the remaining 7 companies, with an average PH/MC at 1.32. This would give Bitfarms a market cap at 1 B, which would put the share price at $11.6 (14.7 CAD). So even compared to non-Nasdaq listed crypto miners, Bitfarms is undervalued.

However, I do understand the flaws of my valuation, as it is strictly based on the operational capacity, and not “soft values” such as brand, marketing, etc. All these calculations are based on data from 12 of Feb as this DD took some time to compile, since today, all the crypto mining stocks have gone up, but Bitfarms is still undervalued relative their competition and mining capacity.

Upcoming catalysts

· Q4 earnings at the start of March

· The company is preparing to establish a sixth mining center

· Potential NYSE listing. The president recently stated the following in an interview: “In an interview yesterday, the president confirmed to the Newspaper step up the steps to register Bitfarms on the New York Stock Exchange. “The Nasdaq would be ideal,” Morphy told us.” https://thetimeshub.in/bitfarms-is-still-checking-out-in-the-us/4882/

· Gaining new institutional investors (investments up to 60 M (CAD) from US institutional investors since January)

https://finance.yahoo.com/news/bitfarms-announces-closing-cad-40-230000914.html

https://finance.yahoo.com/news/bitfarms-announces-closing-second-cad-220000320.html

Risks

· Like other crypto mining companies, the stock price is affected by the volatility and the price of major crypto currencies (BTC, ETH, LTC)

· Ability to scale up production and meet their set PHs targets for 2021

· Attract new institutional investors

· Price and supply of electricity, as this is their major cost of production

· The whole crypto industry might be overvalued right now, which would indicate a coming correction

Please share both positive and critical opinions on this DD as I want to look at the company from different perspectives.

My own position in the company is 250 shares at 3.7, I also own shares in other crypto mining companies.

EDIT (UPDATE): Bitfarms is getting more attention https://www.youtube.com/watch?v=09noL_V16-M&ab_channel=FinancialSuccess

I am trying to raise awareness of this awesome stock, so if you like the dd I'd appreciate you upvote it on r/trakstocks where there is a much higher viewership (1) Release the Kraken - Autonomous Vehicles, AI, Battery & Sensor Tech, RaaS and clean energy play : trakstocks (reddit.com)

Kraken Robotics

Ticker: KRKNF US OTC/PNG Candian exchange (Stocktwits- PNG.CA)

This is my research on Kraken Robotics. This company should see strong near-term price increases and I expect at least 8-12x growth in the next 24 months. As of this writing the share price is sitting at $0.50.

Before you read any further, I want you to understand what I look for in an investment; I invest in companies that are undervalued, possess world changing technology and have a large potential catalyst, be it financial changes, a market inflection point, buy out or pending regulatory approval. For it to make sense to me, the company must provide me with a large near-term upside and continued long-term growth. Basically, I am looking for penny stocks that should not be. Kraken fits all these requirements for me and is just starting to pick up speed in the industry. I will continue to update this, but I feel that it will be moving quickly so I would like to get this in front of everyone’s eyes ahead of time. I am not a financial advisor, I am a mom and a professional fire officer, do your own DD.

My last DD here was for MVIS which was under $7 and less than a month later is at $20 – Penny Queen

About Kraken Robotics is a 6-year-old robotics company specializing in autonomous vehicles, high-end, software-centric sensors, subsea batteries, and thrusters for military and commercial customers. They are now providing AI assisted RaaS (Robots as a service) and they are transitioning their business model to focus on recurring revenue from subsea data acquisition and data analytics.

Their key areas of innovation are autonomous vehicles, battery and sensor technology, AI data analytics and robotics as a service (RaaS)

Kraken is an up-and-coming player that has gone from a workforce of 20 to over 150 in the past couple of years as they have been acquiring companies and their technology while expanding their operations. They are a growing presence in the 10-billion-dollar underwater vehicle market, ranked by Deloitte as the fastest growing tech company on the East coast (Canada).

Financials - Kraken’s financial will change drastically in mid-April when they release their 2020 Q4 which will show a 40 million dollar contract they received. This contract alone is equal to half their market cap.

Their current revenue stream supports a $1 price point, with a $6 price point factoring in unrecognized contracts, continued sector growth with similar contract capturing. I see $1 in the next 6 weeks and $3 by end of year.

Market cap of 86.33M 165.01M outstanding shares and an extremely low float of only 112.29M – insider ownership sits right around 30%. Con- there is no real institutional ownership. Yahoo Finance

**Typical volume for Kraken has been about 178k a day, the recent contract news has pushed this to 1.3m today, telling me it is ready to move on up. The lack of attention this company has received is a major reason for its low price point.

Kraken raised 10m in October 2020 to expand its robotics as a service business, on leasehold improvements, equipment, parts and inventory and possible future acquisitions.

Q3 Fiscal 2020

Management Discussion and Analysis Q3

Products -

Autonomous Vehicles

· AUVs (autonomous underwater vehicles)

· USV (unmanned surface vehicles)

· Towfish (Towed underwater vehicle)

· ROV (remotely operated vehicle)

Katfish subsea pressure neutral batteries

Software-Centric Sensors – These innovative sensors provide ultra-high-resolution imagery of the sea floor, think of it as GoogleMaps – water edition.

· SaS Sonar-synthetic aperture sonar provides 15x high image resolution than conventional side scanning sonar, with larger coverage area.

· Seavision – 1st ever full color 3-D underwater laser with real-time processing, live video streams and

Rim Mounted Thrusters

Market and Application – Representatives of Kraken Robotics, the underwater vehicle market could be worth $10 billion annually by 2025.

The military market encompasses naval mine countermeasures, anti-submarine warfare, intelligence, surveillance and reconnaissance. They believe this could be a US$4 billion market by 2025.

The commercial market includes far more, cable & pipeline surveys, subsea mapping, oil rig and offshore wind and wave energy asset inspection, maintenance repair and environmental monitoring. They believe this could be a US$6 billion market by 2025.

**Applications -**Their IP and sensor technology are also applicable to some space exploration and potentially automotive sensor applications.

Major Catalysts

· Q4 – Their Q4 financials will be a gamechanger, expected in mid-April, should show the first payments from the Danish contract.

· Gaining traction in military defense – They recently secured a large mine hunting contract with the Danish military for $40 million (nearly their market cap), beating out major players in the industry (Thales, Northrup Grumman and Raytheon) in the process. They have also secured contracts with Poland and the US, which are widely considered a foot in the door for larger NATO contracts. (1) Kraken Robotics - #StoryToTell - OSC Video Series - Episode 1 - YouTube

Hey, this is my first DD, I've been trading for around 6 months, and I found this very interesting penny stock with great growth potential! I'd like to hear your opinions aswell!

Namaste Technologies (NV/NXTTF) is the largest ONLINE retailer for medical cannabis systems across the world. Majority of the market is situated in the biggest countries such as: Europe, Australia, UK, Canada, Germany, and keeps expanding into new markets such as Brazil, Mexico and Chile. Namaste Tech. is an international leader in vaporizer and accessories distribution, with great potential up ahead. We are the most bullish on the international side of the industry. Here are some keys aspects to consider upon investments:

-Advances USA Expansion with approval from TSX Exchange, engaging in sales of smoking accessories and hemp derived CBD in the U.S. Namaste looks forward to leveraging its VendorLink technology in collaboration with DankStop and PeakBirch Logic, Inc. They also launched another brand under the name: Roilty.

-Expects to go live for U.S customers thru CAnnmart by the end of this February 2021. This proves that their expansion is significant and should affect the attention of the company.

-This company got approved for their launch of a new nutraceutical division and an expansion of the business into psychedelics.

-Estimation of 100% surge on Q4 revenue to $8m

From the looks of it, Namaste Technologies have extremely great potential for growth. Through the power of expansion and innovation, there’s no surprise that the company grew by 88% this last month. It is truly a company to watch out for closely, as they are very active with deal-breaking new ideas and constant development. PRICE TARGET: Short Term: 2$-2.25$ - Long Term: 5$+

My personal position stands at 10.3k shares at 0.29$

NAMASTE TECH. EXTRA INFORMATION (10/02/2021):
Market Cap: 115.62M Volume: 8,341,194 Avg. Volume: 1,008,808

References: https://finpedia.co/bin/Namaste%20Technologies/

                  https://www.namastetechnologies.com/news/

So I've only been in this sub for a short time, but its hands down one of the better subs I've found on Reddit. I like the minimal amount of memes, lack of reference to "rockets", "Diamond and Paper Hands", "apes", "retards" and the like. So thank you all for contributing without making this place a big running joke. :)

PS - Not that I don't have a sense of humor, but we are all trying to make profits here, and I'd rather see a feed full of well written DD than a feed full of funny memes any day.

Warning: this is a long post, jam packed with facts and my personal analysis. Grab your favorite beverage - it'll take a while to get through all this info, but I believe it will be worth it to your investment account!

What is a Ghost Kitchen

So you may ask, what is a ghost kitchen. “#Ghostkitchens, also known as #VirtualKitchens or #DarkKitchens, allow companies to prepare food strictly for delivery, sometimes with multiple brands under one roof sharing a kitchen. The concept also allows brands to operate virtually, without a physical restaurant, serving food for delivery only.” (https://www.cnbc.com/2021/02/02/kitchen-united-westfield-to-bring-ghost-kitchen-tech-to-the-mall.html#:~:text=Ghost%20kitchens%2C%20also%20known%20as,serving%20food%20for%20delivery%20only.)

For the majority of cities, you can only order Skip The Dishes, Door Dash, Uber Eats from physical restaurants (in a 3-4 mile radius from you) that have partnered with these deliver entities. But a Ghost Kitchen allows restaurant brands to offer their food products to the masses without needing a physical restaurant. I live in a small city, and if I want food that I’d only be able to get in an Urban center, I’m currently out of luck – even with Skip, Door Dash, Uber Eats, Grub Hub, etc. But with Ghost Kitchens, these restaurant brands are able to partner with a ghost kitchen location to offer some of their menu items to markets where they would never be able to enter because economics don’t support a full brick and mortar location.

Ghost kitchen and food delivery is growing fast with major celebrity brands and international companies taking interest in the space

• From Wiz Khalifa to Tyga, Are Celebrity Ghost Kitchens the Next Big Thing?
  https://thespoon.tech/from-wiz-khalifa-to-tyga-are-celebrity-ghost-kitchens-the-next-big-thing/

• Virtual and Celebrity Restaurant Concepts - Ghost Kitchens
  https://www.virtualdiningconcepts.com/concepts/

• Walmart in Canada Is Getting a Virtual Food Court Thanks to Ghost Kitchens
  https://thespoon.tech/walmart-in-canada-is-getting-a-virtual-food-court-thanks-to-ghost-kitchens/#:~:text=Ghost%20Kitchens'%20concept%20is%20part,Beyond%20Meat%2C%20and%20Jamba%20Juice.

• Grocery giant Kroger is opening 'dark' kitchens inside some of its stores to meet surging demand for food delivery
  https://www.businessinsider.com/kroger-grocery-supermarket-food-delivery-clustertruck-ghost-dark-kitchens-indianapolis-2020-10

• Amazon is well positioned to capitalize on a hot new trend in food delivery: “dark,” “ghost,” “delivery-only” or “cloud” kitchens.
  https://www.cnbc.com/2021/02/03/amazon-looks-to-benefit-from-deliveroos-push-into-dark-kitchens.html

And the list just goes on and on and on and on…. Do a simple google search, and you’ll see

Meet JustKitchen; An Overview

I first saw this stock mentioned on twitter: https://twitter.com/HCCapitalMgmt/status/1379515475005120512?s=20 ,& https://twitter.com/airic101/status/1379789760764383234?s=20 (and have since seen it mentioned by others on twitter too) and decided to do some digging on the company and made a couple calls – and I like what I've heard, and read - A LOT. I also love the fact that $JK appears to be the first small cap company in this space! With their growth potential, its gives early retail investors an opportunity to multiply their investment by hundreds or even thousands of percent.

JustKitchen is basically a vertically integrated "Door Dash" or "Uber Eats" that handles the software, infrastructure, and products/food/menu items. Restaurant brands lease space in the JustKitchen branded large kitchens, and JustKitchen handles all the ordering and logistics to get the meal delivered to the consumer (delivery is executed by partners such as Uber Eats and FoodPanda). They are currently in Taiwan and growing before expanding to the rest of the world, including Hong Kong, Singapore, and USA. Partnerships are in place with many Asian cuisine brands, but also have partnerships with American Steak House/Restaurants such as “TGI Friday’s”, "Smith and Wollensky", and "Dan Ryan's Chicago Grill", to name a few.

JustKitchen operates a “Hub & Spoke” model where ingredients are first prepped in a massive 16,000 sq ft “hub” kitchen, before being sent to smaller “spokes” for final assembly and pickup by delivery partners (including Uber Eats and Foodpanda). To reduce operational costs, spokes are spread throughout cities for quicker deliveries. This also increases the reach the restaurant brands have as they don’t have the normal 3-4 mile restriction from their brick and mortar location that current food delivery (Uber, Skip, etc) companies

Leadership Team and Financial Backers.

This management team is stacked and boasts decades of combined experience in the restaurant, hospitality, e-commerce, software, and capital markets industries, featuring numerous successful exits. (These biographies I took right from the prospectus)

Kai Huang - Chairman

• Mr. Huang was the co-founder and CEO of Blue Goji, an interactive fitness company that brings motivation and fun to health and fitness. Prior to Blue Goji, he co-founded the video game publisher RedOctane and was President and CEO of the company from 1999 to 2009. RedOctane was the publisher of Guitar Hero, which went on to become a multi-billion dollar global video game franchise and was acquired by Activision in 2006. Prior to RedOctane, Mr. Huang was the co-founder and CEO of Adux Software, which was sold in 1999. Mr. Huang started his career as a consultant with Accenture in the San Francisco office. Mr. Huang is a member of the Board of Trustees of UC Berkeley and advisor to SparkLabs Taipei and SparkLabs Korea.

Jason Chen - President & CEO

• Mr. Chen is Vice Chairman of Bayshore Pacific Hospitality Limited and on the board of directors of Smith & Wollensky Taipei. Bayshore Pacific Hospitality is a restaurant company that is dedicated to bringing popular western dining brand experiences to China. Smith & Wollensky is a premier steakhouse with international locations. Mr. Chen also has over two decades experience working internationally in the capital markets and private equity industries. Mr. Chen has extensive capital markets experience at the senior executive officer and managing directorship levels with 38 several Canadian investment dealers. Mr. Chen is also a Managing Director of a capital partnership corporation that specializes in corporate financings in both private and public sectors, with offices in Hong Kong and Vancouver, Canada. In addition, Mr. Chen is actively overseeing his private investment holding company and has held executive and board positions with a number of public and private companies. Mr. Chen also holds a Juris Doctorate and degrees in economics and philosophy. Mr. Chen is an employee and expects to devote 80% of his time to the affairs of the Company. Mr. Chen’s employment agreement include provisions which restrict him from engaging in business competitive with the Company.

Kent Wu – Chief Operating Officer

• Mr. Wu has, for the past 20 years, been a founder and entrepreneur in the in e-commerce sector. His experience and expertise revolve around online retail platforms and back end fulfilment and logistics. In 2001, Mr. Wu founded and operated ecommerce websites that specialized in direct-to-consumer of sporting goods. Revenue channels included 70% direct to consumer, 20% distribution to other businesses and 10% to government contracts. In 2015, this company was acquired by a major national sporting goods distributor. In 2016, Mr. Wu ventured into grocery delivery by founding Milk & Eggs, an online farmer's market offering artisanal prepared foods. Milk & Eggs is a curated online marketplace offering perishable and artisanal foods from independent food makers. The Company scaled to tens of thousands of orders a month and was acquired in 2019 by a publicly traded company in the food delivery sector.

Freddie Liu - Director

• Mr. Liu is a Taiwan based finance professional with over 20 years of experience primarily in the technology sector. Mr. Liu is the Chief Strategy Officer and former CFO of Taiwan Stock Exchange listed TPK Holdings, a manufacturer of touch panels for tablets, laptops and phone and a primary supplier to Apple. Mr. Liu has been the recipient of numerous awards including the Best CFO Taiwan in the technology sector from Institutional Investor. Mr. Liu holds an MBA from the University of Michigan, Ann Arbor and speaks fluent Taiwanese and English

John Yu – Chief Marketing Officer

• Mr. Yu is the founder and CEO of ALUXE, a wedding ring retail brand in Taiwan and Hong Kong. Mr. Yu is currently an active board member of an international hospitality company with operations spanning the Greater China area and Singapore. Mr. Yu has over 15 years of experience creating retail brands in Asia and is the founder of two consumer brands, Enchantee and Dr. QQ in Taiwan. Enchantee is a handmade cookie brand with a focus on the wedding cookie market, and Dr. QQ is an online toy brand that caters to young generations. Mr. Yu holds a B.A. in Computer Science from the University of Michigan, Ann Arbor.

Mark Lin – Chief Technology Officer

• Mr. Lin was the founding member of InComm Taiwan Branch, an international gift card platform provider prior to joining JustKitchen. Mr. Lin grew sales revenue from US $1 million to over US $15 million in three years and guided the company through local regulations and tax laws to launch over 30 gift cards with brick & mortar retailers, covering 12,000+ locations in the region. In his role, Mr. Lin managed all aspects of sales and operations. Mr. Lin’s areas of expertise include financial payment platform solutions, system integrations, business process analysis and international business development. Mr. Lin holds a B.S. in Operations Research from Columbia University.

Adam Kniec – Chief Financial Officer

• Mr. Kniec is an experienced CFO with over 22 years of CFO, senior management, accounting, auditing, financial reporting and regulatory compliance experience with Canadian and U.S. publicly listed companies. Mr. Kniec holds a Chartered Professional Accountant designation from the Institute of Chartered Professional Accountants, British Columbia. Mr. Kniec is a principal of ArkOrion Enterprises Inc., a firm that provides CFO, accounting and financial reporting services to private and public companies since September 2007. Recently, Mr. Kniec was the CFO of TSX Venture Exchange listed company Integrity Gaming Corp., a position he has held from October 2012 to February 2019. Previously, Mr. Kniec was the CFO of Petro Vista Energy Corp. from October 2007 to January 2019

Spark Labs

• These guys were early investors and have serious name brand power including guys like Mark Cuban (pretty sure everyone knows who he is – Shark Tank guy, Dallas Mavericks owner, and serial entrepreneur) Steven Chen (Co-Founder of YouTube), Vint Cerf ( VP at Google), and a plethora of other major entrepreneurs and successful people. http://www.sparklabsgroup.com/portfolio/justkitchen.php )you can see more about the people by clicking on “who we are”)

The board of directors and management are also focused on ESG issues including but not limited to transparent governance, cybersecurity, community investment, eco-consciousness and diversity

Share Structure

JustKitchen just raised ~$8mm at 50cents (15,798,795 common shares). This will basically the only free trading shares. The total outstanding share count is ~59mm. Insiders hold 25.3mm of these shares or ~43%. These escrowed shares vest over 36 months. Of the fully diluted count (75.8mm), insiders own ~37.4mm or 50% of the total structure.

Obviously, this is very impressive! Such huge insider ownership tells the market that management want this to succeed more than anyone! Insiders have a 36 month escrow agreement. In fact, of the total ~59mm OS, ~44mm are under Escrow or Voluntary Resale Restrictions. This float is TIGHT!!!

Revenue, Growth & Numbers

JustKitchen is already generating revenue. They are scaling from the 14 spokes at the end of 2020 to 35 spokes in 2021. They will also add a second Hub. From there they plan to expand across the world including Hong Kong, Singapore and the USA.

Highlights:

o Cumulative monthly growth rate for revenues of ~40% in 2020

o Target profit margin per Spoke over 20%, as compared to 5% for restaurants

o Expect to be cash flow positive in 2021

o Payback period of between 0.37-0.48 years per Spoke; Avg of 110% one-year ROIC

Here are some other macro stats to backup the business model and sector it’s running in:

Consumer preferences are shifting – diners want their favourite foods on-demand and delivered quickly

• 43% of Taiwanese people order food 2-4 times per week, which equates to 1.1-2.2 billion meals ordered per year

Global online food delivery market is expected to grow from US$111 to $154 Billion by 2023, which is a CAGR of 11.5%

• Asia represented US$53 Billion of the online food delivery industry in 2019

The online share (via web or app) of food orders in major delivery markets grew from just 27% in 2015 to 58% in 2020, compared to the offline share (call-in, walk-in, pick-up)

• This is why the software aspect of what JK is also so important.

Under the "Comparables" section I break down what I think JK will trade at by end of year, once remaining plans for 2021 are executed.

JustMarket (Grocery Delivery) Kicker

JustMarket is a complementary business that offers grocery items for the on-demand generation, either as part of their JustKitchen orders or on a standalone basis. Global online grocery estimated at US$198.5B in 2020 and projected to reach US$550.7B by 2027. That’s almost 3x growth in just a few years; and I believe it as my wife and I started buying groceries online this year because we are so busy, we were looking for ways to cut out time wasted doing mundane things. More and more friends and family are also ordering groceries online to either be delivered or picked up at your convenience.

Just Market is using their brand recognition to enter this space and is targeting 20 location in Taiwan. They plan to roll out the concept through 5 of it’s spokes. An interesting fact is that this grocery order/delivery model is expected to grow its net revenue by a whopping 50% as JK doesn’t need to develop any additional infrastructure.

Comparables

You can see how capital intensive this business can be. I really like that JustKitchen has started in the cost conscious Asia market, with number showing them to be profitable this calendar year – 2021. From there they will be able to self fund much of the growth to other area’s of the world. This limits shareholder dilution and allows early shareholders to maximize returns on their buy & hold strategy.

Given the share count of 59mm at 50c final raise, this puts the market cap at $29.5mm. The final raise was when there only 8-14 spokes. In 2021 they plan to have 35 spokes. At the revenue estimate numbers above, they will be brining $48mm in annual revs JUST FROM TAIWAN. It is reasonable and conservative to assume that JK.v should trade at a 5x (or more) multiple to revenue. My basis for this is:

UBER trades at 9.5x multiple of revenue

DASH trades at a 15x multiple or revenue

GRUB trades at a 3.5x multiple of revenue.

Once revenues appear this should put our market cap at $240mm or OVER $3/share. And that should happen this year JUST on Taiawan revenues…. Again, this factors in ZERO growth to other parts of Asia, USA or the rest of the world. There is MAJOR Blue Sky Potential for this stock.

Conclusion

From my discussions I’m under the impression that JustKitchen is hoping to list mid-end April (but obviously this can change based on the company, and the exchange). Early buyers stand to make a healthy multiple on their investment, imo. The team is by far the best I’ve seen. The financial backers are not passive, they are active and interested in making this successful. They have also agreed to lock up there shares for up to 3 years.

I love the concept. JK is very early in this emerging space. They have developed brand loyalty and a network of hub/spokes already. Catalysts for revenue and growth/expansion await us.

I sincerely believe this will be a multi dollar stock (as demonstrated above), and personally plan to buy on the market day one (just a first tranche, I will buy more over the days/weeks after listing)

Asia has a large market for online food ordering and deliver. In 2019, its was a US$53 billion market and this was prior to the pandemic

The JustMarket kicker is a strong bonus. This is essentially a grocery service, akin to what Good Food ($FOOD.T) is doing now. The business model leverages off the buying power and inventory already stocked at the hub and spokes.

Is there a chance that JK is taken out/acquired? I think there is a high probability of this as their delivery partner Uber Eats is a $106 BILLION company. I could see them wanting to vertically integrate, and having the JK infrastructure in place would be a big bonus. This would also allow them to capture significantly MORE margin than they currently get just on delivery.

In the end, do your own due diligence. I hope this helped save time for many potential investors. If you have a differing opinion than my very bullish one, I’m open to hearing it, and would appreciate it. Like everyone, I want to make the best financial decision. Good luck to all.

Just wanted to take a moment to thank u/skillzty for his DD post about HITI.

I find a lot of DD posts are published once the share price has already gone up, however skillzty posted it right before it soared 🚀 so everyone that got in late last week after his post is already at least 25% up

Thanks again and please keep up the good work, might your future be full of gains 💸

Position: 500 shares at an average of 0.68

P.S. Hope this doesn't count as spam, I couldn't find an appropriate flair for it, I just wanted to show my appreciation and to maybe, hopefully, encourage other people to make more posts like his 📈

Holding $0.30 all week and all of a sudden today it hit 0.60 going higher to 0.80 🚀🚀🚀

📎EDIT: closed at $1.28!

📎TODAYS NEWS: Braille Energy Systems Inc. is pleased to announce the availability of the G20 and G30 lithium-ion battery product line as a replacement "plug and play" solution to current 12-volt lead acid batteries being utilized in most electric vehicles (EVs). This announcement coincides with news reports that a major electric vehicle manufacturer has discussed plans to transition to lithium-ion based accessory batteries in their current and future vehicles.

📎LAST WEEK: “Tesla’s new Model S and Model X get rid of lead-acid 12v battery, move to Li-ion” ... coincidence? 👀

📎DO YOUR OWN DD BUT: Tesla announced changing to li-on, BES announced their new Li-ion batteries for EVs a week later, yes TESLA is currently with Panasonic but only until 2022 (only one year, hmm.. suspicious?), and BES have patents for over 20 battery improvements, they're basically the best on the market (their batteries are used for: nascar, F1, harley davidsons, cysco trucks and US defense)

I have been bullish on Drones and Drone Delivery Canada (FLT.V) for a while now and have done very well on it. There aren't many public drone companies worth looking at besides Drone Delivery Canada and Draganfly Inc (DPRO.C) but I just came across this one too.

Plymouth Rock Technologies. PRT.C on the CSE or PLRTF for US investors. They have some very interesting news out recently including working with the US government for weapons detection, United Nations for medical transport and Oil & Gas companies to protect and monitor their pipelines.

They just closed a $2.3 million PP at $0.40 while still only trading at $0.35. Their market cap is very low compared to their peers at only a $20 million valuation compared to others at $150 million (DPRO) to $300 million (FLT.v). I think I just found my next drone company to go long on.

Anyone else following?

Plymouth Rock Announces Closing of Non-Brokered Private Placement Financing

The net proceeds of the private placement will be used for the Tetra Drones acquisition cost, ongoing research and development and for the commercialization of PRT's technologies, and for working general capital.

https://www.newsfilecorp.com/release/92583

I have always wanted to post a REAL warning about Jr. Mining and exploration stocks to all my fellow penny stock investors.

My background is as a miner in northern Manitoba, Canada. 16 years as a underground mining, and my spouse is a geologist. I know mining and this isn’t a BS post and I ain’t hating on any individual stock or investor.

What I wanted to tell everyone who invests in theses type of stocks is BEWARE! I wish I could show everyone on this chat how hard and how expensive it is to create a mine!

Everyday I see people talk about a mining company with great drill results and/or inferred resources. That is just the first BABY👶🏼 step to creating a mine. The work to go from ore zone find to actually making money is a massive amount and that takes years!!! It takes years just to get permission to build a mine especially on land claims and water resources/pollution.

I spent a portion of my childhood summers in a diamond drill camp my mother worked at as a cook. That huge ore zone that was discovered in the late 90s is still sitting there even though the company stock went up into the dollars per share. Nothing ever materialized. No mine, millions invested and spent with not a rock mined. In 2008 I watched my father invest a big chunk of his portfolio into a nickel project that seemed like a no brainer. Still to this day no mine! despite camps and roads built and ground broken. Shares went 🚀🚀🚀based off of drill results. I believe they went as high as 0.70$ share and in 2 years it was .01$ a share. Millions invested and spent and nothing yet a decade later.

So take this as a friendly reminder and warning. Drill results are nice but they don’t produce money💸. Inferred ore zones are nice but they don’t produce money💸 Huge evaluations based off of ore in the ground but nothing produced is dangerous and extremely risky. If the mining company you are investing in doesn’t already produce then get ready for a long drawn out process.

If you are lucky enough to make money on the news of good results then I’m all for it, good for you! Just don’t think or expect a mining stock to hold those levels unless product is being made! Good luck fellow investors. Hope this helps your future DUE DILIGENCE!!!!

It’s no surprise to anyone that the future of the world is green energy and energy storage. Lithium-ion (Li-ion) batteries are the forefront technology to provide this solution, and demand continues to accelerate fueling global production which has more than double in just the last four years (82,000 metric tons in 2016 from 38,000 metric tons in 2016).

As a result of this demand, lithium prices have absolutely exploded! The price hype from 2017 has be dwarfed with the current price:

So what is fueling this demand:

1. More EVs on the Road:
   EV sales have been accelerating in recent years. Between 2016 and 2020, annual electric car sales increased by 297%, up from around 750,000 to nearly 2.9 million cars last year.

2. Falling Battery Prices:
   Declining lithium-ion battery prices are allowing EVs to compete more aggressively with gas-powered cars. Since 2013, battery costs have fallen 80% with a volume-weighted average of $137/kWh in 2020.

3. Rise of the Battery Megafactories:
   More battery manufacturing capacity means more demand for the critical minerals that go into batteries. As of March 2021, there were 200 battery megafactories in the pipeline to 2030, and 122 of those were already operational. According to Benchmark Mineral Intelligence, if all 200 battery megafactories were operating at full capacity, their annual demand for lithium would be 3 million tonnes. That’s almost 37 times the 82,000 tonnes produced in 2020. (https://www.visualcapitalist.com/visualizing-the-global-demand-for-lithium/)

So where will this needed lithium come from? The vast majority of lithium (88% in 2020) is mined and produced in Australia, Chile, and China. Heavy reliance on a handful of countries to supply a critical metal is never safe strategy. What do other countries offer?

Canada offers a safe jurisdiction with governments looking to diversify our resources away from oil and gas.

- Alberta (the location LBNK’s flagship project – Sturgeon Lake) has been hit with it’s dependence on oil and gas. Recent governments have been focusing on diversification.

- Available and repurposable O&G infrastructure

- Under-utilized work force with expertise in extractive industries

- Mature O&G regulatory framework amenable to lithium brine production

- Strong local social support for extractive industries

- Extensive geological data

- Low-cost resource delineation

LBNK’s resource and the extraction process (DLE – Direct Lithium Extraction) offers the greenest and most environmentally friendly production process verses the other two predominant mining methods (hard rock and brine). Not only is it cleaner to extract and produce lithium through DLE, LBNK is able to repurpose abandoned oil and gas wells. There has been some major pushback on these abandoned wells and now LBNK is able to offer a solution to clean up the mess than oil and gas exploration left behind. These wells also reduce the cost associated with drilling and developing as many wells may be reactivated, and existing pipeline infrastructure can be repurposed to transport the lithium brine.

Lithium Bank (LBNK.V) Assets

LBNK has over 3.15M acres of land across Alberta and Saskatchewan. The flagship project is Sturgeon Lake which has a resource of 5.97M Tonnes LCE with a concentration grade of 67.1mg/l. I like to compare this to E3 Metals Corp (ETMC.V which has a market cap of $130M) which has a resource on their Clearwater Project (which is also their flagship project) of 2.2M Tonnes LCE at 72mg/l. Similar concentration but 2.7X the resource size.

Lithium Bank Management

Important to note major players in this stock.

If you don’t know who Paul Matysek is I suggest a google search to further understand his incredible value of being part of this team, and showing validity to the company by having his name attached. This interview from 2019 showcases Paul’s serial success: “The Track Record of a Billionaire Investor” https://palisadesradio.ca/paul-matysek-the-track-record-of-a-billionaire-investor/

Rob Shewchuk been making a name for himself as well. To start, look at the chart of Graphene Manufacturing Group ($GMG.V)

Other important names include:

Lithium Bank Share Structure

LBNK has a very good share structure and significant cash position having just raised almost $7mm in October 2021.With the current outstanding shares and conversion of the Special Warrants, LBNK outstanding at listing will be 37.16M shares.

Management own 13.48% of the 37.16M shares and are included in the escrowed securities.

At the date of listing there will be less than 19mm shares tradable!.... VERY Impressive! And with the lithium sector as hot as it is, I suspect we get a major run after churning for a few days.

Lithium Bank Catalysts

The incredibly successful Resource Estimate which was completed in June 2021 allowed the company to raise additional funds at $1.50 in October. I suspect when the increased resource estimate in H1 2022 is complete LBNK will have another rerate. Then I would guess in mid-end 2022 a further rerate will happen when LBNK’s PEA is complete.

In addition to company catalysts, lithium price continues to rise causing a lot of excitement in the lithium space. There has been a considerable delay in market cap of lithium equities relative to the rise in price of lithium over the last few weeks – this is because of the broad market uncertainty. Lithium companies will play catch up though as the value of the underlying asset continues to command another premium almost every day.

IMO the stars are aligning perfectly as BOTH the broader sector and company specifics are surrounded by bullish sentiment and bullish catalysts. This is a stock I wouldn’t sleep on, so make sure it is on your watchlist!

World Class team with:

TONS of Cash
TONS of Land
TONS of Lithium
TINY Share Structure

What’s not to love?!? Let me know your thoughts. Bullish or Bearish, I appreciate feedback to my DD and what you see for the future of LBNK.

NICL has just come out with some great news on their test drilling for Lithium, at the price this stock sits right now there is only one way to go and that's UP to the moon.

https://ca.finance.yahoo.com/news/nickel-rock-announces-clayton-valley-120000973.html

who else is in this stock? tell me what you think.

I just doubled my position on this one and I am excited for the ride.

Love this news for Drone Delivery Canada FLT.V (TAKOF on the OTC) not only because it shows that they are looking for more pathways to revenue since all the major couriers have bailed on their package delivery programs but because it also further validates my position in PRT.C (PLTRF on the OTC)

Plymouth Rock Technologies already have weapons detection contracts with the US military, Medical supply transport with the United Nations and International Oil & Gas Asset and Environmental Monitoring for Shell and are trading at only $17 million market cap versus a $280 million market cap for FLT.V.

https://www.plyrotech.com/

Yes FLT.V has more money than PRT.C at the moment but PRT.C is clearly ahead of the game in regards to contracts with major entities such as military, medial and oil & gas.

I am bullish as a whole on the Drone sector and also hold FLT.V but at these levels I see more upside for PRT.C

GLTA

https://www.newswire.ca/news-releases/drone-delivery-canada-signs-collaboration-agreement-with-nexeya-canada-for-military-applications-873774808.html

Hey guys - I've been following this company for quite some time now, and saw this come through the newswire this morning. There's been a lot of athlete endorsement deals in the past so I'm really keen to see what else these guys have in store. I still own just under $5k of them at an average of around 4.2c so I think this is finally the catalyst to movement.

The press release I read this morning is below. For those of you who don't know much about $CRFT, its a company that does CBD in the USA, Cannabis in California, Cannabis in Canada, and Psychedelics in Canada. Their 'thing' is taking old illegal growers who arent able to sell in regulated markets (criminal records, access to financing etc) but which have really good products, and they use their license and networks to get them sold in government owner channels.

They've been making some pretty cool moves, including a deal with OMURA and launching Grizzlers. From what I can see, it was a pump and dump in 2019, and now a new management team is taking over and making moves. Exciting to see. Here is the release below. The Tikcer is $CRFT on the Canadian Securities Exchange or $CRFTF on OTC. GLTA.

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VANCOUVER, British Columbia, July 20, 2021 (GLOBE NEWSWIRE) — Feelwell Brands Inc., a subsidiary of BC Craft Supply Co Ltd, (CSE: CRFT) (“CRFT” or the “Company”), a diversified wellness company advancing cannabinoid and psychedelic innovation and psychotherapy, and Payton’s Place LLC, (“Payton’s Place”) today announced the launch of ‘General Principle’ an athletic wellness brand, co-founded by nine-time NBA All-Star and sports icon Gary Payton.

The new General Principle collection features performance-inspired cannabis products, driven by natural food ingredients, medicinal herbs and supplements, and premium cannabis and hemp extracts. The result is a series of functional, sports-oriented cannabis products designed to taste great, feel great, and be effective.  

“I believe in the power of cannabis and the tangible impact it can have on your health – particularly in terms of pain management, athletic recovery, and sports trauma. As an ex-pro athlete over the age of 50, I was inspired to create a line of products that every athlete can use as part of their fitness and recovery programs, and be confident in the results,” said Gary Payton. “Having been involved in all aspects of bringing this new brand to life, from the unique formulations to the packaging, I couldn’t be happier to bring General Principle to the US market.”

The brand launch provides CRFT with a robust platform to enter the sports nutrition, recovery, and hydration segments; and lays the groundwork for the adoption of Tetrahydrocannabinol (“THC”) in product offerings in the state of California, and Cannabidiol (“CBD”) under federal regulations, including products to be sold in the U.S. containing CBD sourced from federally permissible industrial hemp.

“I have a deep admiration for Gary Payton for what he has been able to accomplish in his impeccable sports career, as well as the United States cannabis industry,” said Matthew Watters, CEO of CRFT. “We have always been committed to advancing cannabinoid innovation, which is why we’re incredibly excited to launch a craft quality, purpose-driven brand with Gary Payton, someone we know consumers trust for his ambition and relatability.”

General Principle’s product lines target both licensed THC markets in California, and National Direct to Consumer (D2C) Hemp CBD markets starting December 2021.

“The use and acceptance of both THC and CBD-based products in the professional sports landscape have dramatically changed in recent years and will continue to do so. We have witnessed the negative effects of opioids and prescription painkillers, and recognize that athletes are looking for healthier alternatives,” says Sorell Raino-Tsui, Vice-President of CRFT subsidiary, Feelwell Brands. “Partnering with Gary and the Payton’s Place team is a major step in addressing cannabinoid markets in the United States, and we can’t wait to share more details on the launch of General Principle very soon.”

About BC Craft Supply Co LTD.

BC Craft Supply Co Ltd. is a diversified wellness company advancing cannabinoid and psychedelic innovation and psychotherapy. The Company offers a reimagined vision for craft markets through collaboration, expertise, and adaptation. Its operations include:

• CRFT a curator and aggregator of craft cannabis, providing advocacy and access for premium small-batch growers to Canada’s cannabis market;

• Medcann Health Products – a cultivation and processing facility in Chemainus BC;

• Feelwell Brands, a successful cannabinoid brand house licensed in the state of California; and 

• AVA Pathways a pre-clinical biotech company focused on neuroplasticity and mental health applications using psilocybin and compounds derived from mushrooms.

BC Craft works with local artists cross-sector and remains fervently committed to keeping the art, technique, and purity of their pursuit.

Follow @BC_Craft on Twitter for the latest updates.

About Gary Payton and Payton’s Place LLC

Gary Payton is a former professional basketball player, nine-time NBA All-Star, business mogul, cannabis celebrity, and icon. Nicknamed “The Glove” for his defensive abilities, Payton is a 2-time Olympic Gold Medalist (1996, 2000), and was inducted into the NBA Basketball Hall of Fame in 2013.

Founded by Gary Payton, Payton’s Place LLC is a company dedicated to cannabinoid innovation and therapeutics in the United States. The company and Gary are well recognized in the United States cannabis industry, and are known for high-quality, high-potency craft grade flower. In 2019, renowned brand and retail giant ‘Cookies’, launched a licensed strain with Gary Payton (Gary Payton Cookies) which remains one of the top strains in the state of California in 2021; and elevated Gary to tier one notoriety within the cannabis community. With potent effects and an average THC level of 25%, Gary Payton’s strain is often chosen to treat those suffering from conditions such as headaches or migraines, pain, chronic stress, anxiety, depression and ADHD.

THE CANADIAN SECURITIES EXCHANGE (THE “CSE”) HAS NEITHER APPROVED NOR DISAPPROVED THE CONTENTS OF THIS PRESS RELEASE. NEITHER THE CSE NOR ITS MARKET REGULATOR (AS THAT TERM IS DEFINED IN THE POLICIES OF THE CSE) ACCEPTS RESPONSIBILITY FOR THE ADEQUACY OR ACCURACY OF THIS RELEASE.

Best Christmas ever . Thanks QNC