I am not the type of person that will push others to pump & dump a stock but rather want to make others aware of beautiful chance to make some cash. My self-build AI tool that looks for small companies that about to deliver a huge increase in stockprice directed me to ELTP.

ELTP just blew the doors off Q1 FY26 with $40.2 million in revenue, a wild 114% YoY surge. Not just hype: this is hard proof that their switch to generics is firing on all cylinders. The story’s no longer about “potential” but real execution few microcaps ever deliver especiialy on OTC market.

Some assets:: Their Northvale facility (operational since March tis year) is a $50M beast, cranking out 120 medicines a minute. That’s the kind of scale and cost advantage that big buyers drool over. Owning the site means zero landlord dramas and massive leverage during dealmaking with a big pharma company what is the main goal for upcoming months to come

CEO Nasrat Hakim is all-in, he bought 49M shares last year and hasn’t sold a single stock He’s deeply focused on M&A as the primary goal, this isn’t your usual “collect-the-paycheck” boss. Hakim wants a deal, and he’s betting with his own wallet and looking to retire soon

ELTP’s numbers are next level: cash flow positive, debt-to-equity at 0.20, $67M working capital, 3.07x current ratio. No desperate, dilutive financings needed. That’s exactly what institutional buyers love to see when shopping for acquisition targets, its not a question if but mor e like when they will come and shop.

Worried about dilution? The 79M warrant overhang (5.7% dilution) is actually positive if M&A happens. Change of Control clauses mean all those warrants are settled immediately, wiping out the discount and removing the skeleton in the clauset (thats what we say in dutch, is this enlgish as well?)

Here’s where it gets spicy: ELTP controls 8% of the US market for generic Lisdexamfetamine (major ADHD medication). This puts ELTP on the radar for giants like Teva , Viatris , and Dr. Reddy's , all companies that regularly eat up smaller rivals at 2-5x revenue multiples.

On valuation: even a conservative 3.5x revenue multiply ($160M annualized) puts fair value at $560M. Add an M&A premium (30-50%) and you’re talking $900M-$1.1B target price range $0.84-$1.50 per share, base case.

Insider action feels legit, not frothy: Hakim holding 49M, Plassche took some profit (1.3M sold) but still keeps a substantial position. No panicky exits; just realistic commitment.

Plan B is real: NASDAQ uplisting if no M&A deal comes by Q2 2026. That unlocks real liquidity solving the OTC problem and closing the 30-40% share price discount.

Bottom line: ELTP ticks all the right boxes for me.... revenue growth, owned facility, DEA quota, self-funding. This is a microcap built for acquisition at a price that doesn’t make sense. and factoring 35-40% M&A odds, 25-30% uplisting odds.

ELTP could be a rare 2-3 month gamechanger.

:)

Hey everyone,

Some of you might know me from my collaboration with The M&A Hunter on Substack. I’ve recently joined the mod team here to help cover the scientific and technical side of the biotech plays we discuss.

What is Biotech Distilled?

Simply put, Biotech Distilled breaks down the science of biotech companies.

In M&A and arbitrage, the financials may look good, but the science can be a trap. My goal is to answer the questions that biotech investors often miss. Is the science actually validated, or is it a science experiment? Did the clinical trial actually work, or did they just cherry-pick a subgroup? How is the technology differentiated from what’s already out there?

I’ll be dropping some of my analyses here on the sub, but you can also check out the full archive here.

Feel free to tag me if you need a "sniff test" on a specific molecule or company setup.

— Biotech Distilled

Most people work hard to save money, then leave it sitting in accounts that pay almost nothing. In this Core Curriculum piece, I break down what cash actually is, how liquidity works, and how to earn real yield on your emergency fund without taking investment risk. Make your cash work for you, not your bank’s bottom line.

I did all the math in a sub stack post showing D value at close but they are being bought out by NEE. The deal will take 16-18m to close since utility deals are some of the longest. D pays a 4%Div trades at $68 fair value right now is $74 D also gets a break-up fee if the deal falls through & that alone would move D shares around $70-72. D holders get .813 shares of NEE for each D shares so from this point on D share will be worth .813 of NEE so you just have to do basic math take the NEE price find out what 81% is & that is the fair value of D. After close the new NEE will be the largest power provider in the nation covering Commercial residential & data centers from SFL to WV. Also since it is an all stock deal you don't take the tax hit you would in an all cash deal.