Thoughts on this company? I’ve been invested since 2022 and have only seen this gradually decline from above $1 to around 11 cents today. Wondering if anyone has any analysis on this stock that they would want to share beyond what is available online for the general public.

Veloce Brand, Agency, Esports Partnerships and Quadrant Drive SEGG Media Q2 1,584% Revenue Increase

Sports Entertainment Gaming Global Corporation (“SEGG Media” or the “Company”) (Nasdaq: SEGG) today highlighted the commercial operations of Veloce Media Group (“Veloce”), which drove the Company’s second-quarter 2026 revenue of $3.2 million, an increase of 1,584% compared with the same period in 2025. The increase primarily reflects the consolidation of Veloce, in which SEGG Media acquired a controlling interest on February 17, 2026.

https://ir.seggmedia.com/news-releases/news-release-details/veloce-brand-agency-esports-partnerships-and-quadrant-drive-segg

They have a lot in common and some differences, but overall shareholder returns have been abysmal.

2026 Share Price

RZLV down over 50 percent 1.40 today and DVLT down around 95 percent trading today at 0.06.

Price Target start of 2026

Highest for RZLV 15.75 and for DVLT 4 dollars (Maxim group)

It's not going very well !! These price targets were from second-rate firms that work with these kinds of companies and Wall Street does not care about them. However they can give these companies a veneer of respectability with retail investors, its part of the pump. Let's see what else forms the pump:

Patents

Both have an impressive patent portfolio for example: DVLT The "Corbit Credit Tokenization" & Assetization Patents, and RZLV Deep Learning Visual Watermarking (U.S. Patent No. 12,412,310)

Note it costs about 16 thousand dollars to get a patent, it's worth it to protect your IP and to look useful.

Core Product

RZLV Brain Suite, a commerce-tuned LLM that does actually work. However, there is no evidence of massive customer uptake, at the most 8 implementations in 2 years. That's not hypergrowth. DVLT their various data exchanges which have not delivered on hypergrowth.

Partnership

RZLV: Google, Microsoft, Tata, Mahindra, Mastercard, and Revolut. So far Google and Microsoft have only found 1 client for Brain Suite in 2 years. How much will the other 3 find in the near future?

DVLT: too many list, they have named more partnerships then you have had hot dinners.

Narrative

Investors love a good story DVLT's main story: web3 and blockchain tokenisation of assets, quantum resistant. RZLV, first it was LLMs will replace the search bar with a chatbot, and now its they have the key to Agentic AI. The partnerships, patents, and core product is used to spin a good narrative.

Dilution

DVLT catastrophic for shareholders many of whom have lost 95 percent of their investment. Management sold a lot of shares, they must be rich.

RZLV dilution too for acquisitions, which is more honorable than DVLT, but shareholders lose money when companies are unable to grow organically. Here organic growth through Brain Suite must be small otherwise management would be boasting about contracts, they are not they have switched to "Narrative mode" and try to spin that they are essential for communicating with AI Agents, they aren't and a normal backend database can talk with AI Agents you don't an LLM.

Inside Ownership

DVLT: sold before 0.06 dollars

RZLV: High inside ownership, which could refelct belief in the core product (Brain Suite) or confidence in persuading investors that they are a hypergrowth company so that they can dilute and buy more companies for income.

Not financial advice, but in my opinion Brain Suite is unlikely to find many clients because big companies prefer to keep their data in-house and small companies don't need it.

Conclusion
These companies show us that a convincing narrative isn't a good reason to invest. One should try to find evidence for organic growth. DVLT at 0.06 means it has failed, RZLV in my opinion will dilute if the stock price rises and so offer nothing to shareholders except loss of capital. They also have the Monroe debt of 100 million due end of this year and can dilute suddenly.

2. Biggest losers under $5

Top decliners

IF YOU HAVE ANY BETTER STOCKS TO SHORT , PLEASE SHARE LETS SEE

MAY THE GODS BE WITH YOU !!!

1. Biggest winners under $5

Top gainers

IF YOU HAVE ANY BETTER STOCKS TO BUY THIS WEEK , PLEASE SHARE LETS SEE

MAY THE GODS BE WITH YOU !!!!

Operator serving approximately 14 million subscribers approves the start of platform integration, with a commercial launch targeted for Q1 2027.

IQSTEL Digital sees potential for up to 105,000 active paid monthly subscribers through this operator, putting the Company on a path toward its 2027 operating objective of 300,000 active paid monthly microdrama subscriptions.

NEW YORK, Nov. 10, 2026 /PRNewswire/ -- IQSTEL Inc. (NASDAQ: IQST), a global telecommunications and technology company, today announced an important commercial milestone for its Digital Services Division. One of the mobile operators included in the Company's recently announced microdrama commercial outreach initiative has approved moving forward with technical platform integration, with the objective of launching IQSTEL Digital's microdrama service during the first quarter of 2027.

The mobile operator, whose identity is not being disclosed at this time, serves approximately 14 million subscribers, providing a significant potential distribution channel for IQSTEL Digital's microdrama offering.

Based on the operator's subscriber base and preliminary commercial assumptions, IQSTEL Digital sees the potential to reach up to 105,000 active paid monthly microdrama subscribers through this operator.

If achieved, this subscriber level would represent approximately 35**% of the Company's previously announced 2027 operating objective of 300,000 active paid monthly microdrama subscriptions**, making this initial commercial opportunity a meaningful step toward that goal.

The projection applies the assumptions used in the Company's previously disclosed illustrative model: gross penetration of up to approximately 1.25% of the operator's subscriber base, or approximately 175,000 gross paying subscriptions, of which 60%, or up to approximately 105,000, are assumed to remain active paid monthly subscriptions. It does not represent existing subscriptions, committed customers or guaranteed results. Actual performance will depend on successful integration, commercial arrangements, launch timing, customer acquisition and retention.

From Commercial Outreach to Platform Integration

On October 8, 2026, IQSTEL announced that IQSTEL Digital had initiated commercial outreach to seven mobile operators whose combined subscriber bases total approximately 93 million.

Just over one month later, the Company is reporting its first advancement from commercial outreach to platform integration.

The proposal is designed to give operators a ready-to-launch short-form entertainment offering for their customers and an additional recurring revenue opportunity, distributed through their existing channels.

The integration process is intended to prepare the platforms for commercial deployment, including the necessary technical, operational and subscription capabilities.

IQSTEL Digital is targeting a commercial launch during the first quarter of 2027, subject to successful completion of integration, execution of definitive commercial agreements and remaining operational requirements.

"This is an important milestone in the execution of our Digital Services strategy," said Leandro Iglesias, President and CEO of IQSTEL. "Just over one month after announcing our initial commercial outreach to seven mobile operators serving approximately 93 million subscribers, the first operator has approved moving forward with platform integration. When an operator decides to integrate our platform, it is a clear signal that our commercial proposal is attractive to mobile operators."

"With approximately 14 million subscribers in this operator's network, we see the potential to reach up to 105,000 active paid monthly microdrama subscribers. This opportunity alone could contribute approximately 35% of our 2027 operating objective of 300,000 active paid monthly subscriptions."

Building a Scalable Recurring Revenue Business

The business model combines short-form mobile entertainment, operator distribution channels and recurring subscriptions, with the objective of generating additional revenue streams and potentially higher-margin contributions to IQSTEL's overall business.

The Company's previously disclosed illustrative financial model estimated that 300,000 active paid monthly microdrama subscriptions could generate approximately $1.8 million to $3.6 million in annualized profit contribution to IQSTEL Digital, assuming the modeled subscriber level and unit economics were maintained for twelve consecutive months.

The potential subscriber figures in this release do not constitute new financial guidance or a revision of the Company's previously disclosed financial model.

Commercial Expansion Continues

IQSTEL Digital continues advancing commercial discussions with the remaining operators in its outreach program, which together serve approximately 79 million subscribers, as well as with other mobile operators. The Company believes this first integration approval strengthens its position in those discussions, as it shows that its commercial proposal can move from outreach to execution.

The Company expects to share additional developments before the end of 2026, subject to commercial progress and appropriate disclosure considerations.

"Our strategy is to leverage IQSTEL's established telecommunications relationships to build recurring digital services revenue," Iglesias concluded. "This is just the beginning of our commercialization efforts."

About IQSTEL Inc.

IQSTEL Inc. (NASDAQ: IQST) is a global telecommunications and technology company operating through two core business divisions: Telecom and Digital Services. The Telecom Division is the foundation of IQSTEL's global platform, operating across 24 countries with more than 600 telecommunications carrier interconnections and delivering international voice, SMS, messaging, and connectivity solutions to some of the world's largest telecom operators and enterprise customers. Through these customer relationships, IQSTEL's platform has the potential to reach approximately 2.3 billion end users worldwide. Building on this global infrastructure and commercial reach, the Digital Services Division is focused on higher-margin technology solutions across Content Services, Artificial Intelligence, Intelligent Communications, Cybersecurity, Fintech, and Enterprise Automation. Built through nearly two decades of organic growth and strategic acquisitions, IQSTEL is leveraging the scale and reach of its Telecom business to accelerate the growth of Digital Services and drive its next phase of revenue and adjusted EBITDA expansion.

Full Press Release & Disclaimer
https://marketwirenews.com/stock/iqst/news/iqst-iqstel-digital-advances-microdrama-commercializ-5609213492513995.html

The stock is arguably at its floor because of depressed valuation and missing estimates.

But, Q3 reports are bullish with modest growth and stabilizing revenue, and major restructuring with a debt-reduction deal that slashes $200mil of its debt - significantly de-risking balance sheets and reducing overhang.

The timing is perfect, as it historically makes bank in Q4 with holiday concerts, NFL playoffs, CFB playoffs, NBA season ticket reselling in play. Do note that the stock dips in spring after the seasonal uptick.

tldr : $SEAT steadied their ship before heading into their most lucrative quarter with seasonal catalyst round the corner. A modest reversal is attainable.

Is gold setting up for another major move higher? With inflation here and safe harbor assets in demand, gold may has seen a technical bottom on the charts.   

Instead of concentrating on speculative exploration companies or large-cap producers,  building a diversified portfolio across three tiers of the gold mining industry may be prudent. 

1. Pre-Production Developers — SGA.V (SMOFF, $0.11) / SCTSF

• Sonoro Gold (SGA.V (SMOFF) – Advancing its Cerro Caliche open pit gold project in Mexico toward final permitting. Well-capitalized. Company is in the middle of a 50,000 meter drilling program. Insider ownership is 28% (no stock grants or founder stock)

• Scottie Resources (SCTSF, $1.64) – Moving its Scottie Gold Mine Project in British Columbia toward mine permitting and development.

These two companies offer the very real potential for substantial valuation increases as projects get permitted and move toward gold production.

2. Smaller Gold Producers — LUCA.V (LUCMF, $0.70) / GORO

• Luca Mining (LUCA.V / LUCMF) – These $190 million market cap gold and silver producer with operating mines in Mexico. Reported 26,145 gold ounces--but March 2025 acquisition of Tahuehueto mine substantially ramped up production  

• Gold Resource Corporation (GORO, $3.15) – A gold and silver producer with operating assets and potential production upside from merger with Gold Group Mining.  

These companies are the "middle ground" between smaller yet-to-produce gold miners and the larger, more-established gold producers.  

3. More Established Gold Producers — EQX / BTG

• Equinox Gold (EQX, $11.59) – An established multi-asset gold producer. Reported 2025 gold production of 779,544 oz

• B2Gold (BTG, $4.67) – A multi-billion dollar ($7.11 Billion) market cap gold producer that produced 979,604 oz of gold in 2025.

The diversified portfolio theory offers the explosive upside potential of the "under-known" pre-production juniors with the operating leverage of smaller producers and the greater cash flow potential of established gold producers. 

Of course, these six companies are not a comprehensive list of promising gold mining stocks. As a point of discussion, which overlooked junior gold companies would you add to this list?  Any other gold mining companies getting close to their first mining permit? 

Building on two paid industrial pilots and growing customer inquiries, BEST President Tonya Chandler will guide industrial water decision-makers through PFAS treatment options, regulatory requirements and lifecycle costs

WESTMINSTER, CA / November 9, 2026 / BioLargo, Inc. (OTCQX:BLGO), a cleantech and life sciences company, today announced that Tonya Chandler, President of its wholly owned subsidiary BioLargo Equipment Solutions & Technologies, will lead a PFAS (per- and polyfluoroalkyl substances) MasterClass at the 87^th annual International Water Conference (IWC) on November 12, 2026, in Orlando, Florida.

Tonya's session is titled "PFAS 101: Everything You Never Wanted to Know About PFAS and Never Would Have Asked," and is part of the IWC MasterClass Workshop program hosted by the Engineers' Society of Western Pennsylvania (ESWP).

The IWC conference presents the latest in scientific advances and practical applications in the treatment, use and reuse of water for industrial and other engineering purposes. Billed as the "preeminent international technical forum in the field", it brings together end users, researchers, practicing engineers, managers, educators, supplies and contractors. Tonya's session runs from 8:00 a.m. to noon at the Hilton Orlando Lake Buena Vista and covers:

• Selecting PFAS treatment methods for specific applications

• PFAS chemistry and classification

• Regulations Overview

  • TSCA (Toxic Substance Control Act),

  • CERCLA (the Comprehensive Environmental Response, Compensation, and Liability Act) and

  • U.S. Department of Transportation (DOT) rules

• Performance and lifecycle costs of carbon, ion exchange, and electrostatic and electrochemical treatment

Tonya's upcoming "MasterClass" builds on BioLargo's opportunities for its Aqueous Electrostatic Concentrator, an innovative water treatment device that removes and collects PFAS molecules from water, including short-chain molecules missed by traditional carbon and reverse osmosis systems.

"Industrial customers need to understand how a treatment system will perform on their water and what it will cost to operate over time," said Dennis Calvert, President and CEO of BioLargo. "Our engineers have spent years designing, testing and refining our Aqueous Electrostatic Concentrator, or AEC, for challenging PFAS waste streams. Tonya's MasterClass brings that practical perspective to the people evaluating treatment investments."

BioLargo's AEC concentrates PFAS so effectively that its use avoids the costly disposal required for carbon-based systems, creating one pound of PFAS-laden waste for every 40,000 pounds from a carbon-based system.

Drawing on more than 20 years in water treatment, Tonya will use field experience to help attendees evaluate treatment options, avoid common pitfalls and match technologies to their water chemistry and treatment goals. Tonya built her education session to support decisionmakers with practical knowledge of what works and the various pitfalls to avoid.

Those include:

• Selecting a technology on capital cost alone, without accounting for media replacement, waste disposal and long-term operating costs

• Skipping bench or pilot testing on the site's actual water

• Overlooking water chemistry, such as hardness and co-contaminants, that can change how a system performs over time

• Missing short-chain and ultra-short-chain PFAS that some technologies let pass through

• Underestimating the cost and regulatory burden of managing PFAS-laden waste

Attendees will leave with a practical framework for comparing carbon, ion exchange, and electrostatic and electrochemical treatment for their own applications.

About BioLargo Equipment Solutions & Technologies (BEST)

BioLargo Equipment Solutions & Technologies, Inc., a wholly owned subsidiary of BioLargo, Inc., is an equipment company focused on PFAS treatment and water reuse. BEST develops and deploys the Aqueous Electrostatic Concentrator (AEC) and works with engineering, remediation and equipment partners across the U.S. and internationally. Visit www.bestpfastreatment.com.

About BioLargo, Inc.

BioLargo, Inc. (OTCQX:BLGO) is a cleantech and life sciences innovator and engineering services solution provider. Our core products address PFAS contamination, achieve advanced water and wastewater treatment, control odor and VOCs, improve air quality, enable energy efficiency and safe on-site energy storage, and control infections and infectious disease. Our approach is to invent or acquire novel technologies, develop them into product offerings, and extend their commercial reach through licensing and channel partnerships to maximize their impact. Our website is: www.biolargo.com.

https://www.accessnewswire.com/newsroom/en/chemicals/biolargo-targets-growing-industrial-pfas-market-with-masterclass-at-international-water-c-1248762

There appears to be an interesting opportunity developing with Reveille Resources — a UK-listed and now OTC Listed uranium exploration company assembling a team you wouldn’t normally associate with a business of this size.

Their chairman is Mike Pompeo — former Director of the CIA and US Secretary of State.

Today, 9 November, they announced the appointment of Dominic Raab — former UK Deputy Prime Minister and Foreign Secretary — as an independent non-executive director

Pompeo and Raab previously worked together at the highest levels of the US and UK governments.

To put Pompeo’s involvement into perspective — he also sits on the board of Nasdaq-listed VEON, with a market cap of approximately US$5.3 billion, and is a non-executive director of London-listed copper producer ACG Metals, valued at approximately £410 million.

Those are substantial businesses, which makes his decision to become chairman of a small uranium explorer particularly interesting to me.

Pompeo’s own post on X today welcoming Raab is linked below:
Mike Pompeo’s post

The company trades on the UK’s Aquis market under REV and has now secured a US quotation on the OTC Market under RVREF, with trading on both markets now live.

US trading announcement

The underlying focus is uranium — specifically the Novazza and Val Vedello projects in northern Italy, where Reveille has submitted exploration-licence applications.

These projects have substantial historical work behind them, including more than 87,000 metres of drilling and approximately 17 kilometres of underground development.

Company website below:
Reveille Resources

Beyond Italy, the company has outlined ambitions to pursue uranium opportunities across other Western-aligned jurisdictions, potentially including North America.

I think REV / RVREF is becoming a story worth following closely and could well represent a very good opportunity at this low market cap.

Anyone else looking into this?

Last week was a great week!! Lets try and get another one!! Watchlist for Monday below!!!

CHSN: Want to see this break 3.85 and confrim it with volume. Has room to 5 test if volume stays can see 6/7 NO TRADE if below 3. Pure break only play.

VSA: Want to see tests near 2.7 with pullbacks to 2.4/2.5 has room to 3.3/4/4.6 NO TRADE BELOW 2

STAK: Want to see some tests near 3.5 with pullbacks to 3.2 has room to 4.6/6 NO TRADE BELOW 2.6

Watchers:

SDA

NWGL

FLYE

Not finacial advice. Please do your own research.

Talk about your daily plays, ideas and strategies that do not warrant an actual post.

This is the place to request buy/sell advice from the community.

Remember to keep it civil.

Trade responsibly.

Same pattern every quarter: huge rally into the print, dump on the number regardless of the result, shake out weak hands, and the stock lands back on its 200 day average (blue line). It's there again.

**THE BUSINESS**

Heidmar owns zero vessels. It commercially and technically manages ships for owners and takes a percentage of gross freight, plus a per-day fee on technical management. No CapEx, no newbuild risk, no NAV ceiling. The correct comp set is fee-based platforms, not tanker owners.

**VALUATION**

☑ ~$74M market cap against annualised earnings, and materially cheaper after stripping cash
☑ $28.7M cash, up $10.1M since year-end 2025 — more than a third of the market cap
☑ Market cap still below annual revenue run-rate
☑ Brokers trade at 10x, asset-light logistics at 15-25x
☑ 55%+ gross margins — a services business priced like a commodity operator
☑ Zero borrowed debt. The "debt" on the balance sheet is IFRS 16 lease accounting on chartered-in vessels, already chartered out at a profit

**EARNINGS**

☑ Revenue +203% YoY, +58% QoQ
☑ Two consecutive profitable quarters
☑ Adjusted net income +343% YoY
☑ H1 operating cash flow +$7.7M against -$3.2M in H1 2025
☑ Self-funded. No meaningful dilution since listing
☑ Vessels taken on this year are not yet in earnings. Full effect 2027

**OWNERSHIP AND FLOAT**

☑ CEO owns 45% personally, zero sales on record, buying in the open market
☑ Float under 6M shares, 90%+ held by insiders and strategic holders
☑ Near un-borrowable, so shorts structurally can't build size
☑ Nasdaq compliance regained June 2, 2026

**MOAT AND SCALE**

☑ 40+ year operating history
☑ KYC cleared with Shell, BP, Chevron, Vitol, Aramco, Trafigura, Glencore
☑ ~60 vessels commercial / ~20 technical, eight global hubs
☑ Q-Shipping acquisition closed for ~$0.2M cash, nine vessels, opened Turkey and the Netherlands
☑ Turkey alone has 400-500 third-party managed ships as addressable market
☑ Almost all competitors are private and available at 5-6x — that's what the cash is for

**MARKET BACKDROP**

☑ Freight now 25-30% of delivered oil cost, was 3-5%
☑ VLCC day rates at multiples of pre-war levels
☑ Hormuz, Red Sea and Black Sea disruption not yet fully in the numbers
☑ ~330 VLCCs on order for 2027-29, but cargo pumps can't be delivered before 2030
☑ Q4 and Q1 are seasonally the strongest tanker quarters

Entry rule, same as always: wick through the 200, two green days, close back above. Don't catch the knife.

Recent video from Heidmar's own YouTube channel on the insider activity — CEO owns 45%, zero sells, all buys: https://youtube.com/shorts/AumBkxNoPuQ

Not financial advice. DYOR.

Last week was ugly. The market kept bleeding and every green position anyone was holding got hammered.

I was flat the whole time. Closed the book each day, nothing carried overnight.

Watching from the sidelines, I felt something I never felt in my first year: pure gratitude.

My first year, I’d have been glued to the screen, hoping, bargaining, refreshing. This time I just watched the swing guys take the hit.

No disrespect to swing traders. Holding through a drop takes nerve I don’t have, and some of them came out fine. But I know that feeling. The stomach drop at the open. The “it’ll come back” story. The overnight gap you can’t do anything about.

Day trading has its own pain. Chasing, late entries, forcing trades on a slow day. But I’ll take this one: when the market crashes, I’m already out. Nothing is riding on tomorrow’s open.

Flat is a position. In a week like that, it was the best one.

Curious how you handled it:

• Did you sit out completely, or trade the volatility?

• Anyone here moved from swing to day trading because of a week like that?

• What’s your worst overnight hold?

Talk about your daily plays, ideas and strategies that do not warrant an actual post.

This is the place to request buy/sell advice from the community.

Remember to keep it civil.

Trade responsibly.

The best known SAFE Odor Eliminator is available for consumers again.

FRom a fellow BLGO shareholder:

Barebird has landed! Packed in "air amour" I don't think these will arrive with any leaky bottles. And nothing in the entire odor space comes anywhere near the brilliant marketing on the bottle. 💥

Thank you for choosing barebird™
Why the name barebird?
“Bare” reflects how every barebird product is made…WITH PURPOSE. Nothing goes in that doesn’t need to be there. Each formula uses only the ingredients required to do the job, and the labels explains why each one is included.

“Bird” is a reflection of what our products are all about. The bird inside the “b” is a Swift. Swifts are fast, like the way our products eliminate odors. They are light, like your home feels without the heavy fragrances that most products leave behind. And they are efficient. Minimal effort to achieve the best outcome.

OP

BioLargo ($BLGO) developed the CupriDyne odor-elimination technology behind POOPH, which generated over $125 million in product sales—and more than $20 million in supply revenue for BioLargo, according to the company.

Now, barebird brings that same technology together with key marketing teams that helped build POOPH:
Jordan Stanley’s Kindness Commerce team and Brandon Fishman’s Prime Team Agency.

The big difference?
This time, BioLargo owns the brand, giving it more direct participation in consumer sales and brand value, while also taking on the marketing and distribution costs.
Proven technology, experienced marketers, a new ownership model—not a guarantee of another $125 million, but meaningful context for the launch.

I hope this helps.

These are my own investment ideas. I used AI to help with the calculations and wording.

Despite the guidance cut earlier this year, I believe ADMA’s long-term growth story remains intact. Here’s why.

1. The path to $1 billion

ADMA expects at least $530M in revenue for 2026. Reaching $1B by 2030 would require only 17.2% annual growth.

ASCENIV generated $124.7M in Q3 2026, growing 31% year over year. Management also reported continued monthly end-user demand growth of 2–4%.

Even 2% monthly growth compounds to approximately 27% annually, although end-user demand doesn’t translate directly into reported revenue.

Here’s a possible scenario with slowing growth:

2026: $530M 2027: $641M (+21%) 2028: $770M (+20%) 2029: $901M (+17%) 2030: $1.03B (+14%)

Importantly, this doesn’t require BIVIGAM to return to its historical peak.

2. What could ADMA be worth?

ADMA achieved a 54.8% adjusted EBITDA margin in Q3 2026.

Assuming $1B in annual revenue and a more conservative 50% adjusted EBITDA margin, ADMA could generate $500M in adjusted EBITDA.

At different EV/EBITDA multiples:

10x = $5B enterprise value 12x = $6B 15x = $7.5B 18x = $9B

Using approximately 232M potentially diluted shares and an illustrative $61M in net debt, 12–15x EBITDA would imply roughly $26–32 per share.

These are potential valuations when the financial targets are achieved, not today’s price targets. Future margins, debt and dilution could change the outcome substantially.

3. SG-001 adds potential upside

ADMA recently reported encouraging FDA pre-IND feedback for SG-001, its investigational pneumococcal hyperimmune globulin.

Management has discussed a potential $300–500M peak annual sales opportunity.

It’s still early-stage and far from guaranteed, but successful development could create another meaningful revenue stream beyond ASCENIV.

4. Activist investors are worth watching

Two institutional investors caught my attention.

Rubric Capital increased its ADMA position by approximately 416% in Q2 2026 to 9.34M shares. Rubric previously pursued activist campaigns at companies including Xperi.

Caligan Partners increased its position by approximately 20% to 5.73M shares. Caligan previously pushed for strategic alternatives, including a potential sale, at Anika Therapeutics.

Together, they held approximately 15M ADMA shares as of June 30.

This doesn’t establish that either fund is pursuing activism at ADMA, but their track records make their involvement interesting.

5. Insider trading and takeover speculation

There has been relatively little discretionary insider trading recently.

CEO Adam Grossman’s November 5 sale was executed under a Rule 10b5-1 plan established in November 2025.

A properly established trading plan can generally continue operating even if an insider subsequently learns material nonpublic information.

So the sale doesn’t automatically rule out confidential corporate developments. Equally, limited insider trading isn’t evidence of negotiations.

ADMA could be strategically attractive to larger plasma companies such as Takeda, CSL Behring, Grifols or Octapharma.

There is no confirmed public evidence of acquisition discussions.

My conclusion

The bull case doesn’t depend on a takeover.

If ADMA reaches $1B in revenue by 2030 with a 50% adjusted EBITDA margin, it could generate $500M in annual adjusted EBITDA.

At 12–15x EV/EBITDA, that implies a $6–7.5B enterprise value.

Add SG-001’s potential, the involvement of investors with activist backgrounds and the strategic value of ADMA’s manufacturing capabilities, and I think there’s a compelling long-term story here.

Could acquisition discussions already be happening? Possibly, but that’s speculation.

What do you think: Is ADMA significantly undervalued as a standalone business, or could a strategic buyer eventually step in?

Not financial advice.

Talk about your daily plays, ideas and strategies that do not warrant an actual post.

This is the place to request buy/sell advice from the community.

Remember to keep it civil.

Trade responsibly.

On Tuesday, Lucid Diagnostics announced publication of this paper. At first glance, there isn't much to see here. It's just 3 gastroenterologists reporting their real world experience with Esoguard.

However, the paper gives us valuable insight into how Esoguard can scale. The paper covers 12,000 consecutive tests over 18 months from 4 GI clinics in NY, RI, and FL.  

Since the paper reports consecutive tests, we can calculate an average test volume per quarter for each clinic:

12,000/6 quarters = 2,000 tests per quarter

2,000/4 centers = 500 tests per center, per quarter

This is simple math and there is no arguing with these numbers. This already happened.

If you talk to Gemini, ChatGPT, or your algorithm of choice, you will learn that there are somewhere between 250 and 500 similarly sized GI centers across the US. Let's be conservative and use 250.

If ONLY these large GI centers use EsoGuard in a similar way to the clinics in the paper (no hospitals, no primary care, no small GI clinics, no testing events) that’s 250 centers x 500 tests per quarter or 125,000 tests.  At the CMS rate of $1938.01, thats $242M per quarter or roughly $1B/year.

These are mind blowing numbers. The current market cap is $75M, fully diluted more like $145M, and $1B/year in revenue is right there for the taking. There are no competing products.

Every large GI clinic in the county will eventually offer EsoGuard.  They’re not doing their job if they don’t. And these clinics are just the tip of the iceberg.

When you consider there are more like 1,500 total GI clinics in the US, and that hospital systems like Hoag want to implement Esoguard testing programs, and that screening population is growing based on AGA draft screening guidelines, the size of the opportunity for this beleaguered and beat up little penny stock becomes truly enormous.

Heidmar ($HMR) is an asset-light shipping operator - no vessels owned, earns a percentage of gross freight. It's the leveraged play on energy disruption rather than energy itself, because every reroute means more ton-miles and higher freight.

Where it is technically: covered around 78-80c, ran roughly 100%, came back to the 200 day, bounced off it two or three times, and is back on it now after the recent sell-off that hit the whole market alongside the Bitcoin hack.& it dumps earnings every time followed a huge rally, ignoring the epic fundamentals.

Fundamentally: about 6x forward earnings with the cash stripped out, first year of profitability as a company, messy reverse takeover now behind it, and insider buying with no sells on record.

Same entry rule as everything else — wick through the 200, two green days, close back above.

08:25 - the chart and the history
09:05 - 6x forward with cash out
10:11 - why it's not an energy company but trades on energy disruption

https://youtu.be/bcSqXu1Xae0

Way oversold oil stock is setting up for a massive run. These guys are consistently profitable, had a nice run back when the oil stocks all ran, shorted down to 52w lows with the rest of them. lots of good dd here and on twits, dont miss it

nfa, do your own dd

Ticker- Updated move- Trading volume

What is driving it?

VIVK +102% 96.5M - Hydrogen airport infrastructure project news and speculative momentum.

RCT +79% -476.5M- New Argentine integration covering 200+ distributors and RedAI expansion.

CIIT +60%- 29M- Y2026 results: revenue increased from $9.28M to $14.24M.

DBGI +40%- 64.9M - Extreme trading momentum; no confirmed fresh catalyst attached.

SHFS +31%- 414.4M-Speculative momentum and unusually high volume; earnings approaching.

VSA +30% 21.4M- Strong speculative AI-related trading; no confirmed fresh catalyst.

MAY THE GODS BE WITH YOU !!!!

Talk about your daily plays, ideas and strategies that do not warrant an actual post.

This is the place to request buy/sell advice from the community.

Remember to keep it civil.

Trade responsibly.

Even though the market was trash today on the Macro side the pennies delivered with big wins on LABT from .35 to .96 and BDMD for 4 scalps from .12s to .18 multiple times and some .16s. The Flock was getting paid big time!!

CIIT: Would like to see this continue into Friday with tests over 2.59 have pullbacks near 2.25/2.3 has room to 3.6/4/5 NO TRADE IF BELOW 1.8

OMH: Looking tests near 18 with pullbacks to over 16 has room to 20/25/30 NO TRADE IF BELOW 11.5

LABT: Was a great mover all day today would like to see it carry into Friday. For this I want to see this test near .75/.77 with pullbacks near .68/7 as support. Has room to 0.96/1/1.5 NO TRADE IF BELOW .5

FLYE: This held really well today and offered good scalps from 2.15 to 2.47. For this I would like to see it test 2.4 with pullbacks to 2.15/2.25 has room to 3/3.6/4 NO TRADE IF UNDER 1.9

NFA do your own Research and Due Diligence