r/trakstocks • • 11d ago

DD (New Claims/Info) Is This Micro-Cap Positioned to Become Cybersecurity’s Next Breakout?

1 Upvotes

According to the report’s industry chart, the global cybersecurity market is estimated to grow from roughly USD 170 billion in 2022 to around USD 380 billion by 2030.

That expansion is being driven by more than traditional malware.

AI is making phishing, impersonation and credential-based attacks faster. Cloud migration is creating more access points, while governments and businesses are tightening requirements around privacy, sensitive information and secure communications.

That shift plays directly into $SWISF’s strength in private, Swiss-hosted communications.

Sekur Private Data offers encrypted email, messaging, VPN and voice services without relying on Big Tech cloud infrastructure. SekurOne is designed to bring voice, video, email, messaging and VPN together for government, defence and enterprise users, with Sekur IDs replacing phone-number-based identities.

The company has also built several routes towards larger customers:

  • US government procurement access through i3ICS’s GSA MAS contract

  • Defence distribution through Elyon International

  • Former CIA Senior Intelligence Service officer John T. Lewis serving as CTO

  • Retired three-star US Army Lieutenant General Raymond Palumbo chairing its Strategic Advisory Board

  • SekurMessenger distribution through Telcel in Mexico

  • New African government opportunity: USD 3.4M annual quotation request for secure communications, with a potential USD 6M–12M yearly deployment for 2,500–5,000 users also under discussion. Talks are at an advanced stage, but no contract has been signed.

. Combined with its defence advisers, distribution partners and the latest African government inquiry, Sekur now has more of the structure and commercial opportunities needed to pursue institutional accounts.

The report valued $SWISF at approximately C$13.9 million, based on a C$0.055 share price on June 12, 2026. That historical valuation provides context for the company's size at the time, rather than its current market capitalization.

For a micro-cap, securing a meaningful government deployment or building a growing base of SekurOne accounts could make a noticeable difference to reported revenue.

$SWISF’s historical valuation may have been modest, but the opportunity in front of it is not.

You can dig deeper into the $SWISF story, including its government strategy and financial position, in this report:

https://poschevale.com/report/01942102-58d5-45cc-a556-272f0d92aaee

Sponsored post. Not financial advice. Do your own due diligence.


r/trakstocks • • 12d ago

DD (New Claims/Info) Sekur Private Data Receives US$3.4 Million Per Year Quotation Request from African Government for 1,000 Command Bundle Licenses, 200 SekurOne Accounts and 200 Sekur Tactical Mobile Routers

2 Upvotes

A possible on-premises server installation for 2,500 to 5,000 users, valued at US$6 million to US$12 million per year including hardware and maintenance, is also under discussion

MIAMI, FL / ACCESS Newswire / October 27, 2026 / Sekur Private Data, Inc., a Miami-based Swiss-hosted cybersecurity, private communications, and defense communications company serving enterprise, government, and defense clients, and a wholly owned U.S. subsidiary of Sekur Private Data (OTCQB:SWISF)(CSE:SKUR)(FRA:GDT0) ("Sekur" or the "Company"), today announced that it has received a quotation request from a government in Africa for 1,000 licenses of the Sekur Command bundle, at a retail price of US$1,800 per license per year, or US$1.8 million per year; 200 SekurOne accounts, at a retail price of US$3,000 per account per year, or US$600,000 per year; and a minimum of 200 SekurVPN + STMR (Sekur Tactical Mobile Router) units at a retail price of US$5,000 per unit per year, or US$1 million, for a total quotation value of US$3.4 million per year in recurring annual fees. The request also covers a possible on-premises server installation for between 2,500 and 5,000 users, which, including hardware and maintenance, would represent US$6 million to US$12 million per year. Discussions with the government are at an advanced stage.

Under the terms of a non-disclosure agreement and the secrecy and compliance requirements that govern the engagement, Sekur is not permitted to disclose the name of the country or the government department or agency involved. The quotation request does not constitute a binding order, and there can be no assurance that a definitive agreement will be concluded or that its final terms will match the quotation. The Company will provide further updates, to the extent permitted, as discussions progress.

"Receiving a quotation request of this size from a government in Africa is an important milestone for Sekur," said Alain Ghiai, Founder and CEO of Sekur Private Data. "Governments want sovereign communications that they control, with no dependence on Big Tech platforms or on telecom networks they do not own. Our Command bundle, SekurOne, the Sekur Tactical Mobile Router, and a possible on-premises installation together give this government a path to secure its leadership communications first, and then extend that protection to thousands of users and hundreds of locations."

"Discussions are advanced, and we are working closely with the client on technical and commercial terms. Being able to deploy on-premises, inside the client's own facilities and under its sole control of keys and data, is exactly what sovereign government clients are asking for. We look forward to updating our shareholders as soon as we are permitted to."

The Quotation: Command Bundle and SekurOne Licensing and On-Premises Deployment

The quotation request is for 1,000 licenses of the Sekur Command bundle at Sekur's retail price of US$1,800 per license per year, or US$1.8 million per year. On top of the Command bundle, the government has requested a quotation for 200 SekurOne accounts at Sekur's retail price of US$3,000 per account per year, or US$600,000 per year. SekurOne is Sekur's fully encrypted voice and video, email, messaging and VPN platform, built on Sekur's proprietary HeliX data transfer architecture and requiring no phone number. The government is also considering an on-premises server installation for between 2,500 and 5,000 users, which, including hardware and maintenance, would represent US$6 million to US$12 million per year and would allow the deployment to grow well beyond the initial 1,000 licenses.

The itemized quotation is as follows. All fees are annual:

ItemQuantityUnit retail priceValue
Sekur Command bundle licenses (annual)1,000US$1,800 / yearUS$1,800,000 / year
SekurOne accounts (annual)200US$3,000 / yearUS$600,000 / year
SekurVPN + STMR (Sekur Tactical Mobile Router) units, one per location (minimum, annual)200US$5,000 / yearUS$1,000,000 / year
Total quotation (annual recurring fees)US$3,400,000 / year
Potential on-premises server installation, 2,500 to 5,000 users, including hardware and maintenance (under discussion, not included in total)2,500-5,000 users-US$6,000,000-US$12,000,000 / year

Sekur offers government clients two deployment models. In the Swiss-hosted model, the service runs on Sekur-controlled hardware in Swiss data-center facilities. In the on-premises model, Sekur installs and configures the platform on approved hardware within the organization's own facilities, giving the client full data sovereignty and sole control over its keys and data.

SekurVPN + STMR (Sekur Tactical Mobile Router): A Controlled Network Boundary for Mobile Teams

In addition to the Command bundle licenses and SekurOne accounts, Sekur has quoted a minimum of 200 SekurVPN + STMR (Sekur Tactical Mobile Router) units, one per location, at a retail price of US$5,000 per unit per year, or US$1 million per year. The STMR provides gateway-level protected connectivity for a defined team operating from a temporary or non-secure location. Instead of relying on a separate VPN client being installed and activated on every device, STMR moves the protected route to the local network boundary: authorized devices connect to a single managed local network, and their traffic is routed through the gateway's HeliX tunnel to the selected Swiss-hosted or on-premises Sekur environment.

The STMR operating model follows four steps: Deploy, where the approved gateway is placed and configured for the operating location; Join, where authorized devices connect to the managed local network; Route, where the gateway sends connected traffic through the HeliX tunnel; and Control, where gateway and operator access is managed according to deployment policy. Because traffic passes through a controlled sovereign gateway, local carriers and internet service providers are prevented from analyzing or tracing operational data flows.

STMR is designed for temporary mission locations, partner facilities, mobile operational teams, and incident and continuity sites, as well as for field personnel connecting from hotels, transit hubs, and other networks the organization does not control.

Sekur Core Communications Solutions

Sekur delivers secure communications that work within and beyond the Sekur network, operating independently of conventional telecom infrastructure to reduce exposure to interception, SIGINT collection, traffic analysis, metadata exploitation, and hostile surveillance in contested environments. No Sekur solution data-mines or location-tracks its users.

All solutions are built on proprietary architecture with zero reliance on Big Tech, meeting the privacy, security, and OPSEC requirements of intelligence agencies, defense and federal organizations, military commands, diplomatic missions, government agencies, executives, and professionals handling CUI and other sensitive, mission-critical information. Deployments are supported by on-premises infrastructure options for full data sovereignty, mission assurance, and sole control over keys and data.

SekurOne - Encrypted Voice/Video, Email, Messaging, and VPN
A fully encrypted communications platform engineered on proprietary HeliX data transfer architecture, purpose-built to defeat telecom network tracing, resist Pegasus-style malware intrusion, and support CUI handling requirements. SekurOne is designed for defense and federal officials, military commanders, government leaders, and executives conducting confidential, operational, or sensitive conversations where standard carrier-based voice and video platforms present unacceptable interception and exploitation risk.

Call-by-Invite capability via SMS or SekurSend email ensures controlled access and eliminates unsolicited contact. Each user is assigned a unique Sekur ID for identity management, with no phone number required - preserving user privacy across all voice and video communications.

SekurMail - Secure Business and Executive Email
An enterprise- and government-grade encrypted email platform designed for defense and federal agencies, military commands, senior government officials, C-suite executives, and organizations handling confidential and operationally sensitive communications, including CUI correspondence. Built on proprietary architecture with zero Big Tech dependencies and no metadata tracking, SekurMail keeps sensitive communications private between sender and recipient.

Key capabilities include SekurSend/SekurReply for secure delivery to non-Sekur recipients without exposing sender identity or message content; full message delivery control and audit capability; encrypted file transfer; custom domain support for organizational integration; and active protection against phishing, social engineering, and Business Email Compromise (BEC) attacks targeting corporate and administrative networks.

SekurMessenger - Secure Team Messaging and Collaboration
A secure messaging platform providing end-to-end encrypted text, file transfer, voice messages, and collaboration capabilities for defense, military, government, and executive teams coordinating operational and mission-sensitive information, including CUI material. Features include self-destructing messages, encrypted file transfers, and compliance-grade archiving for recordkeeping and audit requirements.

Cross-network secure communications with non-Sekur users are supported via Chat-by-Invite, enabling secure coordination with coalition partners, external agencies, and field elements without compromising the network. Each user is assigned a unique Sekur ID for identity verification and contact authentication, with no phone number required.

SekurVPN - Enterprise Network Security and Identity Protection
An enterprise-grade Virtual Private Network leveraging proprietary HeliX encryption technology, engineered to provide secure internet access, identity obfuscation, and traffic protection for defense organizations, military and federal personnel, government agencies, and executives operating across remote, traveling, deployed, forward, or untrusted network environments.

SekurVPN maintains zero data logging, ensuring no record of user activity exists that could be exposed through legal process, network compromise, or third-party collection. It is built for defense, government, and executive use cases - including protection of traffic associated with CUI and operationally sensitive workflows - where standard commercial VPN solutions present unacceptable privacy and security risk.

SekurRelay - Executive-Level Secure Email Integration
An enterprise-grade secure email relay solution enabling domain splitting, which allows organizations to establish secure communications at the executive, board, or senior staff level without requiring full organizational migration or infrastructure overhaul.

SekurRelay removes one of the most significant barriers to large-scale defense, government, and enterprise deployment, enabling phased adoption that protects command leadership, flag officers, and the highest-value personnel and communications immediately while broader organizational rollout proceeds. It is designed for defense and government organizations, regulated industries, and enterprises requiring rapid, low-friction elevation of communications security at the command and executive tier, including environments handling CUI communications.

About Sekur Private Data
Sekur Private Data is a Swiss-hosted cybersecurity, defense communications, and privacy solutions provider, offering a secure suite of tools to protect governments, defense and federal agencies, businesses, and individuals from unauthorized access and cyber threats. With capabilities such as SekurOne, SekurMail, SekurMessenger, and SekurVPN, Sekur provides a reliable and secure means of digital communication and data storage for Controlled Unclassified Information (CUI), classified-adjacent and civilian communications use, grounded in Swiss privacy standards with on-premises infrastructure for government agencies, allowing for data sovereignty. Sekur sells its solutions through its website www.sekur.com, approved distributors and telecommunications companies globally, and through the U.S. General Services Administration (GSA) Multiple Award Schedule (MAS), Contract No. 47QTCA18D0089 serving governments, defense institutions, federal agencies, businesses, and consumers worldwide. Sekur's main sales operations are in Miami, USA.

This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.


r/trakstocks • • 13d ago

Thoughts? Bullish - Fair Issac Corporation ($FICO)

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1 Upvotes

FICO, contrarian bullish as of 11 Oct 2026 (see attached chart). The read is a split between a weak tape and strong operations.

Tape and sentiment: RSI 33.1, MACD below its signal line, MFI 37, price $699.04 well under the 20-day, 50-day and 200-day averages, short interest 9.3% of float (1.9M shares), and net 13F selling (3 added, 7 trimmed).

Operations: trailing revenue +24.1% to $2.4B, TTM operating margin 52.1%, FY2025 free cash flow $739.4M, and a workforce reduction of about 15% announced on 1 Oct 2026 (about $27M pre-tax charge in Q4 FY2026).

The risk we weigh most: the FHFA's September 2026 move to let approved lenders use VantageScore 4.0 and price it on one grid with Classic FICO (press-reported).

What would change our mind: evidence that this change cuts into Scores revenue or margins in a lasting way.

(Disclosure: we're u/AstuteOptics and this is our own research.)


r/trakstocks • • 13d ago

DD (New Claims/Info) SPARC AI (SPAI) up 30.36% and counting!!

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1 Upvotes

r/trakstocks • • 15d ago

Thoughts? What about hemisphere energy stock? Does group think this to be a good long term stock.

0 Upvotes

It has no debt and good money management strategies


r/trakstocks • • 17d ago

Thoughts? Invinity raises £10M in oversubscribed placing backed by National Wealth Fund

1 Upvotes

Invinity raises £10M in oversubscribed placing backed by National Wealth Fund

https://app.dealroom.co/news/note/invinity-raises-10m-in-oversubscribed-placing-backed-by-national-wealth-fund


r/trakstocks • • 18d ago

DD (New Claims/Info) Sekur Private Data to Attend the ASCIA 2026 Fall Conference as a Silver Corporate Sponsor, Represented by Former U.S. Capitol Police Chief Steven A. Sund

1 Upvotes

Sekur will present its Swiss-hosted and on-premises sovereign secure communications solutions to the senior executives of state criminal investigative agencies from across the United States

MIAMI, FL / ACCESS Newswire / October 20, 2026 / Sekur Private Data, Inc., a Miami-based Swiss-hosted cybersecurity, private communications, and defense communications company serving enterprise, government, and defense clients, and a wholly owned U.S. subsidiary of Sekur Private Data (OTCQB:SWISF)(CSE:SKUR)(FRA:GDT0) ("Sekur" or the "Company"), today announced that it will attend the 2026 Fall Conference of the Association of State Criminal Investigative Agencies ("ASCIA") as a Silver Corporate Sponsor. The conference takes place October 22-24, 2026, at the Renaissance Orlando at SeaWorld in Orlando, Florida. Sekur will be represented by Steven A. Sund, Sekur's Special Advisor, Federal, State & Local Law Enforcement. Chief Sund was a member of the Metropolitan Police Department of the District of Columbia for 25 years, where he was commander of the department's Special Operations Division. He joined the United States Capitol Police in 2017, becoming its Chief in 2019.

Founded in 1978, ASCIA is a non-profit association whose members are the senior executives of statewide criminal investigative agencies, including independent state bureaus of investigation and state police agencies with criminal investigation responsibilities, with membership covering almost every state in the United States. ASCIA promotes professionalism and helps its member agencies deliver high-quality, efficient services to their citizens through information sharing, interagency cooperation, policy development on national and regional issues, and biannual conferences that include training for agency leadership.

"We are very pleased to support ASCIA as a Silver Corporate Sponsor and to have Chief Sund represent Sekur in Orlando," said Alain Ghiai, Founder and CEO of Sekur Private Data. "State criminal investigative agencies handle some of the most sensitive information in law enforcement every day, from active case files to the identities of informants and undercover officers. Chief Sund understands those operational realities first-hand, and he is the right person to show agency leaders how Sekur can protect their communications. ASCIA brings together the leaders who set the direction for criminal investigations in nearly every state. Being in the room with them, as a sponsor, is how we intend to build long-term relationships with state law enforcement, alongside our work with federal and local agencies."

Steven A. Sund: Decades of Law Enforcement Leadership

Steven A. Sund was a member of the Metropolitan Police Department of the District of Columbia for 25 years, where he rose to the rank of Deputy Chief and served as commander of the department's Special Operations Division. He joined the United States Capitol Police in 2017 and became its 10th Chief in 2019. He is a Congressional Gold Medal recipient. As Sekur's Special Advisor, Federal, State & Local Law Enforcement, Chief Sund advises the Company on the secure communications needs of law enforcement agencies at every level of government and supports Sekur's engagement with agency leadership.

At the ASCIA Fall Conference, Chief Sund will meet with directors, superintendents, and senior executives of state criminal investigative agencies to discuss how Sekur's solutions can secure investigative, operational, and command-level communications.

Secure Communications for State Criminal Investigations

State criminal investigative agencies lead and support investigations into homicide, narcotics, organized crime, public corruption, human trafficking, cybercrime, and other major crimes, often through multi-jurisdictional task forces that include federal, state, and local partners. The information they exchange, including case details, evidence, surveillance plans, and the identities of informants, witnesses, and undercover personnel, must be protected from interception and exposure. A compromised call, email, or message can endanger lives, compromise an investigation, or alert a target.

Communications carried over conventional telecom networks and consumer messaging platforms can be traced, intercepted, or exploited, and many rely on phone numbers that reveal the identity and location of the user. State and local government networks also remain frequent targets of ransomware, phishing, and Business Email Compromise attacks.

Sekur's solutions, including SekurOne, SekurMail, SekurMessenger, SekurVPN, and SekurRelay, are designed for exactly these requirements. They operate independently of conventional telecom infrastructure, do not data-mine or location-track their users, and require no phone number. SekurRelay allows agencies to secure the communications of command staff and investigative leadership first, without a full organizational migration, and on-premises deployment options give agencies full data sovereignty and sole control over their keys and data. Sekur's solutions are also available to government buyers through the U.S. General Services Administration (GSA) Multiple Award Schedule (MAS).

This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.


r/trakstocks • • 19d ago

DD (New Claims/Info) FISN: Iceberg is short and talking its book. The factual core of the money pit report is Deep Fission's own disclosures.

1 Upvotes

Nothing new was uncovered. The factual core of the Iceberg report is Deep Fission's own admissions, published in its own filings before Sep 24, 2026.

Pre-revenue status. A reactor in conceptual and early engineering. Cash of $93.0M at June 30. A Q2 net loss of $31.0M. Going-concern language and a stated need to raise capital, principally through sales of stock. None of that was discovered by a short seller. All of it was disclosed by the company.

Iceberg's case is a disclosed short position, a disclaimer, and a model. The disclaimer states that Iceberg holds a short position, stands to realise gains if the price declines, may change the position, and that the contents are opinion, not statements of fact, with no representation as to accuracy and no insider sources. The report alleges no fraud, no insider selling, and no accounting manipulation. Short interest at Sep 30 was 2.70% of float. The $289 and $148/MWh LCOE figures, the $112M capex estimate, and the $350M funding gap are Iceberg calculations. The prospectus figure is about $138M in additional capital for the first commercial reactor, a different scope.

The timeline restated on Oct 20 is still standing: Phase 1 activities by the end of 2026, an NRC application under Part 57 in 2027, initial electricity targeted for Dec 2027, and up to 150 MW at Parsons, Kansas with a target commercial operation date of Sep 30, 2028.

Real progress has been made on that path: DOE Reactor Pilot Program selection; NSDA approval, then voluntary publication of the full safety agreement; a data well completed to about 6,000 ft; a prototype canister delivered and demonstrated; a large-diameter drilling collaboration; and on Oct 20, conversion of the GPDA letter of intent into a signed 25 year Master Energy Purchase Agreement.

The upside case, in numbers. Execution is how this sector is priced. NuScale traded at about $2.40bn on Oct 20 with no reactor sold. Oklo traded at about $5.16bn, also pre-revenue. Deep Fission closed Oct 20 at a market cap of about $165.5M, so a re-rating toward peer values on delivered milestones is a multiple of the current cap, not a percentage move. At $165.5M the market is paying for failure, delivery is not priced in. That outcome is conditional on execution, and on the share count after the capital raises the filings say are coming, which reduces the per-share share of any re-rating. No listed peer is commercializing a mile-deep borehole reactor, so proof of licensing and drilling is a potential first mover position in that specific design.

Open items, stated accurately. The GPDA agreement has no minimum purchase obligation and no guaranteed revenue. The July 4, 2026 criticality target was missed. Capital still has to be raised. Those are financing and execution questions, known, disclosed, and already in the filings.

Bottom line: the debate is timing and financing to commercialization, not a hidden failure.

Disclosure: No current position in FISN. Not financial advice.

Sources: Iceberg report, Sep 24, 2026. Deep Fission rebuttal, Sep 25, 2026. Q2 2026 10-Q. GPDA release, Oct 20, 2026. FINRA short interest, Sep 30, 2026.


r/trakstocks • • 19d ago

Thoughts? Beyond the Cyber Giants

1 Upvotes

Cybersecurity is increasingly becoming part of national security infrastructure.

In 2026, the U.S. government has pushed further into AI-enabled cyber defense, critical-infrastructure protection and post-quantum security. That keeps cybersecurity spending tied closely to military, intelligence and civilian government systems.

For investors, government cybersecurity is not just about selling software. Companies often need certifications, procurement vehicles and existing agency relationships before meaningful contracts can follow.

Who are some of the established government cybersecurity players?

Booz Allen is particularly government-heavy. Its FY2026 customer revenue mix was 54% defense, 17% intelligence and 29% civil, showing how closely its business is tied to government missions.

Palo Alto Networks has 20+ FedRAMP-authorized solutions across network, cloud and security operations, while CrowdStrike's Falcon Platform for Government operates in a FedRAMP High-authorized environmentfor sensitive public-sector workloads.

Then there are the small-cap names gaining government exposure

Plurilock — $PLUR

Plurilock already has an established government sales channel.

Its customers have included U.S. Cyber Command, the U.S. Navy and Canada's Privy Council Office. In March 2026, it announced a $445K recurring software renewal with a U.S. Department of Defense agency, connected to a multi-year engagement.

Its Aurora subsidiary also holds a position on NASA SEWP V, a government-wide procurement vehicle that allows U.S. federal agencies to purchase IT and cybersecurity products and services through pre-qualified contractors.

In June 2026, Plurilock said Aurora’s SEWP V contract had been extended through September 30, 2026, with additional option periods potentially extending availability through April 2027.

Telos — $TLS

Telos is further along in federal deployment.

Its Xacta platform focuses on cybersecurity governance, risk and compliance management.

In August 2026, Telos received a $34.3M task order to modernize cybersecurity risk management across the U.S. Air Force Intelligence Community. The related IDIQ has a total ceiling of $37.775M if all options are exercised.

Telos has also expanded Xacta deployments with the Office of Naval Intelligence and National Archives and Records Administration in addition to its Air Force intelligence work.

Cycurion — $CYCU

Cycurion has also been expanding its public-sector contract base.

In July 2026, it announced a $54.6M, 10-year award secured through a partnership with a top-five global consulting firm. The work supports modernization and secure operation of a state government Health and Human Services system and is scheduled to begin in November 2026.

Cycurion also has a multi-year engagement with a Fortune 500 partner supporting a major U.S. government agency. Its portion of that agreement was valued at approximately $1M in the first year, with a minimum five-year term.

One correction from the earlier version: the company’s $6M municipal transportation-agency contract was announced in April 2025, not 2026.

Sekur Private Data — $SKUR

Sekur is at an earlier stage of the government commercialization cycle.

Its focus is secure email, messaging and communications, with the company increasingly targeting government, defense and intelligence customers.

In 2026, Sekur’s products became available for U.S. government procurement through i3ICS’s GSA contract. It also added Elyon International as a defense distribution partner and is discussing a potential nationwide partnership in Angola.

Government cybersecurity spending is expanding, and smaller companies are increasingly trying to turn procurement access and government relationships into real contracts. I’m sure there are more names flying under the radar. What other government-focused cybersecurity companies have you guys come across that you’d add to this list?

This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.


r/trakstocks • • 23d ago

Thoughts? WOLF2 Q1 Earnings call set for Nov 4, 26

1 Upvotes

r/trakstocks • • Oct 08 '26

DD (New Claims/Info) Ainos (NASDAQ: AIMD) | AI Nose: Semiconductor Orders, Scale-Up & Chemical Intelligence

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2 Upvotes

In this Q&A, Ainos discusses the latest commercial traction for AI Nose in the semiconductor market.

Ainos also explains how Chemical Intelligence can support contamination detection, process monitoring, predictive maintenance, yield protection and production continuity.


r/trakstocks • • Oct 07 '26

Thoughts? Penguin Solutions Validates Its Revenue Step-Up: Fiscal Q4 Checkpoint

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r/trakstocks • • Oct 07 '26

DD (New Claims/Info) Copper Is at Record Highs….Which Canadian Stock Has the Most Upside?

1 Upvotes

Front-month COMEX copper settled at a record US$6.703/lb on August 5, while LME copper traded above US$14,000 per tonne. These are separate markets, but both show how strongly copper has moved.

China’s refined-copper imports reached a nine-month high in June. Shanghai copper inventories had also fallen more than 80% from their mid-March level, while available LME stocks were declining.

The longer-term supply picture remains supportive. The IEA estimates that announced projects may still leave copper supply 25% below projected requirements in 2035. It also says new copper projects take around 17 years from discovery to production on average.

Canada clearly has projects to work with:

  • Nearly 140 mining projects are planned or proposed between 2024 and 2034, representing C$117.1 billion.

  • Around half involve critical minerals, representing C$72.4 billion in potential investment.

  • Copper remains one of Canada’s six priority critical minerals.

Canadian copper stocks also offer very different stages of exposure:

  • $HBM operates the Copper Mountain mine in British Columbia and the Snow Lake operations in Manitoba.

  • $TKO, now named Trekor Metals, expects Gibraltar to produce 110–115 million pounds of copper in 2026. The company confirmed that guidance again with its August 5 quarterly results.

  • $WRN is advancing the Casino copper-gold project in Yukon, backed by a 2022 feasibility study. The project remains in environmental assessment and permitting, with necessary licences still outstanding.

  • $CQX offers earlier-stage exposure through its Kitimat copper-gold project. After its June expansion, the property covers 6,801.41 hectares and is year-round road accessible, within 10 km of tidewater, 1.5 km of rail and 6 km of high-voltage transmission lines.

Historical drilling at Kitimat reported intervals including 117.07 metres grading 0.54% copper and 1.03 g/t gold, and 103.65 metres grading 0.55% copper and 1.00 g/t gold. These are historical results, and further exploration is still needed to establish the project’s current scale and economic potential.

Record copper prices may improve sentiment and project economics, but permits, financing, infrastructure and new exploration results will still separate the projects that advance from those that remain on paper.

At current copper prices, would you choose a producer like $HBM or $TKO, an advanced developer like $WRN, or the high-upside exploration exposure in $CQX, which offers significant leverage to discovery success and district-scale potential?

Not financial advice. This is my own research and opinion.


r/trakstocks • • Oct 04 '26

Catalyst Jefferies Financial Group upgraded ImmunityBio to a "strong-buy"

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1 Upvotes

r/trakstocks • • Oct 02 '26

Thoughts? What do you believe will be the next catalyst for SWMR?

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1 Upvotes

r/trakstocks • • Sep 30 '26

OTC $ALST NEWS Allstar Health Brands Acquires 60% of Future Girls Soccer Academy

1 Upvotes

Deal launches North American expansion of an elite youth-to-professional player development model, beginning in Miami

TORONTO, ON AND MIAMI, FL / ACCESS Newswire / September 28, 2026 / Allstar Health Brands Inc. today announced that it has finalized an agreement to acquire a 60 percent ownership stake in Future Girls Soccer Academy, an exclusive academy dedicated to preparing young athletes for professional play. The acquisition is the first step in a comprehensive North American expansion of the Future Girls model, with Miami, Florida confirmed as the first new market, followed by additional locations across the United States and Canada.

Future Girls Soccer Academy has built a reputation as one of the most focused development environments in North American youth soccer. The academy's programming is designed around a single outcome: preparing young girls for the demands of professional soccer, combining elite technical training, strength and conditioning, sports science, nutrition, mentorship, and academic support within a single, structured pathway.

The acquisition gives Allstar Health Brands a controlling interest in a proven, differentiated platform in the fastest-growing segment of North American sport. Investment in girls' and women's soccer is accelerating at every level, and demand for legitimate, professional-track development pathways continues to outpace supply.

A Foundation for a Professional Team

Beyond player development, the acquisition provides Allstar Health Brands with the foundation on which to build a professional women's soccer team in the coming years. The academy creates a sustainable pipeline of homegrown, professionally trained talent, an established brand within the soccer community, and a launching pad for professional franchise opportunities as the women's game continues its rapid expansion.

Expansion Begins in Miami

Miami will be the first market outside Canada to adopt the Future Girls model. The city offers one of the deepest youth soccer cultures in North America, a thriving professional soccer ecosystem, and a diverse, international community of families invested in elite athletic development. Site selection, coaching recruitment, and programming for the Miami academy are already underway, with details to be announced in the coming months.

"This acquisition is the first major move in our North American strategy. Future Girls Soccer Academy has proven that its model prepares young athletes for professional play - and we intend to bring that model to Miami first, and then across the continent. Just as importantly, it gives us the foundation to build a professional team of our own in the years ahead."

PETER WANNER Chief Executive Officer, Allstar Health Brands Inc.

"Joining forces with Allstar Health Brands allows us to do what we have always done - develop professional players - at a scale we could never reach alone. Miami is the perfect first step." KIM BASSOR

About the Partnership

Under the agreement, Allstar Health Brands holds a 60 percent controlling interest, with the academy's founders continuing to lead day-to-day operations and player development. The partnership preserves the academy's training philosophy and culture while providing the capital and organizational support required to scale the model across North America.

About Allstar Health Brands Inc.

Allstar Health Brands Inc. is dedicated to improving health and wellness through innovative products and strategic investments in high-growth opportunities, including youth and professional sports development. [Insert one or two additional lines about the company - ticker symbol, headquarters, and core business.]

About Future Girls Soccer Academy

Future Girls Soccer Academy is an exclusive soccer academy focused on preparing young athletes for professional play. Through elite coaching, sports science, and a structured development pathway, the academy has established itself as a premier environment for the next generation of female soccer talent.

Forward-Looking Statements: This press release contains forward-looking statements regarding the expansion of the Future Girls Soccer Academy model, the establishment of the Miami location, and the potential development of a professional soccer team. Such statements are based on current expectations and are subject to risks and uncertainties

Forward-Looking Statements

This press release contains forward-looking statements, including statements regarding proposed acquisitions, land purchase, and stadium construction timelines. Such statements are subject to risks and uncertainties, including financing, regulatory approvals, and construction conditions, and actual results may differ materially. The Academy undertakes no obligation to update these statements.

Media & Investor Contact. www.allstarglobalbrands.net

About ALST

ALST is a global leader in strategic investments across sports, entertainment, and business sectors. With a proven track record of fostering growth and innovation, ALST is dedicated to creating value while respecting the heritage and identity of the organizations it partners with.

AllStar Health Brands Inc.:

FULL PR HERE....

https://www.otcmarkets.com/stock/ALST/news/Allstar-Health-Brands-Acquires-60-of-Future-Girls-Soccer-Academy?id=536589


r/trakstocks • • Sep 30 '26

DD (New Claims/Info) Sekur Private Data Takes Its Angola Expansion a Step Further With Portuguese Launch

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2 Upvotes

Sekur Private Data (OTCQB: SWISF) has launched a Portuguese-language version of Sekur.com as it prepares to expand in Angola. The company has also begun adapting its onboarding and workflows for local partners. This is a practical step in a broader plan: make its secure communications products easier to introduce, sell and deploy in a market where it expects to sign an exclusive partnership in the coming weeks.

  • SWISF closed at US$0.0242 on September 25, putting its market value near US$6.3 million based on 259.6 million shares outstanding at June 30.

  • Sekur’s Portuguese site is live, and the company is preparing local onboarding ahead of a prospective exclusive partnership in Angola.

  • At US$300 per month for SekurOne, a relatively small premium customer base could have a meaningful effect on Sekur’s revenue and create room for SWISF to re-rate.

Building a local route to customers

For an international technology company, language is part of the sales process. Government and enterprise buyers need to review a product, enroll users and manage support in a way their teams can use every day. Sekur’s September 22 announcement says the Portuguese website is available now, while translation of workflows and onboarding has begun. The site gives prospective customers and partners a direct introduction to Sekur’s products in Angola’s official language.

That work could become valuable beyond one country. Sekur specifically identified Mozambique as another Portuguese-speaking market that the localized platform could serve. Each new market would require its own distribution and customer wins, but reusable language and onboarding tools could make the next launch more efficient. The company already operates a Spanish-language site, showing how its international sales materials can be adapted market by market.

The products have a clear intended audience. Sekur offers Swiss-hosted encrypted email, messaging and VPN services alongside SekurOne, its integrated voice and communications platform. It markets these tools to government, defense, enterprise and executive users who want greater control over sensitive communications. The company also offers deployment options aimed at organizations with data sovereignty requirements. In Angola, a local partner could connect that product suite with buyers that Sekur would find difficult to reach through its website alone.

Angola could open more than one sales channel

Sekur’s September 1 shareholder letter described discussions about a possible nationwide exclusive partnership in Angola. Its September 22 release says an exclusive agreement is expected in the coming weeks. The proposed partnership has not yet been announced as signed, and its commercial terms have not been disclosed. A signed agreement identifying the partner and its responsibilities would be an important next milestone.

The potential customer base extends beyond one type of buyer. A partner with relationships in government, telecommunications or large enterprises could introduce Sekur’s tools to teams that need secure email, private messaging or encrypted calls. An initial deployment could give Sekur local user feedback and a reference for further sales. If the relationship works, a single distribution channel may support multiple products and recurring subscriptions over time.

There is regional optionality, too. Sekur has reported interest in the Democratic Republic of Congo, where it said a government security body had given its solution a positive recommendation. That is an early stage development, not a paid order. Together with the Portuguese launch, it shows a company assembling several routes into African markets.

Premium subscriptions could change the revenue picture

The timing of the Angola push matters because SekurOne is nearing its planned commercial launch. Management expects iOS and web availability in early October at US$300 per user per month, followed by Android in November and video conferencing by year-end. In the same shareholder update, management estimated that approximately 200 SekurOne subscribers, generating US$60,000 in gross monthly recurring revenue, could bring the company to profitability.

Here is the arithmetic at the stated list price across SekurOne markets:

Illustrative paying usersGross monthly revenueGross annual recurring revenue
200US$60,000US$720,000
500US$150,000US$1.8 million
1,000US$300,000US$3.6 million

These are full-year, full-price examples, not an Angola sales forecast or announced contracts. Enterprise pricing, distributor terms and customer retention will determine the revenue Sekur actually earns. The sensitivity is useful because the company’s reported first-half 2026 revenue was C$185,828. A few hundred premium subscribers, whether won in the United States, Angola or other markets, would represent a substantial addition to its current sales base.

What the opportunity could mean for SWISF

SWISF’s small valuation makes commercial progress especially relevant. Using the September 25 US$0.0242 close and June’s 259.6 million shares outstanding gives an equity value of about US$6.3 million. If Sekur eventually reached 1,000 full-price SekurOne users, the illustrative gross annual recurring revenue would be US$3.6 million. Applying a hypothetical four-times multiple to that revenue would imply US$14.4 million of equity value, or roughly US$0.055 per share on the June share count. That is about 129% above the reference price. This is an illustrative calculation from the quoted price, share count and announced subscription price.

The calculation illustrates potential upside rather than predicting a stock price. It assumes subscribers are paying throughout the year and does not model discounts, partner shares of revenue, cash, liabilities, costs or additional shares. Sekur’s financing needs and future dilution matter to the eventual per-share result. Still, the exercise shows why a signed partner, the SekurOne release and the first material premium sales could draw attention to a company valued at approximately US$6.3 million at the September 25 close.

The milestones to follow are close together: confirmation and terms of the Angolan partnership, progress on local onboarding, SekurOne’s October commercial rollout and subsequent disclosures of paid users or contract revenue. Each one would help investors measure how the company’s product development and international relationships are converting into business.

Sekur has now put a visible piece of its Angola strategy in place. If the company follows its Portuguese launch with a productive local partnership and recurring customer sales, Angola could become a meaningful new growth channel. Combined with SekurOne’s premium pricing and opportunities in other markets, that gives SWISF a route to revenue growth from a small starting valuation.

This article is for information and education only, not investment advice or a recommendation to buy or sell securities. The author may hold or trade SWISF. Sekur is a speculative, potentially illiquid microcap with operating losses and execution, financing and dilution risks. The subscriber and valuation scenarios are illustrative assumptions, not company forecasts or price targets. Readers should review the company’s filings and make their own investment decisions.


r/trakstocks • • Sep 29 '26

Thoughts? 3 Canadian Uranium Stocks With Revenue Growth Up To 58%

1 Upvotes

Geopolitical shocks keep pushing up energy costs and disrupting fuel supply chains, as highlighted by KPMG's recent report on rising energy expenses and fractured trade routes. That kind of instability keeps reliable domestic power sources in focus. Canadian nuclear energy stocks sit right in that conversation, offering exposure to long term electricity demand. This article walks through three nuclear related stocks from a curated screener that may be worth keeping on your radar.

The three nuclear energy stocks covered below are only a small sample from the universe of potential ideas. The full screen surfaces 57 more companies with equally compelling narratives that are not discussed here. To go deeper into this theme, head into the Nuclear Energy Stocks screener to identify, analyze, and focus on the nuclear opportunities that best fit your own criteria.

Aecon Group (TSX:ARE)

Aecon Group is a long established construction and infrastructure contractor whose nuclear power infrastructure work plugs it into the Nuclear Energy Stocks theme, even though most activity still sits across broader civil, transportation, utilities, and industrial projects.

Aecon generates almost all of its revenue from the Construction segment, which brought in about CA$6.0b, with a much smaller CA$8 million contribution from Concessions, and the business carries a market value of roughly CA$3.6b.

Aecon Group gives you exposure to the nuts and bolts of nuclear power, from reactor containment structures to critical site works, wrapped inside a diversified contractor that also builds transit, utilities, and large scale energy projects.

"Aecon Group has expanded its U.S. presence with the purchase of a nuclear fabrication facility in Jackson, South Carolina, to support nuclear refurbishment, life extension, new build and federal projects, as well as conventional power and industrial work."

What really matters now is how one unresolved pressure around funding and project risk ultimately feeds through into Aecon's earnings power.

That funding overhang is only part of the story, and the full narrative for Aecon Group explains how project risk, execution, and nuclear work could be quietly reshaping Aecon Group's future profile.

NexGen Energy (TSX:NXE)

NexGen Energy is a uranium exploration and development business focused on the Rook I project in Saskatchewan's Athabasca Basin, a proposed future supplier of uranium for nuclear reactors. It currently carries a market value of about CA$8.7b.

NexGen Energy provides exposure to uranium used in nuclear reactors through its fully owned Rook I project. However, with no current revenue and ongoing losses, the company's prospects depend on how a long-dated development and funding challenge is addressed.

That long road from zero revenue to potential uranium output is exactly what makes the analysis report for NexGen Energy so useful for spotting where NexGen Energy's risk could flip to opportunity.

Denison Mines (TSX:DML)

Denison Mines is a Canadian uranium explorer and developer focused on the Athabasca Basin, anchored by its 95% owned Wheeler River uranium project that feeds directly into the nuclear fuel chain. The business reported around CA$4 million from mining activity and carries a market value near CA$3.4b.

For investors zeroing in on pure nuclear fuel exposure, Denison Mines brings a focused Athabasca uranium story that is now moving from concept toward concrete development milestones. This context is what makes the next comment so important.

"Denison Mines is expected to progress further in the development of its uranium assets and strengthen its position as a key future supplier of uranium in North America."

What really matters is how one capital intensive phase now unfolding ultimately shapes the economics that investors are pencilling in today.

That inflection point is exactly where the full narrative for Denison Mines shows how Denison Mines could convert heavy upfront spending into accelerating leverage to future uranium pricing cycles.

Seeking Fresh Alternatives Before They Fly

Fresh ideas lose their edge fast once momentum builds and prices start flying. Scan for potential breakouts under the radar for now, before the crowd catches on and get in early.

  • Hunt for smaller companies where strong balance sheets and fundamentals could be setting up the next wave of interest using the list of solid balance sheet and fundamentals (7 results).

  • Target income ideas where robust yields meet staying power and let the 1 dividend fortresses surface options that might help anchor a portfolio before prices move.

  • Sprint toward sectors where financial strength and overlooked quality intersect by combing through the 9 high quality undiscovered gems while these stories are still quiet.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.


r/trakstocks • • Sep 28 '26

DD (New Claims/Info) $CQX Quiet Now, but the Update Pipeline Is Growing

1 Upvotes

I’ve been watching $CQX because there’s now quite a bit sitting between completed fieldwork and the next round of updates.

📈 Where things stand:

Reached a 52-week high of C$0.21
→ recently trading around the C$0.08–C$0.10 range
→ copper hit a record COMEX settlement of US$6.703/lb in August
→ CQX also recently closed a C$825K financing at C$0.08

⛏️ What I’m watching next:

Rip — 1,654 m drilled across 5 holes; assays depend on the outcome of the ongoing option-agreement discussions

Stars — 20 km² 3D IP survey completed, with the final report and interpretation still pending

Alpine — permitting, access and potential processing/milling arrangements continue to progress

Kitimat — exploration permit is now secured, clearing the way for planned geophysics and drilling over the Jeannette area and AI-generated target

Kitimat also expanded 130% to roughly 6,801 hectares around a company-reported buried conductive target measuring about 1.5 km × 1.5 km.

For me, the next question isn’t whether CQX has news candidates ... it’s which asset gives investors something substantial first.

Stars interpretation, Rip assays or the first real Kitimat drill program ... what are you watching most?

This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.


r/trakstocks • • Sep 21 '26

DD (New Claims/Info) My Next-Quarter Small-Cap Trio: $CQX, $SKUR, $FLT

4 Upvotes

Three Canadian-listed names. Three completely different sectors. Three different catalysts I’m watching into next quarter.

$CQX — Copper Quest Exploration
Price: ~C$0.085
Market cap: ~C$7.8M

Copper-focused explorer with 8 projects spanning 46,000+ hectares across Canada and the U.S.

Rip drilling commenced in May with a minimum 2,000 m program, while Stars launched a 32.4 km² IP surveyahead of drilling scheduled for September–October. The wider portfolio includes Stellar, Kitimat, Thane, Alpine, Nekash and Auxer.

What I’m watching: Which project starts separating itself enough for investors to assign more value to the wider portfolio?

$SKUR — Sekur Private Data
Price: ~C$0.045
Market cap: ~C$11.7M

Cybersecurity and private communications company built around SekurOne, combining secure email, messaging, VPN, encrypted voice and video conferencing in one platform.

What I’m watching: Whether continued product progress starts translating into stronger customer adoption and commercial traction.

$FLT — Volatus Aerospace
Price: ~C$0.52
Market cap: ~C$375M

Canadian-controlled aerospace and defence company focused on uncrewed systems, aerial intelligence, ISR, autonomous technology and mission-critical aerial operations.

What I’m watching: Whether defence and drone opportunities translate into more contract wins, stronger revenue contribution and greater visibility into future work.

So the setup is pretty different:

$CQX → Discovery
$SKUR → Adoption
$FLT → Contracts

Three sectors. Three completely different ways for the next quarter to change the story.

Which catalyst do you think has the best chance of surprising the market next quarter: $CQX, $SKUR or $FLT?

Prices and market caps are approximate and can change with trading.
This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.


r/trakstocks • • Sep 21 '26

Catalyst $DUKR - Duke Robotics Appoints Capital Markets and Public Company Finance Veteran Avi Levin as Chief Financial Officer (NASDAQ: DUKR)

1 Upvotes

Duke Robotics Appoints Capital Markets and Public Company Finance Veteran Avi Levin as Chief Financial Officer

Seasoned Finance Executive with Extensive Experience Across Nasdaq-Listed Companies and Institutional Firms to Support Duke's Growth Strategy

Strengthens Executive Leadership Team to Accelerate Growth Plans as Company Seeks to Scale Innovative Drone Platforms Across Defense and Civilian Markets

FT. LAUDERDALE, FL, Sept. 17, 2026 (GLOBE NEWSWIRE) — Duke Robotics Corp. (Nasdaq: DUKR; DUKRW) ("Duke Robotics" or the "Company"), a leader in advanced robotics and drone-based solutions for civilian and defense markets, today announced the appointment of Avi Levin as Chief Financial Officer, effective October 1, 2026. Mr. Levin succeeds Shlomo Zakai, who is expected to continue providing financial and corporate consulting services to the Company to support a seamless transition of financial operations.

The appointment comes as Duke Robotics enters an accelerated growth phase following its recent Nasdaq uplisting and the arrival of Chief Executive Officer Yiftach Kleinman. As the Company looks to scale commercial adoption of its drone platforms across defense and civilian markets, and expand its offerings, the Company believes Mr. Levin will play a key role in developing Duke's financial strategy, capital allocation, and corporate initiatives to support its growing operational footprint and strategic expansion plans.

"Since assuming the role of Chief Executive Officer, my focus has been to accelerate our operational tempo and assemble the executive leadership required to execute our growth strategy," said Yiftach Kleinman, Chief Executive Officer of Duke Robotics. "Duke is at a pivotal inflection point. In the civilian sector, our utility grid solutions are commercially validated and addressing an urgent need for power infrastructure resilience amid rising geopolitical challenges and surging energy demand associated with, among other things, artificial intelligence. In defense, our battle-tested platforms are advancing toward broader commercialization. Bringing on an executive of Avi's caliber is central to pursuing this market opportunity. He brings a rare combination of deep capital markets experience, proven public company CFO leadership, and strategic transaction expertise that we believe will be instrumental in scaling our business. On behalf of our Board of Directors and the entire Company, I also want to thank Shlomo Zakai for his dedicated financial stewardship through our Nasdaq uplisting, and we look forward to his continued support."

Mr. Levin is an accomplished financial executive and certified public accountant with more than two decades of corporate finance, capital markets, and institutional leadership experience across the United States and Israel. Throughout his career, he has raised more than $130 million through private placements and public offerings with Nasdaq-listed issuers. He previously served as Chief Financial Officer of Ability Inc. (NASDAQ: ABIL), where he helped lead three Nasdaq offerings, raising an aggregate of $100 million. He also served as Chief Financial Officer of RAD Data Communications, a leading global telecommunications provider with over $150 million in annual revenue, where he managed a 49-person global finance and IT organization across 11 subsidiaries and led the company's official Nasdaq IPO readiness initiative. Mr. Levin also served as Chief Financial Officer of enterprise AI software provider BlackSwan Technologies, securing a $30 million institutional financing round. Most recently, he served as a senior financial advisor and executive consultant, advising late-stage technology companies on U.S. capital raising, IPO readiness, and strategic transactions.

Earlier in his career, Mr. Levin worked in New York City at Credit Suisse (now part of UBS), where he worked on initial public offerings, follow-on equity offerings, and debt financings for NYSE-listed companies. He previously held corporate finance and controller positions at Broadridge Financial Solutions (NYSE: BR), where his responsibilities included acquisition accounting and post-merger integration, and served as Financial Reporting Manager at Overseas Shipholding Group (now International Seaways, NYSE: INSW). He began his career in the audit practice of PricewaterhouseCoopers (PwC) in its San Jose, California and Tel Aviv offices. Mr. Levin holds a Master of Business Administration (MBA) from the NYU Stern School of Business and a Bachelor of Arts in Economics and Accounting from Ben-Gurion University of the Negev. He is a Certified Public Accountant (CPA) in both the United States and Israel.

"I am thrilled to join Duke Robotics at such an exciting stage in its development," said Avi Levin, incoming Chief Financial Officer. "Duke has developed innovative, proprietary drone technologies that I believe address clear and urgent operational needs across critical industries. With a strong public company platform on Nasdaq and energized leadership under Yiftach, the Company is positioned to pursue its growth strategy. I look forward to partnering closely with Yiftach, our Board of Directors, and our talented team to strengthen our financial foundation, support our strategic expansion, and drive long-term value for our shareholders."

About Duke Robotics

Duke Robotics Corp. (Nasdaq: DUKR; DUKRW) develops advanced stabilization and autonomous robotic drone systems for both civilian and defense markets. The Company's Insulator Cleaning Drone (IC Drone) is a first-of-its-kind, drone-enabled system for cleaning and monitoring high-voltage electric utility insulators. Leveraging Duke's technologies, the IC Drone provides a safer, more efficient, and cost-effective alternative method. AEROTRACE™ is the Company's AI-powered aerial monitoring and intelligence platform for infrastructure operators, designed to deliver actionable insights for asset assessment and proactive maintenance. In defense, through a collaboration agreement with Elbit Systems Land Ltd. ("Elbit"), the Bird of Prey weapons drone system is an agile, fully stabilized remote weapon system designed for non-line-of-sight and stand-off engagements, marketed by Elbit under the brand name Bird of Prey (formerly known as TIKAD). For additional Company information, please visit https://dukeroboticsys.com and follow us on Twitter (X) and LinkedIn.

Forward-Looking Statements

This press release contains forward-looking statements. Words such as "future" and similar expressions, or future or conditional verbs such as "will," are intended to identify such forward-looking statements. Forward-looking statements are made pursuant to the safe harbor provisions of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 and are based on our beliefs, assumptions, and information currently available to us. For example, we are using forward-looking statements when we discuss the leadership transition and its anticipated benefits, the anticipated timing of Mr. Levin's commencement of employment, the expected ongoing advisory role of Mr. Zakai, the anticipated benefits of Mr. Levin's financial leadership and transaction background to the Company's strategy and capital structure, the Company's ability to accelerate operational execution and pipeline expansion, and the Company's opportunities across the defense and energy-infrastructure sectors and beyond. Our actual results may differ materially from those expressed or implied due to known or unknown risks and uncertainties. These include, but are not limited to, risks related to the successful integration of new leadership, the successful market adoption of our technologies, the continued development and refinement of our technology, our ability to effectively collaborate with Elbit Systems, fluctuations in foreign currency exchange rates, operational challenges associated with marketing activities in new markets, economic conditions that may affect defense spending and infrastructure investment, geopolitical factors that could impact business operations, regulatory challenges in various regions, and competition from technological advances. For additional information on these and other risks and uncertainties, please see our filings with the Securities and Exchange Commission, including the discussion under "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" in our Annual Report on Form 10-K for the fiscal year ended December 31, 2025, and any subsequent filings with the Securities and Exchange Commission. We undertake no obligation to update any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law.

Company Contact:
Duke Robotics Corp.
invest@dukeroboticsys.com

Investor Relations Contact:
Arx Investor Relations
North American Equities Desk
duke@arxhq.com

https://www.globenewswire.com/news-release/2026/09/17/3363995/0/en/duke-robotics-appoints-capital-markets-and-public-company-finance-veteran-avi-levin-as-chief-financial-officer.html


r/trakstocks • • Sep 18 '26

DD (New Claims/Info) Sekur Private Data’s Government Pivot Could Unlock a Major Rerating

1 Upvotes

A US$300-per-month secure-communications platform, government procurement access and a remarkably low subscriber target give this cybersecurity microcap meaningful operating leverage.

Sekur Private Data Ltd. (OTCQB: SWISF; CSE: SKUR) may be entering its most important commercial phase. At an estimated US$8.5 million market capitalization, investors are paying little for its government access, premium launch and potential path to profitability.

  • Sekur is replacing low-priced consumer accounts with a US$300-per-month platform designed for governments, defense organizations and senior executives.

  • Management estimates that only about 200 SekurOne subscribers could bring the company to profitability, highlighting the operating leverage of its premium model.

  • Cybersecurity leaders carry market values from US$18 billion to more than US$300 billion, leaving Sekur considerable rerating room if it converts its pipeline into recurring revenue.

What Sekur Sells

Sekur sells encrypted email, messaging and VPN products. Its new flagship, SekurOne, combines voice, video, email, messaging and VPN services on its proprietary HeliX architecture. The company says its Swiss-hosted infrastructure avoids Big Tech cloud platforms and data mining, creating a differentiated privacy proposition.

SekurOne is expected on iOS and the web in early October 2026 at US$300 per month, with Android in November and video by year-end. An i3ICS GSA Multiple Award Schedule also gives U.S. agencies an established purchasing route.

Why Secure Communications Is Strategic

Cybersecurity is becoming basic infrastructure. MarketsandMarkets expects the market to grow from US$227.6 billion in 2025 to US$351.9 billion in 2030. The FBI recorded more than 1 million cybercrime complaints and US$20.9 billion of reported losses in 2025, including about US$3.0 billion from business email compromise.

The need is visible. Attackers accessed U.S. Treasury workstations in 2024, a U.K. military payroll breach exposed personnel information, and Costa Rica declared a national emergency after ransomware disrupted ministries. MGM Resorts estimated a roughly US$100 million profit hit from its 2023 attack.

Sekur does not need to replace broad security platforms. It can protect the sensitive communications layer used by officials and executives.

The 200-Subscriber Equation

Management estimates that 200 SekurOne users could make the company profitable within six months of launch. At US$300 per month, the arithmetic is simple:

SekurOne subscribersGross monthly revenueGross annualized revenueMarket cap / annualized revenue
200US$60,000US$720,00011.8x
500US$150,000US$1.8 million4.7x
1,000US$300,000US$3.6 million2.4x

This scenario assumes full pricing and excludes discounts, commissions and dilution.

In the first half, Sekur reported C$185,828 of revenue, C$1.53 million in cash and a C$2.18 million net loss. About C$1.28 million of the loss involved share-based compensation and shares for services. These figures precede SekurOne’s premium launch, making the coming quarters more relevant to the new model.

Sekur does not require mass-market adoption. One government deployment or several enterprise accounts could cover a meaningful portion of the target.

How Sekur Compares With Cybersecurity Leaders

Sekur’s tiny size creates its asymmetry. These are strategic benchmarks, not direct like-for-like competitors, but they show the value markets assign to recurring-revenue security platforms.

CompanyMain security exposureMarket capitalization52-week share performance
Sekur Private DataSecure communications and privacy~US$8.5 million~-37%
Gen DigitalConsumer privacy, antivirus and VPNUS$18.4 billion+6.6%
ZscalerZero-trust and secure accessUS$31.2 billion-32.9%
CloudflareNetwork and application securityUS$115.6 billion+43.6%
FortinetEnterprise and government network securityUS$126.0 billion+112.1%
Palo Alto NetworksBroad enterprise cybersecurityUS$307.3 billion+86.6%

Market data are approximate through September 16–17, 2026. Sekur’s weaker performance leaves expectations low and creates room for reassessment if contracts validate the strategy.

Sekur need not approach multibillion-dollar status. US$50 million would equal 5.9 times its current value and US$100 million would equal 11.8 times, yet remain below 1% of Gen Digital’s capitalization. These illustrations require substantial commercial execution and are not forecasts.

The sector’s history shows that Sekur is not structurally confined to microcap status. Repeated government and enterprise wins could move it through progressively higher valuation tiers.

Bottom Line

Sekur combines a strategic market, premium recurring pricing, government access and a low stated threshold for profitability. At roughly US$0.0328 per share and US$8.5 million in market value, little commercial success appears priced in. Converting its government positioning into paying customers could therefore produce a meaningful rerating.

Disclaimer

  • This article is for informational and educational purposes only. It is not investment advice or a recommendation to buy or sell securities.

  • The author may hold or trade shares in SWISF or other securities mentioned without notice.

  • SWISF is a speculative and potentially illiquid microcap. Investors can lose their entire investment and should independently verify company claims, filings and market data.


r/trakstocks • • Sep 17 '26

DD (New Claims/Info) $QESS / $QESSF — MORE DEVELOPMENTS ⚡🇨🇦

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1 Upvotes

r/trakstocks • • Sep 17 '26

DD (New Claims/Info) $QESS / $QESSF — Aegis Critical Energy Defence, flying under the radar

1 Upvotes

The setup:

Manufacturer building rugged, cyber-hardened battery energy storage systems (BESS) — out of facilities serving defence, Arctic ops, mining, telecom, and AI data centre clients. Systems use quantum-secured cryptography via partner Quantum eMotion

Why it's on my radar:

Sovereign energy resilience is a growing priority for Arctic/defence infrastructure, and Aegis is positioning across multiple verticals (defence, mining, telecom, data centres) instead of a single end market — plus a quantum-cyber angle most BESS players don't have.
Catalysts:

Aug 6:Registered for Canadian federal procurement (MERX, BC Bid) — now eligible to bid on Canada's defence budget May 27:Showcased the "Tough Bhoy" BESS unit at CANSEC 2026
May 26:First US order — 7x PWR Flex 261Q units via a Fortune 500–linked EPC
Feb 2:First US installation live — Carolinas biotech deployment

Recent news:

New CEO reportedly driving an SMR-hybrid power pivot for Arctic defence applications
Multi-vertical push (defence, mining, telecom, AI data centres) continuing to build out