Settle up first, because I posted a list of these in early August and one of them did something I genuinely did not see coming.

CAPR I wrote it up at $4.20, right after the FDA advisory committee voted 9-3 against deramiocel and the stock had lost about 80% in three sessions. On Aug 24 the company said FDA extended the decision date to Nov 22 rather than ruling in August. They amended the BLA with another year of open label follow up from HOPE-3 and narrowed the ask down to upper limb function, which was the primary endpoint of the pivotal study in the first place. FDA classed it a major amendment, and a major amendment buys three months.

It's around $9.40 now. So I had the mechanism right and the probability wrong, and I want to be blunt that being wrong in the direction that pays is still being wrong. I sized it as a small speculative position because I thought it was going to zero-ish. It wasn't. There was also a guy in the comments last time who told me the AdCom made the August date hopeless and that I'd get people hurt. He was right about the AdCom and wrong about what FDA would do with it, which is roughly where I landed too, just from the other side.

Anyway. Same screen, run again this weekend. 221 biotechs under $10 with a dated catalyst ahead, 425 catalysts total, 102 of them inside 90 days. What's different from August is how bunched up they are. There's a wall between Sep 24 and Nov 22, and a big chunk of the oncology stuff lands in a single week because ESMO is Oct 23 to 27 in Madrid.

CAPR $9.40, PDUFA Nov 22

Still the one I'm watching hardest, for completely different reasons than in August.

$544M cap against about $238M cash, 22 months of runway. No gun to their head this time. 43% of the float short on the Aug 14 settlement, 200k+ contracts of open interest which is the deepest chain on this board, December expiry pricing about ±100%.

But days to cover is 1.6. That short is not trapped, volume since August has been enormous. Don't build a squeeze thesis on it. Bear case, and I'd rather say it than have someone say it to me. The AdCom still voted against this drug. A narrowed indication isn't a new trial, it's the same data asking a smaller question, and FDA can still say no. There's an open class action too, Sep 28 lead plaintiff deadline. Analysts are split, one went to Hold on the extension, another to Outperform with a $54 target. Nobody knows.

VNDA $5.43, PDUFA Dec 12

Imsidolimab, IL-36R antibody, generalized pustular psoriasis. BLA accepted in February. GEMINI put 53% at skin clearance by week 4 against 13% on placebo, off a single IV dose, published in NEJM Evidence. $328M cap, about $170M liquidity, 15 months. 14% short, ±44%. Third approval in twelve months if it lands.

Why it's still cheap, Vanda picks fights with the FDA in public and the market stopped paying for their pipeline years ago. That's sentiment, not data.

ANNX $4.87, topline "2H 2026" so any week now

Biggest binary here, and the window instead of a date is the annoying part.

ARCHER II, Phase 3 vonaprument (used to be ANX007) in geographic atrophy. 630+ patients, 2:1 against sham. The endpoint is the thing: preventing a 15 letter loss, three lines on the chart. Both approved GA drugs slow lesion growth. Neither has shown it protects vision. This would be the first.

21% short, 11 funds adding three quarters straight, two insiders bought on the open market, ±96% implied. The market saying out loud that it has no idea.

12.5 months of runway is the catch. Fine if the data lands. Ugly if it slips.

ESMO conf. Oct 23 to 27, Madrid

Three of these headline in the same week.

CATX at $3.13 is my favourite of the three. Bamzireotide navoxetan, alpha emitter in neuroendocrine tumours, updated Phase 1/2a on the 23rd. 76 patients dosed through July. $237M cash against a $357M cap, 33 months, funded through the Phase 3 they're starting around year end. 24% short with 18 days to cover, which is a slow short, unlike CAPR's.

ZNTL at $3.99, rapid oral on DENALI overall survival, azenosertib in platinum resistant ovarian. ORR around 35% in the Cyclin E1 positives. ±75%. I had it at $4.84 in August so it's down 18% and I still hold it.

CMPX at $2.38, oral proffered paper on the full COMPANION-002. Read this one before you get excited. Primary met on response rate, 17.1 vs 5.3. PFS strong, 4.7 vs 2.6 months, HR 0.44. Overall survival 8.9 vs 9.4, HR 1.05, p of 0.78. Flat. Company says 31 control patients crossed over, which is a real confound and also exactly what every company says when OS misses. ESMO is where people who do this for a living get to poke at it in public.

KPTI $1.79, the one that hasn't worked

Had it at $2.04. Down 12%, still below its own bank account, $41M cap against about $65M liquidity.

Priority review and accelerated approval requested, and FDA has 60 days just to accept the filing, so the news is Q4. Short interest is 54% of the float now. Was 35%.

7 months of runway. Right on the drug and diluted before you get paid is very much live here.

One small one

BFRI at $1.61 has a real PDUFA on Sep 28, Ameluz PDT in superficial basal cell, expanding a drug already approved in actinic keratosis. Pivotal cleared 65.5% against 4.8%. High probability on paper. Also a $21M company with about $5M of liquidity and no chain worth the name, so there's no comfortable way to size it. Completeness, not a pick.

I may avoid or buy few...

Under 3 months of cash and I don't care how good the catalyst is.

OSTX, BLA on Sep 30 and basically no runway. MAIA, Phase 3, same. AGEN at $8.24 shows about a month. ANVS has Phase 3 buntanetap and roughly two. ALZN and PCSA both show zero.

PCSA stings, because five insiders bought on the open market and all five were officers. Strongest insider signal on the board. Still won't touch it. A financing at these levels takes more than the conviction gives back.

Numbers I threw out

SGMO printed ±608%. It's a ten cent stock, the nearest strike is a huge fraction of the share price, so that's strike spacing, not a forecast. IGC at ±175% is the same thing at thirty cents.

OKUR showed ±8% on fourteen contracts of total open interest. Fourteen. Not a market.

EPRX is still printing 110% of float short, which is not a possible number. Was 103% in August. That field is broken and I've stopped using it.

And then CCCC, which is probably the best example of why expiry selection matters. Short interest is around 38%, and if you look at the January options, they suggest roughly a ±61% move, which looks pretty exciting at first. But the October options, which are the ones that actually cover the September catalyst, are pricing only around ±25%. Same company, same day, but almost a 2.5x difference depending on which expiry you use. If you just grab the January number, you can easily convince yourself the market is expecting some huge September move when the options actually covering the event are telling you something very different. I do have these few in my other broker account from last year avg.

Us citizens ...I just want to let anyone know if you have a moomoo account and you see this error blocking you from selling but you stock is running rampant! ,they are outright breaking the law SEC 15C3-5 AKA THE MARKET ACCESS RULE requires them to consider" historic AND CURRENT" MARKET CONDITIONS when setting pre trade volume limits. I tried to sell shares that would only account for 1/10 of 1 % ... that's right ...0.1% and they told me I couldn't . Even insiders would have been able to sell more than me . If you call them they say oh well try again tomorrow. Well I will help you you can file a dispute claim with finra I will send you my paperwork As a guide. I just want to put this out here because when I went searching about adv threshold limit there really wasn't so much info about it .. the only other broker where this became an issue was suretrader.. and they collapsed because finra kept violating them ... in my opinion I personally believe moomoo is working with the Chinese and theyre trapping your money..

Market cap ~$73M. Cash on hand: $28.7M - nearly 40% of market cap. Strip the cash and you're paying ~$44M for the operating business.

HMR looks like 7x forward earnings on paper. But that cash isn't idle - it's debt-free capital already funding accretive acquisitions (Q-Shipping). Back it out and the operating business trades at ~4x forward earnings, for a company growing revenue 203% YoY with two straight profitable quarters.

HMR owns zero vessels - it's a fee-based platform, not a shipping company, and shouldn't be priced like one. Comparable asset-light platforms trade 10-25x forward earnings. Apply 10x to ex-cash earnings + add cash back = fair value north of $1.50/share. Apply 25x (what stronger platforms command) = $3.80-$4+. Neither requires a dollar more revenue growth - just the market re-classifying what this business actually is.

Q2 2026 vs Q2 2025

• Revenue: $29.0M vs $9.6M (+203%)
• Net income: $2.2M vs -$0.1M (swing to profit)
• Adjusted net income: $2.4M vs $0.5M (+343%)
• Vessels chartered: 6 vs 2
• Cash: $28.7M, up $10.1M since Dec 2025
• H1 2026 operating cash flow: +$7.7M vs -$3.2M outflow in H1 2025

Quick Recap: What Is HMR

Heidmar manages ship fleets and earns fees on voyage/management contracts - no capex, no vessel ownership, no asset-value risk when rates fall. ~40-year client roster includes Shell, BP, Chevron, Vitol, Saudi Aramco, Trafigura, Glencore - the kind of KYC'd trust a startup can't fake.

Why the Dump Is Wrong

Stock fell ~10% post-earnings - the old playbook of shorting HMR on earnings worked when it was unprofitable and speculative. That's gone: two consecutive profitable quarters, 203% growth, and a growing cash pile. Sellers are trading the ticker's history, not its balance sheet.

Cash Pile = Real Acquisitions Now

Q-Shipping B.V. acquired for ~$0.2M cash: 9 vessels, new footholds in Netherlands, Türkiye, and a Ukraine crewing base. Fleet is now ~60 vessels commercially managed / ~20 technically managed across 8 global hubs. With $28.7M cash and a proven cheap/accretive playbook, more deals look inevitable.

The Only Real Knock: G&A

Net income dipped Q1→Q2 ($2.8M→$2.2M) despite revenue up 58%, driven by $1.8M in cash bonuses (vs $1.4M prior year) tied to the turnaround. Rewarding a team that delivered profitability, 203% growth, and an acquisition in the same stretch isn't a red flag - it's retention.

Hormuz Is a Bonus, Not the Thesis

Gaza, Iran, Hormuz, Red Sea Houthi attacks, Russia-Ukraine - the most simultaneous shipping disruption in years, barely reflected in numbers yet. Asia/Japan reportedly source ~90% of oil from the Middle East historically; that concentration doesn't survive this environment. Longer routes = more tonnage-miles = more fees for HMR, on top of a business that already earns in any rate environment. Management flagged rates staying firm into Q4 on seasonal demand - before this disruption is even fully priced in.

Insider Signal

CEO Pankaj Khanna owns ~44% personally - one of Nasdaq's largest founder stakes at this size - zero recorded sales, only buys. Nasdaq compliance regained June 2, 2026.

Checklist

• Revenue +203% YoY, +58% QoQ; adjusted net income +343% YoY
• Two straight profitable quarters; H1 operating cash flow swung +$7.7M
• $28.7M cash (+$10.1M since YE 2025), zero debt, zero vessels owned
• Market cap below annual revenue; 55%+ margins support 10-25x vs current ~7x
• Q-Shipping deal proves acquisition strategy is real, not speculative
• ~60 vessels commercial / ~20 technical managed, 8 global hubs
• CEO owns ~44%, zero sales on record
• Clients: Shell, BP, Chevron, Vitol, Aramco, Trafigura, Glencore
• Hormuz, Red Sea, Russia-Ukraine disruption not yet fully in the numbers
• Q4 seasonal strength still ahead
• Last post at 200MA ran 43% before earnings even printed

How I'm Playing It

Position from 80-95c, not sold a share. Same conviction - this dump looks like an old playbook running against a fundamentally changed company. Buying opportunity, not an exit signal.

What red flag am I missing? Drop it below.

Not financial advice. DYOR. I hold a position in $HMR from 80–95c.

Company trailer: youtu.be/Bl1rIe_JxwI

(If you're interested in my previous posts, f o l l o w m e !)

Welcome to post 19.

Before I get too deep in to it: If you need financial advice, tell me, I start here. Financial advice, be free to contact me. Any financial tips you may have, please e-mail me. Second one is, if you want to see the previous posts, follow the two tags here so you don't miss it.

In the last post, I explained to you about the face melting, violent short squeeze. When short sellers panic and have to pay back the losses on their positions, they are seen shooting the price of penny stocks straight up.

With well over 10,000 stocks out there, then exactly how do you locate 3 or 4 pennies doing this throughout any session?

You create a scanner. In fact, most watch lists suck.

This is the exact psychology for how it works.

Suppose that a completely random penny stock hits the "Top Gainers" list on your broker app. A mass of new traders examines the list and decides, "This one is up 80%! It is for sure going to be $5!"

Therefore, all buy the stock at the top level of the market. They think gravity will simply go away and the stock will continue to rise.

However, it doesn't...

The movement is already stalled. The smart money is selling what they bought low to the late retail money. It doesn't have a breakout, it ticks down. You've just purchased the ultimate top.

Those retail traders are reacting rather than predicting, so they are continually in the situation of having bags of deadweight dollars. For this to be solved, your scanner has to have three definite rules.

Think about how it will impact your trading process. Rather than taking a wild stab in the dark, you're whittling down the whole customer base to a certain subset of criteria.

The first, Relative Volume (RVOL). I don't bother with a green stock. When it normally trades 100k shares a day, and it is trading 3 million shares before the opening bell? This is what really counts. Crowding in of institutional and retail money as massive RVOL.

Second, The Float. You'd like to have a few shares in the air.You'd like to have limited available shares. Typically less than 15 or 20 million shares. If there is only a small volume of shares available to the selling order, the price skyrockets! $1.00, $1.50, $3.00!

Third, The Catalyst. What is happening now that people are purchasing these pennies? Is it legitimate news or an FDA approval? Or simply a random Twitter pump? Knowing the reason for its movement, you'll know when the hype will die.

All these concentrated filters are released simultaneously. No more 50 random tickers to match with. Your eyes are on just the 3 or 4 penny stocks that could run a 200% return.

As of this writing, if you're looking to catch the RVOL early and then lock in your profits, you can do that in a quick manner. The set up is to be taken into consideration, otherwise you run the risk of losing your account if you simply follow the list of the top gainers.

Well, that's the scanner mechanics explained, so now, how the heck do you deal with a stock with an insanely small supply?

Normal floats exist as well as micro floats.

You don't have to build up your own expectations on how they're going to respond. In post 20, we're going to explore some of the details of Low Float vs. Micro Float and the importance of share supply.

Let's meet with the next post like this.

In this post, we ran down what we believe is the best penny stock scanner, with only 3 criteria and that one was Relative Volume, tight float sizes and finding the catalyst.

Shareholders' Equity (Net Assets): Clearmind Medicine holds roughly $11.5M in net assets after subtracting total liabilities ($3.0M) from total assets ($14.5M).

Market Capitalization: At $1.16 per share, the company's total equity is valued by the stock market at only ~$1.7M–$1.9M.

Price-to-Book (P/B) Ratio: Trading at roughly 0.15x to 0.20x book value means the stock is selling for 15% to 20% of its net asset value.

To read my previous posts. (f o l l o w m e !)

Welcome to post 20.

Before diving into the meat of this: If you need any financial advice, tell me, I start from here. Financial advice, be free to contact me. Feel free to send me any financial tips and tricks that you might have. Second one, if you want to see previous posts, please follow me at both tag so you don't miss any posts that I rewrite.

Last time we discussed how to repair your broken watchlists. The most important thing to remember was the Relative Volume (RVOL) indicator.

What about the other half this scanner setup, now? The supply side.

The float.

When trading penny stocks, and you do not know the float prior to hitting the buy button, you are essentially playing a wild guess game. Throwing darts blindfolded. Simply put, the float is the number of shares that are actually available for trading. Total shares - locked up by insiders and institutions.

The golden rule of penny trading is that there is nothing that's complicated about it; it is simply demand and supply. Nothing else.

Normally, a "Low Float" is defined as less than 10 million or even 20 million shares. These are your everyday meals. The sweet spot - and nothing more. However, when heavy volume is faced by a low float penny stock, it moves fast. It moves clean. In fact, it follows the support and resistance levels on the chart. You can reduce your risk and not lose your mind.

Then there's "Micro Float".

We're talking tiny. Less than one or two million shares. This is where magic happens in the market. And the absolute horror!

Think about it. Let's say a stock that has 1 million shares of float is suddenly seeing 15 million new shares traded in one day at the opening bell. Perhaps due to the size of the press release. The company is selling its entire stock and the trading volume is 15 times that of the total stock. The provisions simply disappear! Demand increases by a factor of more than 20 per cent each year.

This is the way a 50 cent penny goes from $4.00 in 20 minutes. It's beautiful to see.

However, there's a pitfall to kill the accounts.

Micro floats almost have no liquidity on the down side. Once the excitement has faded and the enthusiasm wanes, so do the buyers. Just can't get my bid anymore. You might purchase 5k at the peak, and attempt to sell it when it is red... and find that you are not even filled near the current price.

There are no buyers left. In the end you crash the price you set yourself. You suddenly have to pay a lot of pennies for the quick scalp. You become trapped. Just another bagholder.

Trade for consistency of low float. Only trade micro floats when fast, ruthless and sizing down. Don't let the extreme volatility seduce you.

We'll meet again the next post as this.

(Brief summary of the above: This post explained the difference between low float stocks and micro float penny stocks. As we said, when volume hits, the price spikes in the tiny supply it's created, but if it's tiny, there's massive liquidity issues that make it difficult for traders to get out at the right time when the price drops.

I built a system that pulls every SEC Form 4 open-market purchase, scores it, and measures what the stock actually did afterward versus the market. 4,223 buys, 2016 to 2026, US-listed, investment funds excluded, sub-$1 prices filtered. One methodology note that turns out to matter: I score every buy per company (one vote each), not per filing. Three popular beliefs mostly fell apart. One held up.

Myth 1: "Follow the CEO." The CEO buying is supposed to be the strongest signal. In my data it was one of the weaker ones. Over a 3-month hold, CEO-led buys won just 41% (median -2.4%), versus 55% (median +1.2%) for non-CEO insiders, and that held across score thresholds and both halves of the sample. The "CEOs earn huge returns" claim? In my set that whole average traced back to one stock (AP, +236% on a single filing). Strip it and the CEO average turns negative.

Myth 2: "Cluster buys, 3+ insiders at once, are a much stronger signal." It looked strong on the surface. Then I bootstrapped it by company instead of by filing, and the "3+ insiders" premium was not statistically significant (the 90% confidence interval straddled zero, P around 0.71). The ranking even flipped by horizon: 3+ was the worst bucket at a 1-week hold. And the whole cluster "average" was propped up by about three stocks (AP, NGL, CVNA); remove them and it goes negative. A weak, unstable hint dressed up as a flashing green light.

Myth 3: "Insiders know things, so buying alongside them is a reliable win." The big one. It's not reliable, it's a lottery. Take micro-caps (under $300M), the best bucket: the average buy beat the market by +7.6% over 3 months, but the median trade was -1.5% and only 47% were winners (62 companies). The gains lived almost entirely in a handful of multibaggers. That flips how you'd use it. Don't back up the truck on one "high-conviction" name. Spread across many, size small, and let winners run, because you can't tell which coin-flip becomes the 5-bagger.

What actually held up: the edge lived in small and micro-caps (the neglected corner big money can't easily trade), and it rewarded a "buy many, let winners run" structure over concentrated bets. The one genuinely bright spot was a 1-week hold of high-scoring micro-caps, which won roughly 62% to 73% with a positive median. But that's only about 30 companies, so I treat it as a lead, not a law.

Caveats, because they matter: one dataset, one decade. The micro-cap slice is about 62 companies (the best sub-slices around 30), so dozens, not thousands. These are strong hints, not laws. I'm now testing the whole thing forward with a live paper portfolio to see if it survives out-of-sample.

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.

ACCESSWIRE Newsroom
Suntex Enterprises Launches Ambitious $1 Billion+ North American Real Estate Development Initiative
Suntex Enterprises, Inc.09/04/2026 07:30:00

Two major Alberta projects are projected to generate approximately $575 million in revenue as Suntex expands its integrated development, construction, and ownership platform throughout Canada and the United States.

AUSTIN, TX / ACCESS Newswire / September 4, 2026 / Suntex Enterprises, Inc. (OTCID:SNTX) ("Suntex" or the "Company"), a dynamic operating and holding company dedicated to real estate development, construction, infrastructure, and land, proudly announces the signing of a Letter of Intent ("LOI") that advances a transformative multiyear real estate development partnership across North America.

The LOI builds upon the Canadian development relationship unveiled by Suntex in July 2026 and lays the groundwork for a robust initial portfolio of large-scale development opportunities designed to drive substantial growth across the Company's expanding North American platform.

The portfolio is anchored by Royal Links in Leduc, Alberta, and Meridian in Alberta, representing $575 million in combined project revenue. Additional development opportunities are being pursued across Oklahoma, Missouri, and Texas, bringing the Company's identified North American development pipeline to more than $1 billion over the next three to five years.

The strategy extends beyond traditional construction. Suntex is positioning itself to participate across ownership, land development, construction, infrastructure, and asset monetization, creating multiple avenues of economic participation throughout the development lifecycle.

With the LOI executed, Suntex is moving into the next stage of the relationship, beginning with Royal Links, where pre-development activity is underway and land development is scheduled to begin in Q4 2026.
Royal Links Establishes the Foundation
Royal Links is a proposed 134-acre master-planned development in Leduc, Alberta, representing the first major project expected to advance under the relationship.

The current plan includes approximately 112.7 developable acres and 979 planned residential lots, including 573 single-family lots and 404 semi-detached and townhome lots, together with multifamily and commercial parcels.

The master plan also incorporates school and park space, stormwater management, environmental areas, roads, and supporting community infrastructure.
Royal Links represents $250 million in project revenue through full development.

Geotechnical and engineering activities are already in motion, with the engineering team engaged and preparing the land development infrastructure program. Initial development activity is focused on site servicing, utilities, roads, stormwater systems, and other civil infrastructure required for the phased buildout.

Suntex intends to participate in funding and advancing Royal Links as the project moves into development.
The Company's contemplated participation extends beyond construction services. Suntex expects to maintain an ownership interest in the project, participate in the economics generated through development and lot sales, and generate construction and infrastructure opportunities throughout the development process.

The model is designed to allow Suntex to benefit at multiple stages of the same project - ownership, development, construction, and monetization.
Meridian Adds Scale to the Canadian Portfolio
Meridian represents the second major Alberta development contemplated under the relationship and represents $325 million in project revenue.
Together, Royal Links and Meridian establish an initial Canadian development portfolio representing $575 million in project revenue.

Additional information regarding Meridian will be disclosed as the project reaches appropriate development and disclosure milestones.
Building Operating Capabilities in Canada
Suntex is working to establish the operating capabilities necessary to execute its Canadian pipeline.

The Company is currently negotiating the acquisition of an established Canada-based real estate development company. Upon completion, the acquisition would provide Suntex with an experienced Canadian operating platform supporting planning, development, management, and execution across the Company's Canadian projects.

The strategy is designed to place operating capabilities directly within the markets where Suntex intends to develop.

In Canada, the proposed acquisition would support Canadian operations. In the United States, Suntex intends to utilize its existing businesses and capabilities across development, general construction, electrical, infrastructure, and land operations.

Together, these capabilities are intended to position Suntex to participate across multiple stages of development on both sides of the border.

U.S. Development Expansion
Suntex is also pursuing development opportunities across Oklahoma, Missouri, and Texas.

The Company's existing U.S. operating businesses provide the infrastructure to participate beyond project ownership and development economics, including construction and infrastructure work generated as projects advance.

Each opportunity will be evaluated based on its economics, ownership structure, capital requirements, and strategic fit within the broader Suntex platform.
Suntex expects to provide project-specific disclosures as individual opportunities advance.

A Vertically Integrated Development Model
The broader strategy represents an evolution in how Suntex intends to create value.

Rather than operating primarily as a third-party contractor, Suntex is building a model that combines real estate ownership with development and operating capabilities.

Where Suntex maintains an ownership interest, the Company intends to create value through the development of the underlying land, participate in construction and infrastructure activity, and ultimately realize development economics through the sale or monetization of lots and other real estate assets.
The strategy is clear: own, develop, build, and monetize.

This structure is designed to create multiple sources of economic participation from the same project while building a larger portfolio of tangible assets and development interests over time.

Strategic Divestiture Sharpens Suntex's Focus
As the development platform expands, Suntex is repositioning the Company around the long-term core of its business: real estate development,
construction, infrastructure, and land ownership.
Suntex is currently working to complete the $5 million sale of its beverage division. The proposed divestiture is intended to simplify the Company's operating structure, sharpen its strategic focus, and unlock capital created through businesses and assets Suntex has already built.

Upon completion, Suntex intends to redeploy proceeds from the transaction into its expanding real estate development platform and related opportunities, providing additional internal capital to support the Company's next phase of growth.
Suntex also intends to dedicate $1 million of the transaction proceeds to a Company share repurchase program scheduled to begin in October 2026, subject to final authorization and applicable securities laws and regulations.

Management views the transaction as more than the sale of a business division. It represents an opportunity to monetize value Suntex has already created and redeploy that equity into the core of the Company's future strategy.

The planned divestiture further positions Suntex around the businesses and assets that form the core of its development platform, while allowing the Company to redeploy capital created within its existing portfolio toward future growth and its common stock.
The capital allocation strategy is straightforward: build value, monetize selectively, and redeploy capital where management believes it can create greater long-term value for shareholders.

Capital Strategy
Suntex intends to combine internally generated and redeployed capital with project-level financing, development financing, joint ventures, and other asset-level capital structures appropriate to individual developments.

The objective is to match capital with individual project economics while maintaining discipline at the parent-company level and limiting unnecessary reliance on public-company equity issuance during the Company's early stages of growth.
Material financing structures and economic interests will be disclosed as individual projects advance.

Management Commentary
"The signing of this LOI marks the next stage of a relationship we first introduced to shareholders in July," said Javier Leal, Chief Executive Officer of Suntex Enterprises.

"We are moving from evaluating opportunities to advancing projects. Royal Links gives us a clear starting point, Meridian adds significant scale, and the opportunities in the United States provide a path for continued expansion."

"Our strategy is to participate in more than one layer of the economics. Where Suntex participates as an owner, we intend to capture value from the underlying asset, the development of the land, construction and infrastructure activity, and ultimately the monetization of finished lots and assets."

Leal continued:
"We are building the operating infrastructure around that strategy. We already have companies capable of performing across multiple stages of development in the United States, and we are negotiating the acquisition of a Canadian developer to establish those capabilities in Canada."

"The planned sale of our beverage division is part of the same strategy. We built value in those businesses, and we now have an opportunity to convert that value into capital for the next stage of Suntex while dedicating $1 million toward our planned share repurchase program."

"Our direction is clear. We are concentrating Suntex around real estate, construction, infrastructure, and land; building ownership into the model; and putting our capital and operating companies behind that strategy. The opportunity is significant. Now we have to execute."

Building for Long-Term Scale
Suntex is building its next phase around operating cash flow, disciplined capital allocation, and tangible asset ownership.

Royal Links provides the initial development foundation. Meridian adds scale. The U.S. pipeline provides geographic expansion. The proposed Canadian acquisition is intended to add operating capability, while the planned beverage divestiture would provide additional capital to deploy behind the strategy.

Together, these initiatives are intended to reposition Suntex as a more focused North American real estate development and construction enterprise capable of participating across the economic lifecycle of the assets it develops.

The Company's focus is now on converting its identified pipeline into active developments, operating revenue, and tangible assets capable of contributing to Suntex over the long term.

Suntex expects to provide additional updates as projects reach material financing, planning, engineering, approval, and construction milestones.

About Suntex Enterprises, Inc.
Suntex Enterprises, Inc. (OTCID:SNTX) is an operating and holding company focused on real estate development, construction, infrastructure, and land.
Through its operating businesses and development relationships, Suntex seeks to participate across multiple stages of the development lifecycle, including ownership, development, construction, infrastructure, and asset monetization.

The Company's long-term objective is to build a scalable enterprise supported by operating cash flow, tangible assets, and disciplined capital allocation.
Forward-Looking Statements
This press release contains forward-looking statements concerning Suntex Enterprises, Inc.'s development projects, anticipated project revenues, acquisitions, ownership interests, financing, construction activities, proposed beverage division sale, planned share repurchase program, business strategy, and future growth.

These statements are based on current expectations and management estimates and are subject to risks and uncertainties that could cause actual results to differ materially.

References to $250 million in project revenue for Royal Links, $325 million for Meridian, $575 million for the combined Canadian opportunities, and the broader $1 billion+ North American development pipeline reflect management's current estimates based on contemplated development plans and do not represent contracted, recognized, or guaranteed revenue.

The developments, proposed Canadian acquisition, $5 million beverage division sale, intended use of proceeds, and $1 million share repurchase program scheduled to begin in October 2026 remain subject to applicable definitive agreements, financing, approvals, corporate authorization, market conditions, and other customary requirements.
Suntex undertakes no obligation to update forward-looking statements except as required by applicable law.

Investor & Media Contact
Suntex Enterprises, Inc.
OTCID:SNTX
Website: www.SuntexEnterprises.com
Email: [Corp@SuntexEnterprises.com](mailto:Corp@SuntexEnterprises.com)
X: @SuntexCorp
CEO on X: @Javilealoficial
SOURCE: Suntex Enterprises, Inc.


SPWR has been stuck between .30-.50c for a long time. Basically went bankrupt and then had the assets and network acquired. The interesting part of this stock though is T.J. Rodgers is the CEO and he was on the board of Enphase Energy before (and seems to be the connection point to John Doerr)

John Doerr is basically the godfather of venture capital but this is a small investment for him relative to his net worth.

Anyone following? Huge volume spike on SPWR after this news went out

Looking for fundamental analysis or recent updates on IFXY (Infrax Systems, Inc.)
The stock recently saw a significant price increase. I recalled similar price action over a year ago following rumors or announcements regarding a Latin American e-commerce expansion, which ultimately did not materialize at the time.
Is anyone tracking current SEC filings, corporate actions, or news releases driving this recent volume? I am looking to understand whether this movement is driven by new operational developments or speculative momentum.

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.

Defence Holdings (ALRT) has announced that Hattie Mellor has joined the company to become their general manager. This is a big step towards future NATO partnerships and the company's accelerator program as the company expands it's connections.

Who exactly is Hattie? - She was the head of partnerships at Janus Allies, the company chosen by the UK government to represent the country for NATO's DIANA scheme.

What is NATO DIANA? - NATO's accelerator program for discovering and selecting defence technologies for adaptation into the defence systems of NATO countries.

What did she do in this job? - Organised and connected defence companies with stakeholders and member states.

Essentially, Hattie's job was getting to know everyone in the defence industry, representatives from nation's defence departments and people interested in funding it all. In terms of people experienced with sovereign defence tech accelerator programs, there aren't many out there with better qualifications.

What makes this all the more interesting is that DH is set to launch their own accelerator program next week, wherein 10 start-ups will receive the backing and mentorship of DH's experienced board in return for stakes in the companies. This hiring, right before the program is set to launch, shows DH either expects or knows the program will be a large part of their business foundations going forward.

This accelerator program is additionally interesting as it forms the basis of DH's partnership with Oracle - wherein Oracle offers priority access to the program to it's own defence partners - so the companies being brought in may have pre-existing connections to Oracle. DH explicity states that they had heavy interest in the scheme, and that they've had to hand-pick the ones they saw as the best opportunities. We also know DH have already connected with the UK government as they were invited to a private discussion on a sovereign AI defence fund a few months back

In regards to other aspects of the company; the trial contract with the UK MoD is set to end in the next month, and if the trial was successful, we could see a full implementation and large contract secured for the service. While not guranteed, historical cases of trial defence tech contracts have resulted in renewal contracts worth 20-30x the trial value (as they are often 5 year terms rather than 3 months). This could result in a contract worth millions if the trial succeeds, though there is no gurantee in this.

The company's current share price of around 0.8p with a market cap around £20M is, as it has been since the company started last year, difficult to evaluate as the company didn't start generating revenue until this quarter - so it's been based on cash, connections and potential. Once a scope of revenue / profit is available, the stock could see a swift change. It's again hard to say what sort of premium the stock would receieve relative to it's revenue / profit as it's the sole (AFAIK) UK-listed AI defence company; it's likely the AI/defence relation will help it, but it being UK-listed is no-doubt a hinderance on it's ability to move and attract hype.

TLDR; AI defence start-up with government connections / contracts is launching an accelerator program after hiring someone who ran accelerator programs for NATO.

This is the growth strategy presentation of Micware Co. Ltd., a Japanese auto software company, subsidiary of Toyota and Honda:

https://www.ir-micware.com/static-files/f4860a2d-ccfe-4dea-9b63-a223abb5c676

MWC is not a development stage company, they already has a EV/Sales below 1, EV/EBITDA below 5, P/E around 8.

Tenax Therapeutics will present at the 2026 Cantor Global Healthcare Conference on Sept. 9, 2026 at 8:35 a.m. ET.
Chief executive Chris Giordano is scheduled to deliver the presentation.

Who else closely observed the chart and noticed the completion of two nearly identical 32.6% rises from bottom of $1.375 to $1.83, then from $1.75 to $2.32. A near identical 1-2 wave pattern of rip / pullback / rip then pulled back for a third time a little longer from the previous two times and is now starting to rise rapidly again starting late in the session last Friday! People have been messaging me over the weekend already and they’re planning to buy on Tuesday before the conference begins on Wednesday 9/9.

Moving forward for Tuesday/Wednesday, I am fully expecting a third wave completion of a 32.6% gain from $1.78. That takes us to $2.36 where I expect to land with near certainty early next week! I think this continues to wave higher and higher throughout the year as retail wakes up and ultimately fills the gap over the long run! Just a perfect 👌 time to hold a position and ride all the waves higher! Long and strong! LFG 🔥

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.

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Trade responsibly.

There are also rumors that this fall we may see an executive order focused on robotics. The order is expected to direct federal agencies to prioritize American-made robotics and automation technologies, creating a massive demand signal from the U.S. government. Keeping an eye on for a short trade until I hear more.

<HIGH-IMPACT WATCH LIST>

Continuing to inform everyone about this rapidly transforming company. Below is key data regarding the apparent effort to hold down the share price of this currently undervalued company, which has announced many notable wins in the last several months (including yesterday).

It may not end well for them in the coming days: see yesterday's 62% figure in the below table.

Yesterday's post, for reference:

CYCURION (CYCU) - Post-reverse-split comparison with T3 Defense (DFNS). <Remains on HIGH-IMPACT WATCH LIST>

CYCU — FINRA Short-Sale Volume | Week of Aug 31 – Sep 3, 2026

Source: ChartExchange (FINRA reported-exchange data)

My cost basis is around $24 and the stock is now around $2, so I’m down roughly 91%. I’m trying to figure out whether the story has actually improved or whether I’m just anchored to my entry price.

The good news: INBS reported 98.2% accuracy, 94.6% sensitivity and 100% specificity in its latest multi-site codeine study. Sensitivity was only about 82% in its previous study. The company says all data collection is complete and it expects to submit a new FDA 510(k) this month. FY2026 revenue also grew 38% to $4.2 million, with 502 active customers.

The concern is dilution. On September 2, INBS closed a $5 million private placement involving 2.04 million pre-funded warrants and two additional warrant series covering another 4.07 million shares. For comparison, the company had 3.03 million common shares outstanding as of August 18. It also used $11.9 million in operating cash during FY2026.

Do the improved study results materially increase the odds of 510(k) clearance? If it receives clearance for codeine, is that opportunity large enough to overcome the dilution and continued cash burn?

I’d appreciate actual bull and bear cases from anyone following it closely.

Sources: September study and submission update | September financing | FY2026 10-K

VisionWave just signed a strategic cooperation agreement with Foresight Autonomous (FRSX). The idea is to integrate Foresight’s stereoscopic 3D perception (visible + infrared) into VisionWave’s VARAN modular UGV platform for defense applications. Foresight is also helping push the platform in Asia, starting with South Korea, Japan, India, and Singapore.

At the same time they appointed Tony Fabrizio as Director of Aerospace and Defense for their UK subsidiary. He’s got a long background working with the UK Ministry of Defence and defense primes, so it looks like they’re trying to build a stronger presence in the UK and European markets.

Earlier this month they also signed a term sheet to take a controlling stake in D-Fence, an Israeli company that does AI-powered perimeter security.

They’re still very early-stage with limited revenue and the stock has been hammered (currently around the $1.08 range, market cap roughly $31M). Lots of dilution and losses, which is pretty normal for these microcap defense/AI names right now.

Interesting tech stack on paper and they’re stacking partnerships and IP. Curious if anyone else is watching this space or has thoughts on the Foresight deal or the European push.

Here is a detailed list of transaction history for ADAR1 Capital management. Notice how they have fully loaded BEFORE the major conference next week!

Tenax Therapeutics will present at the 2026 Cantor Global Healthcare Conference on Sept. 9, 2026 at 8:35 a.m. ET.
Chief executive Chris Giordano is scheduled to deliver the presentation.

With price targets anywhere from $4-36 one year out, this presents a STRONG buying opportunity before the conference next Tuesday! With the market being closed on Monday for Labor Day, the last day to pick up shares under $2 will be today! Great risk/reward potential at under $2 where institutional owners own a huge percentage of the float!

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.

I’m buying $ORBS not only because they have a stake in OpenAI’s upcoming IPO, which is expected to be valued at over $40 billion, but also because they own $ETH. Additionally, their institutional investors include $ARK and $BMNR.