This Unknown and Undervalued Gem Just Posted Massive Growth and Profits

The TSX Venture is known as an exchange for speculative startups. A place for lottery ticket money where an investor knows the risk is high but so is the upside potential. But occasionally you can find an underfollowed and undervalued gem that is pretty much guaranteed to give you a massive return. Not just based on hopes for the future, but based on numbers being achieved today. Ostrom Climate Solutions Inc. (COO.V) is one of those rare opportunities. If you like our picks you can also follow this blog by clicking the follow button on the top of the left hand panel. We have 130 followers so far on here as well as 1,039 followers on our ValueTrades blog. You can also follow us on X @StockTradePicks which has over 5,000 followers.

COO specializes in carbon offset project development and climate solutions consulting, basically the carbon pricing trading market. This would have been a hot topic in 2021, but not so much today. The good news for investors is that they no longer have to bank on speculation. This company is undervalued based on fundamentals. Fundamentals backed up by such a drastic and speedy improved financial performance that it borderlines on absurd. The stock rose 88% to close at $0.075 on Friday for good reason after it released Q4 and full year results. It traded 737,000 shares on Friday, more shares than it has traded for all of 2026 prior to that point. COO has a fair value of $1.50 based on the annualized run rate of Q4 results, a 20x upside assuming no further revenue growth from here. Combine the fundamental value with the thinly traded nature of this stock and we think that investors will see massive returns really quickly here. 

Highlights of the Q4 and 2025 earnings press release include:

• Fiscal year 2025 revenue totaled $25,773,561, representing an increase of $22,310,750, or approximately 644%, from $3,462,811 in fiscal 2024. This increase was driven primarily by materially higher VER sales, which increased to $24,330,687 in 2025 from $1,959,496 in the prior year. Consulting and advisory revenue was $1,442,874, compared with $1,503,315 in 2024.
• Gross profit for the year was $3,971,087, compared to $754,999 in 2024, representing an increase of $3,216,088. Gross margin was approximately 15.4%, compared to 21.8% in the prior year. The margin profile reflects a higher-volume VER trading year in which certain transactions relied on externally sourced or higher-cost inventory, while absolute gross profit increased materially despite the lower margin on certain trades.
• The Company reported net income for fiscal 2025 of $1,592,510, compared to a net loss of $4,579,652 in fiscal 2024, representing a year-over-year improvement of approximately $6.2 million. The improvement reflected higher gross profit, lower operating expenses, and income recognized on extinguishment of deferred revenue arising from the settlement of obligations under an Emission Reduction Purchase Agreement ("ERPA"), partially offset by the impairment of the right-of-use asset and higher finance and interest costs.
• Q4 2025 revenue reached approximately $18,164,391, compared to $1,568,181 in Q4 2024. The increase was driven primarily by a significant increase in VER sales activity, including transactions connected to stronger compliance-market demand and customer delivery timing in the fourth quarter.
• Gross profit for Q4 2025 was approximately $2,264,463, compared to $86,207 in Q4 2024. The year-over-year increase reflects substantially higher VER sales volume during the quarter, partly offset by a lower gross margin profile on certain high-volume trading activity. 
• The Company generated net income of approximately $2,941,233 in Q4 2025, compared to a net loss of $1,373,756 in Q4 2024. This variance was driven by increased revenue and gross profit, operating cost discipline, and the recognition of income on extinguishment of the ERPA project advance.
• Ostrom's VER trading activity increased materially during the year as compliance-market demand strengthened, particularly in British Columbia. The Company believes the BC OBPS has created a favorable framework for eligible carbon offsets as industrial emitters seek credible, verifiable credits to help meet regulatory obligations. Management expects compliance markets to remain a significant strategic focus for the Company, while recognizing that carbon trading revenue can be uneven from quarter to quarter due to delivery timing, customer demand, inventory availability, and recognition of deferred revenue.

The company has managed to leverage favorable framework in British Columbia along with its expertise in carbon management projects to profit from Voluntary Emission Reductions, or VER, carbon credits. Revenue has absolutely skyrocketed, though it is understandable that with a commodity trading business, the company feels that gross profit rather than topline revenue is a better indicator of economic success. This is a chart from the company's MD&A that shows results by quarter:

Q3 was the first quarter that showed evidence that the company's trajectory has completely changed due to the VER, and Q4 showed that trend has accelerated. The company earned a 2.6 cent EPS in Q4 alone. Annualizing that figure leads to an EPS of over $0.10. The company was cautious by saying results could fluctuate going forward. But with a $0.075 stock price, there is plenty of room for error at this level. The annualized P/E based on Q4 results is less than 1x, and the company has demonstrated an accelerating trend of VER activity and profitability. Financials for Q1 will come at the end of May. So it won't take long to see the next data point. 

The improved net income isn't hocus-pocus accounting tricks either. This has generated real cash flow that has materially improved the company's balance sheet. Operating cash flow was $1.8 million in 2025. That has led to a drastic improvement in shareholder's equity from -$4.8 million to -$3.1 million with the cash balance tripling from $550,000 to $1.7 million throughout 2025.  While negative shareholder's equity would normally be a concern, note that $2.5 million of the liabilities are deferred revenue. Once that revenue is earned, this liability will come off the books, further improving the balance sheet. Shareholder's equity and working capital will likely turn positive in Q1 or Q2 of 2026.

COO has 114 million shares outstanding. Which at $0.075 is less than a $9 million market cap. P/E and P/CF are both less than 5x, a valuation that is practically impossible to find that cheap in today's stock market. Add in the fact that most of the profitability and cash flow generation is based on Q4 results, with the numbers showing an accelerating trend.  While the stock may have 114 million shares outstanding, it trades like a stock with a float that is substantially lower than that, around 10 to 20 million shares. If enough investors recognize COO's value to the point that the stock trades 2 million volume or more in a day, it could rocket 500% based on the thin float and justify the move based on fundamentals.

Assuming that COO merely flatlines to Q4 results for 2026, that would equate to a $0.10 EPS. Applying a 15x multiple leads to a $1.50 fair price. There is no way that this stock is going to trade below $0.10 for much longer. This is a true undervalued gem that the TSXV can sometimes produce when an obscure, thinly traded company suddenly produces good results out of nowhere. Buying COO now is like investors buying on legalized insider information. The numbers are there for the world to see, but hardly anyone knows about them yet.

Disclosure: We are long COO.V

Game Changing Contract Comes at a Time When This Stock Has Never Been Cheaper

There is no shortage of TSXV listings that initially get a lot of hype, but that hype dies off after years of failing to generate any revenue. SuperBuzz Inc. (SPZ.V) has been one of those companies as it is down nearly 90% from when it first listed in 2022. The company has generated hardly any revenue according to past financial releases, but that is about to change with some great news announced this past week. The stock shot up 70% on the day of the news, but pulled back to close at $0.07 on Friday. This pullback enables investors to buy SPZ basically at the cheapest it has ever been, just as it is about to generate significant revenue. If you like our picks you can also follow this blog by clicking the follow button on the top of the left hand panel. We have 129 followers so far on here as well as 1,039 followers on our ValueTrades blog. You can also follow us on X @StockTradePicks which has over 5,000 followers.

SPZ announced a strategic agreement with a global performance agency to scale AI-driven performance across 3,000 websites. As the company was pressed for more details about this news, it released a follow up disclosing that there is an estimated $6 million in revenue generated over three years. That is based on revenue of $165 per website per month, with deployment expected across 1,000 websites. Gross margin is expected to be 75%, with no other upfront costs. This would lead to $2 million in revenue per year with gross margin of $1.5 million. The company's burn rate is less than $0.5 million per quarter, so this deal takes it very close to a break even point. It's important to note that these assumptions lead to a 33% uptake from the agency. So the revenue could be as much as $6 million annually, as in the initial press release.

The company is well cashed up with a recent raise of $0.4 million in a debenture convertible at $0.12 and a $0.3 million equity financing at $0.15. Both deals came with substantial insider support. Buyers in the open market today are buying at half of these prices and with a far superior risk profile given the strategic agreement. 

The company previously claimed in October that it can reach profitability in early 2026, having reduced its user acquisition costs and doubled its paying subscriber base by adding 361 paying subscribers in two months. Assuming similar margin and revenue numbers as the agreement above, the argument could be made that the new agreement takes the company into profitable territory. 

With the balance sheet in good shape and with a clear path to break even operations, the big question mark remains how fast will the onboarding of 1,000 websites take place? The fact that CIRO pressed for more details before allowing the stock to trade again adds assurance that the company presented a reasonable amount of evidence that 33% uptake is achievable. The "hyped" press release mentioned deployment across 3,000 sites with an ARR of $6 million. The "scrutinized" press release assumed $2 million revenue a year across 1,000 websites. 

It is unclear who the client is. If it is the agency itself is paying for the service per website or if the individual website owners pay the $165 per month in order to access it. The line in the first press release "By integrating SuperBuzz AI's proprietary optimization engine, the Agency expects to unlock new revenue streams, improve retention rates, and enhance overall user experience for its clients." suggests that the agency is the client and is offering a white labelled tool to the website owners. This provides added assurance that at least 1,000 site licenses and deployments will take place. 

This contract means more than the numbers themselves. The company made a bold claim in its investor presentation of revenue growing from $0.1 million in 2025 to $17.3 million in 2027. This deployment makes that possible as securing one agreement of this nature should make it easier to secure more agreements of a similar nature. 

The company has 35.8 million shares outstanding, 18 million warrants with an average exercise price of $0.19 plus the convertible debenture mentioned above. Given that these are all well out of the money, the company currently has a $2.5 million market cap. This is an absolute bargain with it trading at around 1x of annualized revenue run rate of this one deal plus the existing revenue base. Given the gross margins associated with the agreement, it is fair for it to trade at 5x revenue, or $10 million market cap. Fully diluted share count assuming all conversions and exercises of dilutive securities would lead to approximately 60 million shares outstanding. That is $0.17 per share. 

Should the company achieve $17 million in revenue, a multiple of 3x would justify a $51 million market cap, or over $0.80 per share. Clearly there is a lot of upside here. One must also consider the hype potential of the stock. SPZ has a relatively benign but important and profitable use of AI. The stock has traded at much higher levels before, purely based on hype. Now it has revenue to back that up. The stock has the potential to move like Sparc Al Inc. (SPAI.CN) (SPAIF), a previous pick of ours, which has gone on a massive run.

We are initiating a strong buy call on SPZ with a wide range target of $0.15 to $1.00. It's an easy buy here at $0.07 but hard to tell where a near-term the top is. However, everyone buying here should be happy with at least a double. The long call is based on:

• $2 million revenue and $1.5 million gross margin annually. This justifies at least a 5x revenue multiple.
• $0.7 million raised in an equity financing at $0.15 and convertible debt at $0.12. This shores up the balance sheet and provides a floor valuation where insiders and accredited investors bought in.
• This first agreement should facilitate closing more deals of this nature and help the company achieve its $17 million revenue forecast for 2027. 
• Adding this new agreement onto existing revenue leads to a good possibility that the company has achieved profitable operations as promised in the October press release.  
• General hype in the AI sector should lift the stock. There are numerous AI companies that are valued more aggressively than SPZ, but are further away from profitability. 
• The stock has historically traded well above $10 million in market cap when it was in a weaker financial position than it is today. A $2.5 million market cap is a bargain. 

 Disclosure: We are long SPZ.V

A Massive Silver Discovery and Five Must Own Stocks Heading Into This Week

The war in Iran has continued to create market volatility and spiking oil prices. While war is always a tragedy, there is nothing much we can do as individual investors except to accept reality and invest based on the cards we are dealt. While the focus has been on oil lately, we think that gold and silver still make excellent hedges in this environment, particularly after their pullback. One company had a massive silver discovery that was overlooked this week. This gives investors an opportunity to buy in before it breaks through new 52-week highs. Our last blog featured oil and hydrogen stocks, with our top hydrogen pick being Charbone Hydrogen Corporation (CH.V)(CHHYF). Despite the hydrogen sector imploding since then, with Quebec Innovative Materials Corp. (QIMC.CN) (QIMCF) dropping by nearly half, CH has increased in price as it advances as a commercial producer. That goes to show that when you chase value instead of hype, you can protect your portfolio from major losses. If you like our picks you can also follow this blog by clicking the follow button on the top of the left hand panel. We have 129 followers so far on here as well as 1,039 followers on our ValueTrades blog. You can also follow us on X @StockTradePicks which has over 5,000 followers.

Brixton Metals Corporation (BBB.V) (BBBXF) announced drill results on March 25th, highlighted by an incredible find of over 82,000 g/t silver (8.23%) over half a meter. This was one of the largest finds of silver ever and shows that its Langis property still has untapped economic potential despite being a historically drilled mine. The stock has been on a steady move up since the announcement, increasing from $1.00 to $1.26 in the three days since the announcement. While this is impressive given the overall market sentiment, we think the downturn muted some of BBB's breakout potential. It traded as high as $1.39 Friday morning and looked ready to break out to a new 52-week high. However, the accelerated market crash in the afternoon took most of those gains and the stock closed at $1.26. We think this represents a buying opportunity on the stock as these incredible results won't be overlooked for too much longer. We think a fair price is $2.00 or about $140 million market cap. This is based on the massive discovery, other strong results and the potential for more discoveries of this ilk upon further drilling. 

In addition to BBB, there are five other must-own stocks heading into this week.

Stock #1: Black Gold Exploration Corp. (BGX.CN): We gave this stock #1 standing in our last blog two weeks ago and the fundamentals have only gotten better. It has whipped around between $0.09 and $0.17 on low volume during that time, but overall has dropped two cents from $0.12 to $0.10. We think this is shocking given the new reality for oil and the positive updates from the company. Warrant exercises may be creating some overhang, but even if every single warrant is exercised, the float would be only 26 million. It's 17 million right now. The stock is trading at a $2 million market cap, essentially shell status for a producing oil company in the United States. 

Last June the company became a producer with the Fritz 2-30 Well coming online. It has a 10% interest in this well and it is located in the Illinois basin, ideally positioned to take advantage of the desire of the United States to boost domestic energy production. Looking at a chart where the 52-week high is $2.80, one can clearly see the upside potential here with a prolonged spike in oil prices. 

The company issued an operational update several days ago, detailing progress made at Fritz 2-30 as well as its El Carmen project in Argentina. The stock immediately launched over 50% once it started trading again, but since got pounded down on light volume. In this environment for oil, these depressed valuations will not last. Given the low valuation, small float and thin trading, any level of sustained buying will blow this stock up. Warrants getting exercised will bring some needed cash into the company. This remains one of the top plays on the CSE right now and we think those who ignore it will regret doing so. We think a fair price is $1.00, or about a $25 million market cap assuming all warrants get exercised. 

Stock #2: New Zealand Energy Corp. (NZ.V) (NZERF): We initially recommended NZ's partner Monumental Energy Corp. (MNRG.V) (MNMRF). That pick has been a success, moving from $0.08 to as high as $0.16 and settling in at $0.13 on Friday. We think NZ holds more value at these relative prices because it retains 75% of the revenue compared to MNRG which holds a 25% royalty in exchange for funding NZ's obligations for various wells in the Taranaki Basin. Substantial progress has been made, with the Ngaere-1 well stabilizing at 120 barrels of oil per day and with successful initial production at the Waihapa H1 well. Waihapa H1 is particularly compelling because the flow rate continues to rise. For instance, the NZ press release stated that production was 553 barrels per day but the MNRG press release stated 568 barrels per day, showing that these rates are increasing in real time. 

Considering the active drilling and production at multiple wells, we expect that both NZ and MNRG will continue to be in the news with positive updates at the perfect time to be releasing news about new global sources of easily accessible oil far away from the Middle East. We think a fair price on NZ is $1.00, or about a $55 million market cap. 

Stock #3: AleAnna, Inc. (ANNA): ANNA is a U.S. listing that Canadians need to get their hands on. Unlike BGX or NZ, this stock is not flying under-the-radar whatsoever, and therefore isn't as much of a discounted oil and gas play as those other two. The stock ripped 20% to close at $8.51 on Friday, building on several consecutive days of strong trading since the $3's. What makes ANNA special is that it is a producer of natural gas and RNG in Italy that is profitable and has seen incredible revenue growth since ramping up production. It achieved $11.2 million in revenue in Q3 2025 compared to $648,000 in revenue for Q3 2024 and $4 million in revenue for Q2 2025. That $11.2 million in revenue generated $5.3 million in net income. So the company was already substantially profitable while prices were low for natural gas in Europe. Those prices have nearly doubled since. QatarEnergy declared force majeure on some of its LNG contracts due to the war, including those to Italy. That has left the country scrambling to try to secure more supply from Algeria. An increase in domestic supply is one lever the country can pull without being at the mercy of natural gas exporters. This bodes very well for ANNA as the company should be expected to achieve substantial revenue growth both from increased prices and higher production. We think a fair price on ANNA is $20.00, or about a $1.3 billion market cap. 

Stock #4: Perimeter Medical Imaging AI, Inc. (PINK.V) (PYNKF): PINK was the other stock mentioned in our blog with MNRG. Unlike MNRG, it hasn't been successful so far, with the stock price having dropped to the mid-$0.40s from the mid-$0.50s. This is understandable given the current market dynamics. We view this as a buying opportunity. PINK's FDA approval is a game changer. Claire is the first AI-enabled imaging device approved in the United States for intraoperative breast cancer margin assessment. The technology received Breakthrough Device designation from the FDA and is designed to enhance surgeons' ability to detect difficult-to-see cancer during breast-conserving surgery and potentially reduce the need for re-operations. 

About 20% of all breast cancer surgeries need a repeat operation. That's because surgeons use a combination of physical examination, and in limited cases intraoperative pathology to assess margins before sending specimens to pathology for final evaluation. As a result, patients may wait up to a week or more to learn whether margins are clear or additional surgery is required. Claire is designed to identify areas of concern during surgery, helping surgeons determine whether to remove more tissue before completing the procedure.

This AI device is going to save hospitals and insurers money and give patients better piece of mind that their surgery went right the first time. This FDA approval positions the company at the forefront of AI-enabled intraoperative imaging and marks the first commercialization of its proprietary OCT-AI platform. The Company's patented wide-field OCT technology, proprietary dataset, and integrated AI capabilities target an estimated 300,000 annual U.S. breast cancer surgeries, while providing a scalable foundation for expansion into additional cancer indications over time. This is the first step toward addressing a significantly larger global opportunity across additional cancer surgeries, biopsy procedures, and pathology applications. 

We think a fair price on PINK is $2.50, or about a $330 million market cap. PINK is more speculative than the above stocks that's why it is ranked lower despite a higher upside target. Earnings are due out on March 31st, where we expect important business updates. We think it is wise to be positioned by then. 

Stock #5: Sparc Al Inc. (SPAI.CN) (SPAIF): SPAI has already had a strong run from $0.20. But one can't just look at stock price, they need to look at market cap. With 25 million shares outstanding, SPAI has a $60 million market cap. This is peanuts for a company with a recently commercialized drone technology platform that doesn't rely on GPS. On March 19th, SPAI announced an order for the company's GPS-denied navigation solution from a UAE group supporting defense operations. For comparison, Swarmer, Inc (SWMR), a creator of a software stack that enables an operator to operate hundreds of drones in a swarm at once, has a $430 million market cap despite only having a little over $300,000 in revenue for each of 2024 and 2025. Drone software companies are valued very aggressively right now and SWMR's move since its IPO has been from the situation in Iran. Despite the fact that SWMR's area of focus is actually in Ukraine. SPAI is actually the company that has signed a war-related security contract in the Middle East. We think a fair price on SPAI is $10.00, or about a $250 million market cap. This still puts it below the valuation of SWMR.

Disclosure: We are long BBB.V, PINK.V, BGX.CN, NZ.V, ANNA, SPAI.CN

Five Must Own Stocks While Oil and Hydrogen are Hot

The war in Iran has created market volatility and spiking oil prices. While war is always a tragedy, there is nothing much we can do as individual investors except to accept reality and invest based on the cards we are dealt. Last week we were bullish on Monumental Energy Corp. (MNRG.V) (MNMRF) and Perimeter Medical Imaging AI, Inc. (PINK.V) (PYNKF). MNRG hit our $0.15 target but PINK has stayed about flat in the low $0.50's as the market is overlooking biotech stories. Both remain compelling investments but today we are going to focus on five must-own stocks as oil continues to skyrocket on Wednesday evening headed into Thursday morning. Along with oil, hydrogen plays have been hot as spiking oil prices have made renewables and clean energy alternatives relatively more attractive. If you like our picks you can also follow this blog by clicking the follow button on the top of the left hand panel. We have 127 followers so far on here as well as 1,039 followers on our ValueTrades blog. You can also follow us on X @StockTradePicks which has over 5,000 followers.

Stock #1: Black Gold Exploration Corp. (BGX.CN): BGX tops our list because it makes no sense for it to be this cheap given spiking oil prices and that it is a minority holder in a recently producing well. At $0.12, it has just over a $2 million market cap with 17 million shares outstanding. It has a valuation similar to a shell. That would have made sense a few weeks ago when WTI Crude was in the $60's, but not when it is flirting with $100. Last June the company became a producer with the Fritz 2-30 Well coming online. It has a 10% interest in this well and it is located in the Illinois basin, ideally positioned to take advantage of the desire of the United States to boost domestic energy production. Looking at a chart where the 52-week high is $2.80, one can clearly see the upside potential here with a prolonged spike in oil prices. We think a reasonable near term expectation on this stock is $0.25 to $0.50, which would value the company at merely $4 million to $9 million. Easy to see why this one is our #1 choice.

Stock #2: New Zealand Energy Corp. (NZ.V) (NZERF): MNRG rose from $0.04 to as high as $0.16 after successful initial production from an oil well in New Zealand. NZ is a 50% owner of that well, and has gone under-the-radar, even after announcing the discovery itself on Monday. The well has stabilized at 120 barrels per day. Work has already begun at the next well, so shareholders can expect more news from NZ and MNRG. We think the combination of good initial production results and a rising oil price will result in NZ achieving new 52-week highs shortly, with a stock price above $0.50. The stock is seldom traded so just a little bit of buying can really make it run. 

Stock #3: Charbone Hydrogen Corporation (CH.V)(CHHYF): Macro events impacting the hydrogen space plus the performance of Quebec Innovative Materials Corp. (QIMC.CN) has really caused junior hydrogen plays to take off. One that is relatively overlooked and still cheap is CH. The stock rose a respectable 21% on Wednesday, but at $0.15 it still sits well below its 52-week high of over $0.40. The stock rocketed from $0.16 to $0.43 in a few days in early December, buoyed by hype around its first commercial production of clean Ultra High Purity hydrogen. The company has since announced sales of its UHP hydrogen in Ontario. Given how QIMC has broken towards new highs and is nearing a $300 million market cap, CH - a commercial producer - at $33 million market cap is a complete steal. This one should easily be able to re-challenge those previously made highs as long as the hydrogen market stays hot. EDIT: On Thursday morning the company announced the development of a supply hub in the Maritimes.  

Stock #4: First Atlas Resources Corp. (HHE.CN)(BTKRF): HHE is another QIMC sympathy play that broke out to new highs on Wednesday, up 37% to $0.24. It has a $28 million market cap, about 1/10th of QIMC. It has land surrounding QIMC's acreage so further discoveries - especially those close to HHE borders - will continue to lift this stock. 

Stock #5: Indonesia Energy Corporation Limited (INDO): This is a U.S. listing that is well known to move wildly with spikes in oil prices. It is a sympathy play and laggard to Battalion Oil Corporation (BATL), which has spiked to over $20 in overnight trading. A month ago these two stocks were trading at similar market caps. Now BATL is up to $320 million while INDO is stuck at around $70 million. We think that it's only a matter of time before INDO gets hot and closes that gap in valuation. 

Disclosure: We are long PINK.V, BGX.CN, NZ.V, CH.V, HHE.CN, INDO

A Major Oil Discovery at the Perfect Time and a First Ever FDA Approval

The markets have been very volatile over the last few days thanks to the war in the Middle East and rising oil prices. Two stocks listed in Canada have bucked the downward trend, both rising significantly price on major news. Even with these sharp increases in price, we think they have fallen under the radar and justify much higher valuations based on the news that was announced. First, Monumental Energy Corp. (MNRG.V) (MNMRF) rose 129% on Thursday to close at $0.08 after successful initial production from an oil well in New Zealand. This news could not possibly be better timed given market dynamics. Second, Perimeter Medical Imaging AI, Inc. (PINK.V) (PYNKF) announced that its Claire AI became the first ever AI-enabled imaging device for breast cancer surgery to be approved by the FDA. The stock nearly doubled on Wednesday but pulled back to $0.53, making this an ideal entry point. If you like our picks you can also follow this blog by clicking the follow button on the top of the left hand panel. We have 125 followers so far on here as well as 1,039 followers on our ValueTrades blog. You can also follow us on X @StockTradePicks which has over 5,000 followers.

According to MNRG's news release, the well immediately flowed oil and gas, producing 580 barrels of crude oil within the first six hours of operation. It was temporarily shut in to bring additional tanker capacity to the site. Since production restarted, the Ngaere-1 workover well has produced approximately 3,000 barrels of crude oil to date, currently stabilizing at approximately 120 barrels of oil per day, without the benefit of additional stimulation and optimization activities. 

MNRG has 79 million shares outstanding. At $0.08, that's still only a $6.3 million market cap. So this stock still has a lot of upside potential. One insider of the company agrees, as Maximilian Sali purchased additional shares on the open market immediately after the news was announced at $0.065:

Considering that he already owned over 4 million shares and still felt compelled to buy even more should be seen as a good sign. 

PINK's FDA approval is a game changer. Claire is the first AI-enabled imaging device approved in the United States for intraoperative breast cancer margin assessment. The technology received Breakthrough Device designation from the FDA and is designed to enhance surgeons' ability to detect difficult-to-see cancer during breast-conserving surgery and potentially reduce the need for re-operations. 

About 20% of all breast cancer surgeries need a repeat operation. That's because surgeons use a combination of physical examination, and in limited cases intraoperative pathology to assess margins before sending specimens to pathology for final evaluation. As a result, patients may wait up to a week or more to learn whether margins are clear or additional surgery is required. Claire is designed to identify areas of concern during surgery, helping surgeons determine whether to remove more tissue before completing the procedure.

This AI device is going to save hospitals and insurers money and give patients better piece of mind that their surgery went right the first time. This FDA approval positions the company at the forefront of AI-enabled intraoperative imaging and marks the first commercialization of its proprietary OCT-AI platform. The Company's patented wide-field OCT technology, proprietary dataset, and integrated AI capabilities target an estimated 300,000 annual U.S. breast cancer surgeries, while providing a scalable foundation for expansion into additional cancer indications over time. This is the first step toward addressing a significantly larger global opportunity across additional cancer surgeries, biopsy procedures, and pathology applications.

With 131 million shares outstanding, PINK's market cap is $70 million at $0.53. This is an absolute steal for a company like this. A nationwide U.S. launch is expected in the coming weeks while the company is already promoting Claire on its website. 

We expect both of these stocks to continue to run with MNRG to at least $0.15 and PINK to at least $1.00 being reasonable near-term expectations.  

Disclosure: We are long MNRG.V and PINK.V

The Uranium Play with the Best Leveraged Upside

Due to recent political events, uranium has been hot. One play that we think has the best leveraged upside is Anfield Energy Inc. (AEC.V). It rose 10% on Monday to close at $0.115, the highest it has been in 2025. The stock has had a methodical and consistent move up, nearly doubling since the start of May. While we like the stock, the real opportunity here is with the warrants (AEC.WT.V). They offer cheap leveraged upside on this hot Uranium play. We are up to 1,038 followers on our ValueTrades blog despite not giving out a lot of alerts, a fact that we think is indicative of a successful, diligent and prudent stock picking history. If you like our picks you can also follow this blog by clicking the follow button on the top of the left hand panel. We have 124 followers so far on here. You can also follow us on X @StockTradePicks which has over 5,000 followers.

AEC has been up on news of its Velvet-Wood uranium project in Utah getting accelerated approval from the Department of the Interior. It becomes the first uranium project to be approved by the U.S. government under President Trump’s emergency declaration to restore American energy independence. The project has an NPV $238 million U.S. and is just one of several uranium projects that AEC owns in the United States. Given that the U.S. consumes 50 million pounds of uranium annual but produces just 1% of it, AEC is in prime position to get accelerated approval on multiple projects. Follow up news from yesterday shows that the company is moving forward on its portfolio of projects that include the Shootaring Canyon Mill, one of the three uranium mills in the United States, the Slick Rock Project, the West Slope Project and four other minor projects along with Velvet-Wood. We expect that financing for capex needs to get the projects up and running will be no issue given this environment. The company is also pursuing a NASDAQ listing, which is smart given its position in the United States.

Given this unique and bullish situation, we expect the company's valuation to land somewhere between $250 million to $500 million CAD in the near-term, or $0.22 to $0.44 per share. This is where things get interesting. We like the stock, but the real opportunity is with the warrants, which have a strike price of $0.18 and expire in May 2027. They currently trade at $0.02. Canadianwarrants.com has AEC.WT.V listed as a bargain with a fair value of $0.03. This chart was created back when the stock was trading at $0.075. So the fair value of the warrants is likely $0.04 to $0.05 now.

The leveraged upside from buying cheap warrants at $0.02 should be apparent. If AEC triples to $0.33, the warrants are intrinsically worth $0.15, plus whatever time value they might have. This is a minimum 7.5x gainer compared to 3x for the stock. Investors should consider the $0.02 price on the warrants as a gift of cheap leverage on a stock that is going to continue to head up on favorable government policy. 

Disclosure: We are long AEC.WT.V

Warrants Offer Leveraged Upside on a Cheap Uranium Play

Anfield Energy Inc. (AEC.V) rose 10% on Wednesday to close at $0.115, the highest it has been in 2025. The stock has had a methodical and consistent move up, nearly doubling in the month of May. While we like the stock, the real opportunity here is with the warrants (AEC.WT.V). They offer cheap leveraged upside on this hot Uranium play. We are up to 1,038 followers on our ValueTrades blog despite not giving out a lot of alerts, a fact that we think is indicative of a successful, diligent and prudent stock picking history. If you like our picks you can also follow this blog by clicking the follow button on the top of the left hand panel. We have 124 followers so far on here. You can also follow us on X @StockTradePicks which has over 5,000 followers.

AEC has been up on news of its Velvet-Wood uranium project in Utah getting accelerated approval from the Department of the Interior. It becomes the first uranium project to be approved by the U.S. government under President Trump’s emergency declaration to restore American energy independence. The project has an NPV $238 million U.S. and is just one of several uranium projects that AEC owns in the United States. Given that the U.S. consumes 50 million pounds of uranium annual but produces just 1% of it, AEC is in prime position to get accelerated approval on multiple projects. We also expect that financing for capex needs to get the projects up and running will be no issue given this environment. The company is also pursuing a NASDAQ listing, which is smart given its position in the United States.

Given this unique and bullish situation, we expect the company's valuation to land somewhere between $250 million to $500 million CAD in the near-term, or $0.22 to $0.44 per share. This is where things get interesting. We like the stock, but the real opportunity is with the warrants, which have a strike price of $0.18 and expiry in May 2027. They currently trade at $0.02. Canadianwarrants.com has AEC.WT.V listed as a bargain with a fair value of $0.03. This chart was created back when the stock was trading at $0.075. So the fair value of the warrants is likely $0.04 to $0.05 now.

The leveraged upside from buying cheap warrants at $0.02 should be apparent. If AEC triples to $0.33, the warrants are intrinsically worth $0.15, plus whatever time value they might have. This is a minimum 7.5x gainer compared to 3x for the stock. Investors should consider the $0.02 price on the warrants as a gift of cheap leverage on a stock that is going to continue to head up on favorable government policy. 

Disclosure: We are long AEC.WT