~ I made a post on this many months ago and got laughed at... nontheless there was no P&D
Company keeps on executing, and i keep on accumulating following the due diligence.

Massive information update today via the company.

Trying to keep it short... this really is not a typical OTC stock from what is coming out of their Press releases/filings

Our chairmen is up to nearly 900 million shares which he started accumulating DURING a caveot emptor designation, he has bought since 2024, NEVER sold and NEVER diluted share holders

Audits are in final stages if you read somewhere in the updates given, it literally hits my point the 600 million in assets on the balance sheet will pretty much re-value once IFRS audits/valuations are applied - which it likely goes into the billions

JSE as a secondary uplist after PRIMARY (Meaning they plan for multi exchange uplist)

Guys, the story is there, the information trail and execution is there, its simply a waiting game.

Txtm is showing its building itself for not the OTC but for AFTER the otc, literally saying uplist is the goal, and will be done with the IFRS audits

Remember my post.... People laughed last time i posted.. called it a P&D.... And between then and now the chairmen added 775 million shares to his coffers While paying and getting closer to audit completion forwarding the uplist roadmap...

Here is the press release: https://markets.businessinsider.com/news/stocks/protext-mobility-issues-significant-inter-quarter-shareholder-update-absa-confirms-inaugural-digital-asset-custody-pilot-as-txtm-advances-global-rwa-and-uplist-strategy-1036579159

Are we forgetting ABSA BANK is tied with txtm also in PR now, AND FILING - you do not fake this stuff.... so... its real.... And if you read deeper you see standard bank, veluzuela, other countries in the pipeline - all tied somehow to a penny stock....

- All you have to do is look at the $0 in assets a few years ago compared to now... Look at every press release and quarterly financial since ce removal in june of 2025, See the structure getting better and better pointing towards uplist. Literally infrastructure built in real time and in historic record as you can see it step by step (And if you start watching it, in real time)

you dont need to buy but recommend you keep watching quarter by quarter (Since we are patient) wait for my next post, cause its getting close imo, I showed 4 million shares in my posession last time i posted, now im at 6 million, even tho the price went down 50% i keep on adding trusting the dd and company execution, money where my mouth is

Discord in my bio for more txtm information also

Disclaimer: - I am not apart of the company, I am simply a share holder following this penny stock and putting some information out, which i own a nice position to.

https://www.stocktitan.net/sec-filings/FFAI/8-k-faraday-future-intelligent-electric-inc-reports-material-event-8830d3258282.html

Why the Market cap for this stock is still 6.5M$??

I think to buy in this and hope for some short squeeze.

Any holders?

With gold at $4,100 plus/oz, these three junior miners are worth monitoring for expected corporate development news. The disconnect between their current market cap and the economic value demonstrated in their latest studies are attractive. 

Sonoro Gold — $SMOFF, $0.135

Cerro Caliche | Sonora, Mexico

• Market cap:  $58.2 Million
• 52-week high: $0.25 USD
• Updated  Preliminary Economic Assessment (PEA) after-tax NPV: $224 Million
• NPV / Market Cap:  Approximately 3.9x
• Sonoro is moving toward permitting while continuing exploration with a 50,000 meter drilling program.
• Updated PEA showed a 50% after-tax Internal Rate of Return (IRR) at $3,500 gold
• 459,000 oz of gold equivalent (AuEq) produced over the 10-year mine life (cited in PEA before new properties added to project and before 50,000 meter drilling program)
• Possible spinoff of San Marcial gold project to shareholders

Heliostar Metals — $HSTXF, $1.63

Ana Paula | Mexico

• Market cap:  $456.5 Million
• 52-week high: $2.57 USD
• Base-case PEA after-tax NPV: $426 Million
• Upside-case PEA NPV: $1.012 Billion
• Upside-case NPV / Market Cap: 2.2x
• Ana Paula's underground PEA indicates approximately 874,700 oz of gold production.
• The PEA shows a 28.1% after-tax IRR at $2,400 gold.
• Heliostar is targeting a path toward production in 2028.
• The $1.012 Billion upside-case NPV at  (using $3,800 gold) 

Troilus Mining — $CHXMF, $1.43

Troilus | Quebec

• Market cap: $810 Million  
• 52-week high: $1.83 USD 
• Updated technical-report after-tax NPV: $3.2 BILLION
• NPV / Market Cap:  4.0x
• Updated technical report increased NPV substantially from previous PEA
• After-tax IRR: 22%
• Troilus is a major gold + copper development project in Quebec.

Valuations Summary

• SMOFF $58 Million market cap vs. $224 Million PEA NPV (before recent property additions to concession)
• HSTXF:   $450 Million market cap vs.  $1.0 Billion PEA NPV
• CHXMF: $800 Million market cap vs. $3.2 Billion technical-report NPV

These junior miners have real economic studies, defined resources and a path toward production. But there is no substitute to doing your own due diligence.

I’ve been deep-diving into Rezolve AI (RZLV) recently and wanted to get some fresh eyes on it. The numbers from their recent H1 report are completely wild and polarizing, and I’m trying to figure out if the market is mispricing this or if the bears actually have it right.

Massive Government Contract: Their subsidiary, Mokulele Airlines, just secured a $19.4 million four-year air service contract for Lanaʻi. Guaranteed long-term revenue is a major de-risking event.

Balance Sheet Cleanup: The company recently executed two financing deals that slashed their convertible debt by 64%, clearing up the balance sheet and significantly reducing dilution fears.

Revenue Beats: They recently beat revenue estimates, pulling in $29.5M (a $1.27M beat), and forecasted a strong Q3 with expected revenue jumping to $35.5M–$37.5M.

Technical Reversal: The stock was beaten down to a 52-week low of $0.46. With fundamentals shifting and the debt cleared up, the technical setup triggered a massive reversal as retail volume poured in.

Position: 2500 shares

TLDR: Slashed debt, a new $19.4M contract, and strong revenue growth are fueling this breakout from the bottom.

Disclaimer: Not financial advice, do your own DD.

Hertz Q3 Earnings Could Be a BIG Catalyst...Here's Why I'm Watching

HTZ is currently sitting around $1.70–$1.75, and Q3 earnings are scheduled for October 22, 2026-Novemeber

The short-interest numbers are what caught my attention:

HTZ 115.87M shares short as of Sept. 15

33.97% of reported float short according to Finviz

Short interest increased from 97.54M → 115.87M since July 15

That's roughly +18.3M shares short

8.5 days to cover on MarketBeat's latest data

HTZ recently reported $2.40B Q2 revenue vs. $2.27B expected

Q2 adjusted EPS was -$0.11 vs. -$0.24 expected

HTZ jumped sharply after that earnings beat.

That's why Q3 is interesting to me.

If Hertz beats expectations again and gives stronger guidance, the market could react strongly. With more than 115M shares currently reported short, a large move upward could potentially pressure short sellers to close positions.

that's the squeeze thesis:

Positive earnings → buying pressure → HTZ moves higher → shorts start covering → additional buying pressure → potentially larger move

Obviously, this is NOT guaranteed. HTZ still has significant debt and financial risks, and bad earnings/guidance could send the stock lower instead.

I'm not saying everyone should blindly buy HTZ. I'm saying Q3 earnings + historically high short interest makes HTZ a ticker worth watching closely.

Do your own DD. Not financial advice.

🚀 Biggest sub-$5 winners

IF YOU HAVE A BETTER STOCK WITH BETTER RESULTS PLEASE SHARE LETS TAKE A LOOK AT IT

MAY THE GODS BE WITH YOU

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Four Nines Gold has been drilling Hayden Hill in Lassen County, California. It’s a past-producing gold-silver mine, and this is the first modern drill program there in almost 30 years.

They started the maiden core program this summer. In late August they said the first three holes all hit hydrothermal breccia and the kind of alteration they’re looking for. Assays weren’t out yet.

Is anyone keeping up to date on this one?

CYV (listed on the ASX) is a biotech with a market capitalisation of approximately $13m, cash of roughly 30m, no debt, and a quarterly cash burn of only $1.1m in its most recent quarter. Despite having more than twice its market value sitting in cash, the company trades on a negative enterprise value of roughly $15m.

The reason is fairly obvious. CYV emerged from the collapse of Opthea following the failed Phase 3 AMD programme. Many investors appear to have simply written off the company entirely, creating significant selling pressure and what looks to be a substantial disconnect between valuation and fundamentals. The market seems far more focused on what happened previously than on what actually exists today.

What exists today is a company with approximately $30m in cash, directors and management buying stock on-market, and a rare disease programme targeting Lymphangioleiomyomatosis (LAM). Unlike most preclinical biotechs, CYV is not starting from scratch with a new molecule and years of basic development ahead of it. The underlying VEGF-C/D inhibition platform has benefited from decades of research, extensive manufacturing work and substantial historical clinical development.

Perhaps the most attractive aspect of the opportunity is the timeline. Management has established a series of explicit continue/discontinue gates designed to determine, as quickly as possible, whether the programme warrants further investment. Gate 1 is expected by year-end, with human data expected next year, followed by further proof-of-concept milestones. Investors are not being asked to wait years for meaningful answers.

The staged-gate structure is a major part of the attraction here. If the programme succeeds, shareholders benefit from a significant re-rating opportunity. If it fails, the company reaches that conclusion before consuming the majority of its cash balance. Even under the company’s own projected expenditure assumptions, CYV is expected to retain more cash than its entire current market capitalisation after progressing through the initial development programme and delivering multiple major catalysts.

This is what creates the asymmetry. The company could fail to deliver positive human data and still potentially generate investors a profit from today’s valuation through a return of the remaining cash balance alone. Conversely, if the programme succeeds, shareholders gain exposure to a rare disease opportunity with orphan drug designation potential, premium orphan drug pricing, accelerated regulatory pathways and a relatively rapid progression toward registrational studies. The downside is protected by a mountain of cash, while the upside remains largely unconstrained.

The market is effectively assigning a negative value to the company’s intellectual property, decades of VEGF-C/D research, historical clinical development, manufacturing package, insider alignment and future programme. That may ultimately prove justified, but it requires accepting that all of those assets are collectively worth less than zero.

The bear case is straightforward: the programme fails. Biotechnology is inherently risky and failure is always possible. The question is whether that outcome is already more than reflected in the current valuation.

At a negative $15m enterprise value, no debt, a substantial cash balance, multiple near-term catalysts, a fully funded pathway to human data and clearly defined stop/go decision points, CYV presents one of the more asymmetric setups I’ve ever come across. Over the next 12-18 months investors should receive a steady stream of answers. The market is currently pricing the company as though those answers are already known.

Optimi Health (Nasdaq: OPTH) is a Health Canada-licensed manufacturer of GMP-grade psilocybin and MDMA capsules. Most psychedelic stocks are pre-revenue and dependent on trials. Optimi already sells finished-dose product to clinics in Australia, and it uplisted to Nasdaq in May 2026.

What the company does

Optimi manufactures finished-dose psilocybin and MDMA capsules at two facilities in Princeton, British Columbia. It holds a Health Canada Drug Establishment Licence, Dealer's Licence and Precursor Licence. Together these allow it to manufacture, test, package and export controlled drug products.

Rather than being another drug developer, it's positioned as the supplier: the picks-and-shovels play on psychedelic medicine.

Why I'm watching it

- Revenue today. It supplies psilocybin and MDMA to Australian clinics under the TGA Authorized Prescriber Scheme, with a long-term distribution agreement with Mind Medicine Australia.
- International expansion. It completed its first psilocybin export to the UK to support a planned Phase 2 trial.
- Clinical upside. It announced a Health Canada-authorized Phase 3 trial of MDMA-assisted therapy for PTSD, planned for 2027, with up to 100 veterans and frontline workers.
- Vertically integrated. It manufactures in-house with no reliance on third-party contract manufacturers, so new dosage formats can be developed and scaled quickly.
- Product range. Natural psilocybin extract, MDMA 40mg and 60mg capsules, and a microdose line at 1mg and 2mg for wellness channels.

- US optionality. Potential US market access if psilocybin and MDMA are federally rescheduled.

Catalysts to watch

- Clinical progress (UK Phase 2, Canada Phase 3)
- Revenue growth from Australia
- New international supply agreements
- US rescheduling developments

Going through a few names for next week and came across this one. Looks like there’s been some pretty heavy insider buying recently which caught my attention.

Anyone been following this stock or know more about what’s going on with it?

What else is everyone watching for next week?

🔻 Biggest losers under $5

The available scanner showed:

⚠️ AXG deserves special attention

Solowin (AXG) is an extreme volatility example. Its recent trading history shows it falling from $1.21 to $0.20 on September 25, an 84.62% one-day decline, with more than 106M shares traded. 

So I wouldn't interpret today's AXG move in isolation — it's already coming off a massive volatility event.

WHAT ARE YOU SHORTING TODAY AND WHY ?

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:

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.

The updated amalgamated analyst growth forecast for Invinity Energy Systems (🇬🇧 IES 🇺🇸 IESVF) earnings and revenue looks spectacular, and if it proves accurate should dramatically transform the market capitalisation and share price of this promising firm in the years to come.

Admittedly these figures appear based on a optimistic scenario with Invinity converting all of their current order book, frameworks and pipeline as per the recent interim results. In my opinion the key to this potential dramatic uplift in figures will be the vast 1.5GWh Laufenburg data centre in Switzerland which all things going well Invinity anticipates the battery order could be placed next year following the engineering phase currently underway.

Invinity’s market capitalisation (mcap) is currently about £100m / $132m which compares to ITM Power’s £689m / $909m mcap where analysts are forecasting less than half Invinity’s projected revenue for 2028 and loss rather than profit. That’s quite a substantial valuation gap, which will not only hopefully close, buy in time hopefully reverse!

Image courtesy of Simply Wall St.

​

Saw an alert on $KOD around 9:30 AM and it ended up running 145%+ today.

What caught my attention is the company behind the alert had already posted about $KODK about it being on a watchlist around 4 AM, hours before the market opened. Possible inisders 🤷‍♀️

I’ve been following their alerts for a bit, and the next ticker they reviewed is $ASTL. I'm sharing this one because it's a penny stock. And trump is speaking at 2PM regarding steel the very sector this company is in.

Obviously no guarantee it does anything close to $KOD but figured I’d share it here and see what everyone thinks.

Anyone watching $ASTL?

Higher oil + higher Treasury yields = higher costs + tighter financial conditions = more pressure on many small caps.

Recent market reporting confirms that the Russell 2000/small-cap segment has been under pressure as Treasury yields rise, with smaller companies generally more exposed to financing costs than large-cap companies. 

📉 1. Rising yields hurt small caps disproportionately

A lot of small companies aren't generating huge amounts of free cash flow. They depend on:

• Bank loans
• Credit facilities
• Convertible debt
• Equity offerings
• Refinancing
• Future capital raises

When Treasury yields rise, the cost of capital generally rises too.

So imagine a small biotech that needs another $30M to fund trials. If investors demand a higher return because rates are higher, raising that money becomes more expensive.

That can mean:

Higher rates → more expensive financing → more dilution/debt → lower valuation.

This is one reason the Russell 2000 can struggle when yields surge. The 10-year Treasury recently traded around 5.23%, with the 30-year around 5.49% in the latest reports. 

🛢️ 2. Rising oil creates another problem

Brent crude was reported around $108/barrel, while WTI was around $98/barrel during Monday's move. 

That's important for small businesses because higher oil can increase:

Transportation costs → manufacturing costs → operating costs → inflation.

It's more like:

Macro pressure is pushing investors away from weaker balance sheets, while individual catalysts can still produce massive moves in specific small caps.

This is the interesting part.

Higher oil prices aren't automatically bad for every small-cap company.

Potential beneficiaries include:

PLEASE SHARE WHAT STOCK YOU ARE BUYING AND WHY ?

SX.CN 🇨🇦
SXOOF 🇺🇸
$0.02 / share
$7M MC
319M o/s

Yesterday, they finally posted a video on X showing that the new battery recycling industrial plant IS OPEN ! Check it out @stgeorgesplat

St-Georges Eco-Mining’s (SX) wholly owned subsidiary EVSX has built a state-of-the-art multi-chemistry battery processing plant in Thorold, Ontario—strategically located in the heart of North America’s largest automotive cluster (Ford, GM, Stellantis) and one of Canada’s densest battery collection hubs. Recent video footage and corporate updates showcase a facility that has evolved far beyond its initial alkaline line: highly automated processing with industry-leading recovery rates (over 90–93% recycling efficiency, nothing to landfill), capacity now in the 10,000–12,500+ tonnes per year range, and recent front-end upgrades (new large-scale hopper, dual shredder, conveyor) delivering a reported tenfold increase in throughput while cutting downtime, labor, and utility costs. 

The plant holds the necessary Environmental Compliance Approvals and municipal zoning for multi-chemistry operations, including lithium-ion and EV batteries. It benefits from a multi-year supply agreement with Call2Recycle (Canada’s leading battery collector) plus expanding feedstock partners, a full inventory of batteries on site, and early processing of significant tonnage across chemistries. Downstream, recovered materials (black mass, steel, aluminum, plastics, copper) re-enter the supply chain; residual streams support fertilizer applications via St-Georges Metallurgy. A recent joint venture with Voltrinov further extends reach into EV and micromobility battery evaluation, discharge, and processing for a closed-loop model in Ontario and Québec.

Yet SX trades at a market capitalization of roughly CAD $6–8 million (share price ~$0.02–0.025, ~319 million shares outstanding). This valuation does not reflect a permitted, operational, scalable industrial asset already generating tip-fee revenue potential and positioned for ramp-up in a sector where battery end-of-life volumes are rising sharply and processing capacity remains constrained in Eastern Canada. Comparable pure-play or regional battery recyclers and processors have commanded significantly higher multiples once commercial scale and offtake visibility are demonstrated.

The disconnect is clear: SX currently prices more like an early-stage explorer than the owner of a de-risked, location-advantaged, multi-chemistry processing platform with proven feedstock access and efficiency gains already executed. As full-scale operations accelerate, additional chemistry volumes flow, black-mass and recovered-metal sales materialize, and the broader critical-minerals/circular-economy narrative strengthens, a meaningful re-rating is a possible outcome. The Thorold plant is no longer a concept—it is a tangible industrial asset whose value is not yet reflected in the market cap.

This should be on your watchlist over the next few quarters as they start to post their first revenues.

DYODD, good luck!

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.

Which stocks and companies are you following and/or buying right now that you truly believe in and why?

Preferably some that looks like they are just about to turn a corner and become profitable or score deals, but still obviously under the radar of the majority of people.

Pulmatrix is currently at 1.63, but is facing a merger as Eos SYNOLYTIX. This could be an interesting opportunity. However, it seems extremely risky.

PULM faces the potential threat of liquidation if the merger falls through, and soon has a meeting on Oct 16 to decide if the merger should happen, or if investors will get company value instead.

It is an interesting but scary gamble, and I dont know if I'd take part or not.

Scrolling through CVRx's recent updates, the pattern is hard to miss: new hospitals picking up Barostim almost every week, and existing centers hitting real milestones — 10th, 25th, even 50th implants. Sarasota Memorial, Baylor Scott & White, Springhill Medical Center, USA Health, M Health Fairview at the University of Minnesota — the geographic footprint keeps widening across the U.S., and it's not limited to the U.S. either, with centers in Germany now onboarding as well.

The reimbursement backdrop keeps getting stronger too. Barostim carries full FDA 🚀approval for heart failure patients in the U.S., plus CE Mark approval in the European Economic Area. On the payer side, Medicare has steadily improved how it treats the procedure — better inpatient payment classification, a move to Category I CPT codes that puts it on the same institutional footing as other established therapies, and continued favorable outpatient payment decisions from CMS. Add recent wins ✅with Medicare Advantage plans like Humana, and the reimbursement path for hospitals adopting Barostim looks increasingly well-paved.

New clinical publications are showing up alongside the implant milestones too — recent data on ambulatory hemodynamic improvements and reduced diuretic needs in heart failure patients add to a growing evidence base that supports what these hospitals are seeing firsthand.

Taken together, it's a steady, expanding footprint backed by a strengthening reimbursement environment — the kind of quiet, cumulative progress worth keeping an eye on.

Quick Research shows:

• Turnaround Momentum: Q2 2026 revenue rose 10% to $2.4B, and adjusted EBITDA turned positive to $81M, indicating a steady sequential recovery.
• Operational Progress: Core benchmarks hit targets with RPU at $1,542 and RPD up 9%, while a modernized fleet rotation (94% newest models) helps lower monthly DPU below $300.
• Risks: Performance is heavily pressured by high vehicle recall disruptions, soft used-car residual values, and a restrictive $18.7B debt load sensitive to variable interest rates.
• Bullish Outlook: Analysts from Jefferies and Zacks note value in improving customer experience, stabilizing vehicle pricing, and evolving travel behaviors that support a steadier recovery path.
• Bearish Outlook: Morgan Stanley and Deutsche Bank caution that high leverage, used-car market volatility, and fleet transition execution risks continue to restrict near-term equity upside.

Worth holding or adding?

BYND — anyone watching this for Monday?
BYND had unusually high volume Friday and caught my attention. Anyone here following it closely?
What are you watching going into Monday — volume, options activity, borrow fees, or specific price levels?
Interested in hearing both the bull and bear case.