00:00:00
Literally two years ago, Palanteer was
00:00:02
trading under $10. And now it's up over
00:00:05
1,000%. And everyone wants to find that
00:00:08
next best stock that's under $10. That's
00:00:10
why the most common question that I get
00:00:13
from viewers is which stock is going to
00:00:15
be the next Palunteer. Now, keep in mind
00:00:17
that Palanteer is not a new company.
00:00:19
They've been around for over 22 years,
00:00:21
and they went public in 2020. Palanteer
00:00:23
stock rose right after it launched. And
00:00:26
then they fell down to its lowest point
00:00:28
around December of 2022. And guess what
00:00:31
happened about that same time? Yeah,
00:00:33
that's when ChatJBT was launched and it
00:00:35
began a major AI race. And ever since
00:00:38
that point, Palunteer stock has done
00:00:40
nothing but blow up. My point is that
00:00:43
Palunteer was always a great company,
00:00:45
but the release of Chat GBT was the
00:00:48
catalyst that really helped make
00:00:49
Palanteer so popular. The next top
00:00:51
company is probably already out there,
00:00:54
but it's just misunderstood and it just
00:00:55
needs a little more visibility. So, I
00:00:58
had researched a ton of articles and
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analysts takes on the top companies that
00:01:02
are under $10. And that's exactly what
00:01:04
we're going to review today. And then at
00:01:06
the end of the video, I'll give my take
00:01:07
on the top three. But before I jump in,
00:01:09
if you feel that I've earned a like and
00:01:11
a subscribe, please take a second to do
00:01:13
that so my channel can continue to grow.
00:01:15
Let's jump right in with Creative
00:01:17
Realities, which is the behindthescenes
00:01:19
partner powering those slick digital
00:01:21
menu boards, intore video walls, and
00:01:24
stadium signage that you see everywhere.
00:01:26
Unlike a basic screen seller, they
00:01:28
bundle hardware, cloud content
00:01:30
management, and the creative service
00:01:31
into one plug-and-play package. Their
00:01:33
clarity software lets big brands swap
00:01:35
messaging in seconds. Literally, there
00:01:37
is no IT ticket required. In their
00:01:39
latest quarter, revenue did dip 21% as a
00:01:42
handful of major rollouts had shifted
00:01:44
into future periods. and gross profit
00:01:46
fell roughly 22% which is in line with
00:01:48
the revenue but margin did hold steady
00:01:50
at around 46% proving that their
00:01:53
serviceheavy mix still commands decent
00:01:55
pricing. Importantly they shaved down
00:01:57
debt to assets from about 47% to 42% by
00:02:00
paying off roughly 2 million in debt.
00:02:02
And this is just proof that they're
00:02:03
using cash flow to strengthen the
00:02:05
balance sheet and not just fund new
00:02:06
installs. Analysts have their 12-month
00:02:08
forecast up
00:02:10
207%. Wow, that is that's a pretty good
00:02:13
start to the video. Now move on to Array
00:02:15
Technologies that makes the motorized
00:02:17
racks that tilt solar panels to track
00:02:19
the sun all day, boosting the output by
00:02:21
up to 25% versus a fixed mount. They've
00:02:24
built one of the only US source supply
00:02:26
chains for utility scale trackers, which
00:02:29
means projects qualify for government
00:02:31
tax credits and avoid overseas delays.
00:02:33
Q1 sales surged 25% to 302 million as
00:02:37
new tax creditfriendly orders kicked in.
00:02:39
They swung from an IBIDel loss last year
00:02:41
to 40.6 6 million profit. So, it's
00:02:43
translating into a 13% IBIDA margin that
00:02:46
would have been impossible at smaller
00:02:48
volumes. And debt relative to assets
00:02:50
stayed flat after they extended their
00:02:52
credit line instead of piling on new
00:02:54
loans, keeping their financial
00:02:55
flexibility intact. Analysts have their
00:02:58
12-month forecast at a negative 8%. When
00:03:01
I began researching this, it had almost
00:03:03
30% upside, and the price jumped right
00:03:06
before filming this. And now analysts
00:03:08
are scrambling to increase their
00:03:10
forecasts, which makes this a very
00:03:12
interesting company because it's
00:03:13
outperforming analyst projections and
00:03:15
they can't quite figure it out.
00:03:17
Sometimes misunderstood companies can do
00:03:19
pretty well. Now, I've mentioned a few
00:03:21
times how gold has blown up lately where
00:03:23
it's up over 27% year to date. That
00:03:26
brings us to our sponsor for today,
00:03:27
Axecap Ventures, who invests in gold
00:03:30
mining, where their key asset is the
00:03:31
Converse project, located in Nevada's
00:03:34
Battle Mountain Trend, a top tier gold
00:03:36
jurisdiction producing 75% of the US's
00:03:39
gold. And they're already sitting on
00:03:41
5.57 million ounces of measured and
00:03:44
indicated gold. So, if you do some
00:03:46
simple math, over 5 million ounces of
00:03:48
indicated gold along with their $10
00:03:50
million in cash holdings, it's worth way
00:03:53
more than Axecap's market cap of $52
00:03:56
million. Meaning that Axecap Venture is
00:03:58
trading at around $5 to $6 per ounce
00:04:01
based on their finding and their market
00:04:03
cap. That is a massive discount to its
00:04:05
peers who are trading at 700% more at
00:04:08
around $40 to $60 an ounce. And another
00:04:11
strong indicator is insiders have been
00:04:14
buying stock in recent weeks at over
00:04:16
$1.2 million in purchased stock in just
00:04:19
the last quarter. Of course, signaling
00:04:21
strong confidence. If you want to learn
00:04:23
more about Axecap Ventures, then please
00:04:25
check out the link below. Our next
00:04:27
company is Helios Towers, which operates
00:04:29
over 14,000 cell sites across nine
00:04:32
African and Middle Eastern countries,
00:04:34
leasing antenna space to multiple
00:04:35
carriers on each tower. Their
00:04:37
infrastructure sharing model delivers
00:04:39
steady inflation linked cash flow. An
00:04:41
attractive twist on a fast growing
00:04:43
market. Revenue happened to take up
00:04:45
about 5% to 204 million as new tenency
00:04:48
agreements had increased and adjusted
00:04:50
ibido rose 9% pushing their margins from
00:04:53
a 53% to a
00:04:55
54.5%. Proof that efficiency gains and
00:04:58
rental escalations are really working.
00:05:00
Meanwhile, net leverage ease from 4.4x
00:05:02
forex to forex thanks to a small debt
00:05:04
payown and stronger operating cash flow
00:05:07
and analysts have their 12-month
00:05:09
forecast being up over 59%. Now on to
00:05:12
the next company of Paysign, which
00:05:14
specializes in prepaid card programs
00:05:17
from plasma donor rewards to pharma
00:05:19
copay assistance cards, then layers on
00:05:22
patient affordability services. They've
00:05:24
cornered a very niche of helping
00:05:25
patients manage drug costs, a segment
00:05:28
that exploded during recent healthcare
00:05:30
reforms. Their Q1 revenue jumped 41% to
00:05:33
over 18 million fueled by a 260% surge
00:05:36
in pharma patient programs. Then higher
00:05:39
margin services lifted their adjusted
00:05:41
IBIDA 193% driving margins up to 27%
00:05:45
which happened to be 17% prior. And best
00:05:48
of all, they're debtree with 6.9 million
00:05:50
cash on hand. So they're scaling without
00:05:53
external financing. Analysts have their
00:05:55
12-month forecast at over 73% upside.
00:05:58
Now, let's discuss Talk Talkspace, which
00:06:00
lets you text or video chat with
00:06:02
licensed therapists. Think of a therapy
00:06:04
as a service, and it's shifted its focus
00:06:07
from direct to consumer to employer and
00:06:10
Medicare contracts. That pivot means
00:06:12
steadier, larger scale business-to
00:06:14
business deals instead of chasing those
00:06:16
one-off subscriptions. Their total
00:06:18
revenue would climb 15% to over 52
00:06:20
million, and it's powered by a 33% bump
00:06:23
in payer B2B bookings. Their adjusted
00:06:25
IBIDA more than doubled to $2 million,
00:06:28
taking margin from 1.9% to 3.8%. And I
00:06:32
get it, it's a small number, but it's a
00:06:34
huge business that's fought losses for
00:06:36
years. And their cash cushion of $60
00:06:38
million keeps them covered through
00:06:40
seasonal EBS. And analysts have their
00:06:42
12-month forecast at being up over 72%.
00:06:45
Now, on to the next company of Champion
00:06:47
Iron Mines with a high-grade 66% iron
00:06:51
ore concentrate in Quebec. Their product
00:06:54
commands a premium with steel makers
00:06:56
chasing cleaner, higher efficiency
00:06:58
inputs. And they're adding a direct
00:06:59
reduction pellet plant to tap into that
00:07:01
green steel trend. They hit their Q3
00:07:04
results with a revenue at 363 million,
00:07:07
but they had 2 weeks of shipping
00:07:08
disruptions, opening up growth for
00:07:10
future quarters. It hit $180 million up
00:07:14
20% and margins expanded from 36% to 39%
00:07:19
as they locked in better pricing. And
00:07:20
with debt to assets around just 20%,
00:07:23
they are well positioned for the next
00:07:24
big leg of growth. Next, analysts have
00:07:26
their 12-month forecast at over 42% for
00:07:29
the next 12 months. Let's move on to the
00:07:31
next company, which hits in the biotech
00:07:33
area and is called Mankind, whose star
00:07:36
is Aphresa, the inhalable insulin that
00:07:38
sidesteps injections altogether. Plus,
00:07:40
they run a contract manufacturing arm
00:07:42
that earns them extra money. They happen
00:07:44
to be small, but they're very profitable
00:07:46
thanks to licensing deals alongside that
00:07:48
Aphresa royalty income. Overall, the
00:07:50
revenue rose 18% to 78 million as a
00:07:53
Fresa prescription starts jumping 20%
00:07:56
and the collaboration income climbed.
00:07:58
Non-GAAP profit soared 80% to 21
00:08:01
million, lifting their margin to 28%,
00:08:04
which is up from 23%. They happen to
00:08:06
have no debt and they have roughly 198
00:08:09
million cash, meaning that they can keep
00:08:11
funding R&D and keep those partnerships
00:08:14
going. And analysts have their 12-month
00:08:16
forecast at being up over 128% for the
00:08:19
next year. Next is Whitecap Resources
00:08:22
that drills and produces oil and gas in
00:08:24
Western Canada, focusing on free cash
00:08:26
flow fields that support a steady
00:08:28
monthly dividend. They recently added US
00:08:31
acreage via acquisition to diversify
00:08:33
geographically. It happens that higher
00:08:35
commodity prices and production gains,
00:08:37
up 6%, has pushed revenue to $942
00:08:41
million, which happens to be up 20% over
00:08:44
last year. And their net income rocketed
00:08:47
172% to 163 million, lifting their net
00:08:50
margin from 7% up to 17%. And their debt
00:08:54
to assets improved just slightly after
00:08:56
disciplined spending and cost controls.
00:08:58
And analysts have their 12-month
00:09:00
forecast at being up over 52%. Next is
00:09:03
Skywater Technology, which is the only
00:09:06
US-owned pure play semiconductor
00:09:08
foundry, crafting specialty chips for
00:09:10
defense, aerospace, and industrial
00:09:12
sensors. Their next big move is adding
00:09:14
Infinian's Austin Fab under a $1 billion
00:09:17
supply deal, doubling their capacity for
00:09:19
militarygrade chips. Now, their Q1
00:09:21
revenue did dip 23% to 61 million as
00:09:24
some customer projects did wrap up a
00:09:27
little bit early, and their IBIDA edged
00:09:29
down 33% to only 4 million, which is
00:09:32
trimming their margin from 9% down to
00:09:35
6.6%. And the capital intensive FAB
00:09:37
builds keep their debt to assets nearly
00:09:39
60%. But they do have 18.8 million cash,
00:09:42
which happens to ease their short-term
00:09:44
needs. Analysts have their 12-month
00:09:46
forecast of being up over 34% for the
00:09:48
next year. And the next company is a
00:09:50
tier pharma which is a clinical stage
00:09:52
biotech developing whatever that word is
00:09:54
on the screen right now. A novel
00:09:56
biologic in phase three for pulmonary
00:09:58
yeah going to put that word on the
00:10:00
screen too and other rare lung
00:10:02
conditions. Their big catalyst, well it
00:10:05
happens to be phase three readout
00:10:06
expected in Q3 of this year which could
00:10:09
transform a pure R&D story into a
00:10:11
commercial biotech winner. They're still
00:10:14
pre-revenue with a Q1 net loss of 14
00:10:16
million, about a flat year-over-year
00:10:18
scenario, and there's also no margin to
00:10:20
speak of, but they do have a cash pile
00:10:22
of over 78 million, and they don't have
00:10:24
any debt. So, that really helps fund
00:10:26
them through pivotal times. And if trial
00:10:28
results hit, their valuation could
00:10:31
absolutely skyrocket. But honestly,
00:10:33
that's the sort of story that we get for
00:10:35
every biotech company. They raise a lot
00:10:37
of funding. They burn through it as slow
00:10:39
as possible. And then they try to get
00:10:41
their product through all of the
00:10:42
government testing, which makes biotech
00:10:44
such a hard area to invest in. And
00:10:46
analysts do have their 12-month forecast
00:10:48
at over
00:10:50
544%. Which is totally bonkers to me. I
00:10:54
wish that I had more access to more of
00:10:56
their information to really know if this
00:10:58
is truly progressing to something big.
00:11:00
that in the fact that they're hitting
00:11:02
phase three trials in Q3 of this year,
00:11:04
it does mean that next year this one
00:11:06
could be absolutely huge if the trial is
00:11:09
successful. And of course, that is a
00:11:11
huge if. So now, here's a listing of all
00:11:13
10 companies with their 12-month
00:11:15
forecasts from analysts. But for me, if
00:11:18
I were to invest in only three of these,
00:11:20
which I might, it would probably be a
00:11:23
tier Pharma because their trials are
00:11:25
moving along. And my next choice is
00:11:27
probably pay because they're managing
00:11:29
their finances extremely well without
00:11:31
much external funding and the need for
00:11:33
reducing medical costs. Well, that's not
00:11:35
going to go away anytime soon. And the
00:11:37
third one that I would pick for myself
00:11:39
is Talkspace. I love the fact that they
00:11:41
changed their model to be more of a
00:11:43
businessto business model and it really
00:11:45
helps keep their revenue more
00:11:46
consistent. Obviously, I have to ask if
00:11:48
you were to pick your top three, let me
00:11:50
know down in the comments. I'm I'm very
00:11:52
curious. As always, please keep the
00:11:54
requests coming in and I hope that you
00:11:56
enjoyed the video.
