2wealfth Man said:

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Highly second the TSSI recommendation above. Try to get in on pullbacks at the $10 neighborhood. If they give guidance this next Q the stock is going to run (they haven't been giving guidance, but I think they have enough clarity on the go forward business now that they potentially will; especially knowing the recently completed 2024 Q4 earnings will be light earnings-wise due to moving into a new facility). If they can simply execute on what business they have in the pipeline, a $1 eps run rate by Q3/Q4 2025 timeframe is not unreasonable with a 20x multiple. The amount of AI data center announcements in the last six months just in our region has been bonkers.

Two other microcaps you may want to consider.

Kraken Robotics (KRKNF) - key battery supplier for drones; one of Anduril's biggest suppliers for underwater unmanned vehicles (my guess is they get bought by them at some point)

Intermap Technologies (ITMSF) - Geospatial mapping for governments, military and commercial uses. Big contract with Indonesia currently. Insurance companies use this data as well.

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