Derek Teed @DKryptonite1

On twitter to help me find small cap investments. Joined October 2020

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Derek Teed @DKryptonite1

a month ago

@GavMcCracken @readyinafewdayz Why not go for Cavvy energy? Sulfur is the far bigger commodity shortage. It trades at 1x fcf in 2027 if sulfur stays here.

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Derek Teed @DKryptonite1

4 months ago

@charlesbhutch Some of these coming quarters will put AI revenue growth to shame.

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Derek Teed @DKryptonite1

4 months ago

@DheerajNam Usually torque requires leverage. This one is debt free.

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Derek Teed @DKryptonite1

5 months ago

@newoilmoney @DheerajNam I have not touched pei, but did look into it. I have been taking rok.v and soil.to, among others. Took a little ptoaf for the sulphur and lowest decline rate. Thank you!

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@DheerajNam I've been looking down the rabbit hole at PEI.V. There are a couple companies with absolutely massive OOIP which would give a very, very large RLI/2P if oil is high and new tech allows for higher recovery. Gotta plug your nose when looking at the debt and operational risk though.

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Derek Teed @DKryptonite1

5 months ago

@DheerajNam Excellent, the MD&A says they are expired.

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Liger Cub @realLigerCub

6 months ago

Is this Byron Street guy saying CosmeticRx and GLM are some of the VSDHOne big whales? $NURS.V

Liger Cub @realLigerCub

6 months ago

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Liger Cub @realLigerCub

6 months ago

My first deep dive, a 60+ page report on $NURS.V, is now live at byronstreetresearch[.]com. It took a few weeks, but the full story is finally out there. It covers everything, from methods to systematically identify business partners to a detailed list of licensees. At 20,000+ words, it's now in the top ten by word count in @joinyellowbrick's database (ironic, after spending years arguing against lengthy book reports). $HYDTF $VST.CN

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Derek Teed @DKryptonite1

6 months ago

@chesir3cat @Bonnan13 @Skeptical1704 The forced selling could have been happening last week, bit by bit. It's possible it is over but now retail piled on, idk exactly.

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Derek Teed @DKryptonite1

6 months ago

@Bonnan13 @chesir3cat @Skeptical1704 Word on the street is it is simply a momentum fund that holds shares and is getting liquidated and is a forced seller.

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Derek Teed @DKryptonite1

7 months ago

@nobenchmark Yes, I think what you said is correct. It will hurt NURS if compounding ends. Branded will hurt margins and just compounding Liraglutide is less popular. However, $NURS.V order volumes likely surpass $Hims in 2026 but its <1/25 the market cap. Imo Nurs will suffer less esp w/TRTs

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Derek Teed @DKryptonite1

8 months ago

@CaesarCapitalz @himshouse There is a second and much better way. Hydreight Technologies.

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Derek Teed @DKryptonite1

8 months ago

@shantaram83 @kare11 @nickshirleyy @KSTP It was KARE11 as well kare11.com/article/news/i…

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Derek Teed @DKryptonite1

8 months ago

@Uzocapital @convexititties There is also two tailwinds. ACO doctor organizations and independent pharmacies are wanting to launch direct-to-consumer services.

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Derek Teed @DKryptonite1

9 months ago

@whatsgoingoninm @NestBetter Many of us have orders from the companies that launched on their platform and their affiliated pharmacy. It all worked and checked out.

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Derek Teed @DKryptonite1

9 months ago

@jaysyoon Roughly 200k orders in Oct, and 1100 licenses sold. Stock up roughly 50% since you highlighted red flags.

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Derek Teed @DKryptonite1

9 months ago

@KarimMansour87 @onecentinvest Im going to throw my neck out here. I suspect that orders will be higher than people think in 2026, like they will surpass 1 million a month but i assume lower AOV. ~10mm orders at $50 aov * 20% = $100 million net income. I hope to confirm Oct, Nov, and maybe Q1 guidance on Fri.

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Derek Teed @DKryptonite1

9 months ago

@KarimMansour87 @onecentinvest I think this person was projecting the next twelve months based on the order run rates, but not 2025 itself. He was thinking 2026 for that. He also used a different AOV before management explained precisely what AOV will be used.