u/sweejaa

The author argues that CHAR Technologies' receipt of a $10 million commitment from the BMI Group for the Espanola facility is a major milestone, especially since the facility is five times the size of the Thorold facility with an output capacity of 50,000 tonnes of biocarbon versus 10,000 tonnes. The BMI Group previously invested $8 million equity into the Thorold project, demonstrating continued partnership. The main risk is that the Espanola project is still in planning and development, so there are still some ways to go.

Snipp Interactive is mispriced because the market lost trust in revenue timing despite signed enterprise contracts and sticky banking integrations. The company reported roughly $7M in deferred revenue and $15M+ in contracted backlog, with management expecting the majority to convert within the next 12 months, providing a concrete revenue catalyst. If deferred revenue converts and launches normalize for a couple of quarters, the author expects the valuation to re-rate higher, while the main stated risk is that continued launch delays keep the stock cheap and frustrating.