u/The_Bull_Whisperer

The author highlights Trio Petroleum as a low-float nanocap oiler with only 5.32M shares outstanding post a 1-for-9 reverse split, $24.3M cash and $23.5M working capital as of July 31, 2026, and no notes payable reported, alongside $65M of remaining ATM capacity. The bull mechanism is optionality on large undeveloped resources: 9,300 acres at South Salinas in California with 47 MMBOE probable and 129 MMBOE possible undeveloped reserves, plus the Utah P.R. Spring project citing 6.75B barrels OOIP and potential for up to 50,000 BOPD at full development. The author explicitly warns the company is loss-making (9M FY2026 revenue ~$679K, net loss ~$4.25M) and calls the idea highly speculative, noting he holds a position for swing trading.

The author argues that European natural gas prices climbing above €79/MWh, driven by Middle East strikes, Houthi attacks on Saudi energy facilities, and Qatar's force majeure on LNG cargoes to Europe, will benefit Aleanna Inc. The mechanism is that reduced LNG deliveries slow European storage injections, leaving inventories below seasonal average and boosting gas prices into the winter heating season, which should lift Aleanna's gas-linked value. The catalyst is the ongoing supply disruption and approaching winter demand. The main risk implied is that the geopolitical supply disruptions could reverse, normalizing prices.

Author argues DEFSEC's BLISS laser-warning system, evolved from seven years of BLDS development, is now being tested with a U.S. Army vehicle program and integrated with TAK, positioning it for the Army's >4,000-kit Vehicle Protection System requirement. The investment question has shifted from technology development to converting military evaluation into integration, adoption and production, with DEFSEC's C4ISR/ISTAR arm growing (Q3 FY2026 revenue C$2.72M, up 92% YoY) and an August 2026 C$5.54M financing funding market development. Main risk is that there is no public proof BLISS was selected for the 4,000-unit VPS requirement or participated in the specific Army sensor event. Author discloses holding a position.