$CJMB - Picks and shovels?

This is not financial advice, do your own research, don't trust people on the internet including me. This is highly speculative and you should manage risk accordingly CJMB is a microcap cold chain infrastructure company, they specialize in pharma logistics and emergency preparedness, both are highly relevant at the moment obviously and I am very bullish. I will start with the negatives: - the company is not profitable right now, there is significant risk of capital raises/dilution - revenue growth is dependent on catalysts and execution - the market cap is only 8M and float is 1,4M, therefore volatility is very high In summary financial health is poor, check here for details: https://www.stocktitan.net/financials/CJMB/ So why am I invested in here? CJMB is in a unique position where they have several irons in the fire so to speak. They are more than just a shipping company! GLP-1 and peptide market is growing rapidly, many patients are seeking access to these agents through telehealth platforms. CJMB not only ships these sensitive drugs, they also have manufacturing capabilities offering a vertically integrated system. This is literall selling shovels in a gold rush! Their next-gen container system allows for quality control, inventory keeping and tracking at the same time via internet of things. It's a one stop shop for any telehealth provider of these "lifestyle drugs". https://www.morningstar.com/news/accesswire/1124520msn/callan-jmb-inc-nasdaqcjmb-announces-major-strategic-pivot-to-cold-chain-infrastructure-for-the-100-billion-glp-1-pharmaceutical-market-initiates-retrofitting-of-texas-cgmp-facility They partnered with revival health to actualize this vision, building a joint venture for accessible healthcare. There is execution risk as I previously mentioned but if they execute the current market cap is a joke! https://www.globenewswire.com/news-release/2025/05/21/3085767/0/en/Callan-JMB-and-Revival-Health-Form-Joint-Venture-to-Strengthen-U-S-Supply-Chain-for-Vital-Health-Wellness-and-Longevity-Products.html Apart from the lifestyle drug opportunity they partnered with Attune pharmaceuticals for R&D of their pipeline, most notably the first ever treatment for long-covid, an anti-inflammatory TLR4 receptor antagonist. Toll-like-receptors are vital for the immune systems detection of pathogens. If you have been following me for a while on SLS you might be aware of the fact that mRNA vaccines non-specifically increase tumor immunity via TLR so this concept is not new or far fetched. This Attune deal is expected to bring in 50-70M in revenue streams. Unlike a pure biotech play this is less binary, as part of the revenue comes from running the trials. https://www.globenewswire.com/news-release/2026/03/11/3253777/0/en/Callan-JMB-Inc-to-Oversee-Manufacturing-and-Quality-Control-of-Attune-Biotech-s-IND-Clinical-Trials-for-lodonal-in-the-Treatment-of-Long-COVID.html As anyone who has been in biotech for a while knows, India is considered the worlds pharmacy, cheaply producing high quality drugs and emerging as a hub for clinical trials with lose regulations and cheap labour. As tensions with China rise, the role of India for western healthcare is set to increase. CJMB is positioned in India to take advantage of this bidirectional synergy. They own a subsidiary in India and plan to establish a warehouse. With their cold-chain logistics they are primed to import cheap drugs, while their R&D capabilities offer western biotech companies the ability to run international trials. https://www.globenewswire.com/news-release/2025/07/15/3115688/0/en/Callan-JMB-Inc-Launches-Subsidiary-in-India-and-Progresses-to-Establish-Temperature-Controlled-Warehouse.html So what? The world is burning, everything is going to shit! Yes, that's precisely why CJMB is so interesting! They have a long history of working with government agencies for emergency preparedness. The CEO Wayne Williams has a background in U.S. Army Medical Materiel Agency, he helped building the strategic national stockpile along with co-founder Scott Bullard. The goal of CJMB was to bring military level expertise to the private sector. Their experience in emergency responses traces back to 9/11, hurricanes, COVID-19... With the increase in global conflict and natural disasters, cold chain logistics are an often overlooked aspect. The safe and stable delivery of blood products, antibiotics and decontamination systems is vital for the safety and survival of troops and civilians alike in mass casualty events. https://www.callanjmb.com/publications/creators-of-the-strategic-national-stockpile-turn-to-solving-global-shortages Lastly: Insiders are buying, in the last months there were roughly $230k worth of insider buys with zero sells. While this may not sound like a lot, remember the market cap is only 8M so this is about 3% of the company. CJMB is already >70% owned by insiders, showing high conviction. Short share availability keeps dropping while the price is slowly climbing, only 6k shortable shares are left, they can't keep a lid on much longer... The news off Attune partnership sent the stock up 300% in a day, don't be surprised if the next contract/PR sends it 500%... TLDR: This is high risk, high reward. The company has multiple angles from which revenue growth may come and cause a rapid re-rating but right now its not profitable. Small float makes for explosive moves in both directions!