Author is bullish on QMET and DMED due to drilling catalysts, low market caps relative to QIMC, and positive exploration readthrough.
Unpriced research observations (excluded from Calls and Returns):
QMET — LONG The author states QMET is fully funded and will drill multiple wells in Q1 2026, with the CEO owning a strong percentage and buying above $0.07. He expects a rerating once the $0.10 warrant overhang clears, especially as QIMC rises and makes QMET more attractive. resolved_entity_name_mismatch
Recently having undergone funding, QMET is now fully funded and will be drilling multiple wells (less than QIMC) in Q1 2026. CEO of QMET also has strong ownership % of the float and has continuously bought on the open market well above $0.07. Stock is currently up against the $0.10 wall (presumably due to warrant holders who participated in the recent funding) but seeing how much QIMC is rising, the more attractive QMET becomes and it's only a matter of time before the stock price rerates.
DMED — LONG The author argues DMED is run by the same CEO as QIMC, has hydrogen extraction technology, Ontario land claims, and promising soil sampling results. At a 10M market cap it has lots of room to run, and positive Nova Scotia results would validate Ontario exploration and directly benefit DMED. resolved_asset_type_mismatch
Equally a 10 mil market cap, there is lots of room to run for DMED. Anything positive in Nova Scotia will be direct proof of principle for the exploration work being done in Ontario and directly benefit DMED.