Feb. 13 at 1:31 AM
$VSQTF Heavily adding here. Trades at a massive 35% discount to their position
$HYDTF which is expected to grow revenues 400% in 2026 alone with the potential for more upside and is currently at breakeven profitability. They also have other ventures which are effectively free calls on other companies in their portfolio. Also they get 10% of the profits Hydreight generates from the VSHD One platform which is generating the growth for Hydreight and their portfolio companies
Relative to their position in Hydreight they trade at 3-4x 2026 earnings and 1-2x 2027 earnings. Forecasted Hydreight income statement below. Its worth doing the due diligence
$GEVO