u/Noise_Playful

Been following $FTEL on the CSE for a few years now and the chart is setting up in a way I haven’t seen since before the 2022 run. Wanted to share the technical picture combined with what I think is a massive fundamental catalyst that the market hasn’t caught onto yet.
Technical Analysis
• Price closed today at $0.30 — up 7.14% on 403k volume
• Currently trading above all key moving averages
• EMA(20): $0.202 ✅
• MA(50): $0.168 ✅
• MA(200): $0.170 ✅
• MACD: 0.031 — positive and rising — momentum confirming the move
• vs Vanguard Total Market ETF — FTEL is up 181.62% — massively outperforming
• Back in the 2022 peak, volume hit 3.5M–4M days — we’re currently in what looks like early accumulation at 400k before the crowd arrives
The Catalyst
First Tellurium’s subsidiary PyroDelta Energy has developed a patented thermoelectric generator that converts waste heat directly into clean electricity with no moving parts. Their tubular design was built specifically for AI data center cooling systems — capturing heat from immersion cooling liquid and turning it into usable power.
TELUS just announced new Vancouver AI data centers committed to 98% clean hydroelectric power. PyroDelta’s technology fits that story perfectly.
The pipeline is real:
• 🔋 AI data center generators — prototype ready
• 🚁 DARPA Lift Challenge 2026 — drone range extension
• 🚗 Automotive alternator replacement — 1,300+ km road tested
• 🔬 Bismuth telluride crystal manufacturing — in production in Florida
• 🌍 WIPO international patent — all claims confirmed novel and inventive
The Big Picture
At $0.30 with a $39M market cap, the market has barely noticed this story. The 2022 high was $1.00+ on 4M volume days. The technology is more advanced now, the macro tailwind with AI infrastructure is stronger than ever, and the chart has clearly bottomed and reversed.
This isn’t a pump — do your own research. But the technical and fundamental picture here is one of the most compelling setups I’ve seen on a small cap in a long time.

TELUS just announced two AI data centers in Vancouver. First Tellurium just raised their hand publicly and said their technology is ready to convert the waste heat into clean electricity.
This is not a coincidence.
TELUS committed to recycling enough waste heat to warm 150,000 homes. PyroDelta makes the only tubular thermoelectric generator in the world designed specifically to convert waste heat from AI data center cooling systems into electricity.
Tyrone publicly stated in today’s press release — we see strong potential for collaboration.
That is a formal public signal to one of Canada’s biggest corporations.
Think about what a TELUS partnership announcement does to a stock currently sitting at 25 cents with a 16 million dollar market cap.
DARPA video demo still coming this week.
Florida conference May 20.
DARPA competition August 2.
Now TELUS.
This stock was 14 cents two weeks ago.
DYOR. FTEL FSTTF

First Tellurium up 42% in 5 days and still closing strong. Buyers keep showing up and volume is building. If this breaks through the next resistance level with volume, things could get very interesting fast 👀

This week PyroDelta presents a live video demonstration of their drone to the US Department of Defense — a drone that already lifts twice its own weight. That video goes public and the world sees it working for the first time. May 20th Tyrone and Michael walk into a Four Seasons hotel in Florida and present a physical working prototype to accredited investors and fund managers with real money. August 2nd they step onto a US military stage at Wright Patterson Air Force Base and compete in front of DARPA. Meanwhile Canada’s 25 billion dollar critical minerals fund is actively looking for exactly this company. The audience is here. The catalysts are loaded. The stock has clean air to 62 cents. This is just the beginning.​​​​​​​​​​​​​​​​

485K volume in first 15 minutes of trading today. Normal full day is 100-150K.
Stock was 14 cents seven days ago. Pushing toward 30 cents this morning.
Video demo to US Military this week. Florida conference May 20-22.
Clean air between 30 cents and 62 cents.
DYOR. FTEL FSTTF​​​​​​​​​​​​​​​​

Not gonna lie, this is the most interesting $FTEL has looked in a long time.
Stock is up big over the last few days with almost 1M shares traded and after reading the recent updates, it actually makes sense why people are paying attention again.
In the last week alone they announced:
Official entry into DARPA’s Lift Challenge at Wright-Patterson Air Force Base
Drone design completed and filed with DARPA
FAA/UAS certification submitted
Demo video being presented to DARPA this month
Public showcase of their thermoelectric generator prototype in Florida
IEEE Spectrum featured the tech + manufacturing process
What’s different this time is they’re no longer just talking about ideas or “future potential.” They’re now talking about:
completed designs
real prototypes
demonstrations
actual timelines
From what I understand, their PyroDelta tech is designed to turn waste heat into electricity, which could potentially help increase drone range and payload capacity. If that works in real-world applications, I can see why DARPA would be interested.
And the opportunity is pretty big:
military drones
logistics
remote industrial operations
AI/data centers
energy infrastructure
Still super speculative obviously and there’s no guarantee any of this turns into contracts or revenue.
But for the first time in a while this feels like more than just another junior mining stock throwing out buzzwords.
Feels like the next few months could be huge for this company one way or another.

If you haven’t seen this yet — PyroDelta and First Tellurium just got featured in THE GLOBE AND MAIL today. Canada’s most prestigious national newspaper. Written by journalist Terry Dove. This is not a press release. This is third party mainstream media coverage.

And the timing is not a coincidence.

This dropped the SAME DAY as:

✅ Canada’s Spring Economic Update

✅ The $25 BILLION Canada Strong Fund announcement targeting critical minerals and clean energy

✅ Tyrone telling shareholders he’s already getting in front of the right people

What the article confirms:

🔥 Patented Capillary Casting technology — no solder joints, operates above 600°C

🔥 Applications in AI data centres, drones, combustion engines, solar panels

🔥 DARPA Lift Challenge showcase in August

🔥 Pilot deployments already moving with industrial partners in North America AND Europe

🔥 Positioned as Canada’s homegrown clean energy breakthrough

Let that last point sink in. PILOT DEPLOYMENTS. NORTH AMERICA AND EUROPE. Already in motion.

This stock is sitting at $0.14 with Globe and Mail coverage, a $25B government fund looking for exactly this kind of Canadian company, DARPA in August, and industrial partners already engaged.

I’ve been a shareholder of 650k shares patiently waiting. This week feels different. This isn’t just hype anymore — the mainstream is starting to pay attention.

Do your own research but don’t sleep on this one.

$FTEL $FSTTF