Posted on behalf of Heliostar Metals Ltd. - Heliostar Metals Ltd. (Ticker: HSTR.v or HSTXF for US investors) is a growing gold producer with operating mines at La Colorada and San Agustin in Mexico, where current production is being leveraged to fund ongoing exploration and expansion work across its portfolio. 

The company is advancing toward a target of 500,000oz of annual production by the end of the decade, with a strategy centred on reinvesting cash flow into resource growth and project development, including advancing Ana Paula and adding assets such as the Goldstrike Project in Utah.

Recent San Agustin Drill Results 
Heliostar recently released initial drill results from the 2026 program at its 100%-owned San Agustin Mine in Durango, Mexico, outlining oxide gold mineralization extending beyond the current reserve pit limits. The results align with the company’s focus on adding oxide ounces to extend mine life, strengthen cash flow, and support ongoing production growth alongside development of Ana Paula.

https://preview.redd.it/0jqcr4h0cwsg1.jpg?width=974&format=pjpg&auto=webp&s=21afcd4179919c131066b59b19f499941c92ace6

Drilling Highlights and Expansion Potential
The Corner Expansion Zone returned the strongest results to date, including:

• 35.1m at 0.40 g/t AuEq
• 19.8m at 0.60 g/t AuEq
• 30.5m at 0.64 g/t AuEq

Mineralization has now been traced across a 200m corridor from the pit edge and remains open. These intercepts are noted as comparable to material in the current mine plan, which benefits from a low strip ratio of 0.9:1 that supports cash flow generation.

Elsewhere, drilling in the Phase 3 SW Zone confirmed extensions beyond the existing pit design, with intercepts including:

• 15.2m at 0.27 g/t AuEq
• 13.7m at 0.31 g/t AuEq

Program Expansion and Ongoing Work
Following these early results, the company increased its 2026 drilling target from 10,000–15,000m to 15,000–18,000m and mobilized a second drill rig to accelerate progress. Additional targets planned for testing include Phase 5, MKT-2, La Isla, and Phase 7.

To date, 75 drill holes totaling 7,230m have been completed.

Outlook
The expanded drill program is expected to contribute toward an updated resource estimate and economic assessment focused on extending the San Agustin mine life. With drilling continuing and further results anticipated in Q2 2026, the program is positioned to define additional oxide resources and assess potential pit expansions that could extend operations and generate cash flow to support continued production growth and construction of Ana Paula.

At a broader level, the San Agustin drill program reflects Heliostar’s strategy of using cash flow from its producing operations to fund exploration and resource expansion across its portfolio. With La Colorada and San Agustin generating cash flow, the company is working toward its goal of reaching 500,000oz of annual output by the end of the decade through developing assets such as Ana Paula and expanding its portfolio through acquisitions, including Goldstrike.

Winning Sectors (S&P 500, Q1 returns as of March 31)

Energy dominated everything — the gap between best and worst sectors hit nearly 50 percentage points.

Rank	Sector	Q1 Return	Key Driver
1	Energy	+37.9%	Oil price surge from Iran war disruptions (Strait of Hormuz shipping issues)
2	Materials	+10.7%	Commodity strength tied to energy/inflation
3	Utilities	+8.3%	Defensive play in risk-off environment
4	Consumer Staples	+6.1%	Defensive, inflation-resistant
5	Industrials	+4.6%	Value rotation + domestic focus

Losing Sectors (S&P 500, Q1 returns)

Growth and rate-sensitive sectors suffered the most.

Rank	Sector	Q1 Return	Key Driver
1	Financials	-9.4%	Private credit worries, AI exposure, higher-for-longer rates
2	Consumer Discretionary	-8.5%	Rotation out of growth + high valuations
3	Information Technology	-7.5%	“AI loser trade” — fears AI disrupts software/business models
4	Communication Services	-5.5%	Tech-adjacent weakness
5	Health Care	-4.9%	Mild laggard in rotation

CXAI — $8M Market Cap SaaS Company With 87% Gross Margins, Fortune 500 Clients, and a Google Cloud Partnership That Nobody Is Talking About

Share price: $0.17 | Market Cap: ~$8M | Ticker: CXAI

I’ve been doing deep research on CXApp Inc. (CXAI) and I think this is one of the most misunderstood micro-caps on the market right now. Let me lay out the full thesis — bull case, bear case, and the specific catalysts I’m watching.

CXApp is an AI-powered workplace experience platform for large enterprises. Think of it as the operating system for the modern hybrid workplace — desk booking, indoor navigation, space analytics, visitor management, and now agentic AI that autonomously manages workplace operations. Their clients are Fortune 500 companies across tech, financial services, healthcare, and entertainment.

The Stock Is Down 80%

Revenue declined 36% in 2025 from $7.1M to $4.6M.

This was a **deliberate restructuring**. Management made the decision to shed low-quality one-time service contracts and rebuild as a pure-play SaaS model. The proof is in the margins:

- Subscription revenue: **98% of total revenue** (up from 87% in 2024)

- GAAP Gross Margin: **87%** (up 5 points YoY) — that’s Salesforce-level margins

- Cost of revenues cut by **55%**

- EPS improved from -$0.34 to -$0.08 per share YoY

The Google Cloud Partnership

CXAI has a strategic partnership with Google Cloud that most people overlook:

- CXAI platform is listed on the **Google Marketplace**

- Google’s sales and marketing teams **actively co-sell CXAI** to their enterprise clients

- Google Cloud executives participated in CXAI’s San Francisco Tech Week event in October 2025

- The 20+ active RFPs in their pipeline? Some of those are likely coming through Google’s distribution channel

That’s enterprise sales distribution most micro-caps would kill for.

## The TouchSource Partnership

In February 2026 CXAI announced a partnership with TouchSource extending their agentic AI platform into **11,000+ digital directory deployments** across commercial real estate in North America. That’s a volume distribution play on top of the enterprise direct sales model.

## Technical Setup

- Current price: **$0.17** — near all time low of $0.1615

- Short interest has dropped

- 41 institutional holders on record including Vanguard and Renaissance Technologies

- April historically has 80% probability of positive returns for CXAI based on 3 year seasonality data

- Next earnings: May 19th, 2026

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## The Nasdaq Compliance Situation

CXAI received a 180-day extension giving them until **September 7, 2026** to get the stock price above $1.00 for 10 consecutive trading days. Management explicitly said they believe organic growth will drive compliance — no reverse split.

If they hit $1 compliance the institutional discovery cycle begins. A SaaS company with 87% gross margins and Fortune 500 clients doesn’t stay at an $8M market cap forever. Comparable companies trade at 5-10x revenue. At $8M projected 2026 revenue that’s a $40-80M market cap — roughly a 5-10x from here.

This is a high risk position. Size it accordingly.

**TLDR:** Micro-cap SaaS company that deliberately restructured in 2025, now has 87% gross margins, Fortune 500 client base, Google Cloud distribution, 6 quarters of runway, and a CEO who just went on record saying they’re ready to make noise. Short interest collapsing. Near all time low. Two quarter execution test starts now.

*Not financial advice. Do your own research. This is a high risk position.*

Kalshi founders origin story appears to include dancing for Russia, growing up in Russias deep cover spy factory, and starting MIT right as Epstein emails show Epstein becoming heavily involved with MIT (2014) + visiting Brazil. Plus her labs look like the ones Epstein funded…

Can anyone find primary sources for her academic awards?

Feel free to share anything interesting

To be clear: Not implying any wrong doing. Just saying the Russia connection + Epstein MIT timing is quite interesting.

Wonder if the emails have anything.