Core Insights - Carbon Done Right Developments Inc. is seeking additional investment for its ongoing afforestation and reforestation project in Sierra Leone, which currently has 2,500 hectares planted under a pre-purchase agreement signed in 2023 [1] - The RML project has been validated under Verra's new restoration protocol, VM0047, and has received a pre-issuance rating from Sylvera, indicating strong community support and adherence to fair practices [2] - The project aims to expand from an initial mapped area of 5,000 hectares to a total size of at least 25,000 hectares, focusing on planting and restoring degraded lands with native tree species [2] Company Overview - Carbon Done Right is an operator of nature-based carbon assets, catering to the increasing demand for carbon credits from companies aiming to achieve Net Zero goals [4] - The company invests in the exploration, restoration, and management of terrestrial and marine ecosystems to enhance greenhouse gas sequestration or restore degraded areas [4] - Carbon Done Right collaborates with various governments and engages in different arrangements, including cooperation and production sharing agreements, across multiple jurisdictions such as Sierra Leone, Yucatan, Guyana, and Suriname [4]

A rally in the price of Alberta’s carbon credits after the province promised to raise the industrial carbon tax and shore up its carbon trading system has faded https://t.co/cJOz7Ge612 ...

A protracted war in the Middle East could lift demand for carbon credits in the compliance market, if ongoing disruptions to LNG supplies compel industries to turn to cheaper, higher-emission fuels https://t.co/2knIKP6AMh ...

Financial Data and Key Metrics Changes - Overall revenue growth for Q4 2025 was 13%, reaching almost $94 million, with subscriber revenue growth at 15% [4][16] - EBITDA for Q4 increased to over $25 million, marking a record and achieving a yearly EBITDA run rate exceeding $100 million for the first time [4][16] - Net income for Q4 was $15.3 million, or diluted earnings per share of $0.77, reflecting a 10% year-over-year increase [17] - For the full year 2025, revenues reached a record $359 million, a 7% increase from $336.3 million in 2024 [18] Business Line Data and Key Metrics Changes - Subscription revenues for Q4 were $71.1 million, up 15%, representing 76% of total revenues, while product revenues were $22.4 million, up 5% year-over-year [16] - The subscriber base reached 2.63 million by the end of 2025, with an increase of 42,000 in Q4 and 221,000 year-over-year, marking a record year for subscriber growth [5][16] Market Data and Key Metrics Changes - Geographic revenue breakdown for Q4 showed Israel contributing 55%, Brazil 23%, and the rest of the world 22% [16] - The company is expanding its presence in the U.S. market with the IturanMob platform, targeting small and mid-sized car rental companies [7][8] Company Strategy and Development Direction - The company aims to drive growth through new telematics and connected car products, with successful partnerships established with OEMs like Stellantis, Renault, Yamaha, and BMW [5][6] - New initiatives include the IturanMob smart-mobility platform and the Credit Carbon project, which aims to monetize carbon savings for electric vehicle drivers [9][10] - The company is leveraging its extensive telematics dataset to support governmental and commercial entities in optimizing traffic flow and improving road safety [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining subscriber growth and profitability, despite potential geopolitical disruptions [50] - The company anticipates that new initiatives will contribute to revenue growth starting in 2027 and beyond, with a focus on upselling services to existing subscribers [26][32] Other Important Information - The board declared a total dividend of $30 million for Q4, including a $20 million special dividend, representing approximately 100% of net income for the year [13][19] - The company has a strong balance sheet with over $100 million in cash and no debt, allowing for continued investment in growth and shareholder returns [13][14] Q&A Session Summary Question: Can you provide insights on ARPU and EBITDA dynamics for 2026? - Management indicated that while they do not provide guidance, they expect ARPU to remain stable due to a large subscriber base and ongoing upselling of services [25][29] Question: How is the motorcycle market in Brazil performing? - Management noted that they have recently entered the motorcycle segment and expect to add thousands of subscribers in 2026, with ongoing expansion into the retail market [36][37] Question: Can you elaborate on the economics of the new big data and Credit Carbon products? - Management refrained from providing specific guidance but expressed optimism about the potential revenue streams from these initiatives once commercialized [42][45] Question: What is the expected impact of foreign exchange on the business? - Management estimated that foreign exchange impacts in 2025 were between $1 million and $1.5 million, but future predictions are uncertain [48] Question: How does the geopolitical situation affect operations? - Management stated that they do not foresee major disruptions to business operations in 2026, despite ongoing geopolitical tensions [50][51] Question: Can you discuss competition in Brazil and Israel? - Management acknowledged strong competition in both markets but emphasized their ability to gain market share through superior technology and customer satisfaction [73][75]

Large Japanese polluters are buying carbon credits on the Tokyo Stock Exchange’s voluntary market ahead of the launch of the nation’s mandatory scheme, according to an official with the bourse https://t.co/c2cEq46GcX ...

Crypto things you might have missed:-RLUSD live on Base + Optimism-Get $XRP on @krakenfx-Hashgraph Group launches platform to tokenize carbon credits on @hedera-Trump on #pardonsamourai- @Solana industrial-scale DDoS attackJOIN THE 10:30 AM LIVESTREAM ON YOUTUBE + X ...

Market Trends - The cost of carbon credits in Alberta increased following the province's agreement to raise the carbon price [1]

Core Viewpoint - dynaCERT Inc. is initiating a non-brokered private placement financing to raise up to $2,000,000 through the sale of convertible unsecured units, aimed at financing the sales of its HydraGEN™ Technology Products and for general corporate purposes [6][8]. Group 1: Offering Details - The offering consists of convertible unsecured units priced at $2,000,000 per unit, each unit includes a convertible note with a 5% annual interest rate maturing in two years and convertible into 13,333,333 common shares at a conversion price of $0.15 per share [6][8]. - Each unit also includes 6,666,667 common share purchase warrants, allowing the holder to purchase one share at an exercise price of $0.20 for two years [6][8]. Group 2: Use of Proceeds - The gross proceeds from the offering will be utilized to finance sales of the Company's HydraGEN™ Technology Products across various sectors including mining, oil & gas, transportation, and generators globally, as well as for working capital and general corporate purposes [8]. Group 3: Regulatory and Compliance - The offering will be available to purchasers in all provinces of Canada and in offshore jurisdictions, adhering to applicable private placement exemptions [11]. - The securities issued will be subject to a hold period of four months plus one day post-closing, and no commissions or finder’s fees will be applicable [12][13].

Climate Tech Investment Concerns - Climate tech investments are viewed as potentially disastrous and not a category in itself [1] - The success in climate tech was limited due to curiosity-driven approach [1] Economic Dependency and Carbon Credits - Businesses are heavily reliant on the price of carbon [2] - Spending billions of dollars on carbon credits may lead to layoffs when the economy weakens [2] - Allocating funds to carbon credits at the expense of employee welfare is unsustainable [2][3]

RT Bloomberg Live (@BloombergLive)ICYMI: “The US companies are still very keen on carbon credits.” Singapore’s Ambassador for Climate Action, Ravi Menon at #BloombergGreen #COP30.⏯️ https://t.co/3NwqViKvLz https://t.co/NVfaGOhvIW ...