Group 1 - The equity market serves as a mechanism for significant wealth creation or destruction over the long term through daily price fluctuations [1] - Pacifica Yield focuses on long-term wealth creation by targeting undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]

Raid Relentlessly, Go Gloriously Green!🟢🟢🟢🟢🟢🟢🟢 https://t.co/2hHFCgUbLe ...

NTPC Green Energy, India’s most valuable state-run green energy firm, is considering its first local-currency bond sale, sources say, joining a wave of companies tapping into lower funding costs. https://t.co/M9nK0d89r6 ...

Company Overview - The Metals Company (TMC) is focused on harvesting polymetallic nodules from the Clarion Clipperton Zone (CCZ) in the Pacific Ocean, which contain essential metals for electric vehicle batteries and solar panels [4][5] - TMC aims to provide a more environmentally friendly alternative to traditional land-based mining by extracting these nodules from the seabed [5] Market Potential - The CCZ is estimated to hold around 21 billion metric tons of nodules, potentially containing more nickel, cobalt, and other rare earth metals than all land-based reserves combined [6] - The demand for battery metals is expected to reach multitrillion-dollar levels over the next few decades, positioning TMC as a potential key player if it can successfully enter the market [12] Financial Performance - TMC reported zero revenue in Q1 2025, with a net loss of approximately $20.6 million, an increase from $16.1 million in the previous quarter [8] - The company is currently not generating income and is facing significant financial challenges as it builds its underwater mining infrastructure [8] Regulatory Environment - TMC does not yet have permission to mine commercially in the CCZ, as the regulatory framework from the International Seabed Authority (ISA) is still being finalized [9] - The U.S. has not ratified the treaty that established the ISA, which could allow TMC to pursue mining under U.S. jurisdiction if its permit application is approved [10][11] Strategic Moves - In April 2025, TMC filed a permit application under U.S. law following an executive order aimed at renewing interest in offshore critical minerals [11] - If successful, this could enable TMC to operate in areas that are currently restricted to other nations, potentially giving it a competitive advantage [11] Investment Considerations - TMC represents a high-risk, high-reward investment opportunity, with significant potential upside if it secures the necessary permits and scales its technology [12] - The current market cap of $2.65 billion may appear small compared to the anticipated demand for battery metals, but the company faces numerous uncertainties that could impact its future [12][13]

Industry Outlook - Despite a grim outlook, the president's "Big Beautiful Bill" is not necessarily fatal for the transition away from fossil fuels [1] - Some green energy advocates remain optimistic [1]

Green Energy Transition - Despite a grim outlook, the president's "Big Beautiful Bill" doesn't signify the end of the transition away from fossil fuels [1] - Some green energy enthusiasts remain optimistic [1]

Green Finance Initiatives - Bangkok Bank provides loans for consumers to upgrade their houses with green energy solutions, such as solar power [1]

Green Energy Finance - Sun King representative stated the deal signals a major turning point for green energy finance in Africa [1]

Financing Update - Homerun Resources Inc. has filed for conditional approval for a $3 million private placement financing, with each unit priced at $1.00 [1] - Upon receiving Exchange approval, the first tranche will close for gross proceeds of $1,568,000, issuing 1,568,000 units, each consisting of one common share and one warrant exercisable at CA$1.30 for 24 months [2] - Proceeds from the financing will be allocated for project payments, ongoing development, and general working capital, with cash finder's fees of $28,455 and 28,455 non-transferable broker warrants to be paid [3] Insider Participation - An insider subscribed to the financing for $100,000, which constitutes a related party transaction, and the company is relying on exemptions from formal valuation requirements as the transaction's fair market value does not exceed 25% of the company's market capitalization [4] Institutional Financing Update - The company is in the final review and closing processes for a previously announced $6 million institutional financing with an investor [5] Company Overview - Homerun Resources Inc. is focused on green energy solutions through advanced silica technologies, controlling the full industrial vertical from raw material extraction to solar, battery, and energy storage solutions [6] - The company is positioned to capitalize on high-growth global energy transition markets with a three-phase development plan that has achieved key milestones, including government partnerships and breakthrough intellectual property in advanced materials processing [11] - Homerun maintains a commitment to ESG principles, utilizing sustainable production technologies and aiming to deliver shareholder value through strategic execution in the energy transition [12]

Financial Performance - FY2025 net sales increased by 63% year-over-year to $2089 million, driven by higher sales in the company's three continuing business segments[58] - Non-GAAP net income for fiscal year 2025 was $32 million, compared to $05 million in fiscal year 2024[59] - The company's cash and cash equivalents stand at $359 million with no debt[61] Strategic Initiatives - Richardson Electronics sold most of its Healthcare assets to DirectMed Imaging in January 2025 for $82 million, retaining CT tube engineering and manufacturing under an exclusive supply agreement[15] - The company intends to use proceeds from the Healthcare asset sale to invest in growth initiatives, primarily within its GES reportable segment[15] - Total backlog at the end of Q4 FY2025 was $1342 million, up more than 125% since FY2019[70] Business Segments - Power & Microwave Technology (PMT) revenue for FY2025 was $1378 million[19] - Green Energy Solutions (GES) revenue for FY2025 was $287 million[19] - Canvys revenue for FY2025 was $331 million[19] Market Opportunities - The company sees a $454 million global Total Addressable Market (TAM) opportunity in wind turbine pitch energy modules[39] - The global market for battery deployments is projected to grow to $114 billion by 2032, reflecting a CAGR of 21% over 8 years[46]