Stonk Research

Chapter 1 Stonk Picks

Blah Blah Blah

1.1 EarthRenew

- pretty heavy position here, about 10% of portfolio.

1.1.1 April 2022

Bullish Case

ERTH.CN

Aiming for a 10 bagger

• • ESG, fertilizer shortage

• • company executing well

• • expanding to new facilities

• • expecting revenue of 24 million where market cap is around 24 million when purchased

• • regenerative fertilizer with premium for organic, competitive, meets a lot of what the government of Canada wants to invest in, likely to get government subsidies

• • high insider ownership

Bearish Case

• • Fertilizer prices go down as high prices result in low prices eventually

• • Russia war ends within the war (doubt sanctions will go down right away)

• • Failed to be profitable in Q4, need to raise more capital (unlikely, but possible)

• • fail to uplist to senior exchanges and raise capital needed for expansion

• •

WATR.V

If they figure out green hydrogen, 100 times gain. Easily, I think its a 100 bagger, but we will have to see.

RET.V purchased on April, 23, 2022.

Bullish case

• • successfully out of bankruptcy, covid reopening, 3 profitable quarters, low pe

• • share holder equity about the value of the market cap

• • ecommerce intiatives (if success should be an easy double or triple)

• • high levels of immigration should increase demand

Bearish case

• • economic collapse because of idiot powell, probably just stonk collapse

• • failure to capitalize on opportunities and changing consumer demand, etc ....