Sparc AI Inc【SPAI】株式ニュース

Small Caps, Big Gains https://nasdaqnewsreports.blogspot.com/2026/03/a-massive-silver-discovery-and-five.html

Sunday, 29 March 2026
A Massive Silver Discovery and Five Must Own Stocks Heading Into This Week
The war in Iran has continued to create market volatility and spiking oil prices. While war is always a tragedy, there is nothing much we can do as individual investors except to accept reality and invest based on the cards we are dealt. While the focus has been on oil lately, we think that gold and silver still make excellent hedges in this environment, particularly after their pullback. One company had a massive silver discovery that was overlooked this week. This gives investors an opportunity to buy in before it breaks through new 52-week highs. Our last blog featured oil and hydrogen stocks, with our top hydrogen pick being Charbone Hydrogen Corporation (CH.V)(CHHYF). Despite the hydrogen sector imploding since then, with Quebec Innovative Materials Corp. (QIMC.CN) (QIMCF) dropping by nearly half, CH has increased in price as it advances as a commercial producer. That goes to show that when you chase value instead of hype, you can protect your portfolio from major losses. If you like our picks you can also follow this blog by clicking the follow button on the top of the left hand panel. We have 129 followers so far on here as well as 1,039 followers on our ValueTrades blog. You can also follow us on X @StockTradePicks which has over 5,000 followers.

Brixton Metals Corporation (BBB.V) (BBBXF) announced drill results on March 25th, highlighted by an incredible find of over 82,000 g/t silver (8.23%) over half a meter. This was one of the largest finds of silver ever and shows that its Langis property still has untapped economic potential despite being a historically drilled mine. The stock has been on a steady move up since the announcement, increasing from $1.00 to $1.26 in the three days since the announcement. While this is impressive given the overall market sentiment, we think the downturn muted some of BBB's breakout potential. It traded as high as $1.39 Friday morning and looked ready to break out to a new 52-week high. However, the accelerated market crash in the afternoon took most of those gains and the stock closed at $1.26. We think this represents a buying opportunity on the stock as these incredible results won't be overlooked for too much longer. We think a fair price is $2.00 or about $140 million market cap. This is based on the massive discovery, other strong results and the potential for more discoveries of this ilk upon further drilling.

In addition to BBB, there are five other must-own stocks heading into this week.

Stock #1: Black Gold Exploration Corp. (BGX.CN): We gave this stock #1 standing in our last blog two weeks ago and the fundamentals have only gotten better. It has whipped around between $0.09 and $0.17 on low volume during that time, but overall has dropped two cents from $0.12 to $0.10. We think this is shocking given the new reality for oil and the positive updates from the company. Warrant exercises may be creating some overhang, but even if every single warrant is exercised, the float would be only 26 million. It's 17 million right now. The stock is trading at a $2 million market cap, essentially shell status for a producing oil company in the United States.

Last June the company became a producer with the Fritz 2-30 Well coming online. It has a 10% interest in this well and it is located in the Illinois basin, ideally positioned to take advantage of the desire of the United States to boost domestic energy production. Looking at a chart where the 52-week high is $2.80, one can clearly see the upside potential here with a prolonged spike in oil prices.

The company issued an operational update several days ago, detailing progress made at Fritz 2-30 as well as its El Carmen project in Argentina. The stock immediately launched over 50% once it started trading again, but since got pounded down on light volume. In this environment for oil, these depressed valuations will not last. Given the low valuation, small float and thin trading, any level of sustained buying will blow this stock up. Warrants getting exercised will bring some needed cash into the company. This remains one of the top plays on the CSE right now and we think those who ignore it will regret doing so. We think a fair price is $1.00, or about a $25 million market cap assuming all warrants get exercised.

Stock #2: New Zealand Energy Corp. (NZ.V) (NZERF): We initially recommended NZ's partner Monumental Energy Corp. (MNRG.V) (MNMRF). That pick has been a success, moving from $0.08 to as high as $0.16 and settling in at $0.13 on Friday. We think NZ holds more value at these relative prices because it retains 75% of the revenue compared to MNRG which holds a 25% royalty in exchange for funding NZ's obligations for various wells in the Taranaki Basin. Substantial progress has been made, with the Ngaere-1 well stabilizing at 120 barrels of oil per day and with successful initial production at the Waihapa H1 well. Waihapa H1 is particularly compelling because the flow rate continues to rise. For instance, the NZ press release stated that production was 553 barrels per day but the MNRG press release stated 568 barrels per day, showing that these rates are increasing in real time.

Considering the active drilling and production at multiple wells, we expect that both NZ and MNRG will continue to be in the news with positive updates at the perfect time to be releasing news about new global sources of easily accessible oil far away from the Middle East. We think a fair price on NZ is $1.00, or about a $55 million market cap.

Stock #3: AleAnna, Inc. (ANNA): ANNA is a U.S. listing that Canadians need to get their hands on. Unlike BGX or NZ, this stock is not flying under-the-radar whatsoever, and therefore isn't as much of a discounted oil and gas play as those other two. The stock ripped 20% to close at $8.51 on Friday, building on several consecutive days of strong trading since the $3's. What makes ANNA special is that it is a producer of natural gas and RNG in Italy that is profitable and has seen incredible revenue growth since ramping up production. It achieved $11.2 million in revenue in Q3 2025 compared to $648,000 in revenue for Q3 2024 and $4 million in revenue for Q2 2025. That $11.2 million in revenue generated $5.3 million in net income. So the company was already substantially profitable while prices were low for natural gas in Europe. Those prices have nearly doubled since. QatarEnergy declared force majeure on some of its LNG contracts due to the war, including those to Italy. That has left the country scrambling to try to secure more supply from Algeria. An increase in domestic supply is one lever the country can pull without being at the mercy of natural gas exporters. This bodes very well for ANNA as the company should be expected to achieve substantial revenue growth both from increased prices and higher production. We think a fair price on ANNA is $20.00, or about a $1.3 billion market cap.

Stock #4: Perimeter Medical Imaging AI, Inc. (PINK.V) (PYNKF): PINK was the other stock mentioned in our blog with MNRG. Unlike MNRG, it hasn't been successful so far, with the stock price having dropped to the mid-$0.40s from the mid-$0.50s. This is understandable given the current market dynamics. We view this as a buying opportunity. PINK's FDA approval is a game changer. Claire is the first AI-enabled imaging device approved in the United States for intraoperative breast cancer margin assessment. The technology received Breakthrough Device designation from the FDA and is designed to enhance surgeons' ability to detect difficult-to-see cancer during breast-conserving surgery and potentially reduce the need for re-operations.

About 20% of all breast cancer surgeries need a repeat operation. That's because surgeons use a combination of physical examination, and in limited cases intraoperative pathology to assess margins before sending specimens to pathology for final evaluation. As a result, patients may wait up to a week or more to learn whether margins are clear or additional surgery is required. Claire is designed to identify areas of concern during surgery, helping surgeons determine whether to remove more tissue before completing the procedure.

This AI device is going to save hospitals and insurers money and give patients better piece of mind that their surgery went right the first time. This FDA approval positions the company at the forefront of AI-enabled intraoperative imaging and marks the first commercialization of its proprietary OCT-AI platform. The Company's patented wide-field OCT technology, proprietary dataset, and integrated AI capabilities target an estimated 300,000 annual U.S. breast cancer surgeries, while providing a scalable foundation for expansion into additional cancer indications over time. This is the first step toward addressing a significantly larger global opportunity across additional cancer surgeries, biopsy procedures, and pathology applications.

We think a fair price on PINK is $2.50, or about a $330 million market cap. PINK is more speculative than the above stocks that's why it is ranked lower despite a higher upside target. Earnings are due out on March 31st, where we expect important business updates. We think it is wise to be positioned by then.

Stock #5: Sparc Al Inc. (SPAI.CN) (SPAIF): SPAI has already had a strong run from $0.20. But one can't just look at stock price, they need to look at market cap. With 25 million shares outstanding, SPAI has a $60 million market cap. This is peanuts for a company with a recently commercialized drone technology platform that doesn't rely on GPS. On March 19th, SPAI announced an order for the company's GPS-denied navigation solution from a UAE group supporting defense operations. For comparison, Swarmer, Inc (SWMR), a creator of a software stack that enables an operator to operate hundreds of drones in a swarm at once, has a $430 million market cap despite only having a little over $300,000 in revenue for each of 2024 and 2025. Drone software companies are valued very aggressively right now and SWMR's move since its IPO has been from the situation in Iran. Despite the fact that SWMR's area of focus is actually in Ukraine. SPAI is actually the company that has signed a war-related security contract in the Middle East. We think a fair price on SPAI is $10.00, or about a $250 million market cap. This still puts it below the valuation of SWMR.
Disclosure: We are long BBB.V, PINK.V, BGX.CN, NZ.V, ANNA, SPAI.CN

Posted by NNR at 01:54
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