RecoverIt Asset Recovery™

After the reaction to my tweet on $HITI and Remexian Pharma, I wanted to share a more detailed view on why I believe High Tide Inc. may be one of the most asymmetric opportunities in the market. I've been an investor for quite some time, and throughout that journey my goal has always been the same: identifying companies with significant revenue growth potential, typically in the tech sector. I also believe that sector momentum and the broader macro environment carry almost as much weight as a company's intrinsic potential. A clear example: $PLTR in 2021 had everything it needed to become an exceptional company — yet anyone who invested in February of that year didn't see returns until late 2024. Being able to identify that upside potential and read momentum comes from years of experience and study. Which is why I can say today that I bought $PLTR at $6, $HOOD at $7, $IREN at $6, and $OSS at $2 — and that I maintain a private Savvy Trader account up +379.12%, started in August 2024 (with a 50% discount on the annual subscription, by the way). Momentum in $HITI's industry is difficult to gauge, particularly in the United States. In Europe, however, progress is already visible. Even setting momentum aside, the upside potential of $HITI feels hard to ignore. As @RajGrover_HITI noted, Remexian's long-term targets in Germany are ambitious: over €150M in revenue and over €30M in EBITDA, at margins of approximately 15%. Add to that the potential expansion into the UK, and other countries. Looking at High Tide Inc.'s P/S ratio, it currently sits around 0.5. How long can this valuation disconnect persist? The company's projections speak for themselves: 1. Revenue growth of +20% annually by 2026 — and that's being conservative. 2. A target market share of 15% for its Canna Cabana stores in Canada over the next two to three years, with an adjusted EBITDA margin of 12%. 3. Currently at 151,000 ELITE members in Canada (up 107% YoY and 31% QoQ), with a target of 1 million members, as Raj outlined in his MicroCapClub interview. 4. A growing foothold driven by the company's direct expansion in Europe and by strengthening commercial relationships with Canada distributors exporting to the continent. When a company combines recurring revenues with market leadership in its core market, margins expand, M&A opportunities multiply, and its competitive position becomes increasingly difficult to replicate. In short: as an investor, even having had positions that returned 10x or 20x, I believe the risk-reward profile of $HITI compares favorably to most of them, not because I'm expecting a 20x overnight — but precisely because the downside feels so limited while the upside could be extraordinary. That's what makes $HITI one of the most compelling asymmetric bets for 2026-2027, in my view. Have a great weekend, all.