YB new stock pitches (Wed, Sep 3)

Birchtech Corp. (BCHT), a Canadian cleantech company trading on TSX and OTC, presents 1000%+ upside potential primarily driven by patent litigation settlements worth up to $450M ($4.90/share) expected within 12-24 months. The company developed proprietary Sorbent Enhanced Additive (SEA) technology for reducing mercury emissions from coal plants by 80%+ and has already won a $57M award in the CERT case with potential for $150M total including penalties, while a second case against Berkshire Hathaway and others targets $100-325M in recoveries by mid-2026. BCHT's SEA business currently generates $20M annually but could reach $40M by 2026 with 45% EBITDA margins ($18M EBITDA by FY27) as settlements mandate defendants purchase from BCHT. The water treatment division claims a breakthrough in activated carbon recycling that reduces costs 40-50% while improving performance, targeting 15% of the $1.8B PFAS treatment market by 2031, potentially generating $270M revenues with 50% EBITDA margins worth $1.35B ($15/share). Management owns 17% with CEO Richard MacPherson and technical experts Dr. John Pavlish and Dr. David Mazyck leading the effort, and the company plans NYSE uplisting when stock hits $2+. The company has net cash of $3M, expects cash flow breakeven in 2025, and targets $6-18/share with catalysts including imminent CERT award enhancements, settlement announcements, dividend payments, water business partnerships, and potential acquisition interest. Key risks include loss of legal cases (viewed as <1% probability) and water business technical failures, though current valuation reflects minimal upside recognition.

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Sofwave Medical (SOFW.TA) operates a razor-and-blade model with blades carrying nearly 100% gross profit margin, offering what research and conversations with dermatologists and plastic surgeons indicate is the best non-invasive skin-tightening device on the market. The company benefits from secular trends including GLP-1, Zoom, and Instagram driving demand for skin tightening and muscle toning, while trading as an orphan stock due to being Israel-listed with only recently available English financials, despite generating over 50% of revenue from the U.S. where the CEO is based in Irvine, California and CFO in New Jersey. Management consists of industry veterans who have worked together for 20+ years with approximately 25% insider ownership, and the investment thesis sees a path to multi-bagger returns, with a presentation available from the Planet MicroCap Conference.

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Info-Tech (ITS.SI), a Singapore-based HRMS provider co-founded in 2007 by Peter Lee (63yo, 29% owner) and Babu Dilip (50yo, 41% owner), holds an estimated 10% market share in Singapore's HRMS market and operates primarily in Singapore and Malaysia with nascent operations in India and Hong Kong. The company generated $45 million in revenue and $12.9 million in net profit over the last 12 months while maintaining an average net asset value of approximately $5 million, resulting in a staggering 250% return on equity, and carries $33.7 million in net cash plus approximately $24 million in net IPO proceeds from advance billing practices where contract liabilities total almost $27 million. Growth catalysts include ASEAN digitization incentives such as Singapore's Productivity Solutions Grant, Skills Future Enterprise Credit, and InvoiceNow Transaction Bonus, Malaysia's MSME digitalization grants, the new Johor-Singapore Special Economic Zone (JS-SEZ) expected to create 20,000 highly skilled jobs, and upcoming e-invoicing requirements. The company is expanding its product suite by developing CRM software and exploring field service management, learning management, and AI-enabled talent acquisition, while considering geographic expansion and monetizing its non-revenue generating job portal 'Jobs Lah.' Additional benefits include Singapore's 20% tax rebate for main board listings lasting five years post-IPO, estimated to be worth over $2 million even if profits flatline from 2024-2029. Trading at a low-teens P/E multiple below the listing price of $0.85 or $219 million market cap, the stock presents an attractive opportunity based on strong fundamentals and growth prospects.

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