REVITALIST (CALM-CSE) CLINICS CAN HELP MILLIONS WITH THEIR MENTAL HEALTH

Revitalist Lifestyle and Wellness (CALM-CSE) is rolling out more than 150 ketamine clinics in the US in the next few years, giving investors the ability to help improve life for thousands of people suffering from mental health.

They have five clinics in three states right now, and the goal is to be at 156 clinics by the end of 2025.

These clinics have low start-up costs (under $100,000), can accept health insurance in many cases and can serve as a first line defence for mental health issues in communities. EVERYBODY WINS.

As I told you yesterday—ketamine is starting to revolutionize how mental health is treated. The clinical and real-world successful results from ketamine treatments are overwhelming—and positive.

While existing anti-depressant treatment methods have a 25% success rate (arguably less than a placebo)—the ketamine psychotherapy success rate is more like 85 PERCENT…..which means ketamine psychotherapy is going to be a flat-out GAME CHANGER. 

So much so, that while many people will return several times for their $500 ketamine infusions—many stop coming after a few treatments. That’s because ketamine infusion WORKS.

Ketamine treatment growth is going to have an exponential growth curve over the next five years. Yale University concluded that Ketamine is nothing less than the biggest breakthrough in mental health treatment in 50 years. (1)

The world doesn’t NEED a lot of new things. But it needs this. That’s one of my top criteria for investing (the world doesn’t need another gold producer).

Literally hundreds of millions of people are not receiving satisfactory treatment for depression, anxiety, PTSD, OCD, CTE, addiction, suicidal thoughts, opioid addiction. So there is clearly a massive market for ketamine psychotherapy.

The percentage of those hundreds of millions of people now being treated with ketamine is miniscule—so the growth in this new treatment option will be parabolic. There is no question about that. Just look to the data…….from a 25% success rate to 85%.

Canadian brokerage firm Stifel GMP published an in-depth report on this market on January 14, 2021. They believe that psychedelic-assisted psychotherapy clinics have an addressable market opportunity of US $10 to $11 billion in the US alone.

Hospitals and established medicine infrastructure are overwhelmed with people and need now. These clinics are a very low cost, effective place where patients can get individual care at a very low price compared to any traditional practise. That is HUGE. 

The medical Ketamine treatment has been on the fringe until recently. But now, with the overwhelming volume of clinical and real world results it is now going mainstream in a hurry.

That is the MACRO story——Revitalist is my MICRO story on how to play this huge opportunity.

 

Revitalist Has Already Been Treating Patients For Years….

 

CEO Kathryn Walker, CRNA, has a deep passion for her mental health patients.

She worked for years as a critical care nurse, and after earning her Certified Registered Nurse Anesthetist designation, she spent 10 years as a practising CRNA. Then she opened her first Revitalist clinic in Knoxville, TN in early 2018.

Again, it’s the anesthetist nurses who know ketamine better than anyone else—they have been giving it to patients in ORs since 1970. (Ketamine is a public domain drug; no Big Pharma getting rich here.)

Her passion has attracted a very talented group of business support people who see that this can be an incredible win-win-win for patients, medical professionals (who now get to treat people properly and with respect) and investors.

But she is all about the mission of helping millions of people with this life changing treatment.

Under Walker, Revitalist has given more than 7,000 infusions since 2018. Revitalist has the treatment process down, the clinic blueprint is perfected, and they have already positively changed the lives of thousands of people. They will be helping millions more in the future.

Each infusion is administered by a CRNA with a therapist in the room for the patient. The data on ketamine effectiveness is so solid that Revitalist CRNAs can alter the milligram dose by the minute or less to ensure a patient gets the best treatment. This is already a very exact science.

Revitalist already has 5 clinics in operation now in Kentucky, Tennessee and North Carolina—and now Revitalist is gearing up for a huge national roll out of clinics.

Revitalist works closely with Ketamine Media, one of the largest marketing firms focused on the ketamine clinic sector for patient awareness and acquisition. The agency claims to reach at least 30 million Americans on Facebook alone.

I expect this relationship to be a significant driver of new patients as Revitalist adds more clinic locations across the U.S.

I think this company has a very real chance of being the global leader in this space that is on the edge of moonshot growth.

Again, rather than speculate I like to look to the hard numbers that I can see——in addition to those 5 clinics in operations, three additional clinics are expected to be operating by Dec 31 2021. Further agreements are also signed for licenses to operate clinics in 10 additional cities.

That gives us a clear path from 5 clinics now to 8 clinics by year end and then quickly ramp up to 22 clinics by mid-2022. But that is just the start of a some really big plans.

The full medium term business plan clinic count actually looks like this:

  • 8 clinics by 2021
  • 48 clinics by 2022
  • 84 clinics by 2023
  • 120 clinics by 2024
  • 156 clinics by 2025

My neck hurts thinking about the chart that captures this growth. With this plan Revitalist offers investors a chance to ride on what should be the fastest growing psychedelic clinic model in the world.

I think they can pull it off. Let me tell you why.

First—These clinics require almost no up-front investment; roughly $50,000 of construction and capital expenditures and then they are up and running. 

Every clinic is estimated to have revenue capacity of $3 million per year generating EBITDA of $1 million.

Second— Revitalist can accept commercial and federal insurance plans. Not only do they help with civilian insurance, but they are also able to accept Veterans through the VA System (a contract that takes many years to acquire).

Third—thousands of qualified medical professionals want to work in these clinics. One recent local add got more than 1,100 qualified applicants for 1 position.

Qualified medical personnel having been working in nightmare scenarios since the outbreak of COVID——basically war-zone type pressure cookers.

These folks flat out hate their jobs. They are burnt-out. They are done.

To get out of that nightmare and work at a calm, slow-paced, Revitalist clinic where you are changing patient lives for the better is A Dream Job. 

 

The New Front Line for Mental Health

 

I don’t want to dilute this story for you—but Walker and Revitalist will be doing a lot more than ketamine infusions.

Walker believes her clinics can greatly reduce the load on emergency cases in hospitals. These low-cost Revitalist clinics could become a front line for communities and patients reeling under the stress of mental health. Each clinic will have an Intensive Outpatient Program (IOP) to treat many of the same conditions that ketamine can help with. With this, medical insurance kicks in for most applications.

What that means is—the medical establishment will adopt / co-op these clinics, referring them patients and cementing their place in communities. When you have the greater industry rally around you—you’re made.

These low cost clinics make so much sense for the American health care system, reeling under increased mental health pressures from COVID.

CONCLUSION–Revitalist is in line to roll out a national growth plan and grab a dominate share of this opportunity. The company is already established, credible and incredibly passionate about changing people’s lives for the better——with 7,000 ketamine treatments done already. Revitalist is the expert in this area.

I spoke with CEO Walker, and she is PASSIONATE about the difference here company can make in mental health. She is equally passionate about the better quality of life she can provide the medical professionals who are lining up to work with her.

The business plan that this company has built involves getting really big, really fast. Each clinic has a low start up cost, and has the capacity to do $3 million in revenue and EBITDA of $1 million. Their 2020 financials showed positive EBITDA in their clinic operations.

They aim to grow the clinic count from 5 to 156 in four years. The plan here is nothing less than becoming the largest owner and operator of ketamine-assisted psychotherapy and pain relief clinics in the entire United States.

BUT REMEMBER– business isn’t easy and managing that kind of growth WILL create all kinds of unexpected issues. The future is always uncertain, and we don’t know what we don’t know.

Can they do it? It already has positive cash flow, and new clinics are opening steadily. I think they can, so if you want a stock with off the charts blue sky potential, then this is it for sure.

Sources:

1) https://www.bbrfoundation.org/content/biggest-breakthrough-depression-treatment-50-years-says-national-public-radio

Revitalist Lifestyle and Wellness  has reviewed and sponsored this article. The information in this newsletter does not constitute an offer to sell or a solicitation of an offer to buy any securities of a corporation or entity, including U.S. Traded Securities or U.S. Quoted Securities, in the United States or to U.S. Persons. Securities may not be offered or sold in the United States except in compliance with the registration requirements of the Securities Act and applicable U.S. state securities laws or pursuant to an exemption therefrom. Any public offering of securities in the United States may only be made by means of a prospectus containing detailed information about the corporation or entity and its management as well as financial statements. No securities regulatory authority in the United States has either approved or disapproved of the contents of any newsletter.

Keith Schaefer is not registered with the United States Securities and Exchange Commission (the “SEC”): as a “broker-dealer” under the Exchange Act, as an “investment adviser” under the Investment Advisers Act of 1940, or in any other capacity. He is also not registered with any state securities commission or authority as a broker-dealer or investment advisor or in any other capacity. 

THE GOOD NEWS ABOUT MENTAL HEALTH IS ABOUT TO GO NATIONWIDE

I’m seeing two very positive developments in mental health in North America:

  1. We are talking openly about it now; there is no stigma attached to it. It is recognized and accepted as a condition that deserves support and empathy
  2. New treatments like ketamine and psychedelics are being researched, used and a body of statistical work is offering hope for many conditions like depression, anxiety, addiction and PTSD

I am most excited about ketamine—a well known drug that has been in widespread use since 1970—used almost exclusively as an anesthetic until very recently. Ketamine is officially not a psychedelic, but acts like one.

In the last 6-7 years, the number of specialized ketamine clinics in the U.S. has jumped more than 500%.  I see it being one of the biggest trends in the next 5-10 years.

When I research ketamine, two things stand out to me:

  1. Traditional treatment options—what’s called SSRI anti-depressants—are still barely more effective than a placebo. (1)   Maybe they work, maybe they don’t.  At best antidepressants help reduce the severity of mental health issues for some people.  Only a minority of patients (25-37%) experience full remission of symptoms and that number drops after the first year
  2. Up to 85% of patients with severe depression who try ketamine report that it is effective. (2) 

So far, ketamine appears to be a HUGE improvement for people suffering with mental health.

Emergency responders sometimes give it to an agitated patient who, for example, they have rescued from a suicide attempt——which is how doctors began to realize that the drug had powerful effects against depression and suicidal thoughts.

Stories piled up of people threatening to commit suicide being given ketamine—and then reporting that they had not felt suicidal for 9 months afterwards.  Medical professionals started to notice, and studies were launched to investigate this further.

The results of those studies are now overwhelmingly convincing.

 

The Mounting Evidence Is Overwhelming —
And The Target Market Is Massive
 

The number of people who are going to be impacted by ketamine is even more astounding.

I’m a data focused guy and all the data is screaming at me that ketamine is a game changer….

Depression — 264 million people globally are reported to suffer from depression. (3) That is more than all of Canada, Mexico and the U.K. combined, and I expect that number is low. 

Ketamine has been shown to be 85% effective in putting depression into remission individuals completing provider treatment options.

Suicidal Ideation – In 2019 there were an estimated 1.4 million suicide attempts in the United States alone. (4) Ketamine has been shown to be 95% effective in relieving suicidal ideations.

Substance Abuse and Addictions – There are roughly 1 BBBillion smokers globally. (8) Alcoholism impacts tens of millions. (9).  So many other people are addicted to cocaine, sex, gambling, shopping…….and again controlled studies have shown that ketamine can help them all.

There are huge numbers of people afflicted with these conditions.  Studies show ketamine is a better treatment option than any treatment options they have today.

Opioid Addiction – Every day 130 people in the United States are dying because of an opioid overdose. (5)  More than 10 million people in the country misuse opioids every day. (6) 

We have an opioid crisis and non-addictive ketamine can be the solution——first because low-dose ketamine has now been shown to be an alternative to opioids as pain management in the first place. 

Second, because studies are showing that ketamine can be used as a way for opioid addicted patients to get off the drug.  Ketamine can be a better up-front pain management device and help those already addicted to opioids get off the drug.

I’m telling you the data is convincing and the number of people who can be helped by ketamine isn’t in the tens of millions—it is in the hundreds of millions. 

PTSD, OCD, addictions of all forms, CTE (sports brain injury), anxiety—all of the people suffering from these issues have a new hope for a better quality of life.

Look at this chart of the various conditions that ketamine—in the first column below—can impact:

There is now just a trickle of people getting help from ketamine.  But with the overwhelmingly convincing results that are being produced that trickle is going to quickly turn into a torrent.

 

You Don’t Need To Search —
Here Is How To Play Ketamine’s Growth Explosion
 

 
I look at dozens of junior growth companies every month.  I talk to the management teams, do my channel checks, look at the market that they are serving.

The ketamine growth story is so solid.  There are hundreds of millions of people for whom ketamine could be a life changer and currently the number of them getting ketamine treatments is a rounding error on a rounding error.

The ketamine stock that I’m so excited about is going to be one of the main players in changing the number of suffering patients who start benefitting from ketamine.

This company was an early mover in this area and has been successfully treating patients locally since 2018——with more than 7,000 ketamine infusions.  They know what they are doing.  Their process is proven, effective and perfected.

Now, what the company has done locally is about go national.  I’ve seen the business plan and the growth that this team has in store looks to be parabolic. 

They have 4 ketamine infusion clinics open and treating patients now, but they hope to double that to 8 by year end.  While that’s impressive, it’s just the start.  Without giving away too much detail (the specifics come TOMORROW) here is how the projected ramp-up looks:

From a business point of view, they have the clinic layout and business model down to a science.  Look, the numbers–revenue and EBITDA—will clearly be there.  Ketamine has been used since 1970 and is readily available. 

The only negative in the business model is that their treatments are so effective, many clients don’t need to return for many months.

But they do have one of the top medical marketing firms in their space is a shareholder.

Revenue per clinic could be as much as $3 million; bottom-line EBITDA on that would be roughly $1 million——I’ll let you take the number of clinics and multiply by that EBITDA number to see where this stock could go very quickly.

From 4 to 156 in four years.

Again, these are projections and the plan.  Not guarantees, but the roadmap here is clear.  By the way, the latest financials show positive cash flow.

So that’s the numbers.

But to me what’s important is the management team and the care of treatment.

The female CEO is what’s called a CRNA—Certified Registered Nurse of Anesthetist.  These are the people who have dispensing ketamine since 1970 in medical operations. NOBODY knows ketamine better than these people.

The CRNAs get to run these clinics—and there is a line up of them wanting to work or partner in these ketamine clinics. Not only do you have a qualified medical person as the manager of each clinic, every single patient gets a therapist with them during their ketamine infusion.

And after 50 year of treating, they can manage milligrams of dosage in real time to give the patient a very exact treatment.
 
 

Do Not Miss My E-Mail Tomorrow!!!
 

 
This is a good news mental health story.  These ketamine treatments WORK.  The management team here are experienced CRNAs.

The business model is profitable but provides an even more valuable service.

And across the United States the entire nursing profession is DONE with working in hospitals.  These people have been on the front lines of the pandemic, and they are exhausted, exasperated, burnt-out and just flat out angry.

They want out.

So it’s no surprise that this ketamine clinic company was inundated with over 1,100 resumes from CRNAs for one position. It was an overwhelming response. Qualified staff are literally lining up to work for this company.

The quality of care here—and the growth curve—is exceptional.

Tomorrow I give you:

  1. All of the specific details about this company,
  2. the team,
  3. the exciting growth plan and
  4. the name and ticker of the stock

Hundreds of millions of people are about to finally get access to a better solution for the challenges they face. 

This company is going to be leading the charge to bring it to them.

BE READY!

Sources:

HOW I FOUND EAT WELL GROUP EWG-CSE BEFORE IT GOES GLOBAL

Eat Well Group (EWG-CSE) is now more than a double for Investing Whisperer subscribers in just a few months.

I think the stock has the potential to go much higher (Prince bin Alwaleed just joined the advisory board), but I bring it to your attention now because it’s a good case study in—one of the ways—I find triple digit wins here at InvestingWhisperer.

Eat Well was—in an oblique way—similar to how I have found a lot of my winners in the last two years. (There are over 40 closed triple digit trades in the 2021 portfolio right now.)

I made most of my money in 2020 buying “meme” stocks, and my timing was exceptionally lucky—especially with the Green Trade, or the ESG Trade.

Stocks like Nano One (NANO-TSX/NNOMF-PINK), Vicinity Motors (VMC-TSX/VEV-NASD), Greenlane (GRN-TSXv) and Neo Lithium (NLC-TSX/NTTHF-PINK) were 3- and 4-baggers for me within weeks to months.

I did the same in crypto stocks, buying Voyager Digital (VOYG-TSX/VYGVF-PINK) at $1.81 late last year—it then rocketed up to $36 in months! (I took profits all the way up to $28).

While I do have a couple people helping me research some fundamentals in the small and micro-cap space—that’s not always possible.

Sometimes it’s MORE important to know who the people are in company. People are the most valuable commodity. Who are the large, behind-the-scenes shareholders who either have a great track record themselves in creating successful stocks? Or who is incredibly well connected to other investor groups and market makers.

After 30 years of investing in micro-caps and small caps, I know who the competent (and honest) players are. I know the people who think share structure is important. I know the people who know how to get the Market’s attention.

You see, there is a formula for mgmt teams to build successful companies. They must find industry and market investors who have contacts/networks that can help bring attention to the company at each stage of its growth…and get it financed.

You have probably all read a research report from a brokerage firm that says—’hey, this company right here—it’s cheap compared to its peers and it has very similar metrics’. But of course what these reports can’t say is that these companies trade cheaper for a reason—almost always it’s management reputation. It’s what I call “the intangibles” in a valuation.

The Market will—almost always—give the Rock Star management team—who have made shareholders millions before–a bigger valuation. I saw it for years in the oil and gas space in Canada. But it’s true in every sector I’ve researched.

This…intangible…reputation…thing is impossible to gauge accurately; you can’t put a specific metric on it. But over the decades I’ve realized the Market is paying a premium because they know that team can do BIG DEALS—change the company overnight. 

When my network first alerted me to Eat Well (it was then trading as Rockshield Capital), they had just announced their foray into plant based foods. This was an…OK…meme play. Obviously Beyond Meat (BYND-NASD; went to $300) and Very Good Food Company (VERY-CSE; $1.5 – $9 in 10 weeks) had great stock runs…but honestly, those are rare (pardon the pun).

But I knew some of the larger shareholders—and I also spent a lot of time on ZOOM with Marc Aneed and Mark Coles, and Dr. Eugenio Bortone, the CEO of their M&A target company Sapientia. Bortone’s team was a key part in developing the snack food called CHEETOS into a $2 billion brand.

It was really clear to me that these gentlemen were thinking very big, had the corporate track record to execute, and could raise the money to make it all happen. It involved debt and equity worth tens of millions of dollars.

So at 45 cents, I bought 750,000 shares. I wrote one of my standard reports for subscribers…and nothing happened. The stock stayed at 50-55 cents for over three months, with no news out of the company. Every subscriber could have bought as much stock as they wanted under 55 cents all summer long.

But with the people involved, I knew investors had a great shot at being ground floor on what could be a large food company, that could get institutional following in its stock.

I screamed at my subscribers all summer long that this was my favourite—to the point where they thought I was crazy. After all, it was a brutal summer for almost all junior stocks—across the board.

But this has been a great winner, and I think it the potential just got bigger with legendary investor, Saudi Prince bin Alwaleed joining the advisory team. When it comes to thinking BIG, few do it better than this man. 

To me, it completely changes the scope of what this company could do in the coming years. Prince bin Alwaleed’s involvement says this company could be global.

There’s a couple points I would speak to, that were part of my research. One was share structure—this company had more shares out than I would have liked. But you don’t attract people like Prince bin Alwaleed with a really small float with no liquidity.

Second, I mentioned that I ask who the big shareholders are.  If I don’t know, I ask who bought the last financing—I want people to name names and networks. I figure out who is really driving value here, and who is not.

I don’t get into bed with just anyone.

And when you buy a micro-cap, you usually have to stick with it for awhile. The cheaper the stock, the more time and higher risk it is. So knowing who you are in bed with as a shareholder—and their track record—is important.

I’ve passed on many stock ideas because of management track record. They either couldn’t get their previous business going, or couldn’t make the Market care about their success.

In the micro-cap market, it’s usually hard to do much fundamental analysis—or even technical analysis.

Many companies have a management person or a large shareholder with a dream—and not much more

People are truly the most valuable commodity.

Eat Well Group just added One Very Valuable Commodity in Prince bin Alwaleed. I think this story is just getting started, but subscribers at InvestingWhisperer.com have already started to reap the benefit.

My next subscriber pick could come at any time. To be ready, click here.

 

TOKENS.COM (COIN-NEO/SMURF-PINK) IS FIRST MOVER STAKING COMPANY

Tokens.com Corp (COIN-NEO / SMURF-PINK) is the staking company that is perfectly positioned to ride the two biggest trends in crypto:

  1. Going CLEAN and GREEN as it mints Ethereum coins with 99% less electricity than mining
  2. The incredibly rapid growth in DeFi transaction fees—already in the tens of billions of dollars. And ETH 2.0 due out next year could dramatically increase transaction speed and staking revenue more than anyone thinks.

This is all on top of rapidly rising crypto values. TOKENS.COM has raised tens of millions of dollars and quickly bought a slew of coins that—as I’ll show you below—are up 40-124% just this quarter.

But The Big Story here is—the staking model will take over crypto, and staking revenue is already going through the roof. There are no ifs, ands or buts about it.

Tokens.com literally provides investors with a royalty on the growth of DeFi—Decentralized Finance using blockchains. It’s also a royalty on upcoming Ethereum 2.0 staking revenue. 

That means that Tokens.com is going to provide investors a ride on staking revenue going from very little to $40 billion––as JP Morgan projects is coming by 2025.

Staking is the new, better version of crypto-mining. It is exponentially faster, 99% less energy intensive. I showed you yesterday what crypto-mining stocks did for investors who got in early on that trade.

Those crypto-miners are now multi-billion businesses.  Early investors are rich. 

Andrew Kiguel—the CEO of Tokens.com—co-founded Hut 8, which itself now has a billion-dollar ++ market cap and is one of the largest crypto-miners in the business. It ran from $1 – $16 this year already!!!

Kiguel hit a $2 billion-dollar homerun with Hut 8 for himself and shareholders—but as he explained to me—he is even more excited about Tokens.com.  Because staking is a much, much better business than crypto-mining.

Let me show you why….

 

The Tokens.com Staking Business Model

Is A Thing Of Beauty

 

The beauty of staking is that it requires almost no capital investment. Actually, it requires virtually no ongoing operating expense either.

That means fast payback and high profit margins.

Crypto-mining requires spending on hardware and electricity. But all that a staking company does is allocate that same capital into (mostly ETHEREUM) tokens that immediately start generating staking revenue—and then never stop generating revenue.

Staking revenue is passive for the token owner. To earn that staking revenue all that you need to do is be willing to set aside a certain amount of tokens and allow the blockchain technology to put your tokens to validation work.

For doing nothing, the token owner like Tokens.com gets paid. The payment is in the form of even more tokens—and they can re-stake those tokens to generate a very impressive compounded return!

With staking those tokens are the gift that just keeps on giving—24 hours a day, 7 days a week, 365 days a year. The digital tokens that Tokens.com owns will be continually generate income for the company and the shareholders.

So there is actual revenue generation in staking. You can cash that out and pay it to shareholders, or leave it in tokens for future capital gains there.

 

BLOCKCHAIN DE-FI CAN

INCREASE CRYPTO PRICES AND REDUCE VOLATILITY

 

Through Ethereum and other protocols or networks, Tokens.com is also tied directly to the growth in DeFi (Decentralized Finance). 

DeFi is itself a Mega-Trend that I think could greatly reduce volatility in crypto pricing. 

DeFi allows users to trade assets and borrow and lend directly to one another without involving banks, and also acts as a means to creatively unlock value – for payments, loans, insurance and more.

I think global DeFi transaction fees could potentially be worth hundreds of billions of dollars a year by the end of this decade. As the system proves itself over time it will attract much more institutional capital who want to increase their meager 1-2% bank deposits. 

Right now there is enough transaction fee revenue to be shared with stakers that it’s very normal to see 5-10% yields. Longer term institutional capital could bid up crypto prices so that they generate a steady 2-4% yield across the board—reducing the speculative price cycle.

And ETH 2.0 has the potential to massively increase the number of DeFi transactions and revenue generated (which means higher staking fees!!!)

So when I see crypto prices stabilizing—I see them higher than here just based on yield. Remember, a lower yield means a higher priced asset. 

And crypto prices are SOARING now. Here is a list of tokens that TOKENS.COM owns, and how much they went up in Q3 (ending Sept 30)

 

Bitcoin                                up 40.7%

BNB (Binance Coin)          up 62.4%

DOT (PolkaDot)                 up 99.3%

ETH (Ethereum)                up 52.4%

ROSE (Oasis Network)     up 124%

 

The business model is both absurdly capital/asset-light, and scalable to an unlimited extent.

I just described the Tokens.com business model to my wife as being a snowball that is just starting to roll down a wet, sticky, hill. The company’s tokens earn staking revenue, which results in the company receiving more tokens that then also start earning more staking revenue. 

The snowball of revenue generating tokens that the company owns just keeps getting bigger and the revenue that it generates gets bigger along with it.

The business model is basically the power of compound interest brought to life!

 

Tokens.com Is The Only Public Company

With A Focus On Staking

 

I love the business model, but I have to admit that I’m even more exciting about owning this stock before the momentum money and crypto crowd figure this out.

Once those crypto/momo folks get excited about something they are willing to drive market prices to insane levels. Just look at those crypto-mining stock prices….

That hungry crowd will love this stock. 

  1. COIN has a tiny $35 million market cap,
  2. they already won big with the CEO who built them a billion-dollar crypto miner and
  3. this is the only way that they can play staking.

Fundamentally what investors also really need to focus on is the fact that through staking Tokens.com is going to be tied at the hip to Ethereum–– which has established itself as the most actively used blockchain network.

 

Staking is SO MUCH BETTER Than Mining

 

CEO Kiguel built a billion-dollar-plus crypto miner. The management group at Tokens.com own 35% of the shares and are heavily incentivized to build something big again.

Crypto-miners attracted billions of dollars from investors. I see them moving to crypto-stakers like Tokens.com—it’s a similar service without the huge capex and vast amount of energy use.

That means a fraction of the operating cost and none of the up-front capex!

And it’s more lucrative!

This business is just compound interest brought to life. The company owns tokens which earn staking revenue for validating blockchain, that revenue turns into more tokens and then the process repeats.

Tokens.com is already staking. The business is generating positive EBITDA and growing daily. 

That staking cash cow that has started will now be generating staking revenue 24/7, 365 days of the year forever into the future.

The more Ethereum that Tokens.com owns, the more fees they generate. They can keep compounding that revenue—or they could eventually distribute a portion of this high margin income to shareholders.

The majority of Tokens.com capital will be deployed into Ethereum which is the blue-chip staking play­­­­––––but Kiguel will use his expertise to back some earlier stage DeFi ventures, where the potential for profit is exponential (see how he owns ROSE and DOT).

That provides some moonshot/lottery ticker upside on top of what Ethereum staking offers.

I’m really bullish on staking but management is always the most valuable commodity.

Kiguel’s track record at crypto miner HUT 8 Mining, which went from 50 cents to $16; a billion-dollar market valuation—has me chomping at the bet to see what he can do starting with a $35 million market cap but higher profit margin staking business.

The timing is perfect with Ethereum 2.0 right around the corner ready to exponentially increase the staking revenue available to claim.

How long can it be until Bitcoin follows suit and makes the transition to the 99% less energy intensive and exponentially faster Proof-of-Stake model?

I’M LONG TOKENS.COM!!!

 

TOKENS.COM  has reviewed and sponsored this article. The information in this newsletter does not constitute an offer to sell or a solicitation of an offer to buy any securities of a corporation or entity, including U.S. Traded Securities or U.S. Quoted Securities, in the United States or to U.S. Persons. Securities may not be offered or sold in the United States except in compliance with the registration requirements of the Securities Act and applicable U.S. state securities laws or pursuant to an exemption therefrom. Any public offering of securities in the United States may only be made by means of a prospectus containing detailed information about the corporation or entity and its management as well as financial statements. No securities regulatory authority in the United States has either approved or disapproved of the contents of any newsletter.

Keith Schaefer is not registered with the United States Securities and Exchange Commission (the “SEC”): as a “broker-dealer” under the Exchange Act, as an “investment adviser” under the Investment Advisers Act of 1940, or in any other capacity. He is also not registered with any state securities commission or authority as a broker-dealer or investment advisor or in any other capacity. 

STAKING Stocks Are The Next Big Run(and I’ll Tell You The Company That’s Leading The Pack)

STAKING Stocks Are The Next Big Run
(and I’ll Tell You The Company That’s Leading The Pack)

STAKING Stocks Are The Next Big Run
(and I’ll Tell You The Company That’s Leading The Pack)

Crypto-stocks are having A Big Run—again. Many of those stocks are again Bitcoin miners. But I see crypto-mining as a sunset industry—it uses too much electricity, and even Elon Musk labelled Bitcoin the equivalent of a climate hazard. (Cambridge University did a study suggesting crypto mining used more electricity than 160 different countries!)

Crypto developers and users have already found the CLEAN and GREEN solution to mining—and investors are just starting to catch on.

It’s called STAKING, and uses 99% less electricity than Bitcoin. Staking doesn’t use big mathematical problems mint new coins. It doesn’t need all that computing power. 

The #2 crypto network in the world is ETHEREUM, and it is completely transitioning to staking. Ethereum will quickly be CLEAN and GREEN—and attract a massive amount of capital. Bitcoin still uses mining.

With a bit of work, you can actually stake Ethereum on your laptop—making it more accessible and really, safer as it is much more de-centralized. To me, it’s win-win-win.

I think that’s one of the big two reasons that ETHEREUM is outperforming Bitcoin:

There’s another reason I see ETHEREUM as the place to be. Almost ALL the blockchain development being done now—and I’ll show you below how fast blockchain use is exploding in the finance industry—is being done on ETHEREUM.

As you can see, the price of ETHEREUM is rocketing up even faster than Bitcoin now—that means the leverage for investors is a lot more in Ethereum stakers than Bitcoin miners.

And we all know how incredibly well Bitcoin miners have done this year:

Many are now over $1 billion market cap. These stocks have made millionaires out of regular retail investors like you and me. Several went up more than 10x in weeks!

Now I want to position myself for The Next Big Run—and I think that is the STAKING STOCKS. 

One of the most successful bitcoin mining CEO’s saw this coming. After making millions for his shareholders—his stock went from 50 cents to $16 , he has just started a new public staking company—which still trades well under $1.

I’m going to tell you all about him and his new staking stock TOMORROW. He has raised tens of millions of dollars, and has been generating staking revenue for months now. Ethereum prices are going up as it moves to staking AND his revenue is growing at an accelerating rate. Real revenue! This is SO MUCH BETTER than mining.

No other public competitors are even organized enough to get started.

The entire $389 billion and rapidly growing Ethereum market is already converting from mining to staking.

Staking is greener than mining. I just showed you it has more leverage being part of Ethereum, which is rising faster than Bitcoin. But staking actually has a better business model than mining. 

Once you “mint” a new Ethereum coin, you can earn interest on it just by agreeing to hold it in Ethereum and not sell it. The Ethereum network “rewards” you by paying/sharing with you a small chunk of all the blockchain fees that Ethereum generates. So you can make 5-10% per annum OR MORE SOMETIMES.

This is helping Ethereum attract huge amounts of institutional capital now.

Here’s my last point before I tell you the name and symbol of my #1 staking company:

Public blockchain use is growing INCREDIBLY FAST. Thousands of software developers are using Blockchains to create financial “apps” that no longer need banks to be the “trusted intermediary”. The encryption in blockchains is incredibly detailed and de-centralized, and is showing the world they are safe and secure.

How fast is blockchain e-commerce growing? It’s up more than 10-fold in under two years, from US$10 billion to over US$110 billion:

Everyone, including the banks, are seeing blockchains pick up market share faster and faster, as DeFi—Decentalized Finance—gets adopted (especially in developing countries). DeFi is where small groups of people can get together and become small banks using cryptocurrencies SAFELY and SECURELY for e-commerce without having to use a bank as intermediary.

But don’t just take my word for it. The Big Banks see blockchain commerce soaring too—and are rushing to join the blockchain party.

Goldman Sachs (GS-NYSE; $420)—the world’s most famous brokerage firm—has initiated coverage on blockchain. They see so much potential they are calling for the network underlying almost all blockchains now—Ethereum—to be worth more than Bitcoin. (Ethereum units are now just 9% the value of Bitcoin.)

JP Morgan (JPM-NYSE: $155) is very bullish on DeFi, blockchain, and coins/tokens. They have their own token, called the JP Morgan coin, which they use to move funds. They also came out with a very bullish report on blockchain this summer, calling for over US$40 billion in transaction fees by 2025.

This growth curve in lucrative blockchain fees is already happening.

Every MONTH the Ethereum network is now generating $1.5 billion dollars in transaction fees. That’s US$18 billion a year and growing quickly. JP Morgan says it’s going to $40 billion annually in four years. 

And if all that isn’t enough…a coming huge catalyst is an updated version of Ethereum—ETH 2.0—that will happen in early 2022 and increase transaction speed by potentially 100x. That could leapfrog staking revenue exponentially!

One company is months ahead of the competition in getting a big piece of this unclaimed revenue.

 

DO NOT MISS MY EMAIL TOMORROW!!!

 

For the next three years investors want to be long STAKING companies. Ethereum is a US$389 billion market cap network that’s rapidly rising—because it’s CLEAN, GREEN and USEFUL—with hundreds of blockchain apps being created. 

There are two big trends here, and think both are unstoppable:

I think all of crypto MUST eventually move to staking to reduce its climate footprint.

And the huge growth in DeFi transaction fees—already in the tens of billions–will underpin the growth of Ethereum and staking fees.

(If Bitcoin ever changes to STAKING, well, I can’t even imagine the gains there for staking stocks.)

Bitcoin miners have had incredible runs—many were 10-baggers within weeks, early in 2021 as Bitcoin prices rallied. The same COULD happen for staking companies.

My #1 staking company is run by a CEO who took his last company from 50 cents to $16 on an eerily similar setup. It trades at nearly $1 billion market cap.

He thinks this opportunity is bigger. This stock’s market cap is under $40 million.

Be ready for my email tomorrow!

REDD+, CORSIA and California Carbon Offsets – Understanding the Differences

The commitment to carbon neutrality continues to grow as corporations and jurisdictions chart a course for net-zero greenhouse gas emissions. Voluntary REDD+ Credits, CORSIA eligible offsets and California Carbon Offsets provide a variety of opportunities for emissions reductions, but a lack of transparent pricing makes it difficult for companies to trade fairly and secure project financing.

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