Growth By Acquisitions vs. Organic Growth

We love Hamed Shahbazi's strategy of rapid growth through acquisitions. As long as the volume keeps coming in to eat up any increase in supply from newly printed shares, he will be able to keep making many more acquisitions. This morning, he had Healwell AI (TSX: AIDX) acquire Orion Health one of the largest revenue generating healthcare AI companies in the world.

One Stop Systems (OSS) is taking the organic growth route. This means if OSS announces a $300 million contract in 1Q 2025 to install its rugged AI GPU servers into the U.S. Army's 13,700 tanks, OSS will become a very rapid 10-bagger from its current share price. Even if we are totally off with our numbers and their next U.S. Army contract is worth only $30 million, it will still result in OSS becoming a very rapid 3, 4, or 5-bagger.

Borealis Mining (TSXV: BOGO) is doing both. They are likely to begin processing their stockpile of ore to begin producing larger quantities of gold organically at the Borealis Mine, plus they are making an acquisition of Gold Bull Resources (TSXV: GBRC) for the Sandman Gold Project that they can bring into production in the future at very low initial CAPEX.

Augusta Gold (TSX: G) is likely to be acquired within days. We know they can accept $3 per share at any time, but they know their assets are worth $6 per share. We don't know if anything will leak out a day or two in advance. It is maybe a 30% chance something leaks out. If there is a leak, we would most likely see a sudden 50%-200% breakout on high volume any day now and that would mean the buyout is possibly coming the next day potentially for close to $6 per share or at least somewhere in the middle. The most likely buyer probably doesn't need to do any financing because Augusta Gold (TSX: G) will be pocket change for them so in that scenario a leak would be less likely.

Past performance is not an indicator of future returns. NIA is not an investment advisor and does not provide investment advice. Always do your own research and make your own investment decisions. NIA's President has purchased 224,200 shares of G in the open market and intends to buy more shares. NIA has received compensation from BOGO of US$100,000 cash for a twelve-month marketing contract. NIA received compensation from AIDX of US$50,000 cash for a previous six-month marketing contract. This message is meant for informational and educational purposes only and does not provide investment advice.