I think the short-term outlook really depends on a couple of key factors. First, AmeriCrew needs to officially close, because that deal alone strengthens the balance sheet in a big way. You’re talking about $12M+ in revenue, likely closer to $15M, running at strong margins that should not only add to the bottom line but also cover financing costs. That shift could move Telvantis into positive territory. Then, when you layer in ongoing revenue growth through the rest of the year and into 2026, it’s hard to see how this company can remain capped at a $10M valuation. AmeriCrew by itself is worth at least that much, so logically the overall value should adjust higher, probably into the $40–50M range looking forward. The real ceiling is tied to the Reg A, there’s still 200M shares left, and without updated share structure disclosures, it’s unclear how much of that, if any, has been taken down. That’s why investors should keep pressing management to unlock the share structure and provide transparency. Outside of that, the only real issuance left are the performance shares, and those terms are far more favorable than standard toxic financing. A 25% discount to market is a positive when most convertibles run at 60% discounts to the trailing 30-day average. If those end up converting at higher levels, closer to half a penny or a penny, the dilution is manageable. To me, the Reg A is what caps the upper end until it’s finished off, but once that’s behind us and the market has an acquisition PR in hand, I’d expect available shares to vanish quickly. From my perspective, a reasonable first step is a move into the half-penny range, which equates to a $40M valuation. That’s about a 400% move from here and a far more grounded target than the wild dollar-plus calls you see thrown around. Add in positive net income, revenues scaling toward $250M, improved margins, and even the optionality of another public entity under their control, and it’s clear the real value isn’t anywhere near what the current market cap suggests.
The OTC has a way of moving that catches people. It’ll sit there doing nothing for long stretches, but once the story becomes obvious, the shift happens fast. What most would expect to play out over months can unfold in days, and what looks like it should take days can happen in hours. That’s just how this market works. So I wouldn’t look for a slow grind here; in my view, this is setting up for a breakout.
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