REK

Stock splits

$REK chatter on StockTwits

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  M Fields@FyCkD_FuNnYMar 20

  $DRV $SRS $REK 👇👀🦏

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  Macroaxis@macroaxisMar 16

  $REK – ProShares Options Price Alert: Put Open Interest Decreased to 71.0 https://www.macroaxis.com/stock-options/REK/ProShares-Short-Real?utm_source=dlvr.it&utm_medium=stocktwits

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  M Fields@FyCkD_FuNnYFeb 22

  $DRV $SRS $REK 👈👀🦏 Might be Early, but Time to Get Ready... Before SHTF

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  Billioner@BillionerOfKingFeb 4

  $REK Current Stock Price: $17.08 Contracts to trade: $15.0 REK Feb 20 2026 Call Entry: $1.64 Exit: $2.33 ROI: 42% Hold ~27 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts

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  Tj@HiSocReliefBullishOct 1

  $RZLV $RVPH $NUAI $REK Other posters just try to scare or pump—no proof of real investments, wins, or disciplined sells. Block that noise. Focus on people who actually trade for real emotional holding support. Don’t act tough—this is real money we’re trying to make. Before you sell and miss life-changing money, it helps to tap in. Before you hold and blow it, know when others are selling profits and waiting to re-enter. Whether long, short, options, ETFs, or stocks—it all impacts how we play. Once DD is complete, I hold six months or more: some shares long, some far options. After a few legs, I swing trade with separate shares—sell at highs or catalysts, re-enter on consolidation. Options: I sell at 3–5x or 6 weeks before expiry; if super long, I roll. Good luck—today should be good.

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  Elevate1@Elevate1BullishSep 19

  $REK This Company should be compared to the old photo/ Solomon. In the 1980’s to early 90’s that stock was a monster. I expect this company to follow the path of BTQQF and DeFi and file a form 40 f and get uplisted to the US exchanges. This company is a great play on North American LNG, critical materials and will be a great play on the tax cut led US led world boom over the next 3 yrs. An unknown poster boy! I am long and will trade around!

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  SOD2 Enthusiast@SOD2EnthusiastSep 19

  $REK Industry Metrics Comparison and Analysis for Rektron Group and Leading Peers Key Takeaway: Rektron Group’s valuation and profitability metrics sit below larger, established peers—reflecting its-cap status and growth phase—but its forward P/E is modest relative to industry averages. Management’s deep commodities expertise underpins solid ROE, while governance and scale advantages favor major competitors. 1. Comparative Financial Metrics Company Market Cap (USD) Trailing P/E Forward P/E Return on Equity (ROE) Rektron Group (CSE: REK.U) $207 million [1] 18.68 × [2] 15.56 × [2] 9.78% [2] Glencore plc (OTC: GLCNF) $50.2 billion [3] 18.18 × [4] 26.04 × [4] –7.29% [3] Archer Daniels Midland $26.0 billion [5] 19.72 × [6] 15.35 × [7] 6.18% [8] Bunge Global (NYSE: BG) $15.4 billion [9] 9.88 × [9] 11.11 × [9] 9.86% [10] StoneX Group (NASDAQ: SNEX) $4.62 billion [7] 17.72 × [7] 15.40 × [7] 16.69% [7] • Valuation multiples: o Rektron’s forward P/E (15.56×) is below Glencore and ADM, on par with StoneX, and above Bunge’s (11.11×). o The lower market cap and shorter trading history justify a slight valuation discount versus large diversified traders. • Profitability (ROE): o Rektron’s ROE of 9.78% exceeds ADM’s (6.18%) but trails StoneX (16.69%) and matches Bunge (9.86%). o Glencore’s negative ROE highlights cyclical earnings volatility in large resource producers. 2. Management and Governance Analysis • Rektron Group o CEO & Director: Atanas Kolarov brings 40+ years in energy trading, positioning Rektron for disciplined growth in niche fuels and metals. o CFO & Finance Leadership: Interim CFO Jigar Desai (ACCA Fellow) ensures robust financial controls as the company scales. o AI & Quantitative Strategy: Headed by Rajeev Shankar, driving ASCEND platform enhancements for risk management and trading optimization. o Governance: Lean board with high insider ownership (~40%)[2] aligns management incentives with shareholders. • Glencore o Large, complex corporate structure with dual‐listed governance. Recent asset disposals and board refresh aimed to address governance criticisms and improve sustainability oversight. • ADM & Bunge o Both have long‐tenured executive teams with strong track records in agribusiness supply chains and risk management. o Well‐established governance frameworks meeting institutional investor expectations. • StoneX Group o Leadership experienced in financial services and commodity brokerage. o Focus on institutional segment growth underpins high ROE and disciplined capital allocation. Implication for Investors: Rektron’s concentrated management team and strategic AI focus offer agility but carry execution risk common to small-cap traders. By contrast, large peers benefit from deep resources and mature governance structures. 3. Stock Valuation and Relative Opportunity • Rektron Group’s Valuation sits below peer averages on forward multiples: o Industry average forward P/E among trade distributors is ~20×; Rektron at 15.56× implies modest undervaluation if growth initiatives succeed. • Growth Prospects vs. Valuation Discount: o Rektron’s revenue CAGR (~21%) outpaces its peers’ (industry ~11%)[11], suggesting potential multiple expansion as scale increases. • Risk Considerations: o Execution of global expansion, fluctuating commodity price cycles, and integration of AI‐ driven trading remain key drivers of future valuation. Conclusion: Rektron Group’s mid‐teens P/E and sub-10% ROE reflect its emerging status within commodities trading. While larger peers offer scale and steadier earnings, Rektron’s lean governance, AI investments, and superior growth rates present a compelling risk-reward blend. Investors should monitor execution of AI initiatives and global expansion to assess valuation re-rating potential. “I own shares of the Company and may buy or sell shares at any time without prior notice. This statement is not a recommendation to buy or sell securities and reflects my personal investment

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  SOD2 Enthusiast@SOD2EnthusiastSep 19

  $REK Main Commodities and Competitors of Rektron Group Based on the previous conversation and current research, here is a comprehensive analysis of Rektron Group's main commodities and its publicly traded competitors in the global commodities trading sector. Rektron Group's Main Commodities Rektron Group Inc. (CSE: REK.U) operates through two primary divisions that handle a diverse range of physical commodities[1][2][3]: Metals Division The Metals Division specializes in both ferrous and non-ferrous metals[4][5][6]: • Non-ferrous metals: Aluminum, copper, lead, nickel, and zinc[4][3][6] • Recycled metals: Recycled copper, aluminum, lead, and nickel[5][6][7] • Ferrous metals: Iron and steel products[4][3] • Bulk products: Concentrates and manganese[5][6] • Energy Transition Commodities (ETCs): Metals vital to clean technology and electric vehicle ecosystems[8][9] The company has established a significant presence in both metals trading[5][6]. Oil Division The Oil Division focuses on energy commodities with an emphasis on niche markets[4][5][6]: • Crude oil: Sourced from Middle East and South America[7] • Refined petroleum products: Gasoline, diesel fuel, heating oil, and lubricants[3][10] • EURO VI compliant fuel oils: Specialized clean fuel products[5][8][6] • Liquefied petroleum gas (LPG): With strong presence in Balkans, Mediterranean, and Central Asia[7] • Petrochemicals: Various chemical derivatives[4][11] • Biofuels and renewable energy products: Future expansion focus[5][6][10] • Liquefied natural gas (LNG): Planned expansion area[5][6] Rektron Group's Biggest Competitors The global commodities trading industry is dominated by several major players, with varying degrees of public accessibility: Largest Publicly Traded Competitors Company Ticker Symbol Market Main Commodities Market Cap/Size Glencore plc GLEN (LSE), GLNCY (OTC) London Stock Exchange Metals, minerals, energy products, coal[12][13] Major FTSE 100 component[12] Archer Daniels Midland (ADM) ADM (NYSE) New York Stock Exchange Agricultural commodities, food processing[14][15][16] $26.6B market cap[16] Bunge Global SA BG (NYSE) New York Stock Exchange Agricultural commodities, oilseeds[17][18] $12.5B market cap[19] Major Private Competitors The industry's largest players remain privately held[19][20][21]: • Vitol Group: World's largest independent oil trader with $225B annual revenue[22][23][24] • Trafigura: Third-largest physical commodities trading group[22][13] • Cargill: Largest private company in the US with $160B revenue, but remains family-owned[19][25] • Mercuria Energy: Major independent trading house, privately owned[20][26] • Gunvor: Re-entered metals trading after previous exit[27] • Koch Industries: Second-largest private company in US, recently exiting oil trading[21][28][29] Other Notable Publicly Traded Commodities-Related Companies • StoneX Group Inc. (NASDAQ: SNEX): Publicly traded commodities broker and financial services company[30][31][32] • Various oil majors with trading arms: BP, Shell, ExxonMobil, TotalEnergies[33] Market Positioning and Competition Rektron Group competes in a highly concentrated industry where the top players dominate global flows[34][27]. The company's main competitive advantages include[1][35]: • Geographic diversification: Operations across 30+ trading locations in 11 countries • Product diversification: Coverage of both metals and energy sectors • Strategic positioning: Focus on niche markets like EURO VI compliant fuels • AI integration: Recent launch of ASCEND platform with artificial intelligence capabilities[36] The commodities trading sector is experiencing significant consolidation, with major players like Vitol, Glencore, and Trafigura expanding their metals operations to capitalize on the energy transition demand[27][24]. Smaller players like Rektron must leverage specialized expertise and regional advantages to compete effectively against these industry giants. Key Competitive Challenges Rektron faces competition from both established giants with deep pockets and extensive infrastructure, as well as the trend toward vertical integration where large traders are acquiring upstream assets and long- term supply contracts[27]. The company's relatively small size compared to competitors like Vitol ($225B revenue) and Glencore (major public company) requires strategic focus on specialized markets and operational efficiency to maintain competitiveness. “I own shares of the Company and may buy or sell shares at any time without prior notice. This statement is not a recommendation to buy or sell securities and reflects my personal investment

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  SOD2 Enthusiast@SOD2EnthusiastSep 19

  $REK Rektron Group Inc. (CSE: REK.U) Rektron Group Inc. is a Canadian commodities trading company listed on the Canadian Securities Exchange under the ticker symbol REK.U[1][2]. The company, founded in 2023[1], has emerged as a global player in physical commodities trading, specializing in energy, metals, and energy transition commodities[3]. Overview Rektron operates as a holding company with its headquarters in Vancouver, British Columbia, Canada[4][5]. The company primarily invests in operating enterprises within the commodities sector through its UK- based subsidiary structure[6]. The company's trading operations are conducted globally across over 30 trading locations with a presence in 11 countries[7][8]. Business Structure and Operations Core Business Divisions Rektron's operations are organized into two primary commodity sectors[7][8]: Division Products Geographic Focus Energy Trading Crude oil, refined oil products, LNG, biofuels, Euro VI compliant fuels[3][9] Global markets Metals Trading Ferrous and non-ferrous metals, aluminum, copper, lead, nickel, zinc, recycled metals[3] Europe and Asia Subsidiary Structure The company operates through a sophisticated subsidiary network centered around DL Hudson Limited, its primary trading arm headquartered in London, UK[10][11]. DL Hudson was incorporated in 2016[12] and serves as the operational backbone of Rektron's global trading activities[13]. Key subsidiaries include: • DL Hudson Germany GmbH - Based in Karlsruhe, handling European operations[14] • DL Hudson Dunes LLC - Supporting North American operations[11] • DL Hudson Yangtze Ltd - Managing Asian market presence[11] • DLH Istros Ltd - Additional trading support[11] Recently, DL Hudson expanded its European presence by opening a new branch office in Geneva, Switzerland, strategically positioning the company at a key global trading hub[15]. Financial Performance 2024 Financial Results Rektron reported strong financial performance for the fiscal year ending July 31, 2024[16][17]: Metric 2024 Performance 2023 Comparison Revenue USD $2.5 billion[16][17] USD $2.0 billion (+24%)[16] Gross Profit USD $30 million[16][17] Not specified Net Income USD $13 million[16][17] Not specified EPS USD $0.17[17] Not specified Recent Quarterly Performance For the first quarter of fiscal 2025 (ended October 31, 2024), Rektron reported[18]: • Sales: USD $651.38 million (vs. USD $629.18 million prior year) • Net Income: USD $1.33 million (vs. USD $3.66 million prior year) • EPS: USD $0.02 (vs. USD $0.05 prior year) Stock Performance and Market Capitalization Trading Information Rektron's shares trade on multiple exchanges[1][2]: • Canadian Securities Exchange (CSE): REK.U • Frankfurt Stock Exchange: F75 • Tradegate Exchange: F75 Market Metrics (as of July 2025)[1][2][19]: Metric Value Current Price CAD $3.50[1][2] Market Capitalization ~USD $282 million[2] 52-Week Range CAD $1.25 - $4.35[2][4] Shares Outstanding 59.21 million[2] P/E Ratio (TTM) 15.67 - 18.68[1][2] Initial Public Offering Rektron completed its IPO in August 2024, raising USD $5 million through the sale of 3.33 million units at USD $1.50 per unit[20][21][22]. Each unit consisted of one common share and one warrant exercisable at USD $2.25 until August 2027[20][21]. The IPO was led by Research Capital Corporation as the sole agent and bookrunner[22]. Leadership Team Recent Management Changes The company underwent significant leadership transitions in late 2024[23][24]: Current Leadership (as of December 2024)[24][25]: Position Name Background CEO & Director Atanas Kolarov[24][25] 40+ years in oil sector, former CEO of multiple energy companies[24][26] Interim CFO Jigar Desai[24][25] ACCA Fellow, 19+ years finance experience[24][25] Chairman Swapnil Mokashi[24][25] Seasoned business leader across trading and finance[25] Lead Independent Director Trevor Turner[24] Continued from previous leadership team[24] Independent Director Ronald Galetzki[24] 27+ years in global mining and commodities[24] Strategic Initiatives Artificial Intelligence Initiative In July 2025, Rektron launched a comprehensive AI initiative to transform its trading, hedging, and logistics operations[27][28]. The company appointed Rajeev Shankar as Head of Artificial Intelligence & Quantitative Strategy to lead this transformation[27][28]. The initiative centers around ASCEND, Rektron's trading and risk management platform, now enhanced with AI capabilities for market intelligence, hedging optimization, and supply chain logistics[27]. Global Expansion The company continues to expand its global footprint through strategic acquisitions and partnerships. Recent developments include the announced acquisition of At Ghana Ltd in June 2025[3] and the expansion of DL Hudson's operations into Geneva, Switzerland[15]. Investment Considerations Strengths • Strong revenue growth (24% year-over-year)[16] • Global diversification across multiple commodity sectors[3] • Experienced management team with decades of industry expertise[25] • Strategic positioning in key trading hubs worldwide[7][8] Key Metrics • Return on Equity: 19.68%[19] • Return on Capital: 17.53%[19] • Operating Margin: 0.9%[19] • Revenue multiple: Strong momentum with 73.34% gain over 6 months[19] Rektron Group represents a significant player in the global commodities trading sector, with a diversified portfolio spanning energy and metals markets. The company's recent IPO, strong financial performance, and strategic AI initiatives position it for continued growth in the evolving commodities landscape[8][27]. “I own shares of the Company and may buy or sell shares at any time without prior notice. This statement is not a recommendation to buy or sell securities and reflects my personal investm

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  Kyle Lara@klaraelectricApr 17

  @Etrading do you have any plays on the housing market? I have been buying up $REK lately in anticipation of a big hit on the housong market, and it seems to be trending in that direction

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  justin cono@XgriimezBullishFeb 3

  $REK pull up ooooon meh $SPY

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  justin cono@XgriimezFeb 2

  $BTC.X $QQQ $SPY LFG!!!!!!! Flipped into July $21 calls on $REK yesterday GRAB EM WHILE THEY ARE STILL CHEAP

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  justin cono@XgriimezJan 31

  $REK $SPY do I need to say it was worth or can we all just assume that?

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  justin cono@XgriimezJan 27

  $SPY bought puts here and $REK here all last week let’s hope it was worth.

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  Flamingo Jack@flamingojackBearishAug 3

  🚨🚨🚨$WFC $FLG $BAC puts, $REK, $SRS calls 🚨🚨🚨

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