What happened last week?

• nvdia moving so much liquidity, +40% to 2.2t mc in two weeks then -11% in three hours on friday
• Breadth starting to close
• claude 3 opus by anthropic beating GPT4 on multiple benchmarks, meaning the OpenAI moat might not be as big as some may think.
• Uneventful state of the Union – JPOW congress hearing
• They revised US unemployment data (again and painting a darker picture), went to 3.9% from 3.7%
• BOC freezed for the 5th consecutive time, letting the US fed lead the first cuts.
• Bitcoin halving in 4 weeks.

What to watch for next week?

• Monday:
• Tuesday: CPI est. 0.43% MoM
• Wednesday:
• Thursday: PPI
• Friday:

Monday:

Kraken Robotics Signs Cooperative Research & Development Agreement with US Navy for next Generation Synthetic Aperture Sonar (SAS) Beamforming – PNG.v

announces that its wholly owned subsidiary, Kraken Robotic Systems Inc., has signed a Cooperative Research and Development Agreement (CRADA) with Naval Undersea Warfare Center Division, Newport (NUWCDIVNPT). The objective of this CRADA is to conduct joint research into advanced signal processing techniques for the current and future generation of Synthetic Aperture Sonar (SAS) sensor technologies. This also includes exploration into enhanced image processing techniques such as data fusion, image registration, multi-spectral image enhancement and automated target recognition.

AtkinsRéalis Continues Decades-Long Georgia Department of Transportation Support with $40 Million US Engineering Services Contract – ATRL.to

Under the $40 million US Indefinite Delivery/Indefinite Quantity (IDIQ) contract, AtkinsRéalis will provide on-call Engineering Design services and additional engineering support services as needed. The contract is for three years with an option to extend it to five years.

In Georgia DOT’s Region 3, the state’s Coastal Plain region, AtkinsRéalis has 23 active projects that are expected to progress to final design under this new contract. The Region 3 GES contract covers 65 counties, encompassing nearly 60 percent of the state.

FRONTIER LITHIUM AND MITSUBISHI CORPORATION FORM JOINT VENTURE TO ADVANCE THE FIRST FULLY INTEGRATED LITHIUM OPERATION IN ONTARIO, CANADA – FL.v

announce a definitive agreement with Mitsubishi Corporation (“Mitsubishi”) (Tokyo Stock Exchange: 8058:JP) to establish a joint venture partnership (“JV”) for the PAK Lithium Project mine and planned lithium chemicals conversion facility (collectively the “Project”). This JV partnership delivers immediate and near-term financing to aggressively advance the first fully integrated lithium mining and processing operation in Ontario.

Under the terms of the agreement, signed on March 2, 2024, Mitsubishi will acquire an initial 7.5% interest in the Project for C$25 million. Upon completion of the definitive feasibility study (“DFS”), Mitsubishi will have the right to increase its interest in the JV to 25% through the purchase of additional shares at a price based on the net value of the Project as shown in the DFS. Additionally, Frontier and Mitsubishi will work closely together to pursue project financing to fund the development capital costs of the Project.

Tuesday:

Ballard announces 15 MW order for stationary power market – BLDP.to

announced an order for 15 megawatts (MW) of fuel cell systems from a UK-based company specializing in renewable off-grid power generation. Ballard expects to deliver 150 x FCmove®-HD+ 100 kW systems beginning in late 2024 and continuing through 2025.The purchase order is the first order under a new multi-year supply agreement. The agreement also provides the customer an option to purchase up to an additional 296 systems by March 2026, which, if fully exercised, would bring the total number of systems ordered to 446.

AtkinsRéalis will undertake the operations and maintenance work of one of the largest hospital centres in Canada – ATRL.to

will undertake the operations and maintenance work at the Centre Hospitalier de l’Université de Montreal (CHUM), one of the largest hospital centres in Canada. The contract is set within a public private partnership (P3) and will span a 26-year period.

The contract will be delivered by the AtkinsRéalis Operations and Maintenance (O&M) team, and will leverage expertise in engineering and project management that include:

maintenance of hospital structure, building systems and support systems;

life cycle (replacement) management of all the equipment under the Company’s supervision;

use of advanced automation systems to monitor and continue to optimize the CHUM’s energy use.

Yerbaé Partners with Three Major Anheuser-Busch Distributors to Expand into the State of Pennsylvania – YERB.v

Anounced its partnership with three major Anheuser-Busch distributors in Pennsylvania. Finalizing agreements with the following distributors, W.R. Hickey, Edwin H. Kleckner and Northeast Eagle Distributing marks the build out and expansion for Yerbaé into the Pennsylvania marketplace. The coverage of the three distributors will bring Yerbaé into 21 new counties.

Aduro Clean Technologies Welcomes a Global Multinational Food Packaging Company into its Customer Engagement Program – ACT.cse

announce the onboarding of a leading, global multinational food packaging company (“MFP Company” or the “Client”) to its Customer Engagement Program (CEP).

MFP Company is a prominent player in the global food processing and distribution sector, boasting an attractive portfolio of well-known brands. It operates in over 15 countries and generates multi-billion-dollar annual revenues. At the core of its operations, MFP Company integrates environmental, social, and governance (ESG) principles, focusing on innovation and efficiency.
The technical evaluation project is focused on assessing the potential of Hydrochemolytic™ Technology (HCT) for recycling the Client’s plastic waste from food packaging.

Calian Strengthens Nuclear Capability with Acquisition of MDA Ltd. Nuclear Assets and MDA LTD. TO BE ADDED TO S&P/TSX COMPOSITE INDEX – MDA.to

have completed a transaction in which Calian has purchased assets associated with MDA’s nuclear services. Details to come

NowVertical Signs Multi-Year Contract with Leading South African Bank in a $1.5 Million 3-Year Deal – NOW.v

Announce it has renewed its contract with one of the oldest of South Africa’s “big four” banks (the “Customer”) for its NOW Privacy software. With this third consecutive renewal, the Customer has agreed to a 3-year $1.5 million commitment paid in the first half of 2024. This demonstrates a transition from previous one-year contracts to a substantial long-term partnership.

Under this multi-year renewal, NOW will continue delivering its solutions, services and cutting-edge technology through its NOW Privacy software solution. Among other use cases, NOW Privacy ensures ongoing compliance with the Protection of Personal Information Act (“POPIA”) of South Africa, effectively manages and reduces surface attack exposure, and streamlines processes for data subject access requests. The NOW Privacy technology is responsible for overseeing the management of over 1 billion unstructured data records for this Customer.

C-COM Releases New 1.3M Manpack Antenna – CMI.v

announced today that it has successfully completed the design, development and testing of its new 1.3M Manpack antenna system. Shipments of the advanced 1.3M Manpack antenna will commence in the second quarter of 2024.

Compact and lightweight, the iNetVu® MP-130-MOT Manpack is C-COM’s newest 3 axis motorized, fully automatic antenna system. Building on its predecessors in the Manpack product line, the 130cm carbon fiber antenna is easily transportable and can be assembled in minutes without any tools. It can locate the desired satellite in less than one minute, with a simple press of a button. There is already a significant interest in deploying this new product for a wide range of applications worldwide including disaster management, cellular backhaul and military.

Wednesday:

CEMATRIX Announces $6.7 Million In New Contracts – CVX.v

is pleased to announce that it has signed $6.7 million in new and modified contracts, bringing its total contracts announced since the beginning of the fiscal 2024 year to $12.9 million.

“These new contracts add to the momentum built throughout 2023 that delivered record revenues for CEMATRIX,” stated Jeff Kendrick, CEMATRIX President and CEO. “We continue to safely and efficiently execute on the backlog that we have developed over the past few years, and we continue to maintain and build our backlog organically with a healthy mix of repeat business and new customers.”

“The majority of the $6.7 million in new contracts are new projects, not previously included in Contracts in Process. These new projects or changes to projects include a $1.2 million load reducing fill project in the Eastern U.S. and a $1.4 million change order to a tunnel backfill project in the Midwest U.S. All of the new and modified contracts are currently scheduled to be completed in 2024”.

CryptoBlox Signs Share Purchase Agreement to Acquire Blockchain Fintech – BLOX.cse

nnounce that it has entered into a share purchase agreement, dated effective March 4, 2024 (the “Agreement”), to acquire (the “Acquisition”) Blockchain Fintech Unipessoal LDA (“Blockchain Fintech”), a Portuguese corporation that develops blockchain-based financial technologies that help onboard “average users” to the blockchain economy. Pursuant to the Agreement, the Company will acquire 100% of the outstanding shares of Blockchain Fintech for 20,000,000 common shares of the Company, having a deemed value of $11,000,000.

GreenPower Launches New Truck Body Business to Provide a One-Stop Shop for Commercial Customers – GP.v

GP Truck Body offers a complete line of truck bodies including dry freight, refrigerated boxes, aluminum stakebeds, steel and aluminum flatbeds and service bodies that maximize cargo capacity and delivery range. With the launch of the company, GreenPower and its operating businesses, now cover every stage of the fleet experience. “

Thursday:

Braille Energy Enters Initial Production Phase of Its Electrafy Home Back-Up Power System – BES.v

announce that is has entered the initial production phase for its Electrafy Home Back-up Power System. “This initial product run is allocated to specific customer trials to support large scale production for availability commencing in the spring of 2024,” said Lindsay Weatherdon, President and CEO of BESI. “We will also be using these units for continued in-field testing with potential partners in the Residential Home Construction and In-Home Service Industries.”

The company is also pleased to advise that it has received an initial Purchase Order for $132,775.00 from Electrification Made Easy Inc., a re-seller in Atlantic Canada, through a partnership with Callbecks Home Hardware.

Liberty Receives Formal Federal Communications Commission (FCC) Approval for HEXWAVE – SCAN.v

nnounce that the HEXWAVE™ product was granted a formal equipment authorization approval from the Federal Communications Commission (FCC), another important milestone for it’s ultra-wideband product technology. The Company previously had an FCC Waiver in place.Liberty’s HEXWAVE product, a next generation, walkthrough, contactless threat detection system uses low-power radar imaging, coupled with AI and computing platform, to detect concealed metallic and non-metallic threats at speed, providing automated decisions to security operators. The company has sold the HEXWAVE to multiple market verticals including aviation, courthouses, national labs, prisons and government facilities.

The Office of Engineering and Technology (OET) administers the equipment authorization program under the authority delegated to it by the FCC. This program is one of the principal ways the FCC ensures that Radio Frequency (RF) devices used in the United States operate effectively without causing harmful interference and otherwise comply with the FCC’s rules.

ARway.ai Signs Multiple SaaS Deals For its Augmented Reality Experience Platform; in Real Estate, Fashion and Hospitality – ARWY.cse

announce new partnerships with leading innovators in the industry, Holition.com, 3D Marx and Aigentless. ARway.ai is quickly becoming the preferred choice among industry developers, following successful pilots and established credibility, and these subscriptions signify a major ramp-up in XR project adoption across various sectors.

These subscriptions represent a leap forward in the adoption of AR/VR/XR technologies for location based mobile applications, showcasing a commitment to pushing the boundaries of spatial computing, marketing, and advertising.

Quisitive Awarded the AI and Machine Learning in Microsoft Azure Specialization – QUIS.v

, announced it has earned the prestigious AI and Machine Learning in Microsoft Azure Specialization.

The AI and Machine Learning specialization recognizes partners who demonstrate expertise in the artificial intelligence field and validated capabilities in facilitating customer adoption of AI, as well as executing Azure solutions for AI-powered applications and machine learning life cycles. Securing this advanced specialization requires multiple certifications, a successful track record in collaborating with Microsoft, and a meticulous audit process. This specialization presents Quisitive with significant co-selling opportunities with Microsoft, such as Azure Innovate and other funding programs, positioning the Company as an AI go-to-market partner for Microsoft.

Hypercharge Delivers 128 EV Charging Stations to Lark Group Development – HC.neo

has delivered 128 Level 2 EV chargers to the Lark Group of Companies (“Lark“) for its City Centre 4 development (the “Project”), a new premium office and retail building located in Surrey, BC, with installation due to be completed in Summer 2024.Under the Project, first announced in March 2023, Colwin Electrical Group, a Hypercharge Preferred Partner, will manage the EV infrastructure requirements and installation of all 128 Level 2 charging stations at City Centre 4 in the second half of 2024. Locally owned and operated in Port Moody, BC, Colwin Electrical Group delivers a range of electrical services from system design, cost planning and commercial installation to thermal imaging diagnostics and responsive maintenance service.

Vitreous Glass Announces Supply Contract Extension – VCI.v

announces the successful renegotiation and extension of a crucial long-term supply contract with its largest raw material supplier.

Friday:

KWESST Awarded Contract From Ontario Provincial Police – KWE.v

announced that it has been awarded a contract by the Ontario Provincial Police (“OPP”) to deliver training and certification to the force’s lead Team Awareness Kit (TAK) users and trainers. The OPP is Canada’s largest police force next to the Royal Canadian Mounted Police (RCMP) and has a force of 5,800 uniformed officers.KWESST Lightning™ leverages the Company’s military digitization capabilities to provide a scalable cloud-based TAK-enabled situational awareness app for the public safety market for real-time shared information among front-line responders and commanders during critical, dynamic incidents. The system will allow users to build and select from a menu of different “mission” modules appropriate to the incident. KWESST is already under subcontract with a national public safety agency to develop one such “mission” module for Ground Search and Rescue (“GSAR”) operations for the community of law enforcement and volunteer organizations who conduct searches for thousands of lost people each year.