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InvestmentGuru
@InvestmentGuru_
Tracking disruptive innovation | AI • Space • Robotics • Biotech | Long-term investor | Asymmetric opportunities |Compounding |Not financial advice | 🇨🇦
Joined January 2019
1.2K Following    42K Followers
$CJMB — Another Strong Addition to the Callan Power Story Callan JMB continues to build out its energy strategy, and today’s announcement adds another experienced name to the team. Andy Weigman is set to join Callan Power as Senior VP of Land & Acquisitions following the closing of the previously announced Williston Basin acquisition. Why does this matter? Weigman brings: 🛢️ 14+ years of Williston Basin experience 🏢 9 years at Northern Oil & Gas ($NOG) 💰 Experience sourcing $1B+ of potential acquisitions ⛽ Exposure to opportunities across 900+ wells 🤝 Nearly a decade working alongside Mike Reger, now President of Callan Power This isn’t simply adding another executive. The bigger picture is that $CJMB appears to be building a repeatable non-operated oil & gas acquisition platform, rather than relying on a single drilling project. The non-operated model allows Callan Power to participate in wells operated by other companies while diversifying exposure across: • Multiple operators • Multiple wells • Different development timelines • Different geological opportunities And with Mike Reger + Andy Weigman now reunited, Callan Power is bringing together a team with significant Williston Basin and non-operated acquisition experience. Remember, this is still an early-stage energy expansion, and the previously announced acquisition still needs to close. But step by step, $CJMB is building something much bigger than the original cold-chain logistics story. Healthcare + Emergency Preparedness + Energy + Critical Infrastructure. Communicated Disclaimer: @TheTitanMedia Not financial advice.
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🚨 $CJMB — A Small-Cap Story You Should Know About Sometimes the most interesting opportunities are not the companies everyone is already talking about. They’re the companies quietly building infrastructure behind critical industries. At its core, $CJMB operates in pharmaceutical cold-chain logistics, fulfillment, storage and monitoring, with experience connected to emergency preparedness and the U.S. Strategic National Stockpile. And this isn’t just a startup with a good story. $CJMB says it has managed 3M+ pharmaceutical shipments since 2007, with a reported 99.9% success rate. Its Sentry monitoring platform and VIP reusable thermal shipping systems provide real-time visibility into temperature, location and shipment handling — critical capabilities when you’re moving high-value pharmaceutical products. 🇺🇸 The Government Opportunity $CJMB has worked with organizations including: • City of Chicago • Oregon Health Authority • Texas DSHS Government relationships and emergency-preparedness contracts can create an important foundation for a company operating in this niche. But the bigger opportunity may be what comes next. 🚀 $CJMB Is Expanding The company is building a broader critical-infrastructure platform through: 🏭 Atlas Complex — pharmaceutical onshoring 🧬 Attune Biotech — potential $50M–$75M total revenue over the life of the agreement 🇮🇳 Callan JMB Services India — international expansion ⚡ Callan Power — domestic energy infrastructure And now we have another major development: 🛢️ Callan Power has agreed to acquire Reger Oil assets in the Williston Basin. The proposed 23-well Red River program is projected by the company to generate approximately $252M in cumulative net operating cash flow, with approximately $42M in annual net operating cash flow by 2029. Even more interesting: Michael Reger, former CEO and founder of Northern Oil & Gas, is joining $CJMB as President of Callan Power and as a Board member. That adds significant energy-development experience to the platform. 🧠 Why I Think $CJMB Is Interesting You’re potentially looking at a company sitting at the intersection of several major themes: 🇺🇸 Emergency preparedness 💊 Pharmaceutical supply chains 🏭 U.S. manufacturing/onshoring 🛢️ Domestic energy ⚡ Critical infrastructure 📦 Logistics 🌎 International expansion This is no longer just a cold-chain logistics story. The company is attempting to build a diversified critical-infrastructure platform. Of course, $CJMB is still a high-risk micro-cap, and execution will ultimately determine whether management can turn these opportunities into meaningful revenue and cash flow. But that’s exactly why I’m putting it on the radar early. The next things I want to see are: ✅ Revenue acceleration ✅ Attune monetization ✅ Government contract growth ✅ Atlas Complex progress ✅ Callan Power execution ✅ Improving cash generation ✅ Continued disciplined capital allocation If management executes, the company we’re looking at a few years from now could look very different from the company investors see today. Sometimes the opportunity isn’t in buying what’s already obvious. It’s identifying the companies that could become obvious later. This is paid promotion Communicated Disclaimer: @TheTitanMedia Not financial advice.
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