Breakout #7 CEM Florida 🏆 Results
Future-forward industries
resonate at Florida Capital Event
Groundbreaking advancements in clean technology, critical resources, AI, and medical innovation took center stage at CEM’s 8th Annual Florida Capital Event last weekend, paving the way for collaborations designed to make portfolios future-ready.
Curated one-on-one discussions—the hallmark of CEM summits—quickly became convergence points for industry leaders, disruptive innovators, and forward-thinking investors to explore what lies ahead in 2025 and beyond.
“A future-ready portfolio isn’t built by chasing fads; it’s crafted by getting insights into innovation, policy, and global demand. Events like this are key to unlocking that understanding,” said an analyst, who made the trek to Florida.
As a day of insightful conversations drew to a close, the energy shifted to the Investor Breakout Exchange, where sharp-eyed deal hunters selected their Top Picks.
Here are your early and exclusive insights into the Top Picks that captivated investor attention in Florida, triggering game-changing partnerships and portfolio-defining moves.
Top Picks:
TSXV: CVW | OTCQX: CVWFF
CVW CleanTech
CVW CleanTech is focused on creating sustainable solutions for managing oil sands tailings. The company has developed its proprietary "Creating Value from Waste™" technology, a groundbreaking system to recover valuable resources like bitumen, solvents, critical minerals, and water from oil sands-froth treatment tailings. By doing so, it significantly reduces emissions from tailings ponds, improves waste management, and helps restore natural ecosystems.
Why it was picked:
- CVW CleanTech has closed a $14 million royalty investment agreement with Northstar Clean Technologies Inc., a company which takes discarded asphalt shingles and extracts its valuable components for reuse. CVW CleanTech expects long-term average cash flows of $1.8M per annum from its investment in Northstar. In addition to its proprietary technology, CleanTech aims to create value for its shareholders by obtaining exposure to other clean technologies through royalty structures.
(Northstar Clean Technologies was a Top Pick at the 12th annual Muskoka Capital Event hosted by CEM. Read: Northstar's shingle-minded pursuit is turning waste into wealth.) - The University of Alberta has partnered with CVW CleanTech on a research project to extract commercial-grade monazite from oil sands tailings, a valuable resource that can be used to produce critical minerals essential for building batteries, electric vehicles, wind turbines, and other clean technologies. This project will provide Canada with a new supply of critical minerals while supporting efforts to decarbonize the economy.
- The global cleantech market is projected to exceed $3.3 trillion by next year, offering substantial growth opportunities. CVW CleanTech boasts an advanced opportunity pipeline with over $300M of transaction value with another 30+ opportunities under evaluation. The company's in-house technical expertise and proven management team further bolster its potential for meaningful, royalty-based cash flow streams to generate near-term cash flow.
TSXV: ALDE | OTCQX: ADBRF
Aldebaran Resources Inc.
Aldebaran Resources is a mineral exploration company established in 2018 as a spinout from Regulus Resources Inc., retaining the same management team. The company holds a 60% interest in the Altar copper-gold project in San Juan Province, Argentina, with an agreement underway to increase its stake to 80%. The Altar project hosts multiple porphyry copper-gold deposits and is part of a region containing world-class deposits like Los Pelambres (Antofagasta Minerals), El PachĂłn (Glencore), and Los Azules (McEwen Copper), presenting significant exploration and discovery potential.
Why it was picked:
- Aldebaran is reporting a very significant increase in mineral resources at the Altar Copper-Gold Project in San Juan, Argentina. The Altar project’s updated MRE now has a measured and indicated resource equating to an impressive 22.01 billion pounds of copper, 5.08 million ounces of gold, and 93.76 million ounces of silver, demonstrating that the project is one of the largest undeveloped copper-gold deposits in the world. On the back of the new resource estimate, Aldebaran has begun working towards the first PEA on the Altar project, to be completed in Q2-2025.
- Aldebaran has entered into an option to joint venture agreement with Nuton Holdings Ltd., a Rio Tinto venture, for the Altar Project. This collaboration aims to leverage Nuton's proprietary sulphide leaching technologies at Altar, potentially increasing the project's economic viability and demonstrating confidence from a major industry player.
- In addition to Nuton, Aldebaran has major financial and strategic backing from Route One Investment Company, a San Francisco based hedge fund; Sibanye Stillwater, a multinational mining and metals processing group; and South 32, an Australian-based mining and metals company, that was spun out from BHP.
Private
Light AI
Light AI is an Artificial Intelligence company that focuses on cutting-edge medical imaging solutions to distinguish between bacterial and viral infections in real time. Their innovative technology scans for disease markers in the mouth, providing instant feedback to determine whether an individual is free of infection or requires further attention from healthcare professionals. The private company, based in British Columbia, offers decision-support solutions that are accessible, cost-effective, non-invasive, painless, and highly accurate.
Why it was picked:
- With the growing urgency to address global health challenges, including pandemics, keeping populations healthy while minimizing the spread of infectious diseases has become a critical necessity. Light AI’s technology can be seamlessly deployed in various settings requiring rapid screening, such as airports, hospitals, long-term care facilities, resorts, amusement parks, and sports and entertainment venues.
- Each year, there are approximately 15 million pharyngitis cases in the U.S., with an average cost of $270 per visit. Light AI’s innovative solution has the potential to prevent up to 13.5 million of these visits, leading to substantial cost savings for the healthcare system.
- By leveraging the global reach of over 4 billion smartphones, Light AI is developing mobile-based diagnostic solutions that promise to provide convenient, affordable, and accessible healthcare options. This approach has the potential to revolutionize traditional healthcare models by making diagnostics more efficient and universally available.
NASDAQ: AIFF
Firefly Neuroscience
Firefly Neuroscience is an AI-driven company dedicated to enhancing brain health outcomes for individuals with neurological and mental disorders. Their FDA-cleared Brain Network Analytics (BNA™) technology offers advanced diagnostic and treatment monitoring for conditions such as depression, dementia, anxiety disorders, concussions, and ADHD.
Why it was picked:
- Over the past 15 years, Firefly has invested approximately $60 million to develop its BNA software, establish an extensive database of brain wave tests, secure patent protection, and obtain FDA approval for marketing and distribution. This investment has positioned the company to commercially launch the BNA Platform across diverse markets,
- Firefly is forging strategic partnerships with globally recognized and well-respected pharmaceutical companies such as Bright Minds, Novartis and Takeda, that will accelerate its growth and capabilities, leveraging the company’s proprietary database of over 77,000 EEG scans across twelve disorders.
- Firefly is strategically advancing the commercialization of its Brain Network Analytics technology through two primary pathways. The company is targeting partnerships with neuroscience-focused pharmaceutical companies involved in drug research and clinical trials, while also equipping U.S. neurologists with innovative tools to enhance the diagnosis and treatment of brain health conditions.
NASDAQ: USAU
U.S Gold Corp.
U.S. Gold Corp. is focused on the exploration and development of gold and copper resources within the United States. The company's flagship asset is the CK Gold Project, situated in Southeast Wyoming. Additionally, U.S. Gold Corp. holds two exploration projects: the Keystone Gold Project on Nevada's Cortez Trend and the Challis Gold Project in Idaho.
Why it was picked:
- The company's flagship CK Gold Project in Southeast Wyoming has achieved full permitting status, including the recent acquisition of the Air Quality Permit from the Wyoming Department of Environmental Quality. This milestone allows U.S. Gold Corp. to advance toward development, positioning the project to benefit from favorable commodity prices, particularly in gold and copper.
- The company has a world-class portfolio in stable and mining friendly U.S. jurisdictions, offering investors both near-term gold-copper production potential with blue-sky exploration upside.
- The company is also exploring the potential of utilizing the rock resources linked to its copper and gold projects to meet the anticipated strong local demand for construction materials. This approach aims to repurpose what would otherwise be waste rock, turning it into a valuable resource to support the region's growing development needs.
Honourable Mentions:
Below is a list of companies that also garnered the attention of the Investor Breakout Exchange in Florida:
| Barksdale Resources | Nanalysis Scientific |
| Bayridge Resources | NervGen Pharma |
| BeMetals | Nova Pacific Metals |
| Benton Resources | Orezone Gold |
| BriaCell Therapeutics | Patriot Gold Vault |
| DynaResource | Prospect Ridge Resources |
| Elemental Altus Royalties | Sandstorm Gold Royalties |
| FendX Technologies | Skyharbour Resources |
| First Helium | Sranan Metals |
| First Nordic Metals | Standard Uranium |
| Forte Minerals | Strikepoint Gold |
| Hayasa Metals | Thiogenesis Therapeutics |
| Honey Badger Silver | Valkea Resources |
| Horizon Copper | ValOre Metals |
| IMPACT Silver | VERSES AI |
| Klondike Gold | XORTX Therapeutics |
| Liberty Defense Holdings | Ynvisible Interactive |
| Madison Metals | ZenaTech |
| Myriad Uranium | ZOOMD Technologies |
Keep an eye out for a deep dive into what made them stand out in the room, which will be brought to you in a series of special Spotlight Features and Performance Alerts over the coming weeks.
Next Stop: Bahamas
AlphaNorth Capital Event
January 17 – January 19, 2025
The 11th annual AlphaNorth Capital Event is your unmissable gateway to groundbreaking investment opportunities in 2025 and beyond. Set against the breathtaking backdrop of the newly renovated Atlantis Resort in Nassau, curated one-on-one meetings will give capital market players direct access to insights from cutting-edge companies across critical sectors.
Warm Regards and Happy Investing,
Fabian Dawson