CMC
Commercial Metals Company
stock NYSE

Disclaimer: My posts are not investment advice. Conduct your own due diligence. I am simply an individual on Reddit sharing my opinion; please interpret it as such. You have full authority to share with any media type.
**The Move Everyone Missed**
Tidewater Renewables (TSX: LCFS) hit an all-time low of $0.58 in February 2025. Fourteen months later, it is trading above $10. That is roughly an 18x return for anyone who had the conviction to buy when no one was looking.
The volume surged last week. The stock moved from $7 to $10 in a matter of days. Retail investors are now chasing a stock that the market left for dead a year ago. The catalyst was not a single press release. It was an accumulation of policy tailwinds, operational improvements, and the growing realization that Canadian SAF infrastructure is about to become one of the most capital-intensive buildouts in the country’s energy transition.
If you missed Tidewater, the question is: are you paying attention to what is setting up right now?
Cielo Waste Solutions (TSXV: CMC | OTCQB: CWSFF) is sitting at a market capitalization of approximately CAD $17 million.
Project Nexus is a SAF project, in the same province, targeting the same BC LCFS Initiative Agreement framework, with a structurally superior carbon intensity pathway and a majority Indigenous ownership structure that Tidewater does not have. This is not hindsight. This is pattern recognition.
**Sky’s The Limit**
At CAD $17 million, the market is pricing Cielo as if Project Nexus does not exist. If the company secures a BC LCFS Initiative Agreement, a milestone that both precedent and project characteristics strongly support, the credit value alone could exceed the current market capitalization.
Tidewater proved the model. It went from a sub-dollar stock to a near-$400 million market cap on the back of BC policy support, Initiative Agreements, and the SAF tailwind. The same policy framework, the same province, the same credit mechanism is available to Cielo, with the added advantage of the most deeply negative carbon intensity pathway in the sector and a majority Indigenous ownership structure that is uniquely positioned for the current funding environment.
The people who bought Tidewater at $0.58 were not buying revenue. They were not buying EBITDA. They were buying the setup. They were buying the policy alignment, the project positioning, and the asymmetry between where the stock was trading and where it could go.
Cielo is that setup today. The volume is starting to pick up. The retail community is paying attention. The leadership team is in place. The catalysts, starting with the Initiative Agreement, are ahead, not behind.
The SAF market is not waiting. It’s here and the time is now.

Hi everyone,
Can anyone give me the ticker codes of long(er)
dated but well out of the money put options on the main US markets, DJ and or Nasdaq that I can buy for pennies and put in the sock drawer waiting the massive fall I am expecting.
Ideally something I can buy on CMC and just forget about until calamity strikes.

I bought TRON in Dec 2017 at .04 and two years later it dropped 50% so DCA’d down. With a value increase of 1038% (according to CMC) over 9.5 years it is my sweetheart coin and seems to defy the market with its upward trajectory. Personally, I expect this trend to continue with the likelihood it will grow exponentially due to increased interest in the coin. No reason it can’t be a $3, $30 or $300 coin in the future.
Why I didn’t buy even more at .02 I really don’t know.