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**I lay all this out to share in a post because I like the company and the CEO and think it is a great opportunity for the near term and long term (and it also helps my own thought process about CYCU as an investment). It would be gratifying if others were able to profit from this information.**
**TL;DR and My Take/Predictions are at the bottom…but reading the facts beforehand is a must…**
**Catalyst:**
**8/20, Thursday, NASDAQ Hearings Panel scheduled (to discuss delisting or extension)**
**Per Copilot:**
* 70% to 75% of the time NASDAQ Hearings Panel decisions are made 14 to 18 days after the hearing (i.e., **from Thu, 9/3 to Mon 9/7**)
* Could be as little as 7 days for a decision
* Based on hundreds of cases from 2023 to 2026, an extension is granted in \~90 to 95% of cases (for bid price cases: \~ 97 to 99%)
* Real-world cases breakdown of extension days granted:
* 30 – 45 days – 55% of cases
* 60 days – 25% of cases
* 90 days – 15% of cases
* 120 – 180 days – 5% of cases
* If an extension is granted, the **extension clock** **starts on the decision-letter date**, not the hearing date, which is great because it would give CYCU more time being listed, to reach & maintain $1+ SP or more for 10 consecutive days
**Share Price, Market Cap, Outstanding Shares, Warrants (to the best of my knowledge):**
**6/30, Q2 10-Q:**
* Outstanding Shares (OS) 25.84M
* Warrants: Series A, B, D and Common total 0.47M
**7/31 PR:**
* 3.34M Inducement **Warrants exercised** at $1.35 per share by institutional investor
* $4.5M gross proceeds raised
* **5.01M New Warrants** issued to same institutional investor at **$1.65 exercise price**
**8/4 PR:**
* **Assuming 2M Warrants** were added, per the below 6/29 PR
* **The future Fully Diluted (all warrants exercised) share count is 36.66M**
* Note, until the SP reaches $1.65 (actually, a fair amount higher), **the practical Fully Diluted share count is 31.65M**
**8/18 Market close:** **SP** $.73 | **MC** $21M | **OS** 29.18M shares = 25.84M + 3.34M

**Recent Key Events Timeline:**
**6/29 PR:**
* CYCU enters into asset purchase agreement for Kustom Entertainment’s Digital Ally Video Solutions Business
* In-car video systems, body-worn cameras, digital evidence mgmnt solutions
* Used by law enforcement agencies, municipalities, and public safety organizations
* **\~1,000 new customer relationships**
* 58-patent portfolio
* $5.1M annual revenue, $1.2M EBITDA, $8M backlog—**primarily from recurring subscriptions and multi-year contracts**
**7/8 PR:** BoD and Management decline to do an allowable 7:1 reverse stock split.
* “…would not protect shareholders…”
* Have evidence of Oct 2025 and March 16, 2026 market manipulation, spoofing
* In contact with NASDAQ and will continue to pursue every legal, regulatory, and forensic avenue
**7/14:** **CEO YouTube interview:** [https://youtu.be/Bn45YsWdybU](https://youtu.be/Bn45YsWdybU)
* FYI, prior CEO interview on April 20, 2026: [https://youtu.be/xQIOqTufAo4](https://youtu.be/xQIOqTufAo4)
* **I LIKE THIS CEO!**
* He gives simple, straightforward, and sincere explanations/responses, and is seriously intent on building a great business. His projections of a growing business are unfolding now.
* Envisions break even to profitable by end of 2026 or Q1 2027.
* 20 market makers have been subpoenaed
**7/30 PR:** Largest sale in company history ($54.6M over 10 years, with Top-5 Global Consulting firm).
* **7/29 Market close at $.27**
* **7/30 Share price ran from \~$.32 open, to an intraday high of $1.84 to close at $1.61, and an after-hours high of \~$2.30.**
**7/31 PR:** $4.5M gross proceeds ATM transaction
**8/4 PR:** CYCU closes acquisition of Kustom Entertainment’s Digital Ally Video Solutions Business
* Refer to 6/29 PR above in this timeline
* **2M Warrants** included in the deal, per the 6/29 PR but not confirmed in the 8/4 PR
* **Now serve more than 800 police depts, municipalities, and public safety agencies** that rely on Digital Ally’s video and evidence platforms—and become prospects for CYCU’s cybersecurity solutions
* **Bringing CYCU’s Annual Revenue Run Rate to \~$30M! (also see Sales Pipeline below)**
**8/14 Q2 2026 10-Q PR:**
* Rev $3.8M
* GM $1.1M (**29.1% gross margin %** … compared to 21.1% in Q1 2026 and 17.5%, per the above 7/30 PR)
* EPS $(0.41) beating consensus of $(.56); net loss $(4.0)M vs. $(5.3)M prior-yr quarter
* Adjusted EBITDA $(1.4)M, improved from $(2.1)M in prior-year quarter
* Net debt dropped 28% to $5.8M from $8.1M year-over-year
* Company positions for **stronger second half of 2026**
* **Cost Reduction initiatives** expected to generate more than **$2.2M in annualized savings**
* **Sales Pipeline** as of early August 2026:
* **122 open opportunities, representing $34M in first-year contract value, including $11M in late-stage pursuits**
* **41 new awards (closes) year-to-date in 2026**
**8/17 PR:**
* Board authorizes $500,000 share repurchase program (over the next 12 months), citing meaningful undervaluation
* **My Take: A nod of confidence to shareholders**
**8/18 PR:**
* New fleet driver analytics patent granted
* From the Digital Ally video solutions acquisition
* Enables fleet operators to track vehicles, **map incidents with linked video evidence**, and generate comparative driver performance profiles and scores.
* Opening a $100B+ telematics market to CYCU
* Will deepen client retention
**TL;DR**
* NASDAQ Hearings Panel on Aug 20: high likelihood of an extension to allow time for CYCU to organically reach $1+ bid price for 10 consecutive days
* 2026 has been transformative (not shown above but also acquired Secuvant (Security Operations Center, SOC-as-a-Service) earlier this year
* CYCU is in a serious acquisition/growth mode this year with strong results
* Currently the company is undervalued
**MY TAKE/PREDICTIONS:**
* CYCU will get a 45 to 60-day Hearings Panel extension, at a minimum. Their market manipulation evidence and recent strong wins/pipeline may give them a 90 to 120-day extension
* Share price will likely be over $1 for 10 consecutive days soon after the Hearings Panel decision is made
* Will be at a minimum of $40M annual revenue run-rate by EOY 2026 with the addition of late-stage pursuits closing and other deals that consummate
* Cost-cutting initiatives will help to be break-even to profitable by end of 2026 to early Q1 2027 (CEO’s prediction will come to pass)
* Q3 2026 earnings report in Nov will be another positive inflection point for the share price
* Sales acceleration into 2027 due to new 800 to 1000 customer pool and now the addition of fleet telematics with map incidents linked video evidence
* Will likely be at a $50M to $55M annual revenue run-rate by mid-2027
* Good news and wins will continue
* They were supposed to close on the HavenX/Halo (55% and higher gross margins) acquisition by 7/31, but that company had not yet provided audited financials and the key salesperson said he was not going to continue with the company (and his continuing was part of the deal).
* If that deal resurrects and closes…LOOK OUT Price Target increase!
* **BOTTOM LINE: IMO, based on all the above, the share price should be \~$1.40 (1x projected end-of-year revenue, for a company hitting its stride) RIGHT NOW!**

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