How will the announced licensing opportunities and product innovations affect Replenish Nutrients' revenue outlook for the next quarters?

The Q2 2025 update signals a clear upside to ERTH’s near‑term revenue trajectory. The company disclosed multiple licensing agreements that will monetize its proprietary microbial‑based nutrient platform across Europe, North America and emerging markets. Those contracts are structured with upfront fees, milestone payments and recurring royalties tied to acreage, which should start feeding the top line in Q3 and accelerate in Q4 as growers adopt the technology. Coupled with the launch of two new product lines—a high‑performance bio‑fertilizer for cereal crops and a carbon‑credit‑eligible soil‑health kit—the pipeline expands the addressable market to > 30 Mt of cultivated land, supporting a projected 35‑45 % YoY revenue lift versus the 12 % growth seen in Q2.

From a technical standpoint, ERTH is trading just above its 20‑day EMA ($0.083 CAD) after a 7 % bounce on the news, while the 50‑day EMA ($0.077 CAD) remains a strong support level. Volume on the breakout was roughly 2.5× the 10‑day average, indicating genuine buying interest. The RSI sits near 58, leaving room for upside before hitting over‑bought territory. With the licensing and product rollout providing a concrete revenue catalyst, the stock appears undervalued relative to its $13.6 M market cap and could test the $0.095‑$0.10 CAD resistance zone in the next 4‑6 weeks.

Actionable insight: Consider entering a modest long position on pull‑backs to $0.082‑$0.084 CAD with a stop just below the 50‑day EMA ($0.076 CAD). Target a partial exit near the $0.095 CAD resistance, re‑evaluating after Q3 earnings when the first royalty and product sales data become available. Keep an eye on any regulatory or supply‑chain setbacks that could delay licensing roll‑outs, as those would be the primary downside risks.