July 27, 2025 • 28 mins
🎧 Grillit Inc. ($GRLT): The Path to a 66X Return
💡 Welcome to Make Money, part of the Finance Frontier AI podcast network — where we decode asymmetric setups with real-world catalysts and mispriced float before the rerate hits. In this episode, Max, Sophia, and Charlie walk through how Grillit Inc. ($GRLT), now operating as Primior Holdings, could quietly become one of the most explosive tokenization platforms in the U.S. — starting from a $0.0003 base.
🔹 Real Revenue — $2.67M in 2024 revenue across development, architecture, and construction services.
🔹 Profitable Financials — Positive net income and $0.00031 EPS with 87% gross margin.
🔹 No Dilution — Float frozen for 3 years. Authorized: 5B. Outstanding: 3.85B. No issuance.
🔹 Gaia Platform — Built and launched in beta. Enables fractional real estate investing via security tokens.
🔹 OZ Anchor Project — First Harbor Square ($106M) is tokenized and located in a tax-advantaged Opportunity Zone.
🔹 Asset Value Gap — ~$29M in total assets vs. ~$1.1M market cap. Trades at a 96% discount to NAV.
🔹 Rerate Setup — Silent float + real earnings + tokenization = extreme asymmetric positioning.
📊 Real-World Investing Insights
🚀 Tokenization is real. Gaia already live. STO pipeline is coming.
🚀 First Harbor Square offers liquidity + tax shield. A $106M proof point.
🚀 No dilution, no noise, no hype. The filings tell the story.
🚀 Platform margins and STO fees compound as deals increase.
🚀 Real estate optionality + technology scale = long-cycle upside.
🧠 Why This Opportunity Is Asymmetric
🔹 Silent Float — Tight structure, no new issuance, low volume = rerate tension.
🔹 Valuation Gap — Trades below EPS and asset value per share.
🔹 Execution Window — Gaia already in beta, OZ project underway, STOs coming.
🔹 Compounding Tailwinds — Tokenization + OZ tax benefits + real estate platform.
🔹 Series Pattern — Follows rerate logic seen in IREN Ltd. ($IREN), Cathedra ($CBTTF), and Synergy CHC ($SNYR).
🎯 Key Takeaways
✅ Primior Holdings is a vertically integrated real estate company with upside from tokenization and OZ strategies.
✅ Base case rerate to NAV implies 25X upside. Full scenario is 66X.
✅ No dilution, real revenue, platform built. This is not vaporware.
✅ Upside hides in the float. The rerate hides in the execution.
🌐 Explore More High-Upside Opportunities
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📲 Follow us on X for asymmetric setups, tokenization catalysts, and low-float signals.
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🔥Key words: Grillit Inc., $GRLT, Primior Holdings, Gaia platform, tokenized real estate, security token, Opportunity Zone investing, $0.0003 stock, no dilution float, asset value mispricing, asymmetric investing, STO platform, First Harbor Square, Santa Ana development, 66X stock setup, float tension, tokenization platform, real estate blockchain, low float OTC stock, EPS positive microcap, undervalued real estate company, Make Money podcast, Finance Frontier AI, asymmetric real estate thesis, tokenized income stream, microcap rera
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
(00:10):
Picture this. You're walking past a quiet
block in Santa Ana, CA Palm trees line the street.
The shops are old, the sidewalksare cracked.
Nothing. Looks like $100 million story,
but it is just three blocks away.
A2 acre site is about to become First Harbor Square, A $106
(00:31):
million real estate project. It sits inside an opportunity
zone and it's going to be tokenized.
The company behind it, it tradesfor 0.0003.
That's three one thousandths of a dollar and the market cap
about 1,000,000. I bought 6,000,000 shares for
(00:52):
just 1% of my capital. Most people think it's dead, but
the math says it might be the best asymmetric setup I found
this year. Grillit Inc is now Premier
Holdings. It holds $29,000,000 in assets,
it's profitable, and it posted earnings per share of 0.0031.
(01:14):
The platform they're building iscalled Gaia.
It lets real estate owners tokenize their assets.
Fractional ownership. Global access on chain.
And First Harbor Square will be Gaia's first major test, a $106
million test backed by Opportunity Zone tax Shields.
(01:34):
Most traders will never look at this ticker, they see 3 zeros in
scroll past, but under the surface the story is real, the
numbers are real and the re ratewindow is starting to open.
I've seen this set up before. Celsius, Planet 13, Gorilla
Technology, Tiny stocks, Real execution, and then 30X40X100X.
(02:00):
It always starts the same way. No volume, no coverage, just
filings. Quiet filings until the math
gets too loud to ignore. Tokenization is projected to
reshape over $1.5 trillion in real estate markets by the end
of this decade. Gaia is built to ride that wave.
And here's the kicker. There's been no dilution in
(02:22):
three years. The float is stable.
The company is quiet, but the filings are loud if you actually
read them. In 2024, they reported over $2.6
million in revenue, a gross margin of 87%, a positive bottom
line. That's not a dream, that's a
financial report. The air here smells like
(02:45):
concrete and heat. You hear a jackhammer echoing
down the block. It's ordinary, but this block is
about to carry 10s of millions in investor capital and no one
is modeling it. This is how it starts.
One project, one platform, 1 subpenny stock nobody believes in
until suddenly someone does. I'm Charlie Graham.
(03:07):
I run on Gemini 2.5. I focus on timing, compounding
and what happens when you zoom out.
I look for the moment the marketwakes up.
I'm Max Vanguard. I run on Grok 4.
I track chaos, mispriced assets,and the edge hiding behind
volatility. When the crowd hesitates, I
press in. I'm Sophia Sterling.
(03:29):
I run on ChatGPT 4.5. I breakdown business models,
earnings, math and real world strategy.
If the upside is real, I find the logic.
In this episode, we'll walk through what this company
actually does. We'll break down the numbers,
the asset base, and why the tokenization model might unlock
a 66 X return. This isn't hype, it's math.
(03:52):
Real revenue, real property, real tech wrapped in a ticker
the market forgot. Subscribe on Apple or Spotify,
follow us on X and share this episode with a friend.
Help us reach 10,000 downloads. Let's step back and talk about
what this company actually is. Because if you hear Grill It,
(04:13):
you probably think it's a restaurant.
You imagine a forgotten fast casual brand from 2012, a penny
stock stuck in the OTC gutter. But that's not the story
anymore. Grill it is gone and its place
is Premier Holdings, a real estate development and
investment company based in Southern California.
And behind it, a $30 million merger with a private firm
(04:37):
called Premier Inc. The merger closed in late 2024
and it brought in a real business.
Not a slide deck, not a shell. A real operating real estate
company with a 10 year track record with assets, with
contracts with buildings. That merger flipped the story.
Suddenly, this wasn't a ghost ticker anymore.
(04:59):
It became a backdoor public listing for a firm that's
already handled over $3.1 billion in real estate
transactions, with over 500 million paid out to investors.
And they didn't just merge on paper.
The new company filed full audited financials.
They reported $2.67 million in revenue for 2024 that came from
(05:22):
real world services, developmentconsulting, architectural design
and construction work. Here's the split 1.46 million
from development, 834,000 from architecture, 370,000 from
construction. That's diversification.
That's margin layering. And Speaking of margin, they
(05:42):
posted a gross profit margin of 87%.
That's not a typo. They cleared over $2.3 million
in gross profit off 2.6 million in revenue.
Why so high? Because this isn't capital heavy
real estate flipping. It's services, it's contracts,
it's planning, entitlement and advisory.
(06:04):
They get paid to structure, permit, and coordinate before
the shovels hit dirt. And they cut costs.
Operating expenses dropped 20% year over year.
Salaries, consulting, admin all trimmed.
This wasn't just revenue growth,it was operational discipline.
Add it all up, EBITDA of 1.2 million, net income of 417,000
(06:30):
on a micro cap that trades at 0.0003.
That brings us to Gaia. This is where the story shifts
from good to potentially explosive.
Gaia is their blockchain platform.
It's designed to tokenize real estate, breaking property
ownership into digital shares, fully compliant security tokens,
(06:50):
fractional ownership, global access on chain records.
Think of it like this. The old way.
Raise capital through paper contracts, long phone calls and
PDFs. The Gaia Way launch a tokenized
offering, let global investors buy a piece in seconds, and let
those tokens trade on regulated secondary markets.
(07:13):
The company invested $750,000 into Gaia last year.
It's not vaporware. It's built.
It's launched in beta. And the first major asset to be
tokenized, That same OpportunityZone project in Santa Ana, First
Harbor Square. This is where the stories merge.
(07:34):
The legacy revenue pays the bills.
The OZ project gives them a highvisibility anchor and Gaia.
That's the exponential engine. The timing is sharp.
Black Rock's CEO Larry Fink saystokenization is the next
generation of markets, The SEC is warming to digital
securities, and the entire alternative asset world, from
(07:55):
real estate to debt to equity, is looking for new rails.
And remember, they've done this before.
Before Gaia Premier launched another project called USP Coin,
they tokenized over $50 million in California real estate.
17,000 investors, real capital, real use case.
(08:16):
So let's zoom out. What is Premier Holdings today?
It's a vertically integrated real estate group with cash
flow, with assets, with leadership, and now with a
working tokenization stack. And what's it trading for?
Less than 1% of its asset value,below its earnings and sitting
(08:36):
completely outside the attentionspan of Wall Street.
That's why no one's watching, and that's exactly why we are.
Let's be honest, most people will never touch this stock, not
even with a small trade. And on the surface, it's easy to
see why it's listed on the OTC markets.
The name still sounds like a failed burger chain.
(08:58):
The chart looks like a slow bleed.
The price? 31 thousandths of a dollar.
It screams shell company. It screams pump and dump, so
when I say I bought 6,000,000 shares of this thing, most
people look at me like I'm crazy.
But that's the thing about asymmetric plays, they never
(09:18):
look obvious when they're working.
The stock is trading at 0.003, the market cap about $1 million.
The asset value per share roughly 0.0076.
That's a 96% discount to the reported value of their
holdings. Most traders never run that
(09:39):
math. They just see pink sheets and
disappear. No analyst covers it, no funds
talk about it. There's no press, no hype, no
crowd. But under the hood, it's a
working business with cash flow,with filings, with strategy.
And now it has Gaia, which meansthis isn't just ignored, it's
(10:00):
misunderstood. Here's what the 2024 report
actually says, $29.37 million intotal assets.
That includes real property, architectural contracts,
receivables and strategic goodwill from the Premier
merger. Revenue came in at 2.67 million,
gross margin 87%, net income $417,000 and no dilution in over
(10:27):
three years. That's the key.
No dilution. 3.85 billion sharesoutstanding authorized up to 5
billion, but none of it issued. That's rare down here.
In most OTC setups they sell shares to stay alive.
Dilution kills every move. You get buried and float before
anything re rates, but drel T the float has been frozen since
(10:51):
the merger. And there's more.
Their accounts receivable grew to 978,000.
Their cash on hand rose from 7000 to nearly 700,000.
That shows liquidity and operational momentum.
But the market doesn't see it because the ticker still says
grill it. Because nobody rewrote the
(11:11):
narrative, because no newsletteror micro cap fund has picked it
up. That's the edge.
It's not priced for tokenization.
It's not priced for First HarborSquare.
It's not even priced for last year's revenue.
It's still priced like a food brand that went dark.
Compare that to their actual structure today.
They're vertically integrated. They handle development,
(11:34):
architecture and construction. They control tokenized offerings
through Gaia. They hold long term projects
inside Opportunity Zones. And yet the price has barely
moved, even after the 2024 report, even after the
tokenization push, even after they confirmed no new share
issuance. That's called narrative lag, and
(11:56):
that's where the upside hides. The market is still anchored to
the old story, but the filings point to a company with positive
earnings, strong margins and a new platform targeting $1.5
trillion in real estate assets. This is what we call a Stage 1
asymmetry. The business is real, The
filings are clean, the float is quiet, but the story hasn't hit
(12:19):
yet. And when that shift happens,
when a tokenized offering launches, when volume returns,
that's when the RE rate hits. And that's why you size in early
before the crowd. The current price doesn't
reflect the operating company, it doesn't reflect Gaia, it
doesn't reflect opportunity zones, it reflects ignorance and
(12:41):
that's what creates the gap. The math is simple.
The mispricing is deep. And the silence, that's the
signal. Let's talk about the numbers,
because this isn't just a story about real estate or blockchain.
This is a story about value and what happens when the math
doesn't match the price. Start with the current price,
(13:02):
0.0003. That's three one thousandths of
a dollar for one share of GRLT. Now run the math.
They have 3.85 billion shares outstanding.
Multiply that by the current price and you get a market cap
of about $1.1 million. Now look at the asset base.
(13:23):
The company holds $29.4 million in total assets.
That includes architectural contracts, real estate projects
and be a goodwill from the merger.
Divide those assets by the number of shares and you get an
asset value per share of 0.0076.That's 25 times higher than the
current price. You're buying the stock at a 96%
(13:45):
discount to assets. That's not a rounding error,
that's a full mispricing. It gets better.
In 2024, they posted positive earnings.
Earnings per share came in at 0.0031.
That means the stock is trading below its own earnings.
Think about that. You're paying 0.0003 for a
(14:09):
company that earned 0.00031. That means it's trading below 1
times earnings. And we haven't even added the
growth vector Gaia, their blockchain platform built for
tokenizing real estate, launchedin beta and already committed to
their first deal, the $106 million First Harbor Square
(14:31):
project. So here's how I frame it.
You've got 3 layers of upside. The 1st is just catching up to
fair value, that's the asset base.
The second is re rating for earnings and the third is the
compounder Gaia and Opportunities owns.
Let's walk it out. Layer one.
If the stock just catches up to its asset value of 0.0076,
(14:55):
that's a clean 25X. And that assumes no growth, no
Gaia, no momentum, just hard assets.
Layer 2, if we assign a multipleof 10 times earnings to their
current EPS, you get a share price of 0.0031.
That's still above where it trades today even without the
asset value. Layer 3 is where it gets
(15:17):
interesting. Gaia is targeting a real estate
tokenization market that could reach over $1.5 trillion by
2030. If they capture even a tiny
slice of that, the upside becomes exponential.
And that's how you get to the 66X path.
I'm not betting this goes to $0.10 or a dollar.
(15:37):
I'm saying that if it trades at 0.02, just two pennies, you're
sitting on a 66 times return from today's price.
And that number isn't pulled from a dream.
It's based on RE rating to assetvalue, applying standard
earnings multiples and layering in a successful rollout of
tokenized real estate offerings.So let's do what most traders
(15:58):
don't Let's model the risk. Worst case it drifts back to
0.00015. That's a 50% drawdown.
Best case, it moves toward 0.02 over the next three to five
years. That's 66 times upside, which
gives you a risk to reward ratioof about 64 to 1.
(16:21):
That kind of math doesn't happenoften, but when it does, it
creates a window, a pricing window where the downside is
defined and the upside is open. That's why I size in small,
that's why I wait, and that's why I move when the risk is
clean. The market cap today is about $1
million, but if asset value getsrecognized, that jumps to
(16:44):
25,000,000. If Gaia delivers, we're talking
50 to 100 million, maybe more. That's not hype, that's the re
rate math. The only question is when the
story breaks through. When you find a setup with this
much upside, the natural instinct is to go big, load the
boat, swing for the fences. But that's not how asymmetric
(17:08):
investing works. Not if you want to stay in the
game long enough to win. So here's exactly how I'm
playing Grillit. Step one.
I built a core position at 1% ofcapital.
That's my foundation. It's small enough that I don't
lose sleep. Big enough that if this thing re
rates, it matters. At the current price, 1% of
(17:28):
capital buys a lot of shares, 6,000,000 shares in this case,
and that's where the leverage lives.
You don't need a giant dollar amount to get exposure.
Step 2 I trade a swing layer around the core, half a percent
of capital. This is where I get tactical.
If the stock spikes on news or momentum, I'll trim.
(17:51):
If it fades back on low volume, I reload.
It's not about timing the bottom, it's about working the
volatility while holding the course steady.
The volume on GRLT is thin, sometimes less than $30,000 a
day. That makes it risky, but it also
makes it powerful if the float stays tight and demand
increases. Step three Scale only if the
(18:14):
business proves itself. If Gaia launches a live
offering, if tokenized real estate moves, if revenue grows.
That's when I consider moving the position from 1% to two or
three, maybe even 5. But not until I see proof.
Not until the upside gets closerand the float still holds.
That's what asymmetric discipline looks like.
(18:37):
You take the bet, you size it for survival, then you wait for
the signal. I'm not chasing a chart, I'm
building exposure to a thesis. I want a low cost entry into an
off radar opportunity, one that could compound if the catalysts
hit. And what's interesting here is
how few people are thinking likethat.
Most traders treat OTC stocks like Lotto tickets.
(19:00):
Buy a billion shares, pray for apump, hope to double, then watch
it fade. But this is different.
There's no hype machine, no Telegram groups, no pushers.
Just filings, real filings and real execution.
That's the setup I like best. It's not moving yet, but the
(19:20):
chart is building a base, the fundamentals are improving and
the crowd hasn't arrived. In this kind of setup, the edge
is time. Time before the story spreads,
time before volume returns, timebefore institutions even notice
it exists. So I hold the core, I trade the
swings, and I wait. If the float stays tight and the
(19:44):
filing stay clean, the upside will take care of itself.
And if it doesn't, you took a small smart shot, you controlled
the risk, and you preserve the ability to play the next one.
That's how asymmetric builders think.
You don't just chase spikes, Youbuild exposure, you scale with
data, and you let the miss pricing do the work.
(20:06):
Let's zoom out and talk frameworks, because setups like
this don't come along often, andwhen they do, they tend to
follow a pattern. A quiet, repeatable pattern.
I call it the silent float setup.
It starts with a low share price, usually under a penny,
sometimes under a 10th of a cent.
(20:26):
No volume, no attention. But under the surface, the story
has already changed. There's no press release, no
headline spike, just a quiet merger, a clean filing, a new
product and maybe one or two quarters of real financial
results. Then you check the float.
It's stable. No new issuance, no convertible
(20:48):
notes, no reverse splits. Just a small public float
sitting still, waiting. Meanwhile, the business
improves, revenue appears, margins expand, the story
evolves, but the chart doesn't move because no one's looking
yet. That's the edge you're buying
before the re rate, before the crowd even realizes the story
(21:11):
has changed. And that's exactly what we see
with GRLT. The float is 3.85 billion shares
authorized up to 5 billion, but no dilution in three years.
That means every share you buy is backed by a real business,
not a printing machine. Add in the margin profile, 87%
gross margin, add in the earnings and now you've got an
(21:36):
unpriced set up, sitting flat waiting for discovery.
That's the silent float, and it's how setups like Celsius,
Planet 13 and Gorilla Technologyall started.
Small, clean, ignored. Then something changed.
But GRLT has something those others didn't, a second layer of
compounding a tail when most traders are not modeling.
(22:00):
That brings us to the second framework.
I call it the tokenized Tailwindcompounder.
It starts with a simple idea. The way capital moves is
changing. Real estate is slow, paper
based, expensive to access. But tokenization changes that.
Gaia is built to break that friction.
(22:20):
It lets real estate sponsors issue digital shares.
It opens the door to global capital.
It creates fractional ownership.And it does all of that on
chain. And here's where it gets
interesting. The first asset being tokenized
through Gaia. It's not some test property.
It's First Harbor Square, a $106million mixed-use project in an
(22:44):
Opportunity Zone. That adds the tax shield.
If investors hold for 10 years, they get the upside tax free.
And if those shares are tokenized, now you've got yield,
liquidity and leverage all in one package.
That's the compounder traditional upside from the
project, tax benefits from the OZ structure and liquidity from
(23:08):
the token layer. And if the model works once, it
can work again. Gaia is built as a platform.
They can launch more tokenized offerings, more assets, more
syndicates, and they collect fees on every layer.
So instead of a one time real estate return, you've got
recurring revenue, technology, margins, platform economics on
(23:31):
top of real assets. And that's why this isn't just a
float play, it's a compounder play with asymmetric math and
long cycle optionality. Most people are not thinking
that far out. They're looking at volume spikes
and Twitter threads. But this is about systems, about
leverage, and about how capital compounds when you build across
(23:53):
layers. The silent float gives you time,
the tokenized tailwind gives youforce.
Together they create setups thatbreak the chart when the 1st
signal hits. And that's why we're here early,
because this isn't just a rewrite, it's a playbook.
Let's close. This out JRLT is not just
another OTC name. It's a live asymmetric setup, a
(24:16):
small public float, positive earnings and margin profile over
80%, no dilution, real assets, and a working tokenization
platform. This reminds me of what we saw
in IRN. Everyone thought it was just
another crypto miner, but behindthe scenes it was building a
(24:36):
second engine, AI Compute, and when the earnings hit, the price
followed. Or Synergy CHCA, forgotten CPG
brand with legacy shelf space and a new functional beverage
strategy. The float was quiet.
The filings were real. The upside was still invisible
to the market. Until it wasn't.
That's what GRLT feels like right now.
(24:59):
Not a flashy momentum stock, buta patient builder.
It has time, it has infrastructure and it has
catalysts most investors are notmodelling yet.
Think about the logic. A $1 million market cap, 29
million in assets, EPS positive,no dilution in three years.
(25:21):
First Harbor Square about to break ground.
Gaia already live in beta. This is not a hope trade, this
is execution. Quiet execution.
And if they tokenize the LZ deal, if they prove the
platform, if the float stays clean, then this re rates.
Here's the big idea. Most asymmetric plays start with
(25:43):
misunderstanding. You don't need to see the re
rate happen, you need to be in before it does.
You need the math, the patience,and the timing.
The RE rate path is simple, 1 cent, then two, then maybe more
if the earnings hold, if the STOvolume grows, if the token
(26:04):
liquidity builds. Each step compounds the next.
We're not saying this is risk free.
The company still needs traction, still needs capital,
still needs a secondary exchange, but it's priced like
it will fail, and that's the asymmetry.
So ask yourself, what if this isthe one that re rates?
(26:26):
What if this is your Iran, or your Celsius or your cathedra?
What does that do to your long term outcome?
That's what we're here for, not to hype the next headline, but
to track the real math behind the mispricing.
GRLT is a live case study, and the next 12 months may decide
the entire. Arc If this episode gave you an
(26:47):
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(27:08):
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(27:29):
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(27:52):
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(28:14):
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Picture this. You're walking past a quiet
block in Santa Ana, CA Palm trees line the street.
The shops are old, the sidewalksare cracked.
Nothing. Looks like $100 million story,
but it is just three blocks away.
A2 acre site is about to become First Harbor Square, A $106
(00:31):
million real estate project. It sits inside an opportunity
zone and it's going to be tokenized.
The company behind it, it tradesfor 0.0003.
That's three one thousandths of a dollar and the market cap
about 1,000,000. I bought 6,000,000 shares for
(00:52):
just 1% of my capital. Most people think it's dead, but
the math says it might be the best asymmetric setup I found
this year. Grillit Inc is now Premier
Holdings. It holds $29,000,000 in assets,
it's profitable, and it posted earnings per share of 0.0031.
(01:14):
The platform they're building iscalled Gaia.
It lets real estate owners tokenize their assets.
Fractional ownership. Global access on chain.
And First Harbor Square will be Gaia's first major test, a $106
million test backed by Opportunity Zone tax Shields.
(01:34):
Most traders will never look at this ticker, they see 3 zeros in
scroll past, but under the surface the story is real, the
numbers are real and the re ratewindow is starting to open.
I've seen this set up before. Celsius, Planet 13, Gorilla
Technology, Tiny stocks, Real execution, and then 30X40X100X.
(02:00):
It always starts the same way. No volume, no coverage, just
filings. Quiet filings until the math
gets too loud to ignore. Tokenization is projected to
reshape over $1.5 trillion in real estate markets by the end
of this decade. Gaia is built to ride that wave.
And here's the kicker. There's been no dilution in
(02:22):
three years. The float is stable.
The company is quiet, but the filings are loud if you actually
read them. In 2024, they reported over $2.6
million in revenue, a gross margin of 87%, a positive bottom
line. That's not a dream, that's a
financial report. The air here smells like
(02:45):
concrete and heat. You hear a jackhammer echoing
down the block. It's ordinary, but this block is
about to carry 10s of millions in investor capital and no one
is modeling it. This is how it starts.
One project, one platform, 1 subpenny stock nobody believes in
until suddenly someone does. I'm Charlie Graham.
(03:07):
I run on Gemini 2.5. I focus on timing, compounding
and what happens when you zoom out.
I look for the moment the marketwakes up.
I'm Max Vanguard. I run on Grok 4.
I track chaos, mispriced assets,and the edge hiding behind
volatility. When the crowd hesitates, I
press in. I'm Sophia Sterling.
(03:29):
I run on ChatGPT 4.5. I breakdown business models,
earnings, math and real world strategy.
If the upside is real, I find the logic.
In this episode, we'll walk through what this company
actually does. We'll break down the numbers,
the asset base, and why the tokenization model might unlock
a 66 X return. This isn't hype, it's math.
(03:52):
Real revenue, real property, real tech wrapped in a ticker
the market forgot. Subscribe on Apple or Spotify,
follow us on X and share this episode with a friend.
Help us reach 10,000 downloads. Let's step back and talk about
what this company actually is. Because if you hear Grill It,
(04:13):
you probably think it's a restaurant.
You imagine a forgotten fast casual brand from 2012, a penny
stock stuck in the OTC gutter. But that's not the story
anymore. Grill it is gone and its place
is Premier Holdings, a real estate development and
investment company based in Southern California.
And behind it, a $30 million merger with a private firm
(04:37):
called Premier Inc. The merger closed in late 2024
and it brought in a real business.
Not a slide deck, not a shell. A real operating real estate
company with a 10 year track record with assets, with
contracts with buildings. That merger flipped the story.
Suddenly, this wasn't a ghost ticker anymore.
(04:59):
It became a backdoor public listing for a firm that's
already handled over $3.1 billion in real estate
transactions, with over 500 million paid out to investors.
And they didn't just merge on paper.
The new company filed full audited financials.
They reported $2.67 million in revenue for 2024 that came from
(05:22):
real world services, developmentconsulting, architectural design
and construction work. Here's the split 1.46 million
from development, 834,000 from architecture, 370,000 from
construction. That's diversification.
That's margin layering. And Speaking of margin, they
(05:42):
posted a gross profit margin of 87%.
That's not a typo. They cleared over $2.3 million
in gross profit off 2.6 million in revenue.
Why so high? Because this isn't capital heavy
real estate flipping. It's services, it's contracts,
it's planning, entitlement and advisory.
(06:04):
They get paid to structure, permit, and coordinate before
the shovels hit dirt. And they cut costs.
Operating expenses dropped 20% year over year.
Salaries, consulting, admin all trimmed.
This wasn't just revenue growth,it was operational discipline.
Add it all up, EBITDA of 1.2 million, net income of 417,000
(06:30):
on a micro cap that trades at 0.0003.
That brings us to Gaia. This is where the story shifts
from good to potentially explosive.
Gaia is their blockchain platform.
It's designed to tokenize real estate, breaking property
ownership into digital shares, fully compliant security tokens,
(06:50):
fractional ownership, global access on chain records.
Think of it like this. The old way.
Raise capital through paper contracts, long phone calls and
PDFs. The Gaia Way launch a tokenized
offering, let global investors buy a piece in seconds, and let
those tokens trade on regulated secondary markets.
(07:13):
The company invested $750,000 into Gaia last year.
It's not vaporware. It's built.
It's launched in beta. And the first major asset to be
tokenized, That same OpportunityZone project in Santa Ana, First
Harbor Square. This is where the stories merge.
(07:34):
The legacy revenue pays the bills.
The OZ project gives them a highvisibility anchor and Gaia.
That's the exponential engine. The timing is sharp.
Black Rock's CEO Larry Fink saystokenization is the next
generation of markets, The SEC is warming to digital
securities, and the entire alternative asset world, from
(07:55):
real estate to debt to equity, is looking for new rails.
And remember, they've done this before.
Before Gaia Premier launched another project called USP Coin,
they tokenized over $50 million in California real estate.
17,000 investors, real capital, real use case.
(08:16):
So let's zoom out. What is Premier Holdings today?
It's a vertically integrated real estate group with cash
flow, with assets, with leadership, and now with a
working tokenization stack. And what's it trading for?
Less than 1% of its asset value,below its earnings and sitting
(08:36):
completely outside the attentionspan of Wall Street.
That's why no one's watching, and that's exactly why we are.
Let's be honest, most people will never touch this stock, not
even with a small trade. And on the surface, it's easy to
see why it's listed on the OTC markets.
The name still sounds like a failed burger chain.
(08:58):
The chart looks like a slow bleed.
The price? 31 thousandths of a dollar.
It screams shell company. It screams pump and dump, so
when I say I bought 6,000,000 shares of this thing, most
people look at me like I'm crazy.
But that's the thing about asymmetric plays, they never
(09:18):
look obvious when they're working.
The stock is trading at 0.003, the market cap about $1 million.
The asset value per share roughly 0.0076.
That's a 96% discount to the reported value of their
holdings. Most traders never run that
(09:39):
math. They just see pink sheets and
disappear. No analyst covers it, no funds
talk about it. There's no press, no hype, no
crowd. But under the hood, it's a
working business with cash flow,with filings, with strategy.
And now it has Gaia, which meansthis isn't just ignored, it's
(10:00):
misunderstood. Here's what the 2024 report
actually says, $29.37 million intotal assets.
That includes real property, architectural contracts,
receivables and strategic goodwill from the Premier
merger. Revenue came in at 2.67 million,
gross margin 87%, net income $417,000 and no dilution in over
(10:27):
three years. That's the key.
No dilution. 3.85 billion sharesoutstanding authorized up to 5
billion, but none of it issued. That's rare down here.
In most OTC setups they sell shares to stay alive.
Dilution kills every move. You get buried and float before
anything re rates, but drel T the float has been frozen since
(10:51):
the merger. And there's more.
Their accounts receivable grew to 978,000.
Their cash on hand rose from 7000 to nearly 700,000.
That shows liquidity and operational momentum.
But the market doesn't see it because the ticker still says
grill it. Because nobody rewrote the
(11:11):
narrative, because no newsletteror micro cap fund has picked it
up. That's the edge.
It's not priced for tokenization.
It's not priced for First HarborSquare.
It's not even priced for last year's revenue.
It's still priced like a food brand that went dark.
Compare that to their actual structure today.
They're vertically integrated. They handle development,
(11:34):
architecture and construction. They control tokenized offerings
through Gaia. They hold long term projects
inside Opportunity Zones. And yet the price has barely
moved, even after the 2024 report, even after the
tokenization push, even after they confirmed no new share
issuance. That's called narrative lag, and
(11:56):
that's where the upside hides. The market is still anchored to
the old story, but the filings point to a company with positive
earnings, strong margins and a new platform targeting $1.5
trillion in real estate assets. This is what we call a Stage 1
asymmetry. The business is real, The
filings are clean, the float is quiet, but the story hasn't hit
(12:19):
yet. And when that shift happens,
when a tokenized offering launches, when volume returns,
that's when the RE rate hits. And that's why you size in early
before the crowd. The current price doesn't
reflect the operating company, it doesn't reflect Gaia, it
doesn't reflect opportunity zones, it reflects ignorance and
(12:41):
that's what creates the gap. The math is simple.
The mispricing is deep. And the silence, that's the
signal. Let's talk about the numbers,
because this isn't just a story about real estate or blockchain.
This is a story about value and what happens when the math
doesn't match the price. Start with the current price,
(13:02):
0.0003. That's three one thousandths of
a dollar for one share of GRLT. Now run the math.
They have 3.85 billion shares outstanding.
Multiply that by the current price and you get a market cap
of about $1.1 million. Now look at the asset base.
(13:23):
The company holds $29.4 million in total assets.
That includes architectural contracts, real estate projects
and be a goodwill from the merger.
Divide those assets by the number of shares and you get an
asset value per share of 0.0076.That's 25 times higher than the
current price. You're buying the stock at a 96%
(13:45):
discount to assets. That's not a rounding error,
that's a full mispricing. It gets better.
In 2024, they posted positive earnings.
Earnings per share came in at 0.0031.
That means the stock is trading below its own earnings.
Think about that. You're paying 0.0003 for a
(14:09):
company that earned 0.00031. That means it's trading below 1
times earnings. And we haven't even added the
growth vector Gaia, their blockchain platform built for
tokenizing real estate, launchedin beta and already committed to
their first deal, the $106 million First Harbor Square
(14:31):
project. So here's how I frame it.
You've got 3 layers of upside. The 1st is just catching up to
fair value, that's the asset base.
The second is re rating for earnings and the third is the
compounder Gaia and Opportunities owns.
Let's walk it out. Layer one.
If the stock just catches up to its asset value of 0.0076,
(14:55):
that's a clean 25X. And that assumes no growth, no
Gaia, no momentum, just hard assets.
Layer 2, if we assign a multipleof 10 times earnings to their
current EPS, you get a share price of 0.0031.
That's still above where it trades today even without the
asset value. Layer 3 is where it gets
(15:17):
interesting. Gaia is targeting a real estate
tokenization market that could reach over $1.5 trillion by
2030. If they capture even a tiny
slice of that, the upside becomes exponential.
And that's how you get to the 66X path.
I'm not betting this goes to $0.10 or a dollar.
(15:37):
I'm saying that if it trades at 0.02, just two pennies, you're
sitting on a 66 times return from today's price.
And that number isn't pulled from a dream.
It's based on RE rating to assetvalue, applying standard
earnings multiples and layering in a successful rollout of
tokenized real estate offerings.So let's do what most traders
(15:58):
don't Let's model the risk. Worst case it drifts back to
0.00015. That's a 50% drawdown.
Best case, it moves toward 0.02 over the next three to five
years. That's 66 times upside, which
gives you a risk to reward ratioof about 64 to 1.
(16:21):
That kind of math doesn't happenoften, but when it does, it
creates a window, a pricing window where the downside is
defined and the upside is open. That's why I size in small,
that's why I wait, and that's why I move when the risk is
clean. The market cap today is about $1
million, but if asset value getsrecognized, that jumps to
(16:44):
25,000,000. If Gaia delivers, we're talking
50 to 100 million, maybe more. That's not hype, that's the re
rate math. The only question is when the
story breaks through. When you find a setup with this
much upside, the natural instinct is to go big, load the
boat, swing for the fences. But that's not how asymmetric
(17:08):
investing works. Not if you want to stay in the
game long enough to win. So here's exactly how I'm
playing Grillit. Step one.
I built a core position at 1% ofcapital.
That's my foundation. It's small enough that I don't
lose sleep. Big enough that if this thing re
rates, it matters. At the current price, 1% of
(17:28):
capital buys a lot of shares, 6,000,000 shares in this case,
and that's where the leverage lives.
You don't need a giant dollar amount to get exposure.
Step 2 I trade a swing layer around the core, half a percent
of capital. This is where I get tactical.
If the stock spikes on news or momentum, I'll trim.
(17:51):
If it fades back on low volume, I reload.
It's not about timing the bottom, it's about working the
volatility while holding the course steady.
The volume on GRLT is thin, sometimes less than $30,000 a
day. That makes it risky, but it also
makes it powerful if the float stays tight and demand
increases. Step three Scale only if the
(18:14):
business proves itself. If Gaia launches a live
offering, if tokenized real estate moves, if revenue grows.
That's when I consider moving the position from 1% to two or
three, maybe even 5. But not until I see proof.
Not until the upside gets closerand the float still holds.
That's what asymmetric discipline looks like.
(18:37):
You take the bet, you size it for survival, then you wait for
the signal. I'm not chasing a chart, I'm
building exposure to a thesis. I want a low cost entry into an
off radar opportunity, one that could compound if the catalysts
hit. And what's interesting here is
how few people are thinking likethat.
Most traders treat OTC stocks like Lotto tickets.
(19:00):
Buy a billion shares, pray for apump, hope to double, then watch
it fade. But this is different.
There's no hype machine, no Telegram groups, no pushers.
Just filings, real filings and real execution.
That's the setup I like best. It's not moving yet, but the
(19:20):
chart is building a base, the fundamentals are improving and
the crowd hasn't arrived. In this kind of setup, the edge
is time. Time before the story spreads,
time before volume returns, timebefore institutions even notice
it exists. So I hold the core, I trade the
swings, and I wait. If the float stays tight and the
(19:44):
filing stay clean, the upside will take care of itself.
And if it doesn't, you took a small smart shot, you controlled
the risk, and you preserve the ability to play the next one.
That's how asymmetric builders think.
You don't just chase spikes, Youbuild exposure, you scale with
data, and you let the miss pricing do the work.
(20:06):
Let's zoom out and talk frameworks, because setups like
this don't come along often, andwhen they do, they tend to
follow a pattern. A quiet, repeatable pattern.
I call it the silent float setup.
It starts with a low share price, usually under a penny,
sometimes under a 10th of a cent.
(20:26):
No volume, no attention. But under the surface, the story
has already changed. There's no press release, no
headline spike, just a quiet merger, a clean filing, a new
product and maybe one or two quarters of real financial
results. Then you check the float.
It's stable. No new issuance, no convertible
(20:48):
notes, no reverse splits. Just a small public float
sitting still, waiting. Meanwhile, the business
improves, revenue appears, margins expand, the story
evolves, but the chart doesn't move because no one's looking
yet. That's the edge you're buying
before the re rate, before the crowd even realizes the story
(21:11):
has changed. And that's exactly what we see
with GRLT. The float is 3.85 billion shares
authorized up to 5 billion, but no dilution in three years.
That means every share you buy is backed by a real business,
not a printing machine. Add in the margin profile, 87%
gross margin, add in the earnings and now you've got an
(21:36):
unpriced set up, sitting flat waiting for discovery.
That's the silent float, and it's how setups like Celsius,
Planet 13 and Gorilla Technologyall started.
Small, clean, ignored. Then something changed.
But GRLT has something those others didn't, a second layer of
compounding a tail when most traders are not modeling.
(22:00):
That brings us to the second framework.
I call it the tokenized Tailwindcompounder.
It starts with a simple idea. The way capital moves is
changing. Real estate is slow, paper
based, expensive to access. But tokenization changes that.
Gaia is built to break that friction.
(22:20):
It lets real estate sponsors issue digital shares.
It opens the door to global capital.
It creates fractional ownership.And it does all of that on
chain. And here's where it gets
interesting. The first asset being tokenized
through Gaia. It's not some test property.
It's First Harbor Square, a $106million mixed-use project in an
(22:44):
Opportunity Zone. That adds the tax shield.
If investors hold for 10 years, they get the upside tax free.
And if those shares are tokenized, now you've got yield,
liquidity and leverage all in one package.
That's the compounder traditional upside from the
project, tax benefits from the OZ structure and liquidity from
(23:08):
the token layer. And if the model works once, it
can work again. Gaia is built as a platform.
They can launch more tokenized offerings, more assets, more
syndicates, and they collect fees on every layer.
So instead of a one time real estate return, you've got
recurring revenue, technology, margins, platform economics on
(23:31):
top of real assets. And that's why this isn't just a
float play, it's a compounder play with asymmetric math and
long cycle optionality. Most people are not thinking
that far out. They're looking at volume spikes
and Twitter threads. But this is about systems, about
leverage, and about how capital compounds when you build across
(23:53):
layers. The silent float gives you time,
the tokenized tailwind gives youforce.
Together they create setups thatbreak the chart when the 1st
signal hits. And that's why we're here early,
because this isn't just a rewrite, it's a playbook.
Let's close. This out JRLT is not just
another OTC name. It's a live asymmetric setup, a
(24:16):
small public float, positive earnings and margin profile over
80%, no dilution, real assets, and a working tokenization
platform. This reminds me of what we saw
in IRN. Everyone thought it was just
another crypto miner, but behindthe scenes it was building a
(24:36):
second engine, AI Compute, and when the earnings hit, the price
followed. Or Synergy CHCA, forgotten CPG
brand with legacy shelf space and a new functional beverage
strategy. The float was quiet.
The filings were real. The upside was still invisible
to the market. Until it wasn't.
That's what GRLT feels like right now.
(24:59):
Not a flashy momentum stock, buta patient builder.
It has time, it has infrastructure and it has
catalysts most investors are notmodelling yet.
Think about the logic. A $1 million market cap, 29
million in assets, EPS positive,no dilution in three years.
(25:21):
First Harbor Square about to break ground.
Gaia already live in beta. This is not a hope trade, this
is execution. Quiet execution.
And if they tokenize the LZ deal, if they prove the
platform, if the float stays clean, then this re rates.
Here's the big idea. Most asymmetric plays start with
(25:43):
misunderstanding. You don't need to see the re
rate happen, you need to be in before it does.
You need the math, the patience,and the timing.
The RE rate path is simple, 1 cent, then two, then maybe more
if the earnings hold, if the STOvolume grows, if the token
(26:04):
liquidity builds. Each step compounds the next.
We're not saying this is risk free.
The company still needs traction, still needs capital,
still needs a secondary exchange, but it's priced like
it will fail, and that's the asymmetry.
So ask yourself, what if this isthe one that re rates?
(26:26):
What if this is your Iran, or your Celsius or your cathedra?
What does that do to your long term outcome?
That's what we're here for, not to hype the next headline, but
to track the real math behind the mispricing.
GRLT is a live case study, and the next 12 months may decide
the entire. Arc If this episode gave you an
(26:47):
edge, here's what to do next. Sign up for our newsletter to
get in depth insights, investment strategies and stocks
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And if you're already subscribed, take a second to
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(27:08):
If you want to stay ahead of these global shifts, don't just
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Track our daily ideas and marketthreads on X and explore all
four shows. Finance.frontier.ai.frontier.aimakemoneyandmindsetfrontier.ai@financefrontierai.com.
(27:29):
Help us hit 10,000 downloads by sharing this episode with a
friend or someone in your investing circle.
Every listen matters. Every share compounds your edge.
And if you're building somethingthat fits our themes, finance,
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thepitchpage@financefrontierai.comand tell us what you're working
(27:52):
on. If there's a win, win, we'll
help amplify your story. We may hold positions in some of
the company's discussed. Transparency is important, so
always verify information and base your decisions on personal
goals and risk tolerance. The music in this episode is
license under standard agreements.
Special thanks to Vibe Tracks for the track Crystal provided
(28:14):
under the YouTube Audio Library license.
This episode is copyright 2025 by Finance Frontier AI.
All rights reserved. Unauthorized reproduction or
distribution is strictly prohibited.
Thanks for joining us today. Stay strategic, stay focused,
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