Hello everyone,
If you're new here, welcome. Every Monday, I bring you one stock that's been sitting on my radar that the rest of the market hasn’t caught on to yet.
But before we get into this week's stock, let's break down key events that are affecting the broader market.
The Iran Situation Is Getting Serious
The Strait of Hormuz is still closed.
If you haven't been following this closely, here's what you need to know: the Strait of Hormuz is one of the most critical shipping lanes in the world. Roughly 20% of the global oil supply moves through it, and it has been shut down for weeks, which is why the oil market is skyrocketing.
WTI Crude Oil just surged past 100 dollars a barrel, hitting 114, which is the highest we've seen since the COVID-19 pandemic.
Even worse is how these tensions are affecting the S&P 500.
The index is trading around 6,603, and eyeing levels it hasn't seen since August 2025. The Nasdaq and the Dow are both sitting nearly 10% below their recent all-time highs, bordering on correction territory.
Most investors are sitting on their hands or pulling cash out of the market right now to see how things play out.
But here is the truth.
When the geopolitical world gets loud, the real opportunity lies in the businesses that quietly keep running no matter what's on the news.
Convenience stores don't close because oil is at 114 dollars a barrel.
Gas stations don't shut down when senators are arguing about the Strait of Hormuz.
People still need snacks, drinks, and to stop to fill up their tank.
And the one company delivering products directly to those stores every single week is GPO Plus Inc.
GPO Plus, Inc. (OTC: GPOX)
GPOX is a technology-driven wholesale distributor that operates what's called a Direct-Store-Delivery model.
Here's what that means in plain terms: they skip the middlemen entirely and deliver directly to convenience stores and gas stations every week. No wholesalers. No extra markup layers, straight to the shelf.
There are currently over 152,000 convenience stores in the United States. About 63% of them are independently owned. Together, they generate over 327 billion dollars in annual in-store sales.
That is a massive, fragmented market. And most of those independent stores are being underserved by the traditional distribution system.
GPOX is going after that gap.
What They've Built So Far
Right now, they're running 6 distribution hubs, serving 575+ active retail locations, and moving 127+ SKUs across their product mix with weekly direct deliveries.
The technology piece is what makes the model scalable. Their MSRP+ platform uses AI-driven analytics to track what's selling, what's not, and how to keep each store stocked with the right products. The more stores they add to the network, the smarter that system gets.
They're also building their own in-house brands, which can lead to immense margin expansion. Owning your own products means you control pricing and you stop depending on third-party suppliers for your profitability.
Their Financials
GPOX is displaying real growth; their revenue is at 4,074,173 dollars (up 12% year over year), and their gross profit is at 1,068,869 dollars (up 28% year over year).
As the company continues to invest in its products and build out its distribution footprint, the losses are expected. Net loss for the nine months came in at (2,023,687) dollars, with a quarterly loss of 748,137. Cash on hand is tight at $17,897, and there’s a working capital deficit of 6,507,982 dollars.
But here’s the context that matters: gross margins are expanding. Revenue is growing. And the model only gets more efficient the more locations they add to the network.
The Levels I'm Watching
GPOX trades on the OTC markets, which means volatility comes with the territory. Keep that in mind.
The first level I'm watching is $0.1226. A clean move through there is the first sign that momentum is building.
Above that, $0.1750 becomes the next area of focus, a more significant move that would change the conversation around this name.
On the downside, $0.0692 is the support level that matters. As long as that holds, the structure stays intact.
Before We Wrap Up
Always take the time to review the company's filings, press releases, and investor materials before making any decisions. This is a name to keep on your radar, not a substitute for doing your own homework.
OTC stocks carry real risk, and position sizing always matters.
Invest your best,
Chris Forson
"Be fearful when others are greedy, and greedy when others are fearful" - Warren Buffett
