SURG Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: SurgePays continues its strong revenue growth of 59%, with institutional support indicating significant long-term upside Helium. Historical return surface shows higher probability of positive returns over extended periods.




Bearish Case: High volatility and liquidity concerns persist due to elevated debt levels and insider selling Helium. Recent market backwardation indicates potential price pressure Helium.




Potential Outcomes:

1. Sustained revenue growth (55%) due to market positioning.

2. Liquidity risk from debt persists (20%).

3. Potential regulatory challenges (15%) affect operations.




Trading Oracle: Implement a bullish debit spread with SURG 02/21/2025 5.00 C and sell 7.50 C. Target 3-6 months, capitalizing on potential upside as volatility may rise post-earnings. Aligns with long-term growth and institutional support.



January 14, 2025


Surgepays Forecast

SURG        Surgepays











Correlated Assets

Assets that tend to move strongly with SURG



WBA Forecast + Options Trading Strategies   WBA  Walgreens Boots Alliance (0.95)


IEP Forecast + Options Trading Strategies   IEP  Icahn (0.92)


APLS Forecast + Options Trading Strategies   APLS  Apellis Pharmaceuticals (0.9)


XRX Forecast + Options Trading Strategies   XRX  Xerox (0.9)


AMR Forecast + Options Trading Strategies   AMR  Alta Mesa Resources (0.9)



Uncorrelated Assets

Assets with little price relationship to SURG



PAYC Forecast + Options Trading Strategies   PAYC  Paycom Software (0.0)


INTU Forecast + Options Trading Strategies   INTU  Intuit (0.0)


GTLS Forecast + Options Trading Strategies   GTLS  Chart Industries (0.0)


FXY Forecast + Options Trading Strategies   FXY  Invesco CurrencyShares Japanese Yen (-0.01)


DNN Forecast + Options Trading Strategies   DNN  Denison Mines (0.01)



Anticorrelated Assets

Assets that tend to move strongly against SURG



VIRT Forecast + Options Trading Strategies   VIRT  Virtu Financial (-0.9)


MLI Forecast + Options Trading Strategies   MLI  Mueller Industries (-0.9)


GLD Forecast + Options Trading Strategies   GLD  SPDR Gold Shares (-0.9)


CLH Forecast + Options Trading Strategies   CLH  Clean Harbors (-0.9)


PNW Forecast + Options Trading Strategies   PNW  Pinnacle West (-0.91)









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